Keeping It Fresh

Presenter: Connor Kasey, Director, DonorScape Prospect Intelligence, Grenzebach Glier and Associates
Year: 2018
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: 

  • Prospect Research
  • Relationship Management
  • Data Analytics
  • Campaigns

Competencies and Levels: 

  • Level II: Advanced
  • Prospect Research
    • Competency 1: Information Management/Records Management
    • Competency 2: Prospect Research Essentials
    • Competency 4: Utilizing Research Resources
    • Competency 5: Financial Capacity Evaluation and Wealth Indicators
    • Competency 7: Screenings
    • Competency 10: Research and Campaign
    • Competency 11: Measuring Research Efforts
  • Relationship Management
    • Competency 1: Prospect Pool/Base Analysis
    • Competency 6: Prospect Strategy
    • Competency 8: Pipeline Management
  • Data Analytics
    • Competency 7: Fund Raising Knowledge
  • Campaigns
    • Competency 4: Campaign Identification and Pipeline

Session Description: New research shows that gift capacity among a given pool can vary by as much as 20 percent over 12 months. Shifts in the global markets, compensation, real estate valuations, and the discovery of new gift records can drive such changes, but new input data from your database are equally as impactful.

All this means a lot for your pipeline and it could translate into hundreds of thousands of dollars, if not more. Learn how best to keep capacity ratings fresh with the most current input data, as well as how to focus your efforts when the results come back -- because these data aren’t valuable unless you use them.

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