Many organizations do not have the staffing or resources to focus on prospect research and portfolio management, but they’re essential to the success of your development program. Our experts can provide the leads and background information you need to effectively qualify and engage your prospects. We can also ensure your portfolio has the right volume and mix of prospects to produce visits and, ultimately, significant gifts for your organization.
– Assigning solicitors
– Building portfolios to meet gift officer metrics
– Conducting portfolio review meetings
– Data-driven prospect identification
– Does your portfolio have the right “mix” of prospects?
– How to ensure a seamless prospect hand-off
– Identifying your “top 10” prospects
– Prospect bio summaries
– Prospect classification
– Prospect research tools/software
– Reporting for portfolio review/management
– Wealth screening