FND 231 | Matchmaker, Matchmaker: Donor Prospecting

Starting

March 17, 2023

Start Time

9:00 am

End Time

12:30 pm

Location

Virtual

Event Type

Nonprofit University

Registration Details

Members: $95
Non-Members: $120

Overview

Prospect research is a technique used by development teams to learn more about the personal backgrounds, giving histories, wealth indicators, and philanthropic motivations of your donors, allowing you to evaluate a prospect’s capacity to give and their affinity for your organization. This course enables you to create efficient, compelling, and numerous opportunities for donors to support your organization through the successful management of the development department. You will gain practical skills necessary to effectively engage board members, staff, and volunteers by setting attainable department and team metrics and timelines.

This course will also investigate technological solutions for donor research and management.

Key Concepts

  • Donor research and prospecting
  • Establishing realistic expectations for timelines and giving
  • Donor-research platforms
  • Donor-management systems
  • Initial engagement tactics: How do you get your foot in the door?

Learning Objectives

At the end of this course, you will be able to:
  • Compare and contrast donor-research platforms and donor-management systems.
  • Assess indicators, trends, and characteristics (such as wealth markers and connection to your cause) that identify your donor constituency, including how to find donor data and how to conduct prospect screening.
  • Estimate gift levels based on internal and external analysis.

Audience

Team members who engage with fundraising, especially from individuals, such as:
  • Fundraising and development staff
  • Marketing/communications staff
  • Senior leadership
  • Board members, especially those serving on fundraising committees

Facilitator(s)

sonya a milner
Sonya A. Milner

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