Fundraising 101
Name any three stages within Moves Management
What are Qualification, Discovery, Cultivation, Solicitation, and Stewardship?
Just as important as qualification, is determining someone is not a prospect
What is disqualification?
A constituent identified as having an existing or potential capacity and/or inclination to make a gift to the nonprofit.
What is a Prospect?
This visual is best for showing proportionality, kind of like a fraction.
What is a Pie Chart (stacked bar chart is also acceptable)?
This principle of projections is the speed at which someone is moving toward a goal.
What is pace?
These are three different types of giving that vary by donor capacity and institutional impact.
What are Annual Giving, Major Giving, and Planned Giving?
Meeting to ensure that the correct prospects are assigned and are adequately engaged toward the outcome of meaningful gifts.
What is a portfolio meeting?
The group of prospects assigned to a Development Officer as Prospect Manager.
What is a Portfolio?
This tool combines many charts into one visual, which can sometimes be manipulated by the user.
What is a Dashboard?
These should be clearly defined before you introduce automation
What are KPIs? (will also accept Metrics or Stages)
What are at least 3 components of Relationship Management?
What are metrics, portfolio optimization, projections, campaigns, reporting, data integrity, data interpretation?
Set goals gift officers or prospect development officers need to meet on an annual basis.
What are KPIs or What is metrics?
The approach for managing the prospect pool to ensure an adequate and timely flow of prospects.
What is Prospect Management?
These are some of the different types of programs that you can use to create data visuals.
What is/are Tableau/PowerBI/Excel?
Storytelling adds this to the data.
What is Context? (Also accept Background, Flavor, dimension)
Name three different qualities that help determine whether a donor is a strong candidate for a major gift.
What are Affinity, Wealth, Philanthropic Intent, Readiness
Interactions that move the relationship and gift conversation forward
What is substantive contact?
The process of using specific, strategic actions to move a qualified prospect through the solicitation cycle.
What is Moves Management?
This uses color to highlight the frequency differences between categories.
What is a Heat Map?
This is one of the two key considerations when crafting your message.
What is Purpose, or what is Audience?
Which stage of the Moves Management could be described as the process of working with a prospect to determine an appropriate gift amount and purpose for your institution?
Percentage of a portfolio with contact in the last 90 days.
What is portfolio saturation?
The organized output of all prospects and their readiness to make a gift within a specific timeframe.
What is the Prospect Pipeline?
This crucial step is key to making sure that the contents of the visualization are as accurate as can be...
What is Cleaning your data?
This is the first step in creating your goals in RM.
What is thinking about Leadership's Top Priorities?