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, Senior Consultant with 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 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
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.
Teams who want to improve their major gift productivity.
- Chief Advancement Officers
- Development Directors
- Annual Giving staff
- Major Gift and Planned Giving staff
- Prospect Researchers
- Campaign staff
About Your Faculty
Senior Consultant Erin Phillips has more than 20 years of experience in a variety of advancement and executive leadership positions. Most recently, Erin served as Senior Vice President of Enterprise Development for National Community Renaissance, assessing and implementing profitable enterprises and partnerships that will help provide more affordable housing to those in need. Prior to her time at National Community Renaissance, Erin was Executive Director of the Riverside University Health System Foundation, President & CEO of Children’s Fund, Assistant Vice President for University Advancement at California Baptist University, and supported constituent relations in Alumni & Constituent Relations at University of California, Riverside.