From Identification to Portfolio Action: A Blueprint for Creating a Proactive Prospect Identification and Pipeline Management Program

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Recorded On: 07/29/2021

Are you tasked with providing frontline fundraisers with new prospect leads? Do you struggle to get gift officers to act on new prospect leads you generate? Are you interested in learning how to ensure those leads are consistently acted upon? See how prospect researchers at the Smithsonian Institution worked with development colleagues to create a process for identifying and reviewing proactive leads from monthly donor screenings, which has provided a valuable pipeline of new donors for their centralized Major Gifts and Discovery Team. See how working with the Team’s Manager of Operations held gift officers accountable for taking action on research generated leads. Attendees of this session will learn how to put into place a process for identifying new prospects on a monthly basis and engage in quarterly reviews to encourage action and keep gift officer portfolios fresh. See how collaboration among various parties in the central development office led to a strategic process in discovering new and recent donors with Major Gift, Principal Gift, Gift Planning, and membership upgrade potential.  

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From Identification to Portfolio Action: A Blueprint for Creating a Proactive Prospect Identification and Pipeline Management Program
Recorded 07/29/2021
Recorded 07/29/2021 Are you tasked with providing frontline fundraisers with new prospect leads? Do you struggle to get gift officers to act on new prospect leads you generate? Are you interested in learning how to ensure those leads are consistently acted upon? See how prospect researchers at the Smithsonian Institution worked with development colleagues to create a process for identifying and reviewing proactive leads from monthly donor screenings, which has provided a valuable pipeline of new donors for their centralized Major Gifts and Discovery Team. See how working with the Team’s Manager of Operations held gift officers accountable for taking action on research generated leads. Attendees of this session will learn how to put into place a process for identifying new prospects on a monthly basis and engage in quarterly reviews to encourage action and keep gift officer portfolios fresh. See how collaboration among various parties in the central development office led to a strategic process in discovering new and recent donors with Major Gift, Principal Gift, Gift Planning, and membership upgrade potential.

Grace Dulanto

Smithsonian Institution

Justin Williams

Smithsonian Institution

Lauren Turner

Stand Together