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Prioritizing Corporate Prospects: Case Study

Track: Prospect Research

Session Number: 3028
Date: Mon, Aug 24th, 2020
Time: 12:15 PM - 1:00 PM

Description:

Jen Filla shares her experience prioritizing a list of corporate donors in support of a newly established corporate fundraising strategy. She will walk you through how she chose internal and external variables to create scores; grouped prospects broadly according to engagement and gift potential; and crafted a simple visual to present the results.
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Consider the internal and external variables available for creating prospect ratings for companies.
Learning Objective #2: Craft a presentation of your prioritized list of companies to fit the end-user.
Software or Vendor Tools: No
Primary Competency: PR:Competency 6: Research Methodology and Analysis Presentation
Secondary Competency: PR:Competency 8: Financial Capacity Evaluation and Wealth Indicators
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: All Shop Sizes
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Consider the internal and external variables available for creating prospect ratings for companies.
Learning Objective #2: Craft a presentation of your prioritized list of companies to fit the end-user.
Software or Vendor Tools: No
Primary Competency: PR:Competency 6: Research Methodology and Analysis Presentation
Secondary Competency: PR:Competency 8: Financial Capacity Evaluation and Wealth Indicators
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: All Shop Sizes