Module 2 •Class 3

In this final section of the mid-level donor workshop, we discuss simple, inexpensive ways to discover more about your donors and identify your best major gift prospects and high-lifetime-value donors. Specifically,

• Top 5 indicators of propensity to give.

• Websites to uncover wealth and inclination indicators.

• Case study of a simple prospect research session.

• Documenting your research findings.

• Establishing a simple prospect scoring system.

Note: I’d like to thank Kindful CRM solution for providing access to the database used for demonstration in this course. Learn more at kindful.com!