Build the foundation you need for major gift fundraising with a Prospect Management Tune Up.

in the real world (workflow)

Based on your organization’s staffing, goals and philanthropic culture, review and develop procedures to support moves management from prospect identification to stewardship.  Procedures will include recommended prospect portfolio size and composition; processes to ensure that no prospects “fall through the cracks”; and a definition of staff roles in prospect management.  We will design processes that assist your organization’s in creating long-term prospect strategies to maximize giving.

in your database

Recommend database procedures that are robust enough to support your organization’s ability to build and deepen prospect relationships, but simple enough to be easily maintained.  We will focus on creating database processes that create efficiencies for staff, particularly frontline fundraisers.

reporting

Based on prospect management procedures, database coding, and your database’s reporting capabilities, recommend reports to be developed to support individual prospect moves as well as overall prospect pool analysis.