The RE:Search add-on gives you the tools to track prospective donors. With RE:Search, you have a Prospect tab on every constituent record. You can track gifts made by prospective donors to other organizations and financial information, such as sources of wealth, annual income and real estate holdings of prospective donors.

With RE:Search, you can also track your organization's proposals, including amounts solicited, amounts funded, ratings data, as well as extensive notes. If you subscribe to our Blackbaud Analytics service, scoring information is downloaded into the Ratings field of the Prospect tab of the prospect's constituent record.

Once you enter prospect information, you can use the data to generate prospect research reports, such as the Outstanding Proposals Report, which provides a list of proposals presented to potential donors.

After purchasing this optional module, unlock the module to view the Prospect tab on the constituent records.

For more information, review your documentation: Prospect Data Entry Guide (PDF) and Proposal Gifts Guide (PDF).