Prospect Development

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Bentz Whaley Flessner fundraising consultants work with you to strategically align the prospect development functions of prospect research, prospecting initiatives, and prospect management. Your end results are a stronger campaign prospect pipeline, improved system for tracking cultivation activities and solicitation strategies, staff trained on the tools and resources necessary to identify major gift prospects that have both capacity and inclination, and a professional development team working together to achieve your fundraising goals.

Our Services

Prospect Development Audits
Bentz Whaley Flessner consultants can perform a comprehensive audit of your institution’s prospect development program. We review prospect research methodologies, evaluate prospect management, tracking and reporting functionality, and perform an assessment of your prospecting initiatives and pipeline development. You will come away with a set of concrete recommendations and implementation plans.

Prospect Development Training and Coaching
We put together a customized training session for individual staff members or your entire team, taking into consideration the specific skill levels of your staff.

Prospect Program Building
Bentz Whaley Flessner helps you to build a comprehensive prospecting plan, map out and construct a prospect management and tracking program, and develop a solid prospect research practice.

Database Screening Assistance
We assist you with wealth asset screenings and data overlays as well as developing an implementation plan for wealth asset screening results. Bentz Whaley Flessner consultants help clarify your needs, align those needs with vendor options, provide selection criteria, and assist with negotiations or help broker a deal.

Prospect Development Staff Organization Management
Bentz Whaley Flessner will conduct an organizational review, complete with recommendations. We help draft and collaborate with you on job descriptions and candidate searches, as well as help with interim staffing and staff training needs as they arise.

Stay informed of issues related to prospecting with our Prospecting Resources for Healthcare Philanthropy.