Securing Principal Gifts to Further Your Organization’s Mission

Presenter: Melissa Bank Stepno, Target Analytics, a Blackbaud Company
Year: 2012
Price: Members: FREE; Nonmembers: $39
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels: 

  • Competency 1: Information Management/Records Management, Level I & Level II
  • Competency 2: Prospect Research Essentials, Level I & Level II
  • Competency 3: Ethics, Level I
  • Competency 4: Utilizing Research Resources, Level I & Level II
  • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level I & Level II
  • Competency 6: Prospect Interests and Networks/Relationships, Level I & Level II
  • Competency 7: Screenings, Level I & Level II
  • Competency 8: Research Checklist and Written and Verbal Skills, Level I
  • Competency 9: Organization and Fundraising Knowledge, Level I & Level II
  • Competency 10: Research and Campaign, Level I & Level II
  • Competency 11: Measuring Research Efforts, Level I

Nonprofit organizations are increasingly looking to secure principal gifts to sustain their missions. This type of philanthropy is a critical component to overall development efforts. Donors capable of making large transformative gifts behave differently than other constituents and thus are often challenging to identify and cultivate. Join Target Analytics Senior Consultant, Melissa Bank Stepno, to discuss this important area of fundraising and how your organization can develop strategies to secure principal gifts.

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