Research and Prospect Management

Recorded On: 12/06/2016

OVERVIEW

Research and prospect management isn't just a function for major gifts. It's also important to annual fund leadership giving programs that engage future leaders, strengthen the donor pipeline, and generate important operating dollars. Identifying prospects who have the capacity and inclination to make leadership annual gifts, and organizing them in a way that is manageable for gift officers, takes constant attention and a well-defined plan.

Register now to learn effective research and prospect management techniques to support your leadership annual giving efforts.

This recording is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

Methods for identifying, assessing and prioritizing leadership annual gift prospects
Processes for developing and maintaining leadership annual gift portfolios and managing prospects through the donor cultivation cycle
Tips for generating actionable reports that track results and celebrate successes
Examples that have worked at other institution
And more!

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Abby Palsic

Director of Leadership Giving, University of Colorado

Abby Palsic is the Director of Leadership Giving at the University of Colorado, where she leads the university's campus-wide leadership annual gift efforts. Previously she has led research and prospect management programs at the University of Wyoming and at the University of Arizona Foundation. Her expertise also includes major gift strategy and data analytics. She holds a B.S. in Political Science from the University of Wyoming.