Portfolio rebalance
Bulk-assign unassigned prospects to your gift officers. Guru AI suggests assignments based on capacity, geography, and current load.
Unassigned prospects
42
$1.86M total pipeline value · avg ask $44k
Active gift officers
3
Sarah · Bridget · Julia
Capacity remaining
95
Total open slots · target 100–150/officer
Guru AI suggestions
42 / 42
100% covered — review & accept
Unassigned pool
42 prospects
M
Margaret O'Brien
Indiv. · St. Mary's Cathedral · LAI: A/A/A
R
Robert & Susan Lin
HH · St. Catherine of Siena · LAI: A/A/B
P
Patrick & Catherine Reilly
HH · St. Joseph's · LAI: B/A/B
D
Diocesan Foundation
Org · Foundation · LAI: A/A/A
A
Anthony Riccardi
Indiv. · stock-friendly donor · LAI: B/A/A
K
Kelleher Trust
Org · Foundation · LAI: A/A/B
F
Fitzgerald Family
HH · St. Joseph's · LAI: A/B/A
S
Sullivan Family Foundation
Org · Foundation · LAI: A/A/A
M
Mary Doherty
Indiv. · LYBUNT major donor · LAI: B/B/A
T
Thomas & Linda Walsh
HH · St. Catherine · LAI: B/A/B
B
Bishop's Heritage Circle
Org · Foundation · planned giving · LAI: A/A/A
G
Gillian & Mark Devlin
HH · St. Anthony · LAI: B/B/B
+30
30 more unassigned prospects
Capacity range $1k–$25k · review in batches
SR
Sarah Reynolds
Dev Director · capacity expert · all entities
18 / 130active prospects
G
Guru AI suggests: 14 of the 42 unassigned prospects · primarily Albany-based capital prospects ($25k+). Match score 0.91 based on Sarah's track record with Cathedral capital donors.
BM
Bridget McCarthy
Dev Director · annual + stewardship · all entities
15 / 130active prospects
G
Guru AI suggests: 13 of the 42 unassigned · mid-range ($10–25k) + LYBUNT recovery prospects · Schenectady & outer parishes. Match score 0.88.
JK
Julia Kelleher
Officer · Diocese + Foundation · 22 prospects
22 / 130active prospects
G
Guru AI suggests: 15 of the 42 unassigned · foundations, corporate, and planned-giving prospects. Best fit for Julia's grant-writing background. Match score 0.92.
Want to expand capacity? Invite another gift officer →