For Major Gift Officers (MGOs), efficiency is driven by the ability to prioritize and segment their donor portfolio. In the modern Nonprofit Cloud, the feature designed specifically for this high-volume, high-priority organization is Actionable Segmentation and the resulting Actionable Lists.
An Actionable List is more than just a standard list view or report; it is a dynamic work queue that allows fundraisers to group prospects based on specific data points, such as Prospect Status, Wealth Tier, or Last Gift Date.
How a Consultant Implements Actionable Lists:
Define the Dataset: The consultant first identifies the criteria using Actionable Segmentation. For major gift prospects, this might involve filtering Person Accounts who have a "Qualified" prospect status and a high net worth indicator on their Contact Profile.
Create the List: Once the segment is defined, it is published as an Actionable List.
Assign and Engage: MGOs can then access this list from their Donor Engagement or Philanthropy & Partnerships app. The list provides an optimized view where the officer can see key details and immediately trigger actions, such as making a phone call, sending an email, or assigning an Action Plan.
Real-Time Status Tracking: As the officer engages with a prospect, they can update the status directly within the list view. This allows the organization to track the "Movement" of a prospect through the solicitation pipeline in real time.
While Contact Profiles (Option C) provide the underlying data (wealth and personal attributes), and Action Plans (Option B) provide the tasks once the prospect is engaged, the Actionable List is the foundational "organizing" feature that allows the officer to manage their entire portfolio effectively. It ensures that the "most promising relationships" are always at the top of the officer's daily priority list.
