Retained Prospect Management
Stay focused on your top prospects.
Your top donors make or break your fundraising success:
"The big numbers add up quicker," they say;
The top 90% of a campaign fundraising total will come from just 10% of the donors.
But it’s easy -- and costly -- to lose sight of your most important donors.
Oversized portfolios, myriad distractions, and other non-fundraising responsibilities can make it incredibly challenging to keep your attention on your best prospects. It’s easy to get distracted and fail to hit your fundraising goal.
Retained prospect management keeps you on track!
Portfolio Optimization
Annual or twice-annual meetings to update individual portfolios, removing sub-par prospects and refilling the pipeline.
Prospect Management Meetings
Monthly all-hands meetings to review progress, celebrate wins, drive accountability, leverage collective wisdom, and coordinate efforts.
Activity Review Meetings
Quarterly or every-other-month meetings with individual fundraisers to help them keep their focus and activity on their best prospects
Ongoing Advisement
Your prospect management program will need to evolve and grow as you enjoy more fundraising success. Ongoing advisement ensures this healthy evolution and growth.
With expert prospect management you will
get distractions out of the way and reduce fruitless efforts;
stay focused on your best donors and prospects;
meaningfully engage them at the right times;
achieve your goals for visits and solicitations; and
raise more money!