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Prospect Rating for Annual Gifts

Last post 11-20-2009 2:13 PM by Keith Tramantano. 0 replies.
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  • 11-20-2009 2:13 PM

    Prospect Rating for Annual Gifts

    Hi everyone:

    My organization is attempting to create a more stream-lined system for identifying prospects and their giving potential.  We'd like to start with finding more annual donors between $1,000 and $10,000 giving level.  The idea is to come up with some sort of ratings system based presumably on capacity and inclination and then generate reports from those ratings for departmental prospect meetings to discuss strategy.  The point is to have a continuous pool of prospects for these giving levels and to find the best way to determine where our focus should be amongst that pool. 

    I'm wondering if anyone would be willing to share their own experiences with prospect rating.  I'm also interested in hearing about how people use the database itself to identify potential annual giving donors.  Does anyone run regular reports based on giving history, etc, to identify prospects for higher levels of giving?  Any info would be greatly appreciated.

    Keith Tramantano

    Assistant Manager of Development Operations, The Jewish Museum

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