Prospect Management

Tracking Pending Interactions That Are Not Connected To Plans

Most fundraisers use the Pending Activity tab on their My fundraiser page to keep track of pending plan steps. However, not all pending interactions are connected to a plan. Are we out of luck? Do we need to manage this manually? Certainly not! You can customize your Pending Activity tab to include these non-plan interactions. […]

By Leslie West | Prospect Management
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“Prospects of” Group Quick Add Option

How do you usually add members to your prospects of group? Most fundraisers opt to go the direct route via the members tab of their prospects of group. On this tab you can click the Add button and search for and select constituents to add to your group. Why do I need to add constituents? […]

By Leslie West | Prospect Management
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UGA Score and Campaign Giving Info Tiles

Recently, the new UGA Score was unveiled to assist in fundraising efforts and prospect identification and research. This new score can now be added to a constituent’s profile as an info tile so you can see it right away when you land on a profile page. The Reeher metric MG EVI is also posted (if […]

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Fundraiser Email Alerts

Most fundraisers’ portfolio sizes range from 75-125 prospects. This is a lot to keep track of! How can it be managed? Email alerts are a great way to stay updated with prospects’ activities and stay proactive with managing your portfolio. How can I subscribe to these email alerts? In order to receive fundraiser email alerts, […]

By Leslie West | Prospect Management
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Interactions: Contact Method Dictionary

Taken from Chapter 7 of the Prospect Management Policies & Procedures Guide manual from February 21, 2019. 7 Interactions Interactions serve as a way to transparently track the University’s contact with its constituents. By entering Interactions into GAIL, Development Officers are not only providing important information to other Development Officers, but also preserving institutional history […]

By Michael James | Blog . Prospect Management
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EVI, PDI, and Six Square Segmentation

The Blackbaud Fundraiser Performance Management (BFPM) platform — what you may formerly have refered to as Reeher — introduces exciting new behaviorally-based giving metrics to assist fundraisers in their prospect and portfolio decision making. You may have seen, heard talk of, or even be using these four scores introduced with this new platform. They are: […]

By Michael James | Blog . News . Prospect Management
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Reeher Login Changes

On February 21st, the previous Reeher platform transitioned over to the Blackbaud Fundraiser Performance Management platform.  This transition required users to have a “Blackbaud Id’ before they could continue accessing the platform.  In addition, it introduced some visual differences.  If you encounter problems accepting the Blackbaud Id invitation (that you received via email) or have […]

By Cindy Bond | News . Prospect Management
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New “Add a proposal” form

There is a new “Add Proposal” form that combines multiple Plan and Opportunity setup actions into one seamless process.  The interactive “Add Proposal” form guides users through only the required data points depending on the plan stage and the impending gift solicitation.  Less commonly used elements of plans and opportunities were removed to streamline a […]

By Cindy Bond | Blog . News . Prospect Management
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Research Request Tab: “Requested On” Column

If you’re a fundraiser, the Research Request sub-tab on your constituent profile shows a list of all the research requests you have made. This provides a nice way to keep up with all the research you’re working with, when you requested it, when it’s due, if it is complete or in progress, who is conducting […]

By Michael James | Blog . Front Page . Prospect Management
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Editing Opportunities from the Pending Activity Tab

If you’re a fundraiser, the fundraiser tab on your constituent profile houses a great tool: your pending activity page. Here you can see your list of pending plan steps and interactions for your prospects in one place. You can file contact reports for plans you’re working on, edit steps or mark them complete directly from […]

By Michael James | Blog . News . Prospect Management
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