How do I identify top prospects with DonorTrends?

Finding Your Most Promising Donors 

DonorTrends helps you identify which donors deserve special attention from your development team. 

Step 1: Select the appropriate prospect model 

1. Determine which type of prospects you need to identify: 

   1. For major gift prospects: Use the "Major Donor Prospects" model 

   2. For mid-level donors: Use the "Mid-Level Prospects" model 

   3. For monthly giving: Use the "Sustainer Conversion" model 

   4. For planned giving: Use the "Planned Giving" model 

Step 2: Focus on top-tier donors 

1. Review donors in Tiers 1-3 (top 30%) or the top cluster (40%): 

   1. These donors have the highest likelihood scores for your selected outcome 

   2. They represent your best opportunity for return on investment of staff time 

Step 3: Prioritize outreach based on scores 

1. Create a prospect list ordered by tier or raw score 

2. Allocate your limited resources accordingly: 

   1. Personal calls/meetings for highest-tier prospects 

   2. Personalized emails for mid-tier prospects 

   3. Standard communications with customized elements for lower-tier prospects 

Step 4: Track prospect engagement 

1. Document interactions with your identified prospects 

2. Note any changes in giving behavior after targeted outreach 

3. Review DonorTrends scores periodically to identify newly emerging prospects 

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