Creating Portfolios Categories that Reflect Reality: Alternatives to Tracking the Gift Cycle at the Prospect Level
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The classic gift cycle may be best practice when it comes to fundraising and tracking proposals, but is it the best way to categorize assigned prospects? The Prospect Development team at Temple University didn't think so. Simple engagement measures are the foundation of a suite of tools that allow the team to identify priorities and opportunities. These measures have changed Temple University's understanding of prospects, portfolios, and even fundraising potential.
Sarah Cadbury
Executive Director of Prospect Research and Management
Temple University
Sarah Cadbury is the executive director of prospect development at Temple University, where she leads a team of six talented professionals. Together, the team is building a comprehensive prospect management program, with innovative business practices and robust reporting in order to facilitate strategic engagement of donors.
She is also a consultant with Huron where she works with a variety of clients to build impactful prospect development functions. Prior to this role, Cadbury was the director of prospect research and management at the Philadelphia Museum of Art, where she led all aspects of prospect research and management operations. She provided insight and direction to leadership to develop strategic initiatives and establish goals, including setting a $525 million campaign goal and initiating the museum’s first prospect identification program, resulting in an elevated major gifts program.



