Major Gifts Prospect Management
How does your organization decide what prospects are in major gift portfolio and with what major gift officers? We will discuss criteria used at Harvard’s Faculty of Arts and Sciences for major gift assignment including ratings, region and class year, among others. When should major gift officers be disqualifying prospects? How can your organization set up a process to get leads for strong prospects from colleagues and volunteers into major gift officer portfolio in a timely manner? How do we use an upcoming reunion milestone to evaluate major gift officer coverage? In this interactive session, we will share some of Harvard’s processes and strategies for organizing portfolios for frontline fundraisers and encourage those in the audience to contribute their ideas.