Native ask tracking for major gifts

Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations.

A native feature for tracking major gift asks would simplify the process by:

• Reducing Setup Time: Eliminating the need for users to create and configure multiple custom fields from scratch.

• Standardizing the Solution: Ensuring a consistent and familiar experience for all users, regardless of their organization.

• Link to other data: Link the ask to tasks and pledges to connect the dots on what's happening next, and how much was pledged, and how much has come in without entering data in multiple places

We welcome your votes and comments on this idea, including any specific details on how you currently manage this process or what additional functionality you would find most valuable.