{"id":649,"date":"2020-09-18T13:49:55","date_gmt":"2020-09-18T17:49:55","guid":{"rendered":"http:\/\/dev-tech-impact-guides.pantheonsite.io\/donor-management-systems\/?page_id=649"},"modified":"2020-09-21T11:45:37","modified_gmt":"2020-09-21T15:45:37","slug":"prospecting-and-proposals","status":"publish","type":"page","link":"https:\/\/guides.techimpact.org\/donor-management-systems\/prospecting-and-proposals\/","title":{"rendered":"Prospecting and Proposals"},"content":{"rendered":"

Having the ability to build out comprehensive donor profiles is important, as many organizations want to use all this tracking data to develop plans to cultivate donors and deepen relationships. These can range from simple follow-up actions for new donors, such as phone calls, to more complex \u201cmoves management\u201d plans for donor relationship development. The systems we reviewed vary widely in their support for this functionality.<\/p>\n

Most systems let you assign a status or priority (or both) to each donor. This helps you understand how they fit in with your fundraising action plan\u2014for instance, whether they\u2019re a \u201csure thing\u201d you should definitely solicit, a \u201clapsed\u201d donor that may need a different approach, or an \u201cunlikely\u201d donor\u2014and then use that information in queries and reports. Many systems will also let you track which staff member is responsible for relationships. These seemingly straightforward fields can be very useful\u2014for example, each staff member could easily generate a list of major donors they should call.<\/p>\n

Some systems go a step further and let you set up complex prospect workflows that define sequential stages and track your donors through them. These workflows can help organize the most appropriate solicitor action for different prospecting stages. Some systems offer sophisticated support for different stages out-of-the-box, while others let you flexibly set up your own workflows. Systems vary in their support for automating these workflows. Some will automatically move a donor to the next stage and assign a new set of tasks when the donor reaches a milestone or an activity is completed, while others require you to manually change the stage and assign tasks. Some let you track dollar amounts for ongoing solicitations and then see a fundraising pipeline forecast. It can also be handy to be able to schedule tasks or reminders for yourself or others to do something or call someone on a certain date, or even have the system notify you based on certain thresholds reached or changes in the data.<\/p>\n

These workflow features are also useful to track grant proposals. Many systems that support this more advanced functionality flesh it out with specific fields to track upcoming proposal deadlines, grant history, and the types of areas certain foundations are interested in.<\/p>\n

Next Section<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

Having the ability to build out comprehensive donor profiles is important, as many organizations want to use all this tracking data to develop plans to cultivate donors and deepen relationships. 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