View a Prospect Plan

Overview

This document details how to view prospect plans, steps, and opportunities in the Donor & Alumni Relationship Tool (DART).

You must have the DART Development View role to perform this task. For more information about roles and security, refer to the DART Training Courses page on the DART Education and Training website.

Important Information

Major Giving Prospect Page

  1. Click the Plans sub-tab under the Prospect tab on the Constituent record.

    2. Note: A summary of all current plans show up together on the plans tab.

  2. Click the Plan name you wish to view.

    3. Prospect Plan Banner

    The Prospect Plan Banner provides a brief overview of the plan.

    Field locations

    Field/Button Description
    Managers section Names of current prospect manager, primary plan manager, and secondary plan manager.
    Start dates Indicates the dates on which each individual was assigned to the prospect or plan.
    Plan name The name given to a plan.
    Opportunity status Unqualified, qualified, response pending, accepted, rejected, or cancelled.
    Amount The gift amount.
    Plan start date Indicates the date on which the plan was started.
    Plan stage Indicates the current plan stage of the gift lifecycle: identification, qualification, cultivation, solicitation, or stewardship.
    Site Indicates the school, college, or unit that the plan will benefit.
    Plan participants Lists any non-fundraisers who are participating in the plan.
    Secondary solicitors Lists any additional fundraisers assigned to the plan.

    Details Tab

    Displays a description of the plan and a list of all plan steps.

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    Opportunities Tab

    Displays an overview of a giving opportunity (ask) that is prepared and presented to a prospect.

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    Solicitors and Participants Tab

    Displays a list of individuals involved in the plan besides the managers, including their roles and dates of involvement.

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    Documentation Tab

    Provides links to WebNow and lists other media links and attachments.

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    Planned Gifts Tab

    Displays any planned gifts associated with the plan.

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    Manager History Tab

    Displays the names of all individuals who have been involved in managing the prospect or plan, their respective roles, and their start and end dates.

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