Conducting Prospect Research

Recorded On: 10/06/2020

OVERVIEW

One of the first and most critical steps in raising large gifts is identifying your best prospects and learning more about them. Whether you’re a frontline fundraiser developing your own portfolio or a member of the research team supporting the work of others, it’s important to approach your research in an organized and systematic way. Doing so will help everyone stay focused on the “right” prospects today, while developing a stronger donor pipeline for the future.

This webinar is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

Methods for determining an individual’s potential gift capacity
Tactics for assessing a prospect’s interests and inclination to give
Tips for creating rating systems and tracking key findings in your database
Guidelines for writing useful prospect profiles and sharing important information with colleagues
Examples from other institutions, and more!

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Keturi DeLong

With nearly 15 years of experience in annual giving and educational fundraising, Keturi has led programs at Texas A&M University-Commerce, the University of North Texas, and The Hockaday School. Her other experience includes work with The Paradigm Advancement Group and the George W. Bush Presidential Center. She holds a B.A. in Communication Studies and Spanish from the University of North Carolina-Wilmington, and an M.A. in Communication Studies from the University of North Texas.