Building Better Meetings Between Frontline Fundraisers and Prospect Researchers

Learn how to help frontline fundraisers communicate more effectively with prospect managers and researchers.

Digital Recording

Agenda

I. Building Your Prospect Management Meeting 

We’ll talk through how you can efficiently work with frontline staff to understand what they want and need. We’ll also offer ideas on how to encourage others to keep clean and accurate data.

II. Running Your Prospect Management Meeting 

We’ll discuss how you can guide conversations surrounding donor strategy to help gift officers move proposals forward. We’ll also offer:

• Sample meeting agendas
• Recommendations for meeting timelines

III. Following Up Across Functional Areas 

We’ll discuss things like:

• What is working across the collaboration?
• What would fundraisers/prospect researchers adjust?
• What pre-work is necessary for these meetings to be successful and why?