Level Up Major Gift Consulting
Transform Your Team Into Unstoppable Major Gift Closers
Identification
Management
Strategy
Leveling Up Your Major Gifts Team Is Hard
You’re under pressure to raise more money, but your portfolio capacity is stagnant.
You feel like you probably overlook some of your wealthiest prospects.
You use proposals in the database but it still feels like you’re flying blind.
You bought a LOT of expensive data, but you’re still not sure of your best prospects.
You’ve tried assigning new names to portfolios, but it’s not working.
A gift officer just left and there is no easy way to reassign prospects.
Level Up One Step at a Time
At Aspire Research Group we know that you want to be a data-driven leader, able to take your major gifts team to the next level. In order to do that, you need a guide to create a sustainable process that tracks major gift behaviors and reporting that gauges team performance.
Our consulting is not about telling you what to do or applying a one-size-fits-all system to your team. We listen, help you decide your end goal, assess where you are relative to that goal, and leverage the unique strengths of your team and your organization to take the next step forward.
Prospect Identification
As fundraising leadership, you want to know if you have the right prospects to support your current team and would love to hear if you could hire more.
Aspire delivers the big picture you need to make decisions as well as a plan for ongoing identification.
Moves Management and Portfolio Rebalancing
Moves management as a process that works for your team members and with the technology you’re using will deliver the tracking you need to know how everyone is performing.
Portfolio rebalancing is a natural next step to move newly identified prospects in and underperforming prospects out.
Prospect Strategy Meetings
An often-overlooked piece of a strong prospect management program, the prospect strategy meetings are where the team comes together to share and learn from successes, solve problems, and stay on track.
This is usually the point where we start creating your prospect management manual to document success at your organization.
How to Get Started
Schedule a Discovery Call
We meet to discuss what you want to achieve and the pathways you can take to realize success.
Work the Plan
Based on our discussion we outline potential next steps. You request the services that best fit your needs — as you need them.
Raise More Money
You get the experience and technical skills to avoid analysis paralysis, break through qualification bottlenecks, and build relationships that result in major gifts.
How can using prospect research make a significant difference to support your major gifts team?
What Every Data-Driven Fundraiser Should Know…
Download this guide to learn how adding a prospect research professional to your team can positively impact your major gift performance in the short and long term.