Discovery calls are an essential component to your Prospect Development System. These calls, part of a systematic approach to moving a prospect into a closer relationship with your institution, particularly for the purpose of achieving a major gift, are the first step in developing a relationship between the prospect and your Institution.
The purpose of these visits are to rate prospects who are virtually unknown to the organization or for whom there is no certainty about financial capacity. They are focused on getting to know the prospect. Is the reinterest in the institution that could propel a major gift? Is there capacity to fund a major gift?
Making these appointments, and prioritizing them in your already full portfolio, can be tricky and monotonous. While no one can disagree that they are critical to building your pipeline of donors, they are also not the easiest appointments to secure. It is imperative that these calls be productive once secured.
In this webinar, Chad Jolly, Gonser Gerber partner, will review the critical importance of Discovery Calls, especially as part of a comprehensive prospect discovery program. He will explore how to best secure appointments and share the ways that technology has changed the discovery process. Dr. Jolly will also provide samples and a proven approach that has served Gonser Gerber clients well over time.
Topics we will cover include:
- Elements of a Comprehensive Advancement Program
- What is a Prospect Development System?
- Virtual or In-Person Discovery Visits?
- How to Get Discovery Appointments
- What to Discuss at Your Appointment
- After the Visit
- Managing Your Work
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. This webinar is a broadcast of a recorded program, so any of your questions will be addressed in a follow-up email message at a later date.
Who Should Attend
This program is designed for gift officers who have a portfolio of prospects, including Discovery Prospects, or those that would like to have a better idea of how to manage a comprehensive prospect management system. We also welcome managers and directors who help support prospect management systems, gift officers, prospects, and the advancement program.
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.