Unlocking Fundraising Success: Powering Discovery and Referrals with Goal Motivation

The University of Central Florida (UCF) Advancement and Partnerships' Prospect Development and Leadership Annual Giving team has worked together to improve our Discovery outreach process and process for measuring the impact of referrals through the pipeline. In partnership with Major Giving, Alumni Engagement and Marketing and Communications teams, we knew the ability to report the impact and return on investment of our work would be important to future conversations with our executive team related to the importance of discovery work and successful collaboration and partnerships that lead to building stronger engagement and generating new leads that lead to giving. 

We have adopted a new tracking methodology that measures fundraiser activity for referrals with number of interactions, meetings, solicitations, dollar raised, and prospect management movement and our Executive and Leadership team has implemented discovery goal metrics for both Leadership Annual Giving and Major Giving Gift Officers to work through that the Prospect Development team tracks and our Gift Officers have a dashboard available in real time to work through and track their work. We will share Reports and Examples on impact of referrals and discovery work that can be implemented in a small or large shop via Excel or Dashboard. Hear from a Gift Officer their process for successful Discovery Outreach attempts and referrals and learn impactful questions to ask your team members to encourage referrals and discovery work.

Learning Objectives:

• Reports and Examples on impact of referrals and discovery work that can be implemented in a small or large shop via Excel or Dashboard.
• Hear from a Gift Officer their process for successful Discovery Outreach attempts and referrals.