Prospect Management

Cultivate Future Donors

Prospect Management helps you track and cultivate potential major donors through a structured fundraising pipeline. Instead of keeping notes in spreadsheets or hoping you remember to follow up, everything lives in one place with clear stages and reminders.

Prospect Pipeline

Every prospect moves through stages that mirror the traditional major gift fundraising cycle:

• Identification: New prospects you've discovered through research, referrals, or events
• Qualification: Assess giving capacity, connection to your mission, and likelihood of making a gift
• Cultivation: Build the relationship through meetings, tours, calls, and personalized communications
• Solicitation: You've made the ask. Track the ask amount, date, and method
• Stewardship: After the gift, continue building the relationship for future giving

Tracking Activities

Log every touchpoint with a prospect so your entire team knows the history:

• Calls & Meetings: Record the date, summary, and next steps
• Emails: Note when you sent outreach and what the response was
• Events: Track which prospects attended which events
• Notes: Add general notes about interests, connections, or giving capacity
• Tasks: Set follow-up reminders so nothing falls through the cracks

Converting Prospects to Donors

When a prospect makes their first gift, their record automatically converts to a full donor profile in the Donor CRM. All the cultivation history carries over so you never lose context.

Who Uses This

Prospect Management is ideal for development directors, major gift officers, and executive directors who are cultivating individual relationships with potential high-value donors.