On Demand
Most organizations and institutions have too many constituents and too few major gift officers. Consequently, to be successful, they must lean on a highly strategic approach that identifies their best prospects and systematically moves them toward a major gift invitation.
Prospect Management, often referred to as a “Moves Management” or “Donor Management” system, is a collection of operational processes, procedures and policies that help high-functioning fundraising programs build stronger relationships and close more major gifts.
To do this work effectively, your advancement team must establish shared prospect management protocols and definitions, employ strategic listening and donor inquiry methods, and commit themselves to a prospect tracking system within the advancement database. Committing the organization and oneself to a Prospect Management System ensures that appropriate focus, time, and effort is placed on the relationships that can have the greatest impact on your institution.
This Gonser Gerber Institute On Demand webinar will focus on the essential elements of an effective prospect management system and will provide guidance on organizing your work and team for success, including key metrics to help guide and improve your work and philanthropic results.
Topics covered include:
- Benefits of Prospect Management
- Embracing your organization’s common Prospect Management language
- Helping gift officers objectively move donors through the gift cycle
- Constructing and assessing great portfolios
- Measuring Major Gift Program ROI
- How to organize your team for success
- Measuring your work
Program Details
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, that fee is just $145.
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.
About Your Faculty
Dr. James Smith, Senior Consultant with Gonser Gerber, has more than 20 years of advancement and nonprofit leadership experience in a variety of senior leadership roles. Most recently, James served as Vice President of University Advancement for Mount Vernon Nazarene University, helping the university successfully complete several meaningful campaigns and capital projects. During his time, James built a dynamic team that established institutional records for unrestricted annual giving, dramatically improved donor retention, and increased President’s Circle membership ($1,000+ annually) by 65%. He earned his Ph.D. in Higher Education Administration at Azusa Pacific University.
