Beyond What They Ate For Lunch: Making the Most of Contact Reports

Presenter: Dan Lowman, GG+A
Year: 2014
Price: Members: FREE, Non-Members: $39
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 & Level II
  • Competency 4: Relationship Management Reporting, Level II
  • Competency 5: Moves Management, Level II
  • Competency 6: Prospect Strategy, Level II
  • Competency 7: Portfolio Management, Level II
  • Competency 8: Pipeline Management, Level II
  • Competency 9: Fundraiser Performance, Level II


Let's face it, most contact reports are never read, and for good reason: The lunch menu and the pet's name don't help us to raise more money. This session will address how to work with gift officers to improve contact reports, and cover how to use that information to improve capacity ratings, develop prospect strategies, and determine interest areas. There is no better way to qualify a prospect than to meet with them, so don't let this valuable data source go to waste! 

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