On Demand
Your next major gift donors are most likely already included your annual report. The most effective advancement teams are data mining their own reports, databases and networks to populate their donor pipeline and prioritize donor visits, in addition to utilizing sophisticated data and wealth screening services.
In this program, Erin Phillips and Meredith Brunen of Gonser Gerber will articulate the ways in which you can uncover those prospective donors from within your closest constituents based on capacity, interest, and their previous demonstration of support through your annual fund.
In this On Demand webinar by the Gonser Gerber Institute, we will explore the role of prospect research and prospect management in developing a major gift pipeline at your institution.
Specific issues we will discuss include:
- The Importance of Data Screenings
- How to Mine Your Own Reports
- Understanding the Results of Your Wealth Screening
- How to Prioritize Prospects in Your Portfolio
- Prospect Research and Status
- Increasing the Productivity of Your Prospect Management Meeting
- Resourcing the Pipeline
The fee is $295 per institution, which allows your entire team the opportunity to participate in this professional development at the same time. If you are a current client of Gonser Gerber Advancement Consulting, that fee is just $145. You will also receive a copy of the presentation and a recording of the webinar with your registration.
On Demand Details: After your registration, you will receive a copy of the power point presentation as well as a copy of the recording. (Please allow at least 48 business hours to receive your materials.) You will be able to share these materials with your entire team, including volunteers, and review the recording as many times as you need.
Who Should Attend
We welcome individuals and teams who want to improve their major gift productivity. This could include Chief Advancement Officers, Development Directors, Annual Giving staff, Major Gift and Planned Giving staff, Prospect Researchers, Campaign staff and others. All institution types can benefit from this program, from education to non-profit organizations, healthcare to religious orders.
Who Should Attend?
This program is designed for advancement professionals at all stages of their careers, including:
- Mid-level advancement professionals who have mastered the fundamentals and are looking to strengthen skills in specific areas.
- Individuals new to the advancement profession, whether entering their first advancement role or transitioning from another career.
- Advancement teams seeking to increase major gift productivity and overall fundraising effectiveness.
Ideal participants include:
- Chief Advancement Officers
- Development Directors
- Annual Giving Professionals
- Major Gift and Planned Giving Professionals
- Advancement Services Staff
- Prospect Researchers
- Campaign Staff
