My Fundraiser Page

My Fundraiser Page

Development Officers have the benefit of a tool called the “My Fundraiser Page” (found on the Prospects Functional Area page, under the Prospect Management section) that allows them to keep track of all their assigned donor/prospects.  

More specifically, you can easily see all Pending steps from the “Pending Activity” tab for every prospect that is approaching a follow up.

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The Prospects and Plans tab provides a full list of every prospect that is assigned to you as the Development Officer.

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Other pertinent tabs include the “Opportunities/Asks” and “Opportunity Pyramid” where you can track all opportunities and see them in a pyramid formation.

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Opportunity Pyramid:

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And finally, the Research Requests tab will provide a list of the potential prospects you’ve requested the Advancement Research department to conduct research on.  If you have such requests, you can click on the double chevron next to the Request ID to open up the box, and from there you will be able to see the name of the Prospect for which this request was made for.

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