Opportunity management and major gift solicitation

Confidently manage the opportunities for raising funds for your organization, including the highly individualized process of developing major gifts.

With ClearView fundraising software’s opportunity management function, you can identify appropriate donors, and track, manage, and analyze your solicitations in progress.  Often referred to as "moves management" by fundraisers, this is the set of activities that gift officers, solicitors, and leadership perform in a coordinated set of fundraising asks to a targeted list of prospects.

ClearView CRM fundraising software supports this process, allowing tracking of constituents as they mature from, for example, prospect to donor, or donor to major donor. It is designed to take the unpredictability out of major gift fundraising.

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Opportunity-Management-Dashboard Opportunity Major Gift ClearView CRM

Discover the best opportunities.

  • Identify donor prospects with the integrated WealthEngine wealth screening tool
  • Get immediate updates to prospects’ and current donors’ giving potential

 

Readily view and use donor information, giving history, research results and outside data.

  • Create a personalized dashboard that contains donor, giving, active proposals, and other relevant information
  • Monitor return on investment, donor retention, performance of vendors, proposals and segments, and other key measures

 

Implement, track and report on your solicitation program, including major gifts and grant requests.

  • Track and view all contact histories, including meetings, phone calls, emails, letters, event attendance and more
  • Schedule follow-up activities automatically
  • Get notifications on milestone dates and events
  • Assign primary and secondary solicitors to each major donor.
  • Easily generate custom mailing and solicitation lists
  • Print detailed reports that track the dates and status of grant requests.
  • Create annual income projections for multi-year grants