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Managing Information About Prospects
 

Managing Information About Prospects

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Excerpt of Workshop on Managing Information About Donor Prospects

Excerpt of Workshop on Managing Information About Donor Prospects

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    Managing Information About Prospects Managing Information About Prospects Presentation Transcript

    • Module E: Managing Information about Prospects and Donors Managing Information about Prospect and Donors Deborah J. Kipp, M.Ed., CFRE 1 The Kipp Group, LLC © 2008
    • Module E: Managing Information about Prospects and Donors Current and Prospective Donor Research • CFRE Test Content • 16.5% or 33 items on: – Developing a prospect list – Analyzing prospects in relation to your organization – Implementing and utilizing data management – Rating prospects 2 The Kipp Group, LLC © 2008
    • Module E: Managing Information about Prospects and Donors Prospecting for Donors “Prospecting for donors” is the systematic acquisition and recording of data about donors and prospects and forms the basis for establishing, maintaining, and expanding the long-term gift relationship with the ultimate goal of converting donors into major gift donors. 3 The Kipp Group, LLC © 2008
    • Module E: Managing Information about Prospects and Donors Prospecting for Donors 4 The Kipp Group, LLC © 2008
    • Module E: Managing Information about Prospects and Donors Goal of Prospect Research • Identify prospects that have the inclination and the capacity to invest in your organization and to best determine whom to ask, how much to ask for, when to ask and how to ask. • Capacity and Commitment 5 The Kipp Group, LLC © 2008
    • Module E: Managing Information about Prospects and Donors Why Do Prospect Research • Determine natural partnerships • Create a closer affiliation with nonprofit • Fine tune a reasonable gift range • Gather indications of future inclination • Crystallize timing • Reflect on public data/flesh out info. • Reduce the likelihood of “no” 6 The Kipp Group, LLC © 2008
    • The Doctor 7
    • Module E: Managing Information about Prospects and Donors Quiz Question #1 • When developing a program for soliciting prospective donors, it is important to keep in mind that people give to: • A. Projects • B. Causes • C. Institutions • D. People 8 The Kipp Group, LLC © 2008
    • Module E: Managing Information about Prospects and Donors For more information on this workshop and other training and services, please contact: and other services THE KIPP GROUP, LLC 1246 Divot Drive Shepherd Hills Wescosville, Pennsylvania 18106-9620 610.398.9733 kippgrp@ptd.net 9 The Kipp Group, LLC © 2008