Prospect Management and Solicitation

Establishing processes and workflows when managing prospects can be a huge boon to your advancement department. Learn how Veracross helps you with this.


Prospect Management Overview
A major part of any development office is to build and maintain relationships with people who have the potential capacity to give to the school. Veracross has a number of features that allow schools to manage their workflow to organize, categorize, and manage their past, present, and prospective donors.
Solicitation Group Overview
Solicitation groups can be setup to track the various groupings for how a school does their solicitation. This is helpful when soliciting the various groups of constituents like Trustees, New Parents, Parents by Grade Level, Alumni by Graduation Year, etc.
Configuring Solicitation Groups
In order to use Solicitation Groups within Veracross, there is some general setup that needs to be done. Each component of solicitation group setup is outlined below.
Do Not Solicit Field
On the Giving History record, a field for “Is Solicitable” can be used to track if the donor is solicitable for the given campaign. This field will default to be “Yes” (checked) for all but will be set to “No” (un...
Donor Profile Document
The Donor Profile document provides development officers and administrators the ability to view and print an overview of a donor’s commonly-used development information.
Financial Aid Provided Field
The “Financial Aid Provided” field allows Development offices to see whether a family is receiving any form of financial aid. It provides only the type of assistance, not any details about amounts, etc.
Solicitor Portal
The Veracross Solicitor Portal allows school solicitors to log into Veracross to see information on specific constituents, update information, track progress on the campaign, and download resources.
Development Office Workflows During COVID-19
The current fundraising climate can cause challenges for both donors and development offices. Donors may need to modify their interactions with and commitments to your school for a time, while development offices may need to review and adapt their fundraising strategies to better align with current realities.