The Prospects module manages information about individuals and organizations that have the potential for being
major contributors to your organization. It tracks details of plans, tasks and the relationships of development
managers, volunteers and staff members associated with prospective donors, as well as contacts made with each
prospect. Additionally, each person with development assignments has a personal tickler file to indicate to the
fundraiser what the next step is in developing each prospect.
Features of the Prospects module include:
Research, rate and score potential prospects.
Ratings for capacity, propensity, and funding interests.
Assign prospects to fundraisers and volunteers.
Formulate and schedule plans and strategies.
Track meetings, correspondence and contacts.
Synchronize meetings plans with desktop calendars.
Ticklers summarize fundraisers to-do list.
Capture proposals and asks, expected and actual gifts.
Store documents, pictures and correspondence.
Unlimited notes and general information.
Report on fundraiser it, progress against goals, solicitation pipeline and expected funding.
Single screen update makes it easy for fundraisers to capture information and keep all records up to date.
Sample screen shot: Prospect Plans and Contacts
The screen header provides immediate access to key information for each prospect including assigned manager,
solicitation level and status, and confidentiality codes. Quick links are provided for immediate access to spouse
and other related constituent’s information.
Sample screen shot: Prospect Proposal Details
Proposals to prospective donors are tracked from the qualification stage through
solicitation, response and booking. By tracking dates and planned gift amounts,
Agilon’s provides valuable information
for reporting on the solicitation pipeline and measuring solicitation activity against goals and planned results.
Agilon’s also tracks fundraiser activity
providing metrics for reporting fundraising activity against goals and objectives for both individual and team performance.
- Prospects Module
provides valuable information
for reporting on the solicitation pipeline and measuring solicitation activity against goals and planned results.