Adding a Gift Opportunity

Modules>Fundraising>Gift Opportunities>Add Gift Opportunity

A gift opportunity is a way of tracking potential fundraising opportunities. Gift opportunities are very similar to opportunities found in the Sales module, however, gift opportunities are opportunities specific to fundraising.

Note: A gift opportunity is always considered an opportunity, however not all opportunities are considered a gift opportunity.

To add a gift opportunity, complete the following steps:

1. Expand the ModuleMenu and click the Fundraising hyperlink.This opens the Fundraising module in NetForum.
2. Click the Gift Opportunities group item to view the list of available group item links.
3. Click the Add Gift Opportunity group item link.The Add - Gift Opportunity page appears. The Add - Gift Opportunity page is divided into two parts; Gift Opportunity and Opportunity.
4. Complete the following fields as necessary, in the Gift Opportunity portion of the page:

Field	Required?	Description
constituent	Yes	Enter the first few letters of the individual/organization's name that is the target of this gift opportunity and click the Search icon. A list of results matching your search criteria will appear. Click the name of the constituent for this gift opportunity to populate this field.
opportunity name	Yes	Enter the name of the new gift opportunity. This is how this gift opportunity will be identified.
proposal id	No	Enter an identifier for this gift opportunity in the proposal id field.
description	No	Enter a short description of what this gift opportunity entails.
gift purpose	No	Enter a short blurb describing the purpose of this gift opportunity.
notes	No	Enter any additional notes about the gift opportunity.
contact	No	By default the constituent's name will auto-populate this field, however this can be modified. To modify the contact, enter the first few letters of the individual's name that will serve as a contact for this gift opportunity and click the Search icon. A list of results matching your search criteria will appear. Click the name of the contact for this gift opportunity to populate this field.
staff contact	Yes	Expand the drop-down and select the internal staff member that will be the contact for this gift opportunity. By default, the NetForum user that enters the gift opportunity is selected, but can be modified.
status	No	Expand the drop-down menu and select the current status for the gift opportunity.
submission date	No	Enter the date the gift opportunity was submitted.
review date	No	Enter the date the gift opportunity was reviewed.
decision date	No	Enter the date a decision was made on the gift opportunity.

5. Complete the following fields in the Opportunity portion of the page as needed:

Field	Required?	Desription
product type	Yes	Expand the drop-down menu and select the product type associated for this gift opportunity. Fundraising is selected by default, but can be modified if necessary. If the product type has been associated to an opportunity type, the opportunity types to which it is associated will be available in the opportunity type drop-down menu.
product / fund	No	Expand the drop-down menu and select the product / fund to which the gift opportunity will be applied.
campaign	No	Expand the drop-down and select the campaign to which this gift opportunity will be applied. Only campaigns associated to the fund chosen above will be available in this drop-down menu.
appeal	No	Expand the drop-down and select the appeal to which this gift opportunity will be applied. Only appeals associated to the fund chosen above will be available in this drop-down menu.
purpose	No	Expand the drop-down and select the purpose to which this gift opportunity will be applied. Only purposes associated to the fund chosen above will be available in this drop-down menu.
opportunity amount	Yes	Enter the amount of this gift opportunity in this field.
sales quantity	Yes	Enter the number of units tied to this gift opportunity in this field.
opportunity type	No	Expand the drop-down menu and select the gift opportunity type being added. The opportunity types are set up in the Sales module. If the opportunity type has been associated to an product type, it will only be available in this drop-down menu if the associated product type is selected in the product type drop-down menu above.
opportunity source	No	Expand the drop-down menu and select the source of the gift opportunity being added. The opportunity sources are set up in the Sales module.
current stage	Yes	Expand the drop-down menu and select the current stage for this gift opportunity. The stage will change as the gift opportunity passes through the process.
estimated close date	No	Enter the date you expect this gift opportunity to close.
close probability	Yes	The close probability is determined by the current stage selected for the gift opportunity.
expected revenue	Yes	The expected revenue is a calculation of the opportunity amount times the close probability.
next step	No	Expand the drop-down menu and select the next stage in the process.

6. Click the Save button.The Gift Opportunity Profile appears.

• All funds, campaigns, appeals, and purposes should be set up prior to adding a gift opportunity.
• All opportunity stages should be set up in the Sales module prior to adding a gift opportunity.

• You may also click the add opportunity icon found on the Constituent Profile page to launch the Add - Gift Opportunity form.