Matching Gift Prospects

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Hello! We have a challenge match and would like to code prospects for this specific campaign. I would love your suggestions for the most effective means coding these targeted people/foundations. Thank you!

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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic

    @Natalie Proudfoot Welcome to the BB Community forums.

    Do you have the prospect module? If so there would be some options there: Classification, Philanthropic Interests.

    Other database options would be to add a specific appeal “Challenge Match ABC” to their records (this could also track responses/gift amounts). Another might be a constituent attribute. You could use Notes if you have specific info you want captured regarding the prospective donors that is not already stored elsewhere.

    I would make Appeal name, Attribute Category/Description or Notes type, if used, a table choice so data entry is consistent so you can easily query on it.

    Just some thought. I'm sure others will have more suggestions.

  • @JoAnn Strommen Great suggestions, thank you! Yes, we do have the Prospect module so this may be an option, but I also like the idea of creating an Appeal. Thank you for these suggestions!

  • @Natalie Proudfoot I think the only challenge with the Appeal would be if you are using that in any other way for the gifts in question.

  • @Christine Robertson That's a good point, thank you!

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