Tracking Planned Giving Prospects

Laura Berube

My organization would like to begin using the Prospect Module for tracking Planned Giving prospects. 


I'm wondering how other organizations use the Ratings section of the Prospect module to "rate" their Planned Giving prospects. I know there is some customization there with tables and I'm just at a loss for what Sources and Categories to set up for my team.


For example right now we have "Self Identified" as a source and "Ability/Capacity" as a Category, but nothing else. What other Sources and Categories have you set up (if any) that help you to rate your Planned Giving prospects specifically? 


Thanks so much!

Laura