As prospect researchers and portfolio managers, one of our biggest challenges isn’t finding prospects or analyzing data—it’s getting our gift officers to embrace the strategies we develop. After years of working in this field, I’ve learned that successful prospect strategy implementation is as much about… Read More »Getting Gift Officers On Board With Your Prospect Strategy
We’ve all been there – the moment someone suggests scheduling a meeting, and everyone collectively groans. But why is that? The truth is, meetings themselves aren’t the problem; it’s bad meetings that give all meetings a bad reputation. Let’s dive into the common traits of… Read More »Crafting Prospect Management Meetings People Actually Want to Attend
With the “back to school” season upon us, now is the perfect time to learn some techniques to fine-tune your portfolio for the upcoming campaign year. In this Water Cooler Chat, Ruthie Giles shared some of her best practices for profile management.
Nonprofits are continuously combing through various lists of constituents in order to find those who will be the right prospects for a particular initiative. They may be looking for those who can make a certain sized gift, those who can give to a particular… Read More »Proactive Prospecting: Prioritizing Prospects by Removing an Internal Bias