Name: Identifying and Managing Prospects with Blackbaud Altru and ResearchPoint™
Uploaded: 2026-02-18T19:30:30.758Z
Duration: 51 min 28 s
Description: Identifying and Managing Prospects with Blackbaud Altru and ResearchPoint™

Transcript for "Identifying and Managing Prospects with Blackbaud Altru and ResearchPoint™": Hello, everybody. Welcome. Thank you for joining us today. I can see everybody popping in right now. You are at identifying and managing prospects with Blackbaud Altru and Research Point. So thank you again. I'm gonna give us just a moment or two to let everybody get signed in here. While we're waiting on everybody, feel free to introduce yourselves in the chat. Would love to hear who you are, where you're from, what organization you're representing. Yeah. Just take a moment. And I'm gonna give us just a few more seconds. I know we have a lot of content to go through today, so, we'll get started in just a moment. Hello, everybody. Hey, Kate. Nice to see you. Love seeing familiar faces on here. Laura, the Walters. Nice to see you. Alright. While you while you are doing that, I'm gonna go over some housekeeping really quick. So, hopefully, you all have joined us for a GoldCast webinar before. If not, the audio should be broadcast through your computer speakers. If you're having any issues with the audio or anything freezes up or anything like that, try refreshing your browser or leaving and coming back in. It usually helps resolve the issue. Feel free to use the chat to ask any questions. You can also use that q and a tab if you'd like. Stephanie and I are here today on our own, but we are keeping an eye on that chat. So we will try to grab your questions from there. I also wanna call your attention to that docs tab, which is right next to the chat tab that you all are using right now. The docs tab is where you'll find all the resources that we reference in this session. So take a moment. Go ahead and grab those links if you would like. And that today's slide deck is also in that docs tab as well. So if you'd like a copy of the slides, you can grab it there. And I will say right now, this webinar is being recorded. So you should receive a link to this recording after this session, if you'd like to rewatch afterwards. Also, at the end of the session, we'll be launching a short survey. Your feedback is really important to us. So please take a moment and fill that out if you have a chance. I would love to know what you thought of the session, what you found helpful, and what you would like to see from us in the future. So, again, thank you all so much for, introducing yourselves in the chat. That helps us a lot, and love to see, lots of familiar names in there. We'll go ahead and introduce ourselves for you. So my name is Jessica Pierce. I am a customer success manager here at Blackbaud. I work on the arts and cultural teams, so, with cultural organizations like yourselves, museums, zoos, aquariums, gardens. And prior to joining Blackbaud, I was a customer myself. I worked in membership and annual fund in a couple of museums here in Denver where I'm located. And I'm so excited to be joined today by Stephanie. Stephanie, you wanna introduce yourselves? Yeah. Hi, Jessica. And everybody else, I do see some very familiar faces. So great to see a lot of you here and some faces that'll probably be familiar in the future. My name is Stephanie Brown. I'm a senior strategic consultant working with our Blackbaud analytics division. And like Jessica, prior to joining the Blackbaud team, I was a client as well. I spent about twenty five years in fundraising, mostly in prospect research and prospect management. And I am based on the East Coast Of Florida, very near the space center. So, there will not be a rocket going over, during today's presentation, thankfully, but, that does happen from time to time. So glad to be with you all. Thank you so much. Alright. We're covering, a lot of The US here between you and me, Stephanie. So awesome. Alright. So just a quick overview of the agenda here. So here's what we'll be talking about. I'll say, you know, if you have any questions throughout this session, we do have some time at the end reserved for questions. We'll try to get them as we go along. But if we don't get to your question right away, we we do have some time at the end reserved for that. So, really, the session is intended for those of you that have both Altru as well as ResearchPoint and any of our other analytic tools here at Blackbaud. If you don't have ResearchPoint or you're not sure if you have ResearchPoint, you're still welcome to join us. I just wanna call out that a lot of the content will be focused on that. And I will also say if if you're not sure if you have any of those solutions, please feel free to reach out. You know, let us know in the chat, and we can follow-up with you afterwards or get you connected to your customer success manager to help discuss that with you. So, again, we'll be talking about the integration. We'll be talking about how to identify constituents for WealthPoint screenings through Altru and ResearchPoint, as well as building out that prospect portfolio. And then we'll be going more into the all true side. So talking a bit more about prospects configuration and assigning prospects, adding and managing those prospect plans, and, of course, the reporting and the analysis for all of that. So, before we get into the fun stuff, I wanna talk a little bit about the, Altru and ResearchPoint integration specifically. So, what is ResearchPoint? So ResearchPoint is Blackbaud's solution for completing prospect research on both current and potential donors. And the way that ResearchPoint works, it connects directly to WealthPoint, which provides the wealth screening side of of the data that you get back. So that includes philanthropic giving and the highest power analytics available to aid in prospecting and stewardship decisions. So one of the great things for Altru customers, Altru and ResearchPoint can be integrated, which allows you to access wealth and ratings data directly from Altru. So you don't have to access ResearchPoint separately or have a separate login for that. All that information can be accessed directly from Altru itself. So if you have ResearchPoint integrated with Altru already, you can manage it. You can access it again through Altru with the proper system roles. So, like, everything in Altru, ResearchPoint, and all this wealth and ratings data is managed by by system roles. And you will access a lot of the information through the prospects tab of Altru. So again, we do have some resources in the docs tab about checking on this and seeing if this is completed. If not, again, please feel free to reach out to your customer success manager or support, and we can help you make sure that that integration is completed successfully. Wanna call out, this is where you can access your WealthPoint screenings, and you can also see how many are remaining on your contract for the year, so you know what you have to work with. And there is a link to a short little video. This is a new video in Blackbaud University that tells you how to access Research Point through Altru specifically. Check that out if you have any questions about that. You can also access wealth and ratings data through a constituent record in Altru. So if you have done some of that wealth point screening already and you would like to take a look at the the data, you know, here, of course, is an example of Robert Hernandez, our favorite constituent. When you are in a record in Altru on that left hand side, you can click on that wealth and ratings tab, get straight to that screening or that screen. Excuse me. This is also where you can run a new screening if you would like to. If you'd like to update that data, just know that that does count towards your screenings that you have available for the year. Alright. And I'm gonna turn it over to Stephanie to talk to us about how to identify constituents in Altru for Wells point screenings. Thank you, Jessica. So some of you may be wondering why is it even important to do these wealth screenings? Well, there's a few different reasons why it's important to do wealth screenings on your individuals. The first one is learning more about your current donors. Information related to their assets such as real estate, business ownership, possibly stock holdings, giving to other organizations, and involvement with other nonprofits and board membership service and foundation membership. So this could be important. For example, you may have a thousand dollar regular donor, but you do a wealth screening, and you find out that they own a $50,000,000 company. Does that change the picture of their philanthropic potential? Absolutely. And another good reason to do the wealth screening is to identify those individuals in your database with the undiscovered wealth potential. The ones who may not be attracting any in, attention based on what they're giving. They may be those smaller donors. They may be those people who are attending your events, but not yet donating. And also for those of you who have the paid memberships, these may be your basic low level members, but a wealth screening can identify that they have a lot more potential to be involved in philanthropy at a much greater level. Some of you, already have, seen that. A lot of the individuals that I work with who are on the call today, we've uncovered, you know, definitely some hidden gems. So now that we know why wealth screening is important, let's think about who we should screen. Now in a perfect world, we would screen all of our individuals. But as we all know, a lot of times, resources, staff resources, staff bandwidth is limited. So if you're not able to screen everybody, some of the factors that you might wanna consider when you're screening individuals would be looking at their current giving levels, patterns in their recent giving, their consecutive giving or membership years, giving level for your first time donors, and also if you have analytics data, data such as major giving likelihood, target gift range, or affluence insights, wealth attributes. So we're gonna go into each of these in a little bit more detail with some suggestions on how to use this criteria to prioritize people for screenings. Now one thing to know, the WealthPoint wealth screenings that are available in ResearchPoint, these are limited to individuals who are in The United States and have good address information. So every once in a while, if it's a very unusual name, we might be able to get by with less address information. But we really do need that address information, especially to match the things like assets, real estate, business, and things like that. So fleshing out again some of these criteria in a little bit more detail. In looking at current giving levels, you're would wanna look at anyone who's given at a major gift level within the last five years. And I will say that if you can only screen one group of people, these are people that you wanna focus on because these are your people who are already strongly involved with you. And you do wanna kinda get a little bit more of a picture of who they are. In terms of patterns of recent giving, anyone who's given at a level just below that major gift level within the last year, and then whose annual giving has been increasing over the last five years. So for example, if your annual, your major gift level was $5,000, and you had someone who had given 2,500 last year, and you look back over the last few years and turns out five years ago, they were only giving $500, their giving is trending upward. So these are definitely people that you wanna look at, because it looks like they're heading into major giving potential. For consecutive giving, anyone who's given at that level just below your major gift level for at least three years, these are people that you'll wanna look at to see, is this basically where their maximum giving is, or do they have the potential to give even more if they're asked? And, again, for those who have those paid memberships, anyone who has that highest level paid membership, if you do have that higher level for at least three years, is oftentimes that's, again, getting closer to a major giving level or a basic membership for at least the last ten years. So these are individuals who are showing that they're already really involved and engaged with you. So you just kinda wanna get a fuller picture of their philanthropic potential. And then for your first time donors, any first time donor in the last year whose first gift is just below that major gift range, and that's a good group to look at because a lot of times, that first gift is going to be their smallest gift. So if they're already close to that major gift range with their first gift, there's probably a lot more potential there. Moving into analytics, for those who have not done a target analytics project or a Blackbaud analytics project, what we do with this is we're looking at the individuals in your database, and we're doing what's called predictive modeling. So we're looking at the factors that they have in common in terms of wealth and giving patterns to you and to other organizations and developing a variety of scores based on likelihood, target gift range, wealth attributes, things like that. So if you don't have an analytics project and you're interested in finding out more, feel free to reach out to either Jessica or myself, and we'll be glad to get you some more information. So if you do have analytics, some of the, metrics that you're going to wanna look at will be that major giving likelihood that's greater than or equal to seven zero one. That's on a scale of zero to 1,000. That target gift range at or just below the major gift level, because that is a suggested annual ask based on their current giving patterns and their wealth levels. And then for the Affluence Insights wealth attributes, you wanna have some higher levels there. So the levels that I have here are just some general guidelines. Discretionary spending, 50,000 or more a year, annual household income over $2.50, and investments in net worth of over 2,000,000, you'll probably want to adjust those, based on your donor base and also where you live. So anyone who's here in, like, New York City or Los Angeles or areas like that, you'll probably wanna raise those numbers just because that cost of living and, real estate is going to be a lot higher. Well, now that we've talked about, you know, strategies for screening, the next step is starting to build out some of those prospect portfolios. So the first thing to think about in building those prospect portfolios is who should be included in those portfolios. So the criteria to consider are going to be still pretty similar to a lot of our screening, criteria. Any individual who's given at a major gift level within the last five years, I would say that these individuals absolutely should be in portfolio unless there's a very clear reason why they should not be. Such as maybe since they made their gift, they've had a major life event or financial event that means that they are no longer capable of giving at that level, or perhaps they've fallen out of favor with your organization or vice versa. So if they say never contact me again, then we probably don't want to assign those. But, otherwise, anybody else, definitely keep them in your portfolios. You also wanna consider any first time donors gift is just below that major gift level. Again, knowing that that first gift is often their smallest gift, anyone who's given just below your major gift level for at least the last three years, anyone with that major giving capacity from those wealth screenings and research point of at least 10 times your major gift level. Now I put a very strong multiplier here on that major giving capacity just because that major giving capacity total that you'll get in the wealth screening represents an estimate of an individual's total philanthropic giving capacity to all organizations. So we probably wanna have a stronger multiplier unless you know that this is your organization is the one and only one that your individual is going to support. Again, for those with the analytics data, that major giving likelihood of over seven zero one, that target gift range at or above your major gift level, and the high levels of the wealth attributes. So as you're building these portfolios, some other things to take into account is for a full time fundraiser, portfolios are right sized usually about a 100 to a 125 individuals. Now for those who have other responsibilities, perhaps you're doing some fundraising and also doing events, those portfolios would be smaller. And if you're in a stage where you're just getting your fundraising off the ground, so you're going to be doing a lot more, discovery, a lot more of these individuals that you don't know at all, you could go a little higher to about one fifty. Just because as you go through this, there's gonna be a lot of what we sometimes call portfolio churn. So as you're getting to know some of these individuals, you're going to find out that some of them are not gonna be major gift prospects to you after all. They may have tremendous assets, but there may be liabilities that we don't know about. Maybe they're facing some health challenges. Maybe they've got four kids in college, or going through a messy divorce, any kind of other factor there. Or perhaps you might find out that these individuals are just not as warm to you as, you know, necessarily you would like. So one of my favorite fundraisers that I used to work with, when he was meeting with an individual for the first time, his first one of his first questions was, where do we stand with you? Are we one of your top three, your top five, your top 10 priorities, or are, you know, we're not there at all? So, yeah, it's definitely a good idea to have those conversations. So as you're going through and looking at these individuals, I would say on a quarterly basis, it's a best practice to just evaluate your portfolio, in total. Some of those individuals that you find out are not major gift prospects, they can be kinda moved out of your portfolio, maybe more back into the annual giving section. We definitely don't want to completely drop them from any communication with the organization and definitely don't want to, you know, break a relationship. You know, you can still have lunch with them, things like that. But in terms of if you're doing major gift fundraising, you definitely wanna prioritize those who have the most potential in the near future. So as you are doing your wealth screenings and things like that, you will identify people that will not be ready to put in portfolio yet. But as some individuals are moved out, you can move other individuals in. Keep it dynamic. Now that we've discussed a lot of the theory behind, screenings and portfolios, Now Jessica is going to walk you through how to do it in Altru. Jessica? Great. Keith, Stephanie. Yeah. We talked a lot about, conceptually, how to narrow down those prospects for for your portfolios and assign them, two different prospect managers. So how do you actually do that in Altru? So just like we mentioned earlier, you can access ResearchPoint and the WealthPoint screenings through the prospects tab in Altru. This is also where you will access a lot of prospect configuration. So not all of it, some of it is managed elsewhere in Altru, so we'll talk a little bit about that as well. But first things first, you just if you're brand new to using prospects in Altru, if you haven't used this functionality or you haven't built out prospect plans, or maybe it's been a while, you might wanna go through some configuration first and make sure everything is set up and ready to go. So a few tasks you'll want to take a look at when you're configuring your prospects. First of all, assign system roles. So, again, almost everything in Altru is managed by system role. If there's something that you need to see that you can't see, it's likely you don't have the correct system role in place, and that includes a lot of prospect functionality. So this is managed in administration and application users. There is a specific knowledge base in the docs tab. It's called I can't see the prospects tab, which talks about the system roles that you need to see all this information. Next, I would recommend assigning your fundraisers in Altru. So fundraisers, these are your prospect managers, and these are your prospect plan managers as well. So in order to be assigned to a prospect or to a plan, an individual will need to have that fundraiser constituency on their record. And I'll show you an example of that in a moment. This also unlock unlocks the fundraiser tab on their record and also access to the mind my fundraiser page in Altru. And next, again, if you haven't used prospects before or if you have, a new campaign that you are building out, a new initiative, anything like that, I would take a look at the prospect plan outlines in Altru. So this is where you're going to list out all of the steps that will be included in a prospect plan, and get them all set up. So when you put a plan on a prospect, I you have a little less busy work to do. You can just load all the steps in there. And, again, we'll go into that in a little bit more detail here. So, again, going back to that fundraiser constituency. If you are a fundraiser or a prospect manager, you should have a constituent record in Altru, and it should have the fundraiser constituency attached to it. So here's a screenshot of how you add that fundraiser constituency from a constituent record. And, again, that will unlock all that functionality from the fundraiser tab to the ability to assign yourself, as a prospect manager or for someone else to assign you as a prospect manager. So similar to, needing that fundraiser constituency on a fundraiser record, if you have a prospect in Altru that you would like to assign a manager to or build a plan for, they will need to have the major giving prospect constituency on their record. So same thing, you go to their record in the constituencies, and you add that major giving prospect constituency. This is one of the constituencies that comes loaded into Altru. And, again, it unlocks that prospect tab and some of that functionality for you. You can add this to both individual and organizational records in Altru. So even though some of the the wealth screening tools are available for individuals, you still can build out prospect plans for organizations if needed. So we see this a lot for sponsorships or grant applications, things like that. So just something to keep in mind. If you have many prospects that you need to add because you just went through your well screening and you you have a lot of great results and you're ready to assign folks to portfolios, this can be done in a batch as far as assigning the major giving constituency. You can do this in a constituent update batch as well. You can also add a major giving prospect in the prospects tab itself. The benefit of doing it this way is you can go ahead and assign them as a major giving prospect. You can assign their prospect manager right away, and you can build out a plan for them right away as well. So if you already have all that information and you're ready to go, you know, go ahead and use the prospects tab to to assign a prospect. If you're not quite sure yet if you have a prospect manager or or what plan you want to assign, you know, maybe go ahead and assign that constituency through their particular constituent record. And one thing I will call this is a question we get a lot. Unfortunately, the plans themselves cannot be added in bulk. So you can add prospects in bulk, but the plans you'll need to go in there and add to their record after the fact. Alright. So circling back to what we talked about a little bit earlier as far as prospect plan outlines. So a plan outline is going to include all the steps or the action items that the plan managers are going to want to complete during the life cycle of this plan. Right? So these are your your moves management steps, like identification, cultivation, stewardship, etcetera. And, again, Altru does have some pre built plan outlines. But if you have a really specific campaign that's going to have steps that are specific to that particular ask. So for example, a a new exhibit that you're opening that has really specific stewardship tasks or a grant application or something like that, you can build out plan outlines, specifically for that purpose. One thing I'll say there is, you know, just make sure your plan outlines are not too duplicative. You know, if there's already an outline in there that satisfies what you need, go ahead and use that. But you can build a custom one if you would like to. So when you're building out that plan outline or if you're looking at the outlines that already exist, here are all the fields that are going to be included in that outline. So the the name of the outline is really important. This is what you're going to see when you are loading that outline into a plan and loading in all the steps. So make sure that makes sense to you. Maybe that's twenty twenty six annual fund, major giving, outline, something along those lines. Make sure it makes sense to to your organization. Objective, this is the purpose of the step in the plan. So what are you trying to accomplish? Fundraiser role, a lot of the times this is going to be prospect manager. Right? You're going to have the prospect manager working through the steps of the plan. But it's possible you may have other folks on your team that are working on this plan, and they have slightly different roles. So you can assign steps to different roles as well. Stage, again, that is going to be where you're falling in that cycle, from identification all the way to stewardship. Days from start. So this is really helpful if you're building out your own plan and you're building steps in there and you want to, you know, have things happen in a certain amount of time. You can preload the days from start for a plan. So it will assign due dates for all of those steps, accordingly. And, again, all this information, even when you've loaded the steps into a plan, you can still go back in there and edit it if you need. So this just gives you a good baseline or a place to start. Contact method, this is how you'll be completing each step. So whether that's a personal meeting, a phone call, an email, you can track that here. And then at at the top where it says adjust date of selected rows, this is where you can make changes to that days from start field. So you'll click on that row and use those plus and minus to adjust those dates accordingly. Alright. So you have built out some plan outlines. You have assigned prospects and all true to prospect managers. So now you need to take the next step of adding and managing prospect plans. So prospect plans, again, you'll add these one at a time in all true to a prospect. So on a constituent record, if they have been assigned the correct constituency, you'll navigate to that prospect tab on their record and select plans and add. So you'll get this screen here. That back screenshot, you'll see the first tab, which is the details tab. So this is where you're gonna enter the basic information about the plan, the name, the narrative. So if there's any details you want to include about this particular plan, you can add them there. This is also where you can add the primary and secondary managers for the plan. And then if there's any other solicitors that need to be included in the plan, you can add them here as well. That second tab, the steps tab, this is where you're gonna load in that prospect plan outline. So in that upper right hand corner there, again, you'll see the list of all of the plans that you've built out in your system. You can load the steps in here. And then if you need to make any adjustments just right out of the gate you can do so here as well before saving the plan. And something to think about when you're building out these steps or when you're building out the outlines, you know, go back to what Stephanie mentioned earlier. Unfortunately, some of these prospects may be disqualified for one reason or another. So just make sure you're thinking through that as well when you're building out steps in your plan and you have a process to kind of cycle through some prospects if needed and close out the plan if you're not going to be working it anymore. So once you've built out a prospect plan, here's what the plan record will look like in all true. You'll be able to see all of the details about the plan, such as the narrative, the managers, the steps. And then very important, you'll be able to add opportunities to the plan. So opportunities are the actual ask that you're making. Right? So it's that major gift or that sponsorship or that plan gift. You can add an opportunity to the plan so you can track the receipt of that ask. Solicitors and participants, this tab will list out all participants in the plan. So they may not be plan managers, but they may still be involved. So for example, you may have a board member that's just involved in a specific ask or a specific meeting. You can list them out in this record as well. Documentation, this tab is really important. So if you have any physical media or any notes that you need to attach to this plan, like a gift agreement, a proposal, anything like that, you can attach that to the documentation tab. So it's all in one place for you. And then manager history, this is just an audit audit trail of any changes that have been made to the plan managers. So if you have some staffing changes and somebody else takes over this plan, you'll be able to see a record of it on that tab as well. So as you're going through and working this prospect plan, as you go through the cycle, you'll be managing the steps. And one thing to know is each step on a prospect plan is an interaction record. So that's why we're tracking, the communication method for each step. Right? Whether that's email or phone call. When you go back and look at that interaction, you can see what happened and and how it happened. You can also use the comments and the documentation fields here to, again, keep track of any information that you need. So if there's a hyperlink so I think this example that we have here, a little more specific to something like a grant or a sponsorship. But if there's any notes that you need to include, about a particular interaction, you can include them here as well. Alright. Let's talk a little bit about everyone's favorite, reporting and analysis. Right? So you've built out your portfolios. You have assigned all of your prospects. You've started working your plan steps. You wanna see how it's going. Right? So we will dive into that a little bit. So on the Altru side, Altru does have some what we call canned reports that are related to prospects and prospect plans. So if you just need some really basic high level information about how your prospects are going, these these reports are a good place to start. So all these reports can be found in the prospects tab of Altru. First, you have your opportunity pipeline report. So if you just need some information about the opportunities or the the asks that are assigned to each plan, you can run this report to get a little bit more information about the status of all those opportunities. The prospect plan analysis, this is probably the biggest report that you can run here. So this provides details about either certain plan types or all of your plans in Altru, including, you know, the stage of the plan, the opportunity status, any important dates, anything like that. So it's think of it as a big summary of all of your prospect plans in Altru. And then if you just want to see the particular steps that are pending in all of your prospect plans or what's coming up next, you can run the prospect plan follow-up report. And, again, this will list out planned, pending, completed steps for selected prospects. So that's another thing to keep in mind with a lot of these reports. You can either look at all of your plans as a whole, or if you need to narrow it down to a specific prospect manager, or maybe specific group of constituents, you can do that as well. The reports are great, but I know a lot of times we need more information, about our prospects, for our own reporting purposes. You can grab a lot of this information using ad hoc queries and all true. So these are just a couple of really basic examples here. But the prospects fields can be pulled into most queries. So if you have a constituent source view query, you can pull a lot of the prospect fields into that query. So if you need to see constituents that are assigned to a specific prospect manager or they are in a certain stage, you can query all of that. And then prospect plans actually have their own query source view in Altru. So, again, if you want to build your own reporting related to your prospect plans and the and the status of those, I would take a look at this source view. There's actually a lot of really useful fields in here that you can pull out. And these queries can be linked into an OData feed. So if you're using something like Power BI or even Excel to build out some reporting on your news management processes, you can pull straight from these queries. And, again, these slide the slide deck is in the docs. So if you wanna take a closer look at which fields are available, you can grab that and take a look at the screenshot here. Stephanie, Right. you wanna talk about that? Yeah. Yeah. Absolutely. So also included a few little screenshots here on how to put in some of these analytics, data into your queries. So for example, if you're looking at, fields like your major giving likelihood and your target gift range in your query, this would be under those model scores and ratings. And so when you first open that up, then you'll see the fields such as that, again, major giving likelihood, target gift range, things like that if these are, fields that you do have for an analytics project. So once again, you know, that major giving likelihood of over 700 is considered a good score on that. And for your target gift range, you can select criteria based on whatever your organization's definition is of what constitutes a major gift. And then, also, if you're doing some queries to look at people with those high affluence insights wealth attributes, so you could see under the model scores and ratings, you'll wanna open up the attributes folder to find those. So it you know, it's a little bit different from where the likelihood and target gift ranges are. And, again, these are, particular levels for these wealth attributes that you're gonna wanna customize based on where you are and what your donor base looks like. And you can do them either altogether as I've got illustrated in the screenshot here, or you can do any kinds of combinations, you know, either ands or ors. Right. So now we'll open it up to your questions. I see, here's one in the chat, from Kelsey. What's the best way to segment and manage annual fund donors if they aren't major giving prospects and aren't necessarily in a portfolio? Jessica, do you have any insights on that? Yes. Sorry. I was making sure I was off mute. Best way to segment and manage annual fund donors if they aren't necessarily in a portfolio. Yeah. I think, actually, this comes up a lot with my customers. And I know I think it depends, Kelsey, on if you want to if it's important to have a plan in place for these donors or if you just wanna kind of keep an eye on them, maybe for future assignment. I know that major giving prospect constituency can sometimes seem, you know, like a little bit of overkill depending on on your situation. One thing you could consider is building out another constituency code or an attribute just depending on how you wanna track it in all true for these particular constituents. So maybe, you know, something like potential portfolio assignment. Not the best naming convention there on the spot. But, you know, something you can review regularly and just keep an eye on those folks and see if they're ready to be moved up to the next step. I wonder, Stephanie, if you have any advice as far as, you know, potential well screenings on those folks or or when you would decide to well screen them. Yeah. I would say, you know, again, these would be kind of your emerging prospects, so to speak. Yeah. These might be people if you do have the bandwidth to go ahead and screen them. If you do have either the, batch screens through research point or the individual screens and you have the time to run them, I would definitely do that. I you know, I said I in a perfect world, we would be screening everybody. But, yeah, definitely wanna kind of do that. Again, if you do see, especially, like, an increasing giving pattern either in terms of amount or frequency, that would be a flag to me to take a closer look at some of these individuals. And, also, looking at the ones who were your consecutive year givers because these are the people who are showing, you know, that strongest involvement. Yeah. Thank you. And that kind of segues into another question we had. I did answer, but when you're talking about consecutive giving, that is something in Altru you could track through a SmartField phrase. So we we had a question from Andrea earlier about pulling a report of those higher level members that you mentioned that have been members for three years or more. Again, you can use smart fields and all true to to track a lot of this information. And whether that's for identifying constituents that can be run through a well screening or, you know, Kelsey, in your example, identifying constituents who have given for a certain number of years, you can make sure they're pulled into any communications. Right? So we're continuing to communicate with them. In the meantime, smart fields are really helpful for for both of those particular use cases. So that's something I I think we can do a whole another session on smart fields and diving into that and using that data. So something to keep in mind there. Any other questions for us? And if not, I'll give you all a few minutes to think of any other questions while we have you. In the meantime, I want to do a plug for our next webinar that's coming up. I think this link did get missed from the docs tab, so I'm going to drop it in the chat. Spring cleaning for Altru is coming up in March. So now is a good time to start thinking about data health. Sorry trying to grab that link for you all. So we'd love to have you join us for that webinar on March 4. I think this does tie a little bit into, again, Stephanie, some of the things that you mentioned earlier as far as having good addresses for your constituents before they are put through wall screening. Know, Altru does have tools for that. We have the address finder service available in Altru. So we will talk about all of that in the webinar, I'm sure. And I just dropped that link in the chat for anybody that would like to join us. I also want to do a plug for one of my favorite events coming up this summer, b b dev days. This is Blackbaud's developer conference. So this is for kind of low code, no code solutions that are being developed, mostly by customers like yourselves for our solutions. We do have a call for speakers out right now that is due by March 3. So if this sounds like you or anyone at your organization, we'd love to have you apply as a speaker. And if not, if you just wanna check it out and see what this is all about and learn more, you can register to attend the conference as well. There's free and paid versions available just depending on which sessions you want to attend. So I would check that out as well. Alright. And resources, I'm gonna page through these just really quick. Again, these are the links that are included in that docs tab. If you don't wanna go and grab all of those links, you can also grab the slide deck, and you should you should be able to get the links from that slide deck as well. We have them listed out here at the back of the presentation. So grab the today's slides download and you should have all of these resources. I do wanna call out specifically some of the Blackbaud University resources that are listed here. Again, there's that video about accessing ResearchPoint through Altru. There's also a great news management course available in Blackbaud University. And if you have a ResearchPoint subscription, you have access to ResearchPoint Learn More subscriptions. So that includes training for ResearchPoint specifically. So we have the course catalog listed out there as well for you. And I don't see any more questions coming through. Stephanie, did you see any more? No. Nope? Alright. Well then, I wanna say thank you so much for joining us today. I am gonna go ahead and launch the survey here. Would love to know again what you all thought, what you found useful, or not so useful. You know, we're welcome to feedback. And we'd also love to know what you would like to see in the future in these sessions. So please let us know. You should see that survey popping up now. And once the survey is complete, again, just wanna say thank you so much for your time. Really enjoyed collaborating with Stephanie on this. So thank you, Stephanie, as well. And Thank you, hope. to see you soon. Yeah. Yep. Thanks so much, everyone. Have a good day. See y'all.