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Printable Guides: Prospect Research 101 (pdf) | Prospect Profile Template (doc) |
The intention of a good prospect management program is to organize the development staff’s time and efforts in order to best identify, cultivate, solicit and steward prospects and donors in a strategic approach with the ultimate goal being a significant gift to your institution.
A smart prospect management program will include the prospect pool, the fundraiser assignment and those fundraisers or volunteers directly involved in the cultivation of the prospect and will summarize the actions taken to move prospects through the cultivation cycle.
Prospect management involves setting priorities, documenting procedures and communicating progress. It requires effort and enthusiasm on the part of the entire development team, not just the researcher.