Prospect Management and Research
Prospect Management and Research is a department utilized primarily to learn more about major gift prospect’s backgrounds, past giving histories, wealth indicators, and giving motivations to evaluate a prospect’s ability to give (capacity) and warmth (affinity) toward an organization. Prospect Management involves managing, tracking, and reporting on an organization’s activity with its constituent and prospect pools, and making recommendations to positively influence fundraiser and campaign activity.
Major Gift Modeling
Principal Gift Modeling
Planned Giving Modeling
Engagement Scoring
Affinity Scoring
Real Estate
Business Related
Securities
Other Philanthropy
Principal Research
Data Verification
Batch Screenings
Develop Policies
Highlight Event Participants
Recognize Segment Opportunities
Portfolio Reviews
Proactive Prospecting
Development Officer Assignments
Importing Research Data
Principal Gifts Prospects Movement
Prospect Life Cycle
Research Notes
Combining Capacity/Affinity
Deep Research with recommendations
Data Integrity/Quality
CRM Utilization Trainings
CRM Dashboards/Reports
Pipeline Overview by Unit
Contact Report/Proposal Dissemination
Developing Training Videos
Association of Professional Researchers for Advancement (APRA) is our international professional association.
Meet the Team
Please send inquiries to devres@uidaho.edu