The Research - Major Gift Team Partnership in Prospect Management
3:00 PM - 4:00 PM ET
Speaker(s): Brett Berger, Director of Research and Prospect Management, Phillips Exeter Academy, Chuck Ramsay, Chief Advancement Officer, Deerfield Academy
Competencies: Relationship BuildingIndustry or Sector Expertise
Elective Session
An effective partnership between a major gifts team and the research team is essential to successful prospect management. At Phillips Exeter, we have implemented a frequent review of major gift portfolios that includes both the major gift officers and members of the research team. Data is used to identify opportunities within the portfolio and to help prioritize major gift officer activity. Determining who should be removed from a portfolio is often as important as discovering and adding new prospects. A strong collaboration between can and should ensure a strong and healthy pipeline of donors.