Name: Increase Your Major Giving Potential with Prospect Insights
Uploaded: 2025-09-30T16:30:05.995Z
Duration: 59 min 48 s
Description: Increase Your Major Giving Potential with Prospect Insights

Transcript for "Increase Your Major Giving Potential with Prospect Insights": Alrighty. Good morning, everyone. Thank you all for taking the time, to join us today on today's session in terms of, increasing your major giving, with prospect insights. And we just wanna give another moment to allow others to join in. But as we wait, I'm curious where everyone is joining us from today. If you wanna drop that in the chat. I am calling you and bringing you greetings from Charleston, South Carolina here where we were supposed to get a little rain and bad weather, but all is well. Alright. So we got Texas. They did ask if this will be recorded. So, yes, this session today will be recorded for you to go back and reference. Alrighty. We got Tennessee. Awesome. Tennessee is definitely on my list to go this winter, but I'm kinda scared to go up the mountains that don't have any rails. But beautiful, beautiful state. Alrighty. We got New Hampshire, Toronto, Cleveland. Awesome, guys. Thank y'all for putting that in the chat. So we're right at the top of the hour, so I'll definitely go ahead and get things started. Haley says come visit us. I will. I will with my winter jacket. Again, thanks everyone for joining today and taking time out. Again, it is gonna be on prospect insights, and we'll be going over, ways, of course, as how this helps increase your major giving. K. So I will start off with some housekeeping rules. Just to let you know that the audio for this, webinar is gonna be broadcasted through your computer speakers. If you do have any, technical issues, with the audio, usually refreshing your browser does resolve the issue. If all fails, usually leaving and coming right back in does resolve the issue for you. Again, you will receive a link to this webinar recording by email once it is concluded. And you can also download the slides which are on the docs tab, of the presentation on the right of your screen. You can use q and a to submit any questions. I myself will answer them or defer to Carrie, if you have any additional questions about prospect insights. And then lastly, you can use your cogwheel below to adjust your settings, as well during this presentation. And, again, with that being said, we're gonna be speaking on prospect insights, and I will hand it over to Carrie to introduce herself and get things started. Thanks so much. You're welcome. Everyone. Thanks for joining us today. So my name is Carrie. I am a product manager on our data intelligence team here at Blackbaud based in Austin, Texas. I use the pronouns she, hers, and I've worked at Blackbaud for about seven years, going on eight years now, across a few different teams during that time. So for today's webinar, I plan to spend most of the time actually within the product. So I'll be demoing prospect insights functionality. I do have a couple of slides to set the stage. I haven't uploaded them to the doc section in part because they're just a couple. And, again, we'll spend most of the time today in the product itself. I also saw some notes that maybe the chat feature is not available in this particular webinar, but we are monitoring the q and a. I'll do my best to answer questions as we go. Sometimes it's easier to answer within the context of whatever it is I'm I'm showing. But if I'm not able to get to your questions during the webinar today, we will be able to download them all at the end, and I can follow-up over email on anything that we, aren't not able to address. So just to sort of set the stage, what is Prospect Insights? Prospect Insights is an AI powered dedicated workspace for major gift fundraising within Raiser's Edge NXT. So it's using machine learning behind the scenes to help you identify your top prospects. So those who have the financial capacity and propensity to support your cause and your mission. It also helps to align ask amounts to constituent capacity and giving behavior. So we'll walk through the queue within prospect insights that is really focused on identifying those, potentially under giving prospects. It's meant to help you fundraise proactively. So it'll provide prescriptive recommendations that are based on comprehensive data, allowing you to set up your major gift pipeline and be more proactive in your outreach. And then it also helps to support portfolio churn. So it's not just suggesting which prospects should be assigned to portfolio, but it also calls out anyone that maybe you should consider removing from portfolio if they have a lower likelihood to give a major gift to your organization. Now within The US, we do also have a version called Prospect Insights Pro. I'm going to just touch on it here for context, but the majority of the webinar today, I'll be focused on the base version of Prospect Insights, and that version is available in both The US and in Canada. So while Prospect Insights helps organizations to identify and cultivate their best near term major gift prospects, Prospect Insights Pro will go a step further to help you build a pipeline of future major gift prospects. So individuals who are maybe better for mid level giving programs in the near term, and they show high potential to become a major gift prospect in the future if you can engage them with your organization. It also offers some insights to help identify opportunities for planned giving and blended gift opportunities, and it also offers advanced filtering options for more segmentation. But, again, for the presentation today, we're really focused on the base version of prospect insights, and we've seen organizations have success with this, solution. So we've seen that the number of high value prospects assigned to a fundraiser increases by an average of 20% for those using ProspectInsight, and that leads to more major donors. So the number of donors giving $10,000 or more increased by 13% on average in a twelve month period. We'll walk through how it's been designed really to drive action and make it easy to take that action. We're seeing that on average, it takes six minutes to review, qualify, and assign a newly identified prospect. And then the number of recaptured donors has also increased by 19% on average in a same twelve month period. So with that, I'm going to go ahead and stop sharing these slides and switch over to the demo portion. Okay. And I'll also open the q and a, and I'll, again, I'll try and keep an eye on that as we go. Before I jump in, I have seen a couple of questions come up related to how does prospect insights compare to, ResearchPoint, for example, or some of our other predictive modeling, solutions here at Blackbaud. We do have a resource in the doc section, that is a blog post that gives a good overview, of the differences. So we can touch on a few of those, but, for most detailed information, I would direct you to that doc section. Again, and there's a link in there that will cover this in more detail. Okay. So on my screen, you should be seeing prospect insights, which is included with Raiser's Edge NXT. And, again, we do have a version for The US and for Canada as well. For the purposes of this demo, I am showing The US version, and it does work almost exactly the same with the Canadian version. The big difference being that with the Canadian version, we have to respect, international data regulations. So like I mentioned at the start, Prospect Insights is using machine learning to automatically score all of your constituents to identify who is most likely to give a major gift to your organization. Now those models are built on a lot of different, factors including giving to your organization. There also includes, third party and proprietary data points, wealth indicators, giving to other organizations, socioeconomic data. And so that's where the big difference comes into play between The US and the Canadian version. In The US, we do have, more data points available about the individual, whereas with the Canadian version, a lot of those data points are gonna be based on the dissemination area or essentially the postal code associated with that constituent. But, again, this, prospect insights will automatically score all of your constituents to help you prioritize who is most likely to give a major gift to our organization. And, because a couple of questions have come in, this version that I'm showing of prospect insights is included with Raiser's Edge NXT. Okay. So you might notice if you have logged in recently that we have a new design available. This is a version that we actually started with with the Canadian version, and we found that it helps to explain the functionality, explain the models in more detail. So we have rolled it out to all prospect insights customers. Again, the intent is to drive action. So even though all of your constituents will be automatically considered and scored, here on the prospect insights page, we are surfacing individuals who need attention in some way based on our predictive analytics. We've also included these tool tips or eye icons you'll see throughout the product. And I do wanna direct your attention to these in case you haven't, utilized them previously because they're meant to help explain why we're surfacing certain individuals or how the models are working. So for example, in this curate your portfolio section, we are highlighting untapped candidates, which are your best major gift prospects in the near term who are not currently assigned to a fundraiser, and that's based on their target gift range and major giving likelihood. Similarly, we have low likelihood prospects. So that's sort of the inverse of untapped candidates. Meaning, these are all going to be individuals who are currently assigned to a fundraiser, but their major giving likelihood and target gift range values are lower. So the recommendation here is to remove low likelihood prospects from portfolio and maybe replace them with some high potential prospects from that untapped candidates list. So let me start with the untapped candidates view. Okay. Again, untapped candidates represent prospects who are not currently assigned to a fundraiser, but they have high target gift range and major giving likelihood values. This is the updated design that you will now see in all of the prospect insights queues. Here, we're looking at the analysis tab, which includes an analysis section, which is meant to explain these models in the context of the prospect you're reviewing and a recommendation. So we're calling out the recommended action based on what we know about the prospect based on those predictive analytics. This recommendation is always going to match with the primary blue button that we have here at the top. Now depending on which queue you're in, untapped candidates or low likelihood or one of the others, that button might be different, but it's always going to relate back to that recommended action. Again, next to the model scores, we have more help information that give you an overview of some of the factors going into these models. So for target gift range, this is an aggressive projection of how much a prospect can give over the next twelve months to your organization, and that's based on a variety of factors. At a high level, the main ones are giving history to your organization, giving to other organizations, wealth data, and socioeconomic data. Now it doesn't necessarily represent a one time gift. It's possible that, for target gift range, you wanna consider multiple gifts, that add up to that target gift range amount. Similarly, we have major giving likelihood here, and this will be represented as excellent, very good, good, or low major giving likelihood. And it's a prediction of the prospect's willingness and capacity to give at least $10,000 to your organization, in the next twelve months. So that's what we have here on the analysis tab. We now also have these additional tabs to help you determine, should I mark this person as qualified or do I want to dismiss this prospect and maybe review again later or simply mark as disqualified. So here on the biographical tab, we're pulling in information from the constituent record. So age, address, a spouse record, if there's one associated with this prospect, and constituent code, if one has been set. A prospect management tab where we would have any assigned fundraisers, if there are any actions or opportunities, and then prospect status or classification, and the giving and wealth tab, which is the same information that we were previously, showing in prospect insights, but now it's just here on the separate tab. So for giving indicators and giving behavior, you can also click view details on either of those to see some more information. So here we have gifts to your organization, And then if we find a high confidence match for this prospect within Blackbaud Giving Search, then we would also include giving to other organizations in this section as well. Okay. You'll notice that we do also have other actions available to you here. So although our primary recommendation for this queue is to mark as qualified, You can also choose to assign a fundraiser, add an action, or add an opportunity in the same place. If you decide to mark this prospect as qualified and you do not assign a fundraiser at the same time, then what that will do is essentially bookmark, or flag that prospect and move them up into this needs attention item of qualified and unassigned prospects. So that is the way we've seen a lot of organizations use this functionality. They will mark someone as qualified within prospect insights, which moves them up into this needs attention queue. And, again, it's a way to sort of bookmark an individual. So maybe you want to wait until you have a portfolio review or you meet with, other fundraisers on the team to determine, does anyone have bandwidth for this prospect? Should I assign to a specific individual? Maybe we've met with them in the past, and so I actually want to unmark as qualified and disqualify. Sometimes organizations will use this to say, okay. I'm seeing some interesting signals, but I want to dive in deeper using, a wealth screening tool such as ResearchPoint. So as you might notice, within prospect insights, we're really just surfacing high level information. Again, it's meant to drive action, and so we're showing that high confidence information to help, move you to conversations with a prospect faster. But you might decide, okay. I want to start here and then do a deeper dive, in research points to see what other wealth details we can find about this individual. So that is what would happen if you're in the untapped candidates list and you mark as someone as qualified, they do go up into this needs attention queue, which is completely driven by you. Sorry. Keep an eye on the q and a. There are a lot that are coming in. I might have to follow-up with some of these later. So let me keep going. The low likelihood prospects next. Like I mentioned at the start, low likelihood is sort of the inverse of that untapped candidates list. So everyone in the low likelihood queue, they are currently assigned to a fundraiser. However, their target gift range and major giving likelihood values are lower. So here, we recommend removing this prospect from any major gift officers portfolios. Again, that's why the primary button here would be to manage fundraisers so that you can decide to end that relationship, or maybe you want to assign to a different fundraiser from here. You might also choose to add an action. Maybe you want to do another check-in with this individual before you decide to remove from portfolio. The layout and the information that we're surfacing will be the same, in every queue that you're reviewing within prospect insights. Now because everyone in the low likelihood queue is currently assigned to a fundraiser, in this view, you also have a fundraiser filter. So you could decide to come in and say, I just wanna look for low likelihood prospects who are assigned to any of my major gift officers. Maybe I don't have them set up in this demo environment, But that's how this filter can be applied to the low likelihood queue. Because, again, prospect insights is focused on major gift fundraising in particular. So maybe you say, you know what? It's fine for a lot of these prospects to be assigned to a specific fundraiser who is working on multiple giving levels. But anyone who should be focused on major gift fundraising, I want to review their portfolios and see if we have any low likelihood prospects assigned to them. Now let's say you know something about Jonathan here that we're not picking up on in the data. Maybe he is a good major gift prospect for your organization. You can choose to click finish review, which essentially tells the system no further action is required for this individual, and it will remove them from the low likelihood queue. We do have an update planned, which should be available probably in the next couple of weeks or so, which will clarify the behavior of this finish review button. It will also give you the option to review again in six months or review again in twelve months like you'll see in some of the other queues. So, again, it'll clarify. It'll say remove from this queue so you know exactly what that button will do. And then you'll also see the option to review again later if, you want to have them come up again in six months or twelve months. Speaking of filters, because the question just came in about the untapped candidates, Right now, the only filter that we have available in untapped candidates is this spouse filter. And what this is doing is it's looking at all of the prospects who are considered untapped candidates. So, again, they're not currently assigned to a fundraiser, and they have high target gift range and major giving likelihood values. And then it's also looking at whether they have a spouse record associated them within Raiser's Edge. And if they do, is that spouse record assigned to a fundraiser? And this is one that came up from customer feedback. People were reviewing their untapped candidates and they said, oh, well, you know what? This individual might be, might not be assigned to a fundraiser, but their spouse is. And so the relationship is kind of being managed through that spouse relationship. So if you choose this bottom option, only prospects without spouse assigned to a fundraiser, then it's going to return individuals who either do not have a spouse record associated with them in Raiser's Edge, or if they do, that spouse record is not assigned to a fundraiser. Similarly, you can choose this middle option if you do wanna ensure that both, prospects within that relationship are assigned to a fundraiser. So it'll essentially help with cleaning up, the system. It'll surface individuals who do have a spouse record and that spouse is assigned to a fundraiser. But if the prospect is returned, that means that they are not assigned to a fundraiser. So you can use that again as a way to go through those individuals and assign them to the same fundraiser as their spouse. So I kind of alluded to that. Right now, this is the only filter available in untapped candidates. We are looking at including a couple of a couple more. Constituent code is one and then also a filter related to the prospect insights models. So if you wanted to see, only the highest target gift range values, or a very specific range, We're looking at adding those filters within these queues as well. Okay. Looks like my there we go. Here, it's loading. So that's the high level information about, curate your portfolio. Again, your untapped candidates are those who are not currently assigned to a fundraiser, but you might consider assigning them based on our predictive analytics, and then low likelihood individuals who are currently assigned, but you may want to remove from fundraiser. I do see a couple comments about things seeing being slow today. I would agree, and that's not typical within the prospect insights page. But maybe there's something going down to slow the system during my demo today. Okay. Here on the right, we also have this portfolio summary section. And so this is showing the number of constituents who are currently in portfolio assigned to a fundraiser and the percentage of high potential prospects, meaning they have high target gift range and major giving likelihood values. This relates to portfolio quality, which you may have seen previously, and I will cover that in more detail when we go into this analysis section. So bit of foreshadowing there. Again, we'll cover this in more detail when we get to that portion. Here under potential for giving, we have two groups of prospects that we're highlighting. Unreviewed is going to tie back to untapped candidates. Qualified and unassigned is related to this needs attention item. So if you have not gone in and qualified any individuals yet, you might not be seeing values here. But as you start to qualify prospects from untapped candidates, that will update these values. Then for each of those populations, we're highlighting the total target giving, which is essentially, adding up the minimum of the target gift range for all of these individuals. And then here in potential increase, what we're doing currently is comparing that total target giving to the total giving in the previous calendar year. We have gotten some feedback on this setting, in terms of calendar year, so that's something that we are looking into as well. But for now, that's what this value represents, the total target giving amount compared to total giving in the past calendar year. You know what? I said I'll go to it later, but let's just go ahead and jump into this high potential prospects. I'll explain this in more detail. So here under the analysis tab, we'll see if we're able to load it for today. I might have to follow-up with with screenshots or if you have the system open, review the section as well to see what's included. But this is where we've moved the portfolio quality information, which should be appearing here on the right. There's something definitely going on with my system today. If you're familiar, maybe you've seen it in the past with those those portfolio quality metrics. But if not, I'll do my best to explain them here. Uh-huh. Here we go. So portfolio quality is essentially looking at all of the prospects, all of the constituents that you currently have assigned to a fundraiser. And of all of the individuals currently assigned, what percentage have a high potential to give you a major gift? So they have high target gift range and major giving likelihood values. And then what percentage have a modest potential? Again, meaning they have lower target gift range and major giving likelihood values. We do have a filter included here for fundraiser. So, again, you can come in and decide, you know what, for some of my fundraisers, I don't expect them to have a high major gift likelihood, have prospects with the high major gift likelihood, which is the likelihood to give a gift of $10,000 or more to your organization. For others, I would want them to have high major gift likelihood. And so you'll be able to come in and filter for specific fundraiser to see what that portfolio quality looks like for their portfolios specifically. This section on the left is brand new. So here, we're showing the total number of assigned prospects, the total target gift range of those assigned prospects, and the average target gift range of those individuals. We're also highlighting the number of prospects that have been qualified since January. This one is looking at January because that's when we started tracking the information in this way, and then the total target gift range of those individuals, and then the number of prospects that have been assigned to a fundraiser in the past twelve months and the total target gift range of those individuals. So that means that you can track actions that you're taking, to qualify and assign individuals. Someone is considered assigned if they have a relationship with the solicitor set. It is looking at, those fundraiser assignments within Raiser's Edge. And then this bottom tile giving by assigned prospects, this is showing an aggregate of that cumulative giving metric that we surface on a prospect's, record. So here we have total cumulative giving of all currently assigned prospects year to date and then for the past two calendar years. We're also showing the mean cumulative giving of those assigned prospects, the percentage who have given a gift above $0, so given a gift of any size, and then the percentage who have given a gift above $10,000 here as well. There we go. We have I'm seeing a couple more questions. We have had feedback related to calendar year versus fiscal year. Right now within prospect insights, things are hard coded to calendar year, but we are looking at, adding in more configuration, maybe updating that setting, based on similar questions. And then you should be seeing the analysis tab underneath related links here on the right on the prospect insights page. Okay. Let me come back to these needs attention section. So we've already talked about qualified major giving prospects. Again, these are individuals that you have gone in and qualified from the untapped candidate section. Let's talk about undergiving prospects next. So a constituent, a prospect will be considered undergiving if they are currently assigned to a fundraiser, They have high target gift range and major giving likelihood values. So we have no recommendations there in terms of assignment updates. But when we look at the past three years of cumulative giving to your organization, all three years are still falling below the minimum of that target gift range value. Now some of the examples I have in this test site are a little extreme, but, again, here in this analysis section, the intent is to explain these models in the context of this prospect. So, in this section, we call out that largest annual cumulative total to your organization over the last three years as compared to the target gift range. All of the queues within prospect insights are listed in priority order based on who needs some action first, again, based on our predictive analytics. So for untapped candidates, individuals with the highest target gift range and major giving likelihood are going to appear at the top. In low likelihood, individuals with the lowest target gift range and major giving likelihood are going to appear at the top because their highest priority to remove from portfolio. With an under giving, we are prioritizing this view based on that difference between target gift range and their largest gift to your organization. So that's why in in this test site with some of my extreme examples, the people who are appearing at the top have some of the highest target gift range values, but they're giving in the past three years have been $0. And so because the gap, the difference is so large, that's why they appear at the top of this list. Again, the buttons might be slightly different depending on which queue you're in, but the primary recommendation is going to relate back to this recommendation section on the tab. So for under giving individuals, these the recommendation here would be, let's see if we can add an opportunity or an action to try and increase their levels of giving. I talked with some organizations who have actually started using this view as a way to ask for multiple gifts. Because, again, for that target gift range, it might not be a one time gift. Maybe it is a series of smaller gifts that add up to that total amount. If you review the information and you determine, you know, we have a plan in place already or maybe we have, a pledge for this individual and so there is no further action required. You can choose to finish review and either review again in six months or review again in twelve months. With that upcoming change that I alluded to later or I alluded to earlier, the change is coming later, we do also plan to include the option to permanently remove from the under giving queue. So right now, you have to choose either six months or twelve months, but maybe it's someone who you know does not need attention in the future, and they shouldn't appear in this queue any longer. So pretty soon, you'll have that option here as well. Because everyone in under giving queue is assigned to a fundraiser, you'll see that we have this filter available here as well. Okay. It's possible that when you are reviewing your version of prospect insights, the items that appear underneath attention do not look the same as what I'm showing here. So if you don't have any prospects that meet the logic or these queues, then they just would not appear here at all underneath needs attention. So, for example, if you have not qualified anyone from untapped candidates, then you would not see qualified major gifting prospects here. This last one, prospects assigned to nonactive fundraisers, This is one that doesn't always appear for organizations. This queue is meant to highlight prospects who have high target gift range and major giving likelihood values. So they seem like a good major gift prospect to your organization. But all of the fundraisers that they are currently assigned to are no longer marked as fundraisers within your instance of Raiser's Edge. So this particular queue is meant to help if you have gift officer turnover. It's meant to highlight anyone who maybe it looks like the relationship is being managed because that assignment is in place. But if the fundraiser is no longer active at your organization, we wanna make sure that these prospects aren't getting lost in the shuffle. So that's what the prospects assigned to non active fundraisers queue represents. And, again, from here, you can manage fundraisers if you want to end that relationship, maybe add a different fundraiser. You'll have that option. You can also just decide to remove the fundraiser. And because this prospect has been marked as qualified, if they are not also assigned to a fundraiser, then he would also appear in this needs attention item of individuals who are qualified and unassigned. So maybe for your process, you don't have a different fundraiser that you want to assign that individual to right now, that you can mark them as qualified, in case someone does have bandwidth in the future and you don't wanna lose them, or maybe you do wanna do some more research on that relationship or in research point before making a final determination of what to do with the individual. Okay. A couple other things I wanna point out here on the related links, and then I'll start to go through I think there have been a lot of questions coming in. I appreciate that. I'll do my best to get to them. All assigned prospects. So all of those queues that we were just reviewing, they have some logic to determine who should be assigned or who should be surfaced in that queue. Right? So untapped were individuals who are not currently assigned and they have high predictive values. Undergiving, individuals who are currently assigned high predictive values, but their cumulative giving totals fall below target gift range. All assigned prospects are gonna be exactly that. If anyone is assigned to a fundraiser, then they will appear in this view, and they'll have the same, layout here that we've seen in all of the other queues. So this analysis tab, some biographical information, prospect management, giving, and wealth. Because everyone here is assigned to fundraiser, we have the fundraiser filter. And you can also filter this view by those assignment queues. So if you wanted to see everyone who's considered low likelihood, everyone who's considered under giving, you'd be able to do that with this filter in this view. We do have some updated permission settings for prospect insights, and I'll cover those next so that you can see what options you have available. But everything that I've demoed so far assumes that you have the full permissions for prospect insights. So for example, because I have permission to view all portfolios, here I see all assigned prospects, and I can filter by fundraiser. You can also decide that some users should only have access to their personal portfolio. And so the queues that they have access to in this particular view, it's all going to be filtered just to individuals in their portfolio. And so this would be called your prospects instead of all assigned prospects. They'd see the same information. The difference is that it's just scoped down to their portfolio specifically. And then if you went through those untapped candidates and you decided to not just review again later, but mark a prospect as disqualified, I'm looking around too fast. You mark someone as disqualified, then they would appear here under this related link of disqualified prospects. So here, you'd be able to come in and periodically review these individuals, see if maybe something has changed where you do want to qualify them or assign a fundraiser. So you won't lose track of them. You don't lose the prospect insights, predictive models. You'll still be able to view that information for your disqualified prospects in this link. A lot of what I'm covering today, you'll also be able to find in this elearning course. So if you ever want to, you'll get the recording from the webinar today, but if you go into some more detail and there's more information available to you, so you always have this here in the elearning section. Okay. Let me switch over to the permissions, and we can talk through what that looks like. So permission settings can be found underneath security, and you would set up or edit a role. And the prospect insights permissions are going to be found underneath a fundraising role. So I will edit this existing prospect insights role. The name that we've added for this is is prospect insights fundraiser. And the section for prospect insights is this prospect workflow tasks. And we have added some more functionality here, giving you some more options so that you have more, granularity in terms of which queues a user has access to. So I kind of alluded to it, but here is where you can set up whether someone should have personal portfolio or all portfolios, and that's going to tie to these specific permissions, manage personal, manage all portfolios. But this new one, manage unassigned prospects and access assignment queues. If someone has the ability to manage unassigned prospects, then they'll be able to view untapped candidates because, again, said it a couple times, but everyone in the untapped candidates list is not currently assigned to a fundraiser. So with this update, you can now determine, should someone have access to unassigned prospects as well as their personal portfolio, or do I want them to truly only see individuals who are assigned to them? And if that is the permission you're looking for, then you would just make sure that they have this personal portfolio permission, and they would not have managed unassigned prospects or all portfolios. Yes. In general, the security section and, updating roles and permissions is something that an administrator would generally be, the one who has access to set this up. And then once you have established what you want the role settings to be, then again, under security, you have user management, and you can apply a specific role to individuals here. Okay. So I'm gonna start going through, some of these questions that I have definitely missed. And, again, I am most likely not going to be able to get through them all today, but we will export these out, of the session a little bit later today, and I will follow-up over email. The other thing I'll say is feel free to reach out to me if you wanna send me an email. We're always setting up discovery calls to, hear your feedback, to talk through your use, to talk through how it either fits into your workflows today or maybe it doesn't fit in, and their enhancements that you would like to add in. So I'm always happy to chat. If if you'd like to send me an email, we can get that set up as well. Yes. The recording of this presentation will be shared, so you'll have access to that if you wanna go back and watch. Again, a lot of what I covered today is also available in this elearning link, so So that's another resource that you can go back to. Uh-huh. Okay. So there's a question or an enhancement request related to geographic region. That has come up a couple of times. So, thank you for that. We'll look into maybe a possible filter. Maybe there are other ways to solve for it. I believe the idea being, as I'm making assignment decisions, I would want to use the location of the prospect to determine should I be assigning to this individual or maybe to a different fundraiser. That's one that that has come up in the past as well. Let's see. A few on permissions that I think I hit on. Currently, all of the information within prospect insights, can be found here within the prospect insights page. I didn't touch on this, in the demo, but you may have come across it. If you have access to prospect insights, you will also see a tile on the constituent record. It essentially has this high level information there, so the prospect insights models as well as now this analysis and recommendation section. And then there will be a link if you wanted to go to the full prospect record to see some of this other data as well. The data currently is within the system, within Blackbaud's Raiser’s Edge NXT, and it doesn't include a way to export. The intent with these queues is to help drive that action in the system, especially with the base version. It's meant to be very prescriptive to help with, fundraisers taking that action. We are planning to add in more advanced segmentation functionality into ProspectInsites Pro. And then as I, mentioned earlier, some of those filters, like constituent code, I think there were a couple other ideas that came up in the chat that we'll review, but we'll add those to these queues essentially to help you refine your list and to get down to the individuals that you, are really trying to identify within untapped candidates or under giving, or any of the different queues. Somewhat related perhaps, right now, it is still focused on reviewing individuals one by one and then taking those actions one by one. So I start at the top of my list, which is in a priority order based on who needs attention first, and then I determine, do I wanna mark as qualified, assign a fundraiser, or dismiss maybe mark as disqualified. We are also, for future enhancements, looking into bulk actions. So I see a question related to removing, like, a specific fundraiser, maybe a former fundraiser in bulk. So not currently, but that is something that we are considering, as an enhancement here as well. Oh, so question related to the Canadian version, and the information that we're surfacing within prospect insights. So I did kind of allude to it at the start. The big difference between the two versions are the data points available to us. I didn't explicitly call this out, but but thank you for asking the question, Cheryl. The Canadian version does not currently have the giving to other organizations information, the way we do have in The US version. Both are based on Blackbaud Giving Search, and we do have Blackbaud Giving Search and some data points available for Canadian prospects as well. We just don't currently have a good way to match the individual within Prospect Insights to that giving search information outside of US data sources. So that is another area that we're looking to expand for the Canadian version as well. But you are correct that that is another difference between the two versions. I think I answered this, but just to to confirm, this prospect insights data will live on it currently lives on a separate tile with on the constituent record. So it's possible if you haven't moved the tiles around that it's just at the bottom of the constituent record, but you will see a tile there for prospect insights that includes the essentially, what we're seeing here on the analysis tab, the model values, analysis, and recommendation with a link to view more. So there's a a question or maybe an enhancement request here related to fundraiser type. And so that is something that Prospect Insights doesn't currently consider. It's just looking at, is this person assigned to a fundraiser? Yes or no to, determine each of the queues. For now, we have the filter, the fundraiser filter. So you can say, okay. These are my major guest officers who I want to consider, and maybe I can, ignore stewardship or lead annual fundraisers. So that's the best way to get at those individuals for now. But I'll consider that as an enhancement request too. Can we include, like, fundraiser type, for example, in some of these, filters or in the logic behind the queues? Okay. I think some of these I've hit on. Some I might need to follow-up on to get some more details, so I'll be sending out some emails. So question related to the nonactive fundraiser view. How do we remove an assigned fundraiser when that person no longer works here? So you should still be able to come in. And if you click on that little edit button, you can add an assignment end date. And this is what Prospect Insights is, considering to see, do you still have, a relationship and assignment set up for an individual? So let me know if maybe I'm misunderstanding the question, but you should be able to still come in here and add that end date, for your non active fundraisers. Mhmm. Yep. Again, a couple of these I'll probably, think I'm understanding, but I'll follow-up just to get more more details about what might be going on. Go back to the top of the list. How often does the data refresh? So we I mentioned this at this maybe I alluded to it, maybe not. All of the constituents within Raisers at Gen XT who are individuals who have, at least a ZIP code, who have an address listed, and there are a couple other criteria that we check for, but they're all automatically scored by ProspectInSites. If you add any new constituents, then they automatically get scored as well, and they will start to appear with their information within forty eight hours. Generally, it's the next day, but just depends on how much other activity is happening at the time in the system. And then all of our the scores themselves, the third party and proprietary data, they all automatically get refreshed on a quarterly basis. So that that's a little, overview of how often the data the data points are refreshed within prospect insights. Can I post it in the chat? I wonder. There was a question about my email address. It's just my firstname.lastname@blackfod.com. Don't know if that'll go through. Maybe you can see it in the chat. Do you see the notification about wrapping up, and I think we're about at the end of time. Again, thank you all for joining today and for all of your engagements and the questions and enhancement requests. I really do appreciate it. If you are attending BBCon next week, I will be there as well, and so would love to meet in person and talk through in more detail. With that in mind, it might take me a little bit longer to reply to all of these questions. I'll do a bit, day by day. But, again, thank you. I really appreciate your time today and, look forward to connecting if we're able to in the future. Thanks, Paul.