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Qualified – Opportunity status

November 12, 2014

A qualified Opportunity signifies that the amount and purpose of the solicitation have been established and are ready to be presented. The prospect is in Proposal development at this status.

Qualification Plan Type

November 12, 2014

Used when visiting a new prospect for the first time, to qualify them for interest or capability. A new prospect is defined as one who has not been seen by a UNC-CH fundraiser in at least 5 years.

Qualification

November 12, 2014

The process of finding and selecting constituents that have the financial capacity and propensity to give a major gift; the first stage in the prospect pipeline. The prospect researcher and/or fundraiser investigates wealth, biographical, family, and philanthropic information of individuals … Continued