Prospect Management

Complete prospect management

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Complete prospect tracking information

  • Relationship management is fully supported with the capability to plan and execute multiple solicitation tracks utilizing multiple staff and volunteer solicitors.
  • Planned and Major gift opportunities can be recorded and tracked including such data as amount solicited, likelihood of closure, projected date of closure, next activity and much more.
  • Forecasts based upon ratings of the likelihood of gift closure can be developed for each constituent and campaign.
  • Activities can be tracked for each major gift or planned gift opportunity, including those activities scheduled for the future.
  • Call reports can be produced for each staff member or volunteer solicitor to measure productivity and activity.
  • Documents relating to the gift opportunity can be linked or scanned and attached to each opportunity, thus providing instant access to important material such as a deed of gift, promissory pledge, will, or other legal document.
  • Gift linking is supported so that once the opportunity is consummated, all gifts or pledges recorded for the opportunity are directly linked to the opportunity, thus providing a complete, comprehensive overview of the entire solicitation and donation process.