How do I use the Cultivate tab in Major Giving Portfolio?

Overview 

The Cultivate tab is the default display when you open the Major Giving Portfolio and provides an overview of your major giving program, helping you manage donor relationships effectively. 

Step 1: Access the Cultivate tab 

1. Open the Major Giving Portfolio by searching for it in the Sidebar or selecting "Manage Portfolio" from the Major Gifts card in Fundraising Management 

2. The Cultivate tab will appear by default 

Step 2: Review your portfolio summary 

1. View your planned Moves (follow-ups) summary 

2. Check your Portfolio Value, which shows the sum of all direct contributions made by contacts in your open action plans 

3. To see results for other staff members, select a different Portfolio Owner using the dropdown filter 

Step 3: View and manage Noteworthy donors 

1. Scroll to the Noteworthy section to see donor cards requiring attention 

2. Each card displays: 

   1. Basic contact details 

   2. A message explaining why the contact needs review 

   3. A summary of the donor's giving history 

3. The screen shows 6 cards at once 

4. Use the Action menu (three dots) on each card to respond to notifications 

Step 4: Act on donor cards 

1. Click the Action menu (three dots) on a donor card 

2. Choose from options like creating/editing action plans or scheduling follow-ups 

3. Select "Dismiss for 7 days" to remove the card and load a new one 

4. Note that dismissed cards may reappear after 7 days if the qualifying reason still exists 

What else do you need help with? 

• Understanding Major Giving Portfolio 
• How do I manage Action Plans? 
• How do I use the Prospect Queue?