Reports in Nxt by category appeal

Veronica Krivis

Do you use opportunities to upload the solicit ask amount in the solicitations for all the donors or only the major donors? Do you link to the fund?

Hallie Guiseppe

Hi Veronica,

We reserve the use of opportunities to major gift solicitations done by our MGO team. We use appeals to document direct mail/email “asks” and we use actions to document personal solicitations of LYBUNT donors who receive a handwritten “anniversary” card appeal. Opportunities is a great way to track those verbal commitments that the gift officers are “counting” in their total raised and there is no official documented pledge or actual gift in house. We use these to track the major gift pipeline on our monthly dashboard report.

I hope that is helpful.

Hallie Guiseppe

Veronica Krivis

Thank you!!