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.


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