Understanding your Prospect List

Your Prospect List on Impala is here to help you prioritize how you engage prospective funders by providing intelligent insights to help you quickly evaluate them and take data-driven next steps.

Funders appear on your prospect list after being added by you or a member of your team. Funders can be added from your Suggestion List, or from anywhere across the platform like a profile or Ecosystem.

For each funder you'll see information including an their name, Match score, Alignment, Capacity, Relationships and any comments added.

Match

Each funder is given a Match score in relation to your organization. This score is based on the funder's score for your organization across 3 key sections: Alignment, Capacity, and Relationships.

These areas are scored based on the information you self-reported (like your geographies, causes, and peers) as well as information about your organization that Impala already knows (like grants received, and people connected).

Click on the Match score to see more detail on the funder's alignment, capacity, and relationships with your organization.

You can also access a funder's full profile by clicking the View Profile button on this view.

Alignment

Alignment uses historical data to show you how much each prospect has previously given to your peers, as well as to your defined Ecosystem (the combination of geographies and causes you selected when setting your Prospecting Criteria).

You can click into each funding amount to see charts like Grants by year, as well as specific details like individuals Grants Given and the amount, year and recipient organization for each.

Capacity

Capacity uses real data combined with Impala's algorithm to suggest an ideal ask amount for each prospect in your list.

You can click into the Suggested Amount to see how the Smart Solicitation Calculator works, using median grants and past giving to similar organizations. You can also input a Planned Ask to see how it compares against past gifts and the full spectrum of potential grants.

Relationships

Relationships shows you real connections that Impala has found between your team (staff and board) and existing funders and the prospects in your list. It also includes emails for employees at those prospective organizations, where available.

Team Members

Team Members include anyone listed on your organization's Board & Team tab. This tab is updated from your 990s, but you can also self-report team members to help explore all connections. For instructions on updating this tab, see here.

This column will show how many of your team members are connected to this prospect. Click on the connections icon to view the connection details.

Funders

Funders include all of your organization's previous funders, according to Impala's matched grants data. 

This column will show how many of your previous funders are connected to this prospect. Click on the paths icon to view the connection details.

If you have connections through multiple funders, click Select Connecting Funder to toggle between funders to see their different connection paths.

Emails

If you have a Premium or Enterprise Plan, then you can use your email credits to view direct email addresses for people on Impala. For more information on credits, including limits and email sources, see here.

This column will show the number of people at the foundation that Impala has contact details for. Click on the email icon to see the full list of available contact details.

Click Unlock emails to use a credit and unlock all the emails for a person (if a person has multiple emails, only one credit is needed to unlock them all). You can access the LinkedIn profile of any person for free.