Say “I Do” to Prospect Status

Cathy Rojo

My older brother has finally done it—he’s proposed to his girlfriend of six years! My future sister in-law asked if I could help them with planning the wedding. I was tasked with keeping tabs on what has been done, making sure no items on the to-do list were forgotten.

As with a wedding, you must plan your approach for prospective donors and keep tabs on your to-do list. And like my brother, you’ve got help: Raiser’s Edge NXT® can help you keep tasks on track with your prospects.

Here’s a tip from class: Use Prospect Status to capture whether your prospect has been solicited. By entering and updating the Prospect Status, you (and everyone else in your organization) will know what’s going on with your prospects—just as you’d know if the bride had found her dream dress.

For more tips and tricks around prospects, register today for Blackbaud University’s new course Raiser’s Edge NXT: Prospect Management.

This course is included with your Blackbaud University Learn More and Learn Everything training subscriptions. Not a Blackbaud Learn^® subscriber? Chat with us now!

Daniel Moody

Glad to see that there is a course offered in this, I routinely work with Prospect Statuses & Management.