Managing Your Prospect Pool. Bobby A. Prince, CFRE Associate Vice President for Development University of Memphis Tennessee Advancement Resources Council July 17, 2008. STEWARDSHIP. STRATEGY. Receptions. FOLLOW-UP. CONTACTS. MOVES. GOALS. Annual Gifts. PROPOSALS. ASKS. Plans.
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What fund raisers do, essentially, is to design strategies that are intended to moveprospects (prospective donors) through stages of deepening commitment to the point at which a successful ask can be made.
From this it follows that fund raisers should spend virtually all day, every day, in activity that pertains to prospects: identifying them, gathering information about them, using that information to design strategies that will cause deepened commitment, and then managing the execution of those strategies.
Prospect Manager’s Name:
Cultivation and /or Solicitation Team:
Cultivation and Solicitation Steps:
Additional Comments and Information:
See revisions to this plan dated:_____________ Initials of Prospect Manager:______