Opportunities are plans that detail and track your efforts to build relationships with prospects and secure major gifts. With Prospect Research Management, you can manage these efforts, from the identification of a prospect to whether you receive a gift and how you'll use their giving.
To help foster relationships, you can view and manage opportunities from their records, the records of their constituents, or lists. To open the record of an opportunity, select its name in a list or on its constituent's record. For more information, see Opportunity Records.
Tip: In Work Center, you can view and manage only opportunities assigned to you or for constituents you work with as a fundraiser. For more information, see Work Center.
Throughout Raiser's Edge NXT, you can manage lists of opportunities, such as for moves management or to analyze their progress. As you work with a list, you can select which opportunities and information to view.
For information about how to select which opportunities — and what information — to view, see Lists.
To view only opportunities that share characteristics such as status or date, select Filters. For more information, see Opportunity List Filters.
For information about how to update the status of an opportunity, see Opportunity Status.
To update the list to include new or edited information, select Refresh.
On a constituent's record, you can view and manage their opportunities under Opportunities. For each opportunity, you can view details such as the purpose of its gifts, who is assigned to manage it, and its status in the solicitation process. You can also view important funding amounts and dates to track over the life of each opportunity. For deeper analysis, select the Opportunities total to view and manage a full list of their opportunities, such as to filter and analyze by status or date.
Tip: You can filter a constituent's opportunities to view those marked as inactive or only those with a specific status, such as those ready to assign to fundraisers or for cultivation.
Note: For information about the opportunity's asked, expected, or funded amounts, see Opportunity Funding.
From Work Center or the constituent's record, select Add opportunity.
From a list of constituents, select Add opportunity from the constituent's menu .
From a list of opportunities, select Add opportunity and search for the constituent to add the opportunity to.
From the constituent's record, select Add opportunity under Opportunities or on their full list of opportunities.
To help group the opportunity for later analysis, in the Purpose field, choose the reason to ask the constituent for the gift.
Enter a name to identify the opportunity.
In the Status field, choose the opportunity's current stage in your organization's solicitation process. For more information, see Opportunity Status.
In the Deadline field, enter when you want to receive the gift.
Note: If the deadline passes, don't worry! The program won't automatically change the opportunity's status.
Under Funding, enter the dates and amounts of the gifts you want, anticipate, and receive from the opportunity. For more information, see Opportunity Funding.
Under Details, select the intended uses for gifts given in response to the opportunity.
In the Campaign field, select the overall fundraising effort or initiative the gifts apply to, such as operating expenses, a new building, or an endowment.
In the Fund field, select the specific cause or financial purpose the gifts apply to, such as the landscaping for a larger building campaign.
Note: When you select a restricted fund or campaign, you can only select its associated campaigns or funds.
Note: When you select a restricted fund or campaign, you can select only its associated campaigns or funds.
In the Assign to field, search for and select who will manage the opportunity.
Tip: If you currently manage the constituent, the opportunity is automatically assigned to you. To quickly assign it to someone else, select them from the suggested fundraisers next to Assign to.
Tip: To credit a fundraiser for giving that results from their effort, edit the opportunity after you receive its gifts. For more information, see Opportunity Records.
In the Gift type field, select how you expect to receive giving, such as recurring commitments or gifts-in-kind.
In the Likelihood field, select how confident you are that giving will result from the opportunity.
Tip: Don’t see this option? Contact your system admin for rights to make this type of change.
Note: In the database view, opportunities appear as proposals.