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prospect management (RSS)
  • Blackbaud's EmailFinder or PhoneFinder

    We are contemplating purchasing a service (from Blackbaud or an outside source) to research constituent email addresses and phone numbers. Has anyone had any luck using Blackbaud's EmailFinder or PhoneFinder? Thank you, Karen Manatee Community College Bradenton, FL
    Posted to Forum by Karen Marra on 09-09-2008
  • University/College Foundations using Prospect module

    We have been live on RE for 9 months. Our development officer coordinator is looking to visit with other college and university foundations using RE - specifically the prospect module. If you are a small to mid-size college/university foundation and are located in the OK, MO, TX, or KS area, please e...
    Posted to Forum by Annette Tyson on 08-11-2008
  • Re: Tracking cultivation of (family) foundations

    Marijana: We have this happen every once in awhile and it is frustrating. It would be great if actions could be copied between records that is for sure. I often will annotate the record, so there is a pop up when the record is opened to make sure I look at either the individual or foundation record for...
    Posted to Forum by Denise Desmond on 05-08-2008
  • prospect tab & ratings

    Hi I'd be interested to find out how you use the prospect tab and what ratings you use. Thanks Say
    Posted to Forum by Say Sith-Ratanavong on 05-01-2008
  • Tracking cultivation of (family) foundations

    Has anyone developed guidelines for tracking actions and proposals when you are working with individuals who are individual prospects but also give through a (family) foundation? If you begin cultivation on the individual's record and then move to the foundation, do you move everything over to the...
    Posted to Forum by Marijana Radic on 04-16-2008
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