Prospect development professionals need to be moving beyond basic portfolio maintenance to creating a strategy for the portfolio, as a whole, that aligns the right prospects with the right fundraisers,… Read More »Portfolio Optimization and Strategy
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
We talk about RFM (Recency, Frequency, Monetary Value) as a powerful framework to understand and segment our donor pool. But here's the challenge: we often think of RFM as a single measure or apply it in only one way. The reality is that RFM can be leveraged strategically across your entire fundraising operation — from… Read More »Beyond the Basics: Using RFM to Connect Engagement, Annual Giving, and Planned Giving
