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

Lucy Pastier

Associate Director, Prospect Development

Temple University

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Creating Portfolios Categories that Reflect Reality: Alternatives to Tracking the Gift Cycle at the Prospect Level
Recorded 08/28/2023  |  60 minutes
Recorded 08/28/2023  |  60 minutes 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.
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