How to Qualify Major Donor Prospects to Build a Manageable Caseload – Checklist
Why you should get this Checklist
Chances are you spend lots of time figuring out how to cultivate your donors to the point where they’re ready to be asked. Then you spend even more time figuring out when to ask them, what you’ll ask them for and how precisely you’ll get it done.
But guess what?
Your prospect list will account for 80% of your success with major gifts fundraising.
How much time do you spend building your list? Do you even know what should go into building a good list? Do you know the difference between an undifferentiated list and a “qualified” list?
If any of these are areas where you believe you could improve, then this Checklist is for you.
I have more prospects on my list than I can handle? How do I whittle down my caseload?
I have pretty much the same approach for everyone on my list. Is there a way I should be segmenting folks to make more effective use of my time?
How do I persuade my boss than some of the prospects he thinks are good ones don’t even belong on my list?
Is qualifying major donor prospects different than qualifying new donor prospects?
What are the best strategies for qualifying major donor prospects?
If I spend time trying to fine-tune my list, my boss thinks I’m trying to avoid doing ‘real’ work.
While no one applauds you for spending a lot of up-front time doing research, screening and rating in order to hone down an unwieldy caseload into something manageable, it is absolutely imperative that you do so.
This Checklist gives you everything you need to know to create a perfect pool of donor-investors.
If you’re tired of feeling like you’re chasing rainbows — or wild geese — then you owe it to your self to get this Checklist. It’s simply a waste of time to do the right things with the wrong prospects.
Do any of these statements sound familiar?
- My caseload is too big and unwieldy
- I don’t have clarity on how much time I should devote to each prospect
- I’m assigned to work with prospects I don’t think have major donor potential
- I have so many viable prospects that I need someone else to assign some of these folks to.
- I find too often that prospects don’t respond to my efforts to build closer connections with them
- Every time someone gives at the major donor level they get added to my moves management list
If these statements resonate with you, then this is your perfect Checklist.
- The Difference Between Major Donor and New Donor Prospects
- How to Qualify your Major Donor Prospect List
- Active Qualification Steps
- How to Separate Your List into Tiers
- What Happens When Your Qualified List is Too Big
This is an often overlooked, super-important step on your pathway to major gifts success.
It’s simple. It’s powerful. It’s essential. If you follow this Checklist as a guideline for assuring you’re working with the right major gifts prospects, you’ll raise more money. This stuff works. Try it!