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Prospect/Funding Interests

Philanthropic interests for this constituent.  Personal interests like hobbies are on the Personal Info tab.

Good to Know!

  • CONVERSION NOTES:
    • These converted from RE Prospect philanthropic interests.  RE has only interested or will not fund; CRM has a range.  Our RE interested converted as “Somewhat postive” and “Somewhat negative”
    • Prospect Classification converted here for all affiliates except for BWH.  Funding type is business unit, and level of interest is set to “Extremely Negative”.  Those with multiple disqualifications like “High End and PG” would get 2 separate rows.  The comment on all of the would be “Disqualified per RE Prospect Classification”.

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