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Fund Analysis for Opportunities

With Prospect Research Management, you can plan and track opportunities to build relationships with prospects and secure major gifts. To earmark giving that results from an opportunity, you can designate its gifts to a specific fund. In Fundraising, Analyze, Opportunities, you can quickly compare how many opportunities support each fund under Opportunities by fund. With this information, you can easily identify neglected causes and ensure opportunities match your fundraising priorities.

Tip: To view a list of opportunities that support a fund, select its bar in the chart. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.

Tip: To adjust the fund an opportunity supports, such as to raise funds for an overlooked cause, you can edit its funding details. For more information, see Opportunity Records.