Introduction
Use this guide when you already know the prospecting task you need to complete and want a direct operational path.
Prospect Intelligence is most useful when your team wants to turn supporter data into a more intentional outreach plan without relying only on instinct or static lists.
When to use this page
Use this page when you need to:
- flag likely major-gift supporters
- identify lapsed donors
- review second-gift timing
- understand why one constituent is ranked highly
- refresh the latest prospect signals before planning outreach
What you will learn
This guide shows you how to:
- adjust key Prospect Intelligence thresholds
- refresh the model when settings change
- review the Prospects page and constituent profiles
- export the main prospect result sections
- create static Audience Groups from prospect result sections
- interpret prospect outputs in a way that supports real fundraising work
Before you start
Before using Prospect Intelligence for outreach planning, confirm:
- the feature is enabled
- your team agrees on what the major-gift and lapse thresholds should mean in your organization
- the scores have been refreshed recently enough to support the current planning cycle
- staff understand that the model supports judgment rather than replacing it
Because Prospect Intelligence is refresh-based, old outputs can remain visible until the next refresh. If you are preparing call lists, stewardship plans, or portfolio reviews, start by making sure the results are current enough to trust.
Flag likely major-gift supporters
Use this when your team wants a clearer view of supporters who may merit deeper qualification, cultivation, or gift-officer review.
Step 1 — Open Prospect Intelligence settings
Go to Workspace Settings > Prospect Intelligence.
Step 2 — Set the Major gift threshold
Choose the amount that should count as a major-gift signal within your organization.
This threshold should reflect your actual fundraising reality, not a generic benchmark.
For example:
- a smaller community organization may set a lower threshold
- a hospital or university advancement shop may use a much higher one
Step 3 — Save the settings
Save the updated threshold.
Step 4 — Refresh prospect scores
Run Refresh Prospect Scores so the workspace recalculates prospect outputs using the new settings.
Step 5 — Review the Prospects page and constituent profiles
Open the Prospects area and review which supporters are now surfacing as likely major-gift priorities.
If you need to work the list outside the page or hand it to another team member:
- use
Export CSVon the relevant prospect section - or use
Create Audience Groupto save a static outreach list
Then open individual constituent profiles to review:
- composite score
- strengths
- risks
- recommended next action
- any relevant flags or labels
Good practice
Do not treat “major gift qualified” as an automatic ask recommendation. Use it as a signal that the person may deserve deeper review.
When this is especially useful
- portfolio review preparation
- identifying donors for qualification work
- rebalancing staff focus from only recent donors to higher-potential donors
- preparing strategy conversations before campaign planning
Find lapsed donors
Use this when your team wants to identify supporters who may need re-engagement before they disappear from active fundraising view.
Step 1 — Set Lapsed after days
In Prospect Intelligence settings, choose how many days of inactivity should count as lapsed behavior in your organization.
Step 2 — Save
Save the updated settings.
Step 3 — Refresh prospect scores
Run a refresh so the lapsed logic is applied to the latest persisted prospect outputs.
Step 4 — Review lapsed profiles in the Prospects page
Open the Prospects page and review supporters surfaced with lapsed signals.
If the list needs follow-up:
- export the section as
CSV - or save it as a static Audience Group for later outreach
Why this matters
Lapsed donors are often easy to lose track of when teams focus mainly on recent gifts or active campaigns.
A clear lapsed definition helps staff identify people who may still have strong history or value but have fallen out of recent activity.
Good practice
When reviewing lapsed donors, do not look only at the lapsed flag. Also review:
- former giving level
- recency pattern
- any major-gift or planned-giving indicators
- strengths and risks
- recommended next action
Some lapsed donors are straightforward reactivation candidates. Others may need more careful stewardship.
Use second-gift timing
Use this when your team wants to focus on first-time donors who may be entering an important second-gift opportunity window.
Step 1 — Set the Second-gift window
Choose the start and end points for the second-gift timing window in Prospect Intelligence settings.
Step 2 — Save
Save the updated settings.
Step 3 — Refresh prospect scores
Run a refresh so the workspace recalculates this signal.
Step 4 — Review the second-gift segment in the Prospects page
Open the Prospects area and review supporters surfaced by second-gift timing.
For operational follow-up, each populated prospect section now supports:
Export CSVCreate Audience Group
These actions are only shown when the section currently has rows.
Why this matters
The second gift is often one of the most important moments in donor development.
A first-time donor has already demonstrated interest. The right follow-up during the second-gift window can help move that donor toward longer-term retention rather than one-time behavior.
Good practice
When reviewing second-gift prospects, combine the timing signal with other context such as:
- amount of the first gift
- source or campaign of the original gift
- donor engagement history
- whether outreach should be stewardship-focused or solicitation-focused
Review why someone is ranked highly
Use this when a supporter appears near the top of the list and staff want to understand why.
Step 1 — Open the constituent profile
Go to the constituent’s profile.
Step 2 — Review the prospect summary area
Look at:
- composite score
- RFM label
- top segment
- top strengths
- top risks
- recommended next action
- persisted ask optimization recommendation details inside
explanation_factors_json.ask_optimization - any visible flags such as lapsed, major-gift, planned-giving, or second-gift indicators
What this helps you answer
This review helps staff answer questions such as:
- Is this person high-priority because of giving level, recency, consistency, or a mix?
- Are there caution flags that should shape how we approach them?
- Is the recommended next action aligned with what staff already know?
Good practice
Use the output as a structured briefing, not as a substitute for relationship context.
If the profile belongs to someone already known to the team, compare the system’s reasoning with what staff already understand about the person.
Refresh scores before using them in planning
Use this when the outputs may be outdated or when thresholds have changed.
Refresh if:
- scores look stale
- staff recently changed Prospect Intelligence settings
- a planning meeting is coming up
- the team is preparing call lists or cultivation lists
- you want the latest consistent snapshot before making outreach decisions
Why this matters
Prospect scores are refresh-based. They are not recalculated live every time a page loads.
How prospect section actions work
Each populated section on the Prospects page behaves like a reusable result set.
Export
Export CSV is shown when a section has one or more constituent rows.
Audience Groups
Create Audience Group is shown when:
- the section has rows
- Audience Groups are available in the workspace
- you have permission to create audience groups and audience group members
The created group is static, not dynamic.
That means it saves the current list exactly as shown instead of continuously recalculating membership later.
That means visible scores reflect the latest persisted refresh, not the newest activity unless a refresh has occurred since then.
Good practice
Make refreshing part of the team’s planning rhythm. For example:
- before monthly portfolio review
- before quarterly planning
- after major threshold changes
- before a lapsed-donor or major-gift prioritization push
Important note
Prospect scores are refresh-based. If the scores look outdated, refresh them before using them for outreach planning.
A high-quality planning conversation depends not only on the model, but also on how current the model output is.