Strategic Prospect Identification Workshop
Document your strategies, standardize verification, and deliver prospects development officers will contact
Stop spinning your wheels identifying prospects that never get contacted.
Too many researchers waste time chasing myths about major gift prospect identification—using outdated approaches, relying on wealth screening alone, or drowning in data that never converts to conversations.
This workshop cuts through the noise and gives you a proven framework for proactive prospect identification that actually works. This workshop is not about how to find prospects. It is about how to document a variety of prospecting strategies, create consistency in your verification research, and deliver prospects development officers will actually want to contact.
Whether you’re flying solo or leading research at a complex institution, you’ll walk away with a fresh perspective on prospecting and practical tools you can implement immediately.
What’s included:
- Video and written lessons you can complete at your own pace
- A prospect ID assessment worksheet to evaluate and improve your current process (or create one)
- Clear, actionable strategies that work for teams of any size
Ready to transform how you identify major gift prospects?