| Faculty | Shaun Kiester, Ph.D., Annual Giving Consultant |
| Rickie Ryan, Director of Analytics | |
| Duration | 90 minutes (1.5 CEUs) |
| Time/Date | Available on-demand |
| Fee | $125 |
Description
This session will focus on strategies and techniques for identifying the very best annual, major, and planned gift prospects in an effort to get the maximum gifts from the maximum number of donors and to build your program or prepare for a major campaign. Topics from wealth screening, interviews, surveys, donor behavioral analysis, and other tools will be discussed.
Track
Campbell Cornerstone
Level
Basic/Intermediate
Target Audience
Development professionals, vice presidents, prospect researchers
Learning objectives and desired outcomes
- Develop additional strategies for segmenting the donor base to find the best annual, major and planned gift prospects.
- Learn about techniques available to refine your organization’s focus on the “very best prospects” to maximize return.
- Assist in better preparing organizations who are contemplating or planning campaigns.
Agenda (outline what will be covered):
- Discuss profiles of who makes a good candidate for an annual, major and planned giving prospect
- Examine best practices for segmenting prospect pools and identifying best annual, major and planned giving prospects
- Discuss use of specialized tools available for identifying best prospects including affinity, wealth ratings, and inclination to give
- Building solicitation programs, major gifts portfolios and relationship management systems
- Preparing for a campaign
PURCHASE THE ARCHIVED (RECORDED) SESSION
Click here to learn about viewing archived (recorded) sessions
Full participation in Increasing Gift Capacity is applicable for 1.5 points in Category 1.B-Education of the CFRE International application for initial certification and/or recertification." Increasing Gift Capacity" was first presented on September 11, 2008.