Prospect Management

Track cultivation prospects in Fundraising before they become donors. Search, import, email, and convert prospects when the first gift arrives—without polluting Donor CRM.

Prospects CRM lives in Fundraising → Prospects for major-gift pipelines and lead tracking. Prospects stay separate from Donor Hub until conversion; gift entry and assign-donor flows can promote a prospect to a donor under the receiving fund while preserving source notes.

What You Can Do

• Add prospects manually with source, notes, and contact fields
• Import Excel files and export the filtered list
• Search by name, email, phone, address, status, notes, and added date (server-side pagination)
• Send bulk email to selected prospects from the list actions
• Open a profile to review email history scoped to the prospect’s organization

Common Tasks

Convert a prospect at first gift

1. When recording or assigning a donation, search donors and prospects together.
2. Select the prospect; AlignMint converts them to a donor for that fund and links the gift.
3. Continue stewardship in Donor CRM with history intact.

Good to Know

Prospect write actions require read-write Fundraising access. On a parent organization, you see prospects per fund. Email logs on a profile filter by the prospect’s organization to avoid cross-fund leakage.

Prospects CRM is included with Fundraising on plans that expose the hub. You can draft bulk email on Free, but AlignMint blocks the send until PlusProEnterprise. Plus charges 1 Minty per delivered email. ProEnterprise do not. Buying Minties does not unlock Free sends.

Related guides

• Donor CRM
• Mailing lists
• Email campaigns