Prospect Research & Management

Achieving a stronger prospect pipeline, optimized portfolios, and building capacity

CRM Analysis & Conversion

Discovery Calls, The First Hurdle

Many new major gift officers, including experienced MGOs in new positions, often struggle to connect with their new prospects. Most MGOs aim to meet metrics that set minimums for visits and other actions. Striving to hit those marks can become a high hurdle to clear when an MGO isn’t set up for success or doesn’t have the right tools to get started. Below are some techniques and strategies that can make it easier to clear the discovery call hurdle.

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Focus on the Fundamentals? 5 Ways to Keep Athletics Fundraising Strong

Focus on the Fundamentals? 5 Ways to Keep Athletics Fundraising Strong

Amidst the unprecedented impacts of the pandemic, countless programs and organizations are facing uncertainty and challenges. Intercollegiate athletics are no exception as colleges and universities try to determine next steps moving forward. BWF has the game plan to help succeed with athletics fundraising.

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Is Your Gift Sitting on the Shelf? Opportunities for Donor Advised Funds

Is Your Gift Sitting on the Shelf? Opportunities for Donor Advised Funds

This financial and social upheaval has created many new obstacles, inconveniences, anxieties, and lots of serious trouble for fundraising. However, donor advised funds (DAFs) may represent a new opportunity in these troubled times.

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Friends, Foes, or Somewhere in Between? Prospect Development and Training

Friends, Foes, or Somewhere in Between? Prospect Development and Training

Finding the right way to induce fundraisers to utilize your database requires not just technical training skills, but also the critical insight and guidance only prospect development can provide.

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Leveraging Internal Resources for Board Candidate Prospecting

Leveraging Internal Resources for Board Candidate Prospecting

What strategies do you use to identify, track, and vet potential board candidates? Board members are your top donors, your most vocal cheerleaders, and are fiduciarily responsible for your organization.

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The Role of Social Norms

The Role of Social Norms

The newest report from the Women’s Philanthropy Institute, Encouraging Giving to Women’s & Girls’ Causes: The Role of Social Norms, explores the intersection of social norms, gender, and charitable giving. This study analyzes how current giving behavior of others, future outlooks on giving, and gender affect donor behavior.

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Downgrading Capacity Ratings

Keeping up with the Joneses: Downgrading Capacity Ratings

Prospect research professionals spend much of their time uncovering or confirming a prospect’s wealth, but what happens when research finds something concerning or that could negatively impact a prospect’s philanthropic capacity?

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Using Analytics to Uncover the Personas within your Constituency

Using Analytics to Uncover the Personas within your Constituency

Today nonprofits of every mission and size continue to leverage analytics to inform individual constituent persona behavior, predict outcomes of campaigns, and assess program performance.

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5 Ideas for Engaging Next Gen Donors

5 Ideas for Engaging Next Gen Donors

Why do non-profit leaders need to better understand this generation? For one thing, next gen donors are expected to inherit an estimated $59 trillion dollars by 2061 and it is estimated that they will allocate almost half that sum to charitable causes.

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