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Tuesday, October 8 • 10:30am - 11:30am
Who to Ask and What to Say: Developing and Leveraging a Prospect Pipeline

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The first question we often hear from people who are initiating a fundraising program or revamping their current operations is, “Where do we start?” Even people from large-scale development operations have to occasionally throw out their playbook and start from scratch. In this session, we will take a look at the concrete steps that can help you identify prospects for your organization and set manageable action steps for prospect cultivation, stewardship, and solicitation. The second portion of this session will examine tangible strategies for communicating with those prospects. Having a plan in place for each prospect that is both personalized enough to get a response and feasible for a small shop operation can be difficult, but it’s not impossible. This interactive session will aim to provide practicable strategies for prospecting and communication.

1. Demonstrate best practices for developing a prospect pipeline
2. Discuss processes for setting action steps that focus your time and energy
3. Review effective communication strategies for donors and prospects

avatar for Terence Curley

Terence Curley

Vice President, CCS
Terence is motivated to support and participate in causes that are founded upon a desire to effect positive change and growth for individuals, communities, and institutions. He gains immense satisfaction from collaborating with motivated leadership, volunteers, and donors to exceed... Read More →
avatar for David Mehr

David Mehr

Senior Director, CCS
David Mehr has engaged in and led CCS studies and campaigns for numerous faith-based nonprofits, including Saint Peter’s University (NJ), University of Maryland Saint Joseph Medical Center (MD), St. Joseph’s Health System (NJ), the Diocese of Paterson (NJ), the Diocese of Metuchen... Read More →

Tuesday October 8, 2019 10:30am - 11:30am PDT
Hermitage B