Creating Effective Leadership Gift Strategies

Presenter: Diane Crane, Spears School of Business, Oklahoma State University Foundation
Year: 2011
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Relationship Management
Competencies and Levels: 

  • Competency 1: Prospect Pool/Base Analysis, Level I & Level II
  • Competency 2: Relationship Management Policy, Level I & Level II
  • Competency 3: Relationship Management Database Management, Level I
  • Competency 5: Moves Management, Level I & Level II
  • Competency 6: Prospect Strategy, Level I & Level II
  • Competency 7: Portfolio Management, Level I
  • Competency 9: Fundraiser Performance, Level I
  • Competency 12: Orienting and Training Colleagues, Level I & Level II
  • Competency 13: Building Internal Relationships, Level I & Level II
  • Competency 14: Institutional Knowledge, Level I
  • Competency 15: General Fundraising, Level I
  • Competency 16: Change and Project Management, Level I


Prospect research and field research, when combined with creative thinking and empathy for the prospect, are key ingredients in an effective solicitation strategy for leadership gift prospects. This session will begin with a look at the core prospect data that is most relevant in developing a strategy, examine ways of creatively developing strategies and include hands-on exercises from real-life case studies. Ways of tracking data online and reporting on actions steps will also be discussed.

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