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Prospect Pipeline/Moves Management/Major Gifts

Product functionality to support a stewardship pipeline for major gift prospects, rather than relying on custom fields.

Examples might include:

  • Tracking the stage of the cultivation process a prospect is in

  • Target ask dates and amounts

  • Donor's interest areas

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    • Guest
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      Aug 5, 2024

      We built these areas into our profiles using the custom data fields that helps us for reporting. Enhancing the dashboard, or making a custom major gift dashboard available would be helpful for our team when managing portfolios at a glance.

    • Guest
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      Jun 5, 2024

      This would be an excellent feature!! It would be great if they were tied to the tasks, as well!

    • Guest
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      Jun 4, 2024

      YES please!!! custom fields are killing me and productivity


    • Guest
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      May 10, 2024

      Long overdue! Please also add email triggers to the portfolio manager.


    • Guest
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      Mar 6, 2024

      I have looker studio visualization of what I’d love to see here. It would be great to have some feedback loop from bloomerang on what are real development priorities if anything

    • Guest
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      Feb 12, 2024

      Is this ever going to happen?

      1 reply
    • Guest
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      Feb 9, 2024

      I agree - great functionality to add!

    • Guest
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      Feb 6, 2024

      I second this request - would be amazing! We have to track in an Excel.

    • Guest
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      Jan 23, 2024

      Find, Cultivate, Win, Keep, Lift

    • Guest
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      Jan 19, 2024

      YES YES YES

    • Guest
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      Nov 6, 2023

      And add a widget to the dashboard for donors flagged as major gift candidates for cultivation - similar to the Donor Calls widget

    • Guest
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      Nov 30, 2022

      For simplicity and quick improvement, I'd like to request a check box on a constuent's profile. "Cultivate". When the box gets ticked off, the user knows this group of people need to be kept active. The "cultivate" option for me would function as the first step within a "moves management" process. Seems this could be done quickly. One can search "tasks" or "notes" perhaps - but that is lot of work vs. a quick search for all marked "cultivate". I use this a lot in our prior database.

      1 reply