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.

Register now for your entire team to learn how to conduct good prospect research to support your institution’s fundraising efforts.

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!

Prefer to pay by check? Complete this form and we'll send you an invoice.

Keturi DeLong

Vice President of Institutional Advancement, Texas A&M University - Commerce

Keturi DeLong is the Vice President of Institutional Advancement at Texas A&M University - Commerce, where she oversees Development and Alumni Relations. Prior to her role as VP, she served as the Associate Vice President for Advancement at A&M Commerce. She has also held development roles at The University of North Texas College of Education and at The Hockaday School. The incoming chair of CASE District IV, Keturi holds an M.A. in Communication from The University of North Texas and a B.A. in Communications from the University of North Carolina at Wilmington.

Key:

Complete
Failed
Available
Locked
Conducting Prospect Research
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.