If you’re spending hours a month trying to prepare reports for your prospect management meetings—and if those reports aren’t having the impact that the data deserves—there’s a better way. Say goodbye to those lost hours and missing data sheets with a professionally-developed workbook! Dr. Gregory Duke has built a reporting suite based on the precepts outlined… Read More »Building a Prospect Management Reporting System
This session highlights the importance of broadening prospect management beyond major donors to include a wider range of prospects, such as annual fund leadership, donor engagement, volunteer pipeline, stewardship, planned giving, and future prospects. Ruthie will share practical strategies for adapting prospect management systems to accommodate these diverse groups, whether you're part of a large… Read More »Expanding Your Prospect Management System Beyond Major Gifts by Ruthie Giles
Join Ruthie Giles for this special Water Cooler Chat to learn how to create and manage productive prospect management meetings. During this interactive session we will show how using meetings keeps the prospect pipeline moving and assist frontline fundraisers in attaining their annual and campaign goals. Ruthie will introduce the Giles Method, a three-meeting approach,… Read More »Prospect Management Meetings that Work
