Your next major gift donors are lurking within your annual report. The most effective advancement teams are data mining their own reports, databases and networks to populate their donor pipeline, in addition to utilizing sophisticated data and wealth screening services. In this program, Chad Jolly, Partner at 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 webinar by the Gonser Gerber Institute, we will explore the role of prospect research and prospect management on developing a major gift pipeline at your institution.
Specific issues we will explore include:
- The Importance of Data Screenings
- Understanding the Results of Your Wealth Screening
- Prospect Research and Status
- Improving 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 presentation and a recording of the webinar with your registration.
Who Should Attend
Mid-level Advancement Professionals – For staff who already know the basics and need to refine skills in defined areas.
New to Advancement – For professionals new to the advancement profession – whether this is your first job or you’re a workforce veteran.
- Chief Advancement Officers
- Development Directors
- Annual Giving staff
- Major Gift and Planned Giving staff
- Prospect Researchers
- Campaign staff
About Your Faculty
Chad Jolly, Gonser Gerber partner, has been serving the field of education and the nonprofit sector for 25 years. His consulting practice focuses on colleges, universities, schools, healthcare organizations, and other nonprofit organizations seeking to systematically strengthen their advancement efforts. Before joining Gonser Gerber, Dr. Jolly served as the Vice President for Institutional Advancement at William Jewell College in Kansas City. In addition to serving his clients, he is a frequent presenter at Advancement and related conferences and professional meetings throughout the U.S.