Improve Your Prospect Management System

Presenter: Tricia Ambler, WealthEngine
Year: 2012
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
Domain: Relationship Management
Competencies and Levels: 

  • Competency 2: Relationship Management Policy, Level I
  • Competency 5: Moves Management, Level I
  • Competency 6: Prospect Strategy, Level I
  • Competency 8: Pipeline Management, Level I
  • Competency 10: Campaign Management, Level I


A successful prospect management system will make your fundraising more efficient, more data-based, and more relationship-driven. Researchers today are asked to not only measure their own successes but to track gift officers’ metrics as well. Learn how reporting can be used to track metrics of both gift officers and researchers. This session will cover the steps and key metrics to better manage your processes for better communication between the research and gift teams. Learn the key steps to make your system more donor-focused and transparent, to better capture metrics and align goals across the development and research offices and develop buy-in across all roles.

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