Having Fun with Major Gift Prospecting - Tips from the Trenches-Having Fun with Major Gift Prospecting

Video Transcription

Video Summary

In this online webinar presented by the Council for Advancement and Support of Education, Claire Hughes, a Senior Major Gift Officer, and Kelli North, a Senior Development Research Analyst, share tips on major gift prospecting. They emphasize the importance of building trust with donors and listening actively during introductory visits. Claire discusses her approach to prospecting, which includes ranking prospects, conducting DIY research, and creating a routine for contacting potential donors. She also provides an example of an email she sent to a prospect and highlights the need to personalize messages based on the prospect's interests and experiences. Kelli emphasizes the importance of effective communication between gift officers and researchers, and highlights the value researchers bring in terms of market analysis, campaign planning, and identifying potential prospects. She also stresses the importance of documenting key information and using it to create a comprehensive view of each donor. The presenters encourage gift officers to collaborate with researchers, utilize their expertise, and build strong partnerships to enhance their fundraising efforts.

Keywords

major gift prospecting

building trust

listening actively

prospecting approach

personalized messages

effective communication

market analysis

identifying potential prospects

fundraising efforts