Fundraiser Performance Management has observed many colleges and universities do not tend to track proposals. However, we have found it to be one of the most important ways to drive and manage major giving results. As a result, Fundraiser Performance Management has added the ability for Prospect Management and Gift Officers to enter and track Proposals.
Activity Center provides a user-friendly way of entering proposal information without having to go directly into your donor database. The proposal workflow guides the Gift Officer through the process while capturing the information in a structured form to ensure consistency and completeness of proposals. Proposals can then be viewed through the Relationship Profile for a complete picture of current status with a prospect.
In addition, you are able to link proposals to completed and future contact reports, and tasks allowing you to see what has occurred in the past and what is planned for the future. This gives you complete insight into your interactions with a prospect, leading to easier, more efficient management of your portfolio.
You can create proposals from several locations:
You can search for a specific proposal:
You can view proposals from several locations:
Ability to edit a proposal is based on the user’s profile and permissions.
Proposals can be edited by clicking on the Edit links throughout the view of the proposal with the appropriate permissions.
Proposals created in your database (i.e. Banner, Advance, Raiser’s Edge) cannot be updated in Fundraiser Performance Management, because the updates would then be out of sync with the data in your database. As a result, Fundraiser Performance Management does not allow those proposals created outside of Fundraiser Performance Management to be edited.
Visibility to Gift Officers is based on the user’s profile and permissions. If you have rights to see other Gift Officers’ proposals, you can view them from two perspectives:
You can filter proposals on the Console page by clicking on the gear icon (upper right hand corner of the viewport) and click on Filters. You will be able to filter proposals on the following criteria:
The filters remain in place until they are cleared or you log out of their session. All filters are cleared when you logout of Fundraiser Performance Management.
A list of proposals can be exported from several locations:
By clicking on the Create Contact Report button within a proposal, found at the bottom of the screen, you are able to schedule and document future contacts with the entity. This allows you to link and track the progress of your interactions with an entity over time.
In addition, creating the contact report from an existing proposal allows the system to pre-populate many of the fields based on the existing proposal, reducing the time and effort to complete the process. You are able to edit any pre-populated fields at any time to ensure the contact report is accurate and complete.
By clicking on the Create Task button within a proposal, found at the bottom of the screen, you are able to enter a task. This allows you to link and track the progress of your interactions with an entity over time.
In addition, creating the task from an existing proposal allows the system to pre-populate many of the fields based on the existing proposal, reducing the time and effort to complete the process. You are able to edit any pre-populated fields at any time to ensure the new Task is accurate and complete.
Target Ask Amount is defined as the original goal established for the prospect. As a result, this amount is established and un-editable, so the actual results can be measured against this planned amount and date.
The Expected Amount and date record what was agreed upon between you and the prospect. If there is a change between what was agreed upon versus the final commitment, this variance needs to be recognized and visible. As a result, the Expected Amount is un-editable.
Why would I create a group of proposals and why would I use them?
There are several scenarios where a group of proposals may be of assistance in tracking the gift designations of the prospect:
The proposal group name is used to tie the sub-proposals together. You will be able to see all of the sub-proposals in the viewports as well as the group name.
You can create up to 10 sub-proposals in a group.
If you would like to remove a sub-proposal, you may close it. It cannot be deleted.
Create Proposal
Complete & Editable Proposal
Filter Proposal
Create Contact Report or Task from Proposal
Proposal Funding Details