Think Like a Fundraiser – Use Ratings and Prioritization Tools to Get Movement on New Prospects

Track: Prospect Research

Session Number: 2086
Date: Sat, Aug 3rd, 2019
Time: 9:15 AM - 10:15 AM
Room: Grand Sonoran H-I

Description:

The Prospect Development team at Purdue has been seeking ways to encourage fundraisers to qualify newly discovered prospects. This session will provide an overview of two tools that have been put into place to help create movement on these new prospects. The Baseline Capacity tool is built in Excel and allows researchers to quickly figure a minimum capacity for new prospects. Internal ratings help catch the fundraiser's attention and build confidence that someone is definitely worth a call. Gift officers are now using this internal rating to look for new prospects to qualify. The team is also ready to launch a new research recommendation tool that is built in Tableau. This tool features new leads that have been discovered over the past year; prospects can be filtered by degree area or location. This is a simple way to keep the names of new prospects in front of fundraisers and can be used to help them find discovery calls to fit into their travel.

While we are a higher education institution, these are tools that can be adapted to any fundraising organization.
Session Type: Breakout Session (60min)

Primary Competency: PR:Competency 2: Prospect Research Essentials
Secondary Competency: PR:Competency 11: Measuring Research Efforts
Tertiary Competency: CA:Competency 4: Campaign Identification and Pipeline
Intended Audience Level: Level I, Level II
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn how to quickly rate new prospects.
Learning Objective #2: Attendees will learn how to promote discovery prospects.
Shop Size: All Shop Sizes
Session Type: Breakout Session (60min)

Primary Competency: PR:Competency 2: Prospect Research Essentials
Secondary Competency: PR:Competency 11: Measuring Research Efforts
Tertiary Competency: CA:Competency 4: Campaign Identification and Pipeline
Intended Audience Level: Level I, Level II
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn how to quickly rate new prospects.
Learning Objective #2: Attendees will learn how to promote discovery prospects.
Shop Size: All Shop Sizes