SERVICES
While access to timely and accurate research is an important attribute of a successful fundraising organization, it is equally imperative for such organizations to have robust protocols to properly manage their prospects. Similarly, long-term fundraising initiatives such as capital campaigns merit planning in advance to ensure that goals are feasible and that the requisite donors have been identified and assigned to frontline fundraisers. Ian T. Wells & Associates offers a variety of solutions to enhance the efficacy of your office.
Our services include:
Campaign Planning: Prior to launching the quiet phase of a campaign, conducting a thorough examination of your prospect base is of utmost importance. The success of the campaign will be determined by the generosity of those prospects, and a comprehensive understanding of their interests, affinities, charitable inclinations, and gift capacities will help to anticipate the future of the campaign. Such plans can also help to identify areas in need of additional support, as well as opportunities for considerable growth.
Portfolio Management: One of the greatest areas of inefficiency in the Development industry stems from poor portfolio management. Even the best prospecting efforts will go to waste if assigned prospects are not properly managed or moved through the solicitation cycle. We will show you how to implement portfolio management protocols that will prevent good prospects from being neglected.
Prospect Logistics: We will help you devise policies to prioritize efforts that will discover new prospects and promote the qualification of these potential donors. By focusing on your prospect logistics, you will ensure that your frontline fundraisers have a continuously refreshed pipeline of new prospects, and will avoid the troubles that come from donor scarcity.
Training Sessions: We provide training sessions in prospect research and other aspects of prospect development. Everything from writing scripts in Boolean logic to deciphering the details of a DEF 14A can make even promising beginners doubt the accuracy of their work. We will empower your researchers by educating them on the industry's best practices, and will give them the skills they need for your research program to thrive. As these tips and techniques will help your staff provide more reliable research, they will be able to offer more actionable intelligence to frontline fundraisers, and ultimately yield more strategic insights to support your long-term ambitions.
While access to timely and accurate research is an important attribute of a successful fundraising organization, it is equally imperative for such organizations to have robust protocols to properly manage their prospects. Similarly, long-term fundraising initiatives such as capital campaigns merit planning in advance to ensure that goals are feasible and that the requisite donors have been identified and assigned to frontline fundraisers. Ian T. Wells & Associates offers a variety of solutions to enhance the efficacy of your office.
Our services include:
Campaign Planning: Prior to launching the quiet phase of a campaign, conducting a thorough examination of your prospect base is of utmost importance. The success of the campaign will be determined by the generosity of those prospects, and a comprehensive understanding of their interests, affinities, charitable inclinations, and gift capacities will help to anticipate the future of the campaign. Such plans can also help to identify areas in need of additional support, as well as opportunities for considerable growth.
Portfolio Management: One of the greatest areas of inefficiency in the Development industry stems from poor portfolio management. Even the best prospecting efforts will go to waste if assigned prospects are not properly managed or moved through the solicitation cycle. We will show you how to implement portfolio management protocols that will prevent good prospects from being neglected.
Prospect Logistics: We will help you devise policies to prioritize efforts that will discover new prospects and promote the qualification of these potential donors. By focusing on your prospect logistics, you will ensure that your frontline fundraisers have a continuously refreshed pipeline of new prospects, and will avoid the troubles that come from donor scarcity.
Training Sessions: We provide training sessions in prospect research and other aspects of prospect development. Everything from writing scripts in Boolean logic to deciphering the details of a DEF 14A can make even promising beginners doubt the accuracy of their work. We will empower your researchers by educating them on the industry's best practices, and will give them the skills they need for your research program to thrive. As these tips and techniques will help your staff provide more reliable research, they will be able to offer more actionable intelligence to frontline fundraisers, and ultimately yield more strategic insights to support your long-term ambitions.