To edit an existing Fundraising Ask, go to a person's record > Fundraising tab > Giving Potential menu. Select the EDIT button in the Open/Closed Asks section.
Enter updates for the Ask in the Edit Fundraising Ask window. All bolded fields are required.
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Date Opened = Date on which you wish to start tracking the open Ask.
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Ask Status = Current status of the Ask.
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Pending Solicitation
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Awaiting Response from Donor
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Successful - Written Commitment
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Successful - Verbal Commitment
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Closed - Declined
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Closed - Cancelled
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Note: Pending Solicitation and Awaiting Response from Donor are considered "open" asks. All others are considered "closed".
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Ask Type = How your organization categorizes the Ask.
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One-time Gift
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Planned Gift
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Pledge
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Expected Ask Amount = The total amount you expect to ask that person to give. This is for Open Asks only.
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Expected Close Date = Date you expect the Ask to close.
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Date of Ask = Actual date the ask was made to the potential donor.
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Actual Ask Amount = Actual donation amount requested from the donor.
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Prospect Manager = Pulls from a pre-existing list of Prospect Managers for your organization. (See: Managing your Prospect Managers.)
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Campaign = Pulls from your pre-exiting campaign list. (See: Adding/Editing a Fundraising Campaign.)
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Fund Account To Support = Once a campaign is selected, the associated fund accounts will appear in this picklist. (See: Adding/Updating Fund Accounts.)
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Solicitor = Once a campaign is selected, the associated fund accounts will appear in this picklist. (See: Managing Fundraising Campaign Solicitors.)
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Date Closed = Date the Ask effort is closed.
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Confidence Level = Track your organization's confidence with acquiring the ask amount from the potential donor.
- Low
- Medium
- High
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Notes = Enter applicable comments or other details you wish to document on the Ask.
- The 'Notes' field does not appear in the Ask listing on the potential donor's Giving Potential page.
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Select Update Ask to generate the new Ask on the potential donor's record.