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
In the fast-paced world of fundraising, identifying potential donors can often feel like searching for a needle in a haystack. But what if I told you there’s a way to spot the needle without having to rummage through the haystack? This is where ‘velocity’ comes… Read More »Redefining Major Donor Identification with the Power of Velocity
As we approach the holiday season, it can be easy to get swept up in the festivities and lose focus on our professional goals. But with the right methods and strategies, you can stay on task with your prospect management even while hibernating at home.… Read More »Hibernating while Working: Methods to Stay on Task with Your Prospect Management
In November, we gather to feast and celebrate abundance. In this Water Cooler Chat, we discussed effective ways to manage prospects during the holiday season. We provided tips for staying organized, prioritizing your outreach, and maintaining positive relationships. Watch now for our practical advice on… Read More »Feast on Effective Prospect Management Techniques
The holiday season is not only a time for joy and celebration but also an opportunity to effectively manage your prospects and continue your outreach efforts. Balancing the festive spirit with your prospecting goals can be challenging, but with the right strategies, you can make… Read More »Managing Your Prospects During the Holiday Season
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.
Know Where You Are Going When I was a kid, my dad loved to get us all in the car on a beautiful summer day and go for a drive. This was back in the days before cell phones, so there was no GPS to… Read More »Mapping Out Your Fiscal Year Begins with Preparing Your Portfolios
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
The old saying “April showers bring May flowers” holds true in fundraising. Join us for this Water Cooler Chat as we discuss last-minute prospecting techniques to bring in last-minute gifts.
We always want to create the best portfolios for our front-line fundraisers, to position them for success. In our quest to create high quality portfolios, we often encounter obstacles that make it challenging or even halt our progress entirely. Three of the most common obstacles… Read More »Overcoming Obstacles to Position Portfolios for Success