How do you use the prospect tab for your moves management efforts?

Debra Paul · March 2014

Can any Raiser's Edge users out there tell me how they are using the prospect tab for their moves management efforts?

Laura Avery · April 2015

Hi Debra,

At the QEII Foundation, we use Proposals in the Prospect tab to track moves management.

When a prospect is identified, we set up a proposal with the status "Identification" and assign the prospect to a Development Officer. We then do a quick qualification search on these prospects, update their profile and move the proposal status to "Research."

The Development Officer continues to update the status of the proposal as they move the prospect through to Cultivation, Solicitation, Verbal/Pledged and then Stewardship (or, of course, they may be Dropped or set to Refusal if necessary). Our reports pull the status information from the proposals, so we can see how many prospects each D.O. has in each stage.

Hope this helps!

Best,

Laura

Gina Gerhard · April 2015

Blackbaud offers a product called 'Planned Gift Tracker' which basically 'packages' a methodology for handling planned gifts. I've heard that organizations using it are very pleased with it.

It's not that well advertised, perhaps you can contact a sales rep for more info.

Marci Schneider · September 2015

What reports do you pull and what fields do you use to pull from?

Thanks

Marci Schneider Shorecrest Preparatory School

Christine Cooke 2 · September 2015

We use the Classification field to track where they are in the cultivation queue. 1st Tier-Highest Potential 2nd Tier, 3rd Tier and 9-Do Not Cultivate. and the Prospect Status field to track where they are in the cultivation process: 1-Discovery, 2-Cultivation, 3-Solicitation, 4 Stewardship 8-Revisit Later 9-Drop/Do Not Cultivate/Ask

Those same Prospect Status codes are utilized on the Action Tab for the multiple moves. And the Proposal/Ask is also on the Prospect Tab

Kim Braun · September 2015

Christine Cooke:

We use the Classification field to track where they are in the cultivation queue. 1st Tier-Highest Potential 2nd Tier, 3rd Tier and 9-Do Not Cultivate. and the Prospect Status field to track where they are in the cultivation process: 1-Discovery, 2-Cultivation, 3-Solicitation, 4 Stewardship 8-Revisit Later 9-Drop/Do Not Cultivate/Ask

Those same Prospect Status codes are utilized on the Action Tab for the multiple moves. And the Proposal/Ask is also on the Prospect Tab

Is there any way to attach a date to the classification and prospect status drop-downs? I love them, but I would like to see when they were last changed. Having a date would make them better to search on as well.

Otherwise we end up devising a "Rating" to track this since it allows dates. We would would rather not have in the Ratings area since it really doesn't belong there.

Jacki Balon · September 2015

We create a proposal for each "Ask" and each ask would have its own status so we use the Status on the proposal record to indicate where they are in the cycle. We used to start at Identification - but have since changed our procedure and now don't create a proposal record until they are qualified & assigned to a Development Manager - this can be a Desk Qualification done by Research (ratings are then recorded) or a Field Qualification done by the DM - and a contact report is done. We then use proposal attributes to track when they move from one stage to another.

We don't use the Planned Giving, as we create an org record called Estate of xxxx when the bequest is received and you can't link the realised bequest from the Estate of record back to the individual record. So we have created procedures for our Bequest Manager and track all the information on a Proposal record as well.

All our Prospect Management Reports are pulled from the Proposal record.

Cheers,

Jacki

Kim Braun · October 2015

Laura Avery:

At the QEII Foundation, we use Proposals in the Prospect tab to track moves management.

When a prospect is identified, we set up a proposal with the status "Identification" and assign the prospect to a Development Officer. We then do a quick qualification search on these prospects, update their profile and move the proposal status to "Research."

The Development Officer continues to update the status of the proposal as they move the prospect through to Cultivation, Solicitation, Verbal/Pledged and then Stewardship (or, of course, they may be Dropped or set to Refusal if necessary). Our reports pull the status information from the proposals, so we can see how many prospects each D.O. has in each stage.

Hi Laura,

Would you be willing to go into more detail about which fields you use, don't use, or repurpose, and what dropdown choices you have created? Thanks,

-Kim

How do you use the prospect tab for your moves management efforts?

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