Thursday, July 16, 2015

Before your busy season heats up, create some opportunities

While we’re basking in summer’s warmth, fundraising professionals know that their busiest season is right around the corner.

Why not gear up for your fundraising autumn by creating opportunities in ClearView CRM for the prospects in your portfolio? With ClearView CRM’s Opportunity Management feature, you can more easily and efficiently coordinate the set of fundraising asks and activities that gift officers and others need to execute with their targeted list of prospects.

A key reason to use Opportunity Management? It can actually make much more predictable even the highly individualized process of major gift fundraising.

So, what kinds of opportunities should you create? Think broadly: opportunities refer to anything of value your organization might want from a constituent of any kind. They could be major gifts, board memberships, bequests or something else. With Opportunity Management, you make the most of these opportunities by creating an opportunity linked to a specific prospect, adding information about
the opportunity, tracking constituents as they mature from prospect to donor to major donor, and managing the actions associated with bringing it to completion.

In fact, making an “Action Track” in an opportunity record is the closest you’ll come to automating parts of the high-touch process of donor development. Ultimately, Opportunity Management streamlines your workflow and ensures you take every step necessary toward achieving any opportunity.

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