Why Don't We Just Ask Them: Surveys and Interview for Prospect Identification

Why Don't We Just Ask Them: Surveys and Interview for Prospect Identification
Presenter: Dan Lowman, Senior Vice President, Analytics and Director of GG+A’s Philanthropy Survey Lab
Year: 2015
Price: Members: FREE, Non-Members: $39
Body of Knowledge Alignment:
Domain: Prospect Research 

Competencies and Levels: 

  • Competency 4: Utilizing Research Resources, Level I
  • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level I
  • Competency 6: Prospect Interests and Networks/Relationships, Level I

Domain: Relationship Management 
Competencies and Levels: 

  • Competency 1: Prospect Pool/Base Analysis, Level I
  • Competency 6: Prospect Strategy, Level I 

Domain: Campaigns 
Competencies and Levels: 

  • Competency 8: Campaign Constituent Engagement, Level I

 

A growing number of organizations are using survey techniques to identify prospects, focus inclination and interest areas, and create reasons for a prospect to accept a visit from a gift officer. This session will present case studies on the use of surveys (online, phone, and in-person versions) to open doors and augment prospect research. The session will include a discussion on the utility/appropriateness of certain questions, and ideas for both launching a survey and for making use of the results.

 

Login to view purchase options

Recent Stories
Are You Still Screening in the Dark Ages? Best Practices for Screening in the 21st Century

How to Identify Major Gifts in Plain Sight

Year-End Database Audit: Tips to Prepare Your Nonprofit for 2018