Reviewing Prospects Suggested For You

Impala for Fundraisers curates lists of funder suggestions for your organization based on the information you set in your Prospecting Criteria, your existing funders, and your team members. Each funder is given a Match Score based on this info.

Premium subscribers can have multiple prospect lists with specific prospecting criteria. The funders in the suggestion list are matched based on the active prospect list you're working on.

Reviewing your suggestions

Step 1

From the homepage, click into one of the top funders to see more info on them. Or click See all suggestions to be taken to the full list of funder suggestions.

Step 2

For Premium and Enterprise users: Your suggestion lists will each contain up to 20 suggested funders at a time. As you move funders from your list, additional funders will automatically populate upon refresh. 

For Essentials and Core users: Your suggestion list will show your first 5 suggested prospects. 1 additional prospect will be unlocked each week, up to a maximum of 10 visible at a time.

Funders are sorted based on their Match Score, seen in the upper right corner of each result.

The Match Score is based on how well a funder fits your organization across the 3 key categories of Alignment, Capacity, and Relationships. The badges under each of those 3 sections indicates a positive match in that specific area.

You can click into a funder to see more detailed information for each badge.

Premium and Enterprise subscribers can use advanced filters to narrow down their suggestions based on the different badges, or exclude certain organization types.

Step 3

Once you've reviewed a suggested funder's information, you can choose to Archive or Add to list. 

You should select Add to list for funders that you want to add to your prospect list.  The funder will also be added to your active prospect list. They will no longer appear on the main suggestion list, but can be found on the Selected tab in case you ever want to review your previous selections. 

You can see your prospect list by clicking the Go to prospect list button in the upper right of the page.

You can add the funder to another list by clicking Add to list from the Selected tab and choosing the list you want to add them to. 

You should Archive a funder if you decide they're not a good match for your research. Archived funders will no longer appear on the main suggestions list, but can be found on the Archived tab where you can always choose to Unarchive them or Add to list.