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Expanding Your Prospect Management System Beyond Major Gifts by Ruthie Giles

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… Read More »Expanding Your Prospect Management System Beyond Major Gifts by Ruthie Giles

Crafting Prospect Management Meetings People Actually Want to Attend

Crafting Prospect Management Meetings People Actually Want to Attend

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

Hibernating while Working: Methods to Stay on Task with Your Prospect Management

Hibernating while Working: Methods to Stay on Task with Your Prospect Management

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

Feast on Effective Prospect Management Techniques

Feast on Effective Prospect Management Techniques

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

Managing Your Prospects During the Holiday Season

Managing Your Prospects During the Holiday Season

​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

Mapping Out Your Fiscal Year Begins with Preparing Your Portfolios

Mapping Out Your Fiscal Year Begins with Preparing Your Portfolios

​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

Proactive Prospecting: Prioritizing Prospects by Removing an Internal Bias

Proactive Prospecting: Prioritizing Prospects by Removing an Internal Bias

  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