Skip to main content

What's the difference between a contact, a donor, and a prospect?

In Raise More, everyone you store lives in one place: Contacts. There is no separate "donor" record type and no separate "prospect" record type. A donor and a prospect are both just contacts. The difference is in what data is attached to that contact and how you choose to describe or filter them.

This article explains what each word means in practice and how to tell your donors apart from the people you are still trying to reach.

The short version

  • Contact is the actual record. Every person you add, import, or call is a contact. The main list of these is the Contacts page.

  • Donor is a description, not a status field. A donor is a contact who has at least one donation attached to their record.

  • Prospect is also a description, not a status field. A prospect is usually someone you want to reach out to but who has not given yet.

There is no button or dropdown that sets a contact to "donor" or "prospect." Those words describe a contact based on their giving history.

Where "prospect" shows up

You will see the word "prospect" in one place: the Import page. When you import people into Raise More, one of the import options is Contacts, described as "People you'd like to reach out to." This is the option to use for:

  • Your phone contacts

  • Your email list

  • A spreadsheet of people you want to reach out to

  • An organizing export

Internally this import is the way you bring in people who have no donation or pledge yet, which is why you may also see the phrase "prospects" used loosely. The other import options are Donations, Pledges, and Interactions, which attach giving history, commitments, or call and meeting logs to a contact.

So importing under Contacts creates the person record. Importing under Donations or Pledges adds the financial history that makes someone read as a donor.

How a contact becomes a "donor"

A contact reads as a donor once a donation is attached to their record. Donations get attached in a few ways:

  1. Through the ActBlue integration on the Integrations page, which brings donations in automatically.

  2. Through a Donations import on the Import page (for example an NGP or ActBlue export, or a spreadsheet of checks).

  3. Through a connected payment integration that records online gifts.

When a contact has donations, you will see them on the contact's profile in the Donations section, along with a Total amount.

A pledge is different from a donation. A pledge is a commitment to give that has not been fulfilled yet. Pledges appear in their own section on the contact's profile and on the Pledges page. A contact can be a prospect, have an outstanding pledge, and have past donations all at once. These are not exclusive states.

How to tell donors and prospects apart

Because "donor" and "prospect" are not status fields, you separate them by filtering on giving history. On the Contacts page, use the filter builder:

  1. Open the Contacts page.

  2. Add a filter.

  3. To find donors, filter on Number of Donations (under "Donations to your committee") set to greater than 0, or filter on Amount.

  4. To find people who have not given, filter Number of Donations equal to 0.

You can also filter on Pledge Amount to find people who have pledged, and on Number of Interactions to find people you have already talked to.

Using tags to mark prospects yourself

If you want an explicit label like "Prospect," "Major Donor," or "Q3 Ask," use a tag. Tags are free text that you create. To add one:

  1. Open a contact's profile.

  2. Find the tags area and type your tag.

  3. Press enter to apply it. You can reuse the same tag on other contacts.

Then on the Contacts page you can filter on the Tag field to pull up everyone you marked that way. Tags are the supported way to track your own categories, since the product does not ship a fixed "donor" or "prospect" status.

Filtering by how a contact was imported

If you imported a group of people as contacts (prospects) versus as donations, you can also filter by that. On the Contacts page, the filter builder has an Import Type field with the options Prospects Import, Pledges Import, and Donations Import. This lets you find, for example, everyone who came in through a contacts/prospects import rather than through a donation import.

Summary

  • One record type: Contacts.

  • Donor and prospect are descriptions based on giving history, not switches you set.

  • Add donations (via ActBlue, a payment integration, or a Donations import) to make a contact read as a donor.

  • Filter on Number of Donations, Amount, Pledge Amount, or Tag to separate donors from prospects.

  • Use tags if you want your own explicit "Prospect" or "Donor" labels.

Did this answer your question?