Identify Top Potential Donors

Your staff liaisons have identified constituents who are most likely to make a gift this fiscal year by utilizing the Top Potential Donor option.

1. Navigate to the Search Constituents page from the navigation menu

2. Inside the search bar, type Yes

3. Underneath the search bar – click the box Use Advanced Search box

4. Click the red magnifying glass to begin the search or click enter on your keyboard

5. All constituents identified as top potential donors will appear at the top of the list. The constituents will remain in the same order even when visiting the next page(s).

6. To further refine your results, add a comma after “Yes” in the search box, followed by another search criteria.