Quick Studies for Independent Schools-How to Prioritize Your Major Gift Prospect List

Video Transcription

Video Summary

In this video, the presenters discuss how to prioritize a major gift prospect list. They start by making assumptions about the audience's knowledge and resources. Then they introduce themselves- Jennifer William, the director of philanthropic strategies and gift planning at Northfield Mount Hermon, and Parine Munier-Jones, the senior regional engagement officer at the same institution. The presenters explain that in order to prioritize prospects, it is important to define what makes a good prospect. They provide examples of different types of prospects, such as major gift parents, planned giving prospects, and special occasion donors. They discuss different ways to segment a portfolio, such as geographic region, constituent type, giving history, and engagement. They also emphasize the importance of visualizing the data and show how to use mapping tools to help plan travel. The presenters share a planning grid template and explain how to use it to plan travel and prioritize top prospects. They conclude by encouraging action and reminding viewers to engage with prospects through meaningful conversations. Overall, the video provides practical tips and strategies for effectively prioritizing major gift prospects.

Keywords

prioritize major gift prospects

define good prospect

segment portfolio

visualize data

plan travel

engage with prospects

practical tips