Monitoring Economic Drivers and Prospect Motivation

Presenter: Heather Campbell, Suzanne Franzino, Princeton University
Year: 2012
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels: 

  • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level II
  • Competency 9: Organization and Fundraising Knowledge, Level I

Domain: Relationship Management
Competencies and Levels: 

  • Competency 4: Relationship Management Reporting, Level I

This session will explore different motivations for giving, driven by the stock market and other economic variables. Speakers will review case studies that focus on conducting trend analysis, leveraging data available to researchers and data analysts, and mapping trends to key segments within your organization’s constituency. Analyzing the “high-beta rich” within your prospect pool, identifying the most vulnerable gift bands impacted by these economic fluctuations and forecasting future trends can provide critical insight to inform prospect management strategies as well as the decision making of the senior administrators within your development office.

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