From within a constituent profile, you can record information about a prospective funder that remains reasonably constant. This is held in a panel called Prospect Research within the constituent profile.
To Add the Prospect Research information to an existing Constituent
- Click on the orange Manage button at the top of the screen.
- Choose Add Prospect Info, to add the option to record additional information about the Trust or Foundation on the 'Profile' tab as follows:
- This will insert a new panel into your constituent's profile
- Each area of the panel is explained below:
Within this tab, the main attributes for the prospect are set:
Capacity, Propensity and Connection scores (1 to 5).
These can be used to indicate, for example:
- the prospect's capacity to give),
- their propensity to support your kind of cause,
- and how close a connection you have with the prospect
The sum of your Capacity, Propensity and Connection scores (up to a maximum of 15) provides you with a way to help prioritise your fundraising activities to the prospects that will be more likely to support you.
Funding Deadline Months – This field is only visible when your constituent type is a group, as opposed to a person (see Constituent Types for more info). It is for you to record the months in which they make their funding decisions, and can be used when filtering lists of prospects.
Months between Applications - This field is only visible when your constituent type is a group, as opposed to a person (see Constituent Types for more info). It indicates the interval that the Trust or Foundation likes you to leave between applications.
Relationship Owner - who in your organisation holds the relationship with this prospective funder - eg one of your trustees.
Opportunity Fundraiser - who in your organisation is the fundraiser associated with this prospective funder.
Total Annual Giving, Typical Gift Size and Suggested Ask Amount can be used to indicate what level of funding is available and what you want to ask for.
The tags in Funding Preferences and Funding Locations can be configured by your system administrator if you don't have access in using Opportunities > Settings, and used to identify subject and areas of interest for the funder. They can be used to filter lists of your prospects.
Research Notes is for any additional information that you want to record about the prospect.
Within this tab, you can upload documents that are related to the prospect.
You can only add attachments once an opportunity has been saved for the first time.
Donorfy can accept various document types (up to 3Mb in size) and can be one of the following types:
- CSV file
- Excel file
- Image file - e.g. jpg, png
- Pdf file
- Text file
- Word document
To upload a new document, see the section 'Adding a document' within this article: Timeline Document Upload (for uploading attachments)
Within this tab, you can store summary details of the solicitation plan(s).
Within the Text editor body the summary details can be either typed in or copy and pasted in from a different source document.
Within this tab is a summary of each of the Opportunities that the Constituent is linked to.