Donor Opportunities
Prerequisites
- akoyaGO with accounting
This document will walk you through how to create and utilize Donor Opportunities.
Things to know:
Donor Opportunities are used to help track your stewardship with potential donors or track targeted donations for a specific purpose from your existing donors, such as: a gift, starting a fund, volunteering, a bequest, etc.
Donor Opportunities have a one-to-many relationship with Gifts and Funds, meaning, many Gifts and/or Funds can be related to one Donor Opportunity.
Creating a Donor Opportunity
Step 1: Create the record
Starting from the Donor Management workspace, open the Donor Opportunities entity and click +New.
Step 2: Fill in the Opportunity Details
A blank Donor Opportunity record will open. Fill in the relevant fields.
Donor/Prospect: Look up the donor or prospect record to which this opportunity applies. This is a required field. The record that you select here will auto populate the Donor/Prospect Information tab. All the fields in that tab are locked and pull directly from the donor record. If a field in the Donor/Prospect Information tab is blank, it is likely also blank in the Donor record.
Opportunity Type: select from the list of options. This is a required field.
Description: optional. Add a description for this opportunity.
Stage: select from the list of options.
Inclination: select from the list of options.
Inclination Notes: Add notes about the inclination if desired.
Target Close Date: the date by which you hope to close the opportunity.
Actual Close Date: the actual date that the opportunity was closed.
Estimated Commitment: whole number representing the estimated dollar amount of the value of the gift/donation/bequest, etc. associated with this opportunity.
Actual Commitment: once the opportunity is closed, this is where you can input the dollar amount that was actually committed.
Fund: if a fund is associated with this opportunity, select it from this lookup field. If multiple funds are associated with this opportunity, you can add them in the Funds tab.
Gift: if a gift is associated with this opportunity, select if from this lookup field. If multiple gifts are associated with this opportunity, you can add them in the Gifts tab.
Committee: if a committee is going to review this opportunity, select that committee here.
Event: if this opportunity is associated with an event, select that event here.
Bequests
If your Donor Opportunity is a bequest, you will use the Bequest tab to record that information.
The Bequest tab has two sections – Promise Details and Maturity Details.
Promise Details
This section deals with the value of the bequest on the date is was promised.
Maturity Details
Maturity details have to do with recording the actual value of the bequest when it reaches your foundation.
Add Funds/Gifts
If this Donor Opportunity is associated with multiple Funds and/or Gifts, you can add them in the Funds and Gifts tabs.
Funds
To add funds, click into the Funds tab. You will most likely want to Add Existing Fund. When you do, a lookup will appear on the right side of the screen. This list is multi-select capable, meaning, you can select all the funds you need to from this list.
Donor Opportunities in Funds
If you are in a Fund and wondering if it’s attached to any Donor Opportunities, you can click the Related dropdown or the ellipses, then Donor Opportunities to see any that are associated with the fund.
Gifts
Adding gifts to the opportunity follows the same steps as adding a fund. You can add an existing gift or create a new gift.
Donor Opportunities in Gifts
You can see the Donor Opportunity Associated View in Gifts just like you can in Funds.