When we think of prospects, we often focus on those capable of making significant contributions—whether it’s Major Gifts, Principal Gifts, or Transformational Gifts. However, there are other types of prospects that would benefit from a custom tailored prospect management system. In this session, Ruthie will explain how you can adapt your prospect management efforts to include a wider range of prospects - such as annual fund leadership gift prospects, donor engagement prospects, volunteer pipeline prospects, permanent stewardship prospects, planned giving prospects, and future prospects.
Ruthie will discuss how you can do this – whether you are at a large shop, small team, or are a solo shop – giving you practical suggestions on how to ensure that various types of prospects are included – without overtaxing the prospect management staff.