10. Systems and Processes
Fundraising Fundamentals, Part 2, Section 10
Example of an extremely simplified standalone prospect management system (Section 10.3)
Prospect* | Type* | Last gift* | Potential gift* | Stage** | Interest area* | Strategy** | Next step** |
---|---|---|---|---|---|---|---|
Ms Jones | Individual major gift | £25,000 | £100,000 | Cultivation | Engineering | Potential sponsor for new engineering building | Chancellor dinner – sit next to engineering chair |
Foundation ABC | Foundation | £50,000 | £100,000 | Cultivation | Engineering | Meeting with program officer to update | Submit proposal for Nov. deadline |
Co. X | Corporation | £50,000 | £250,000 | Make the ask | Workforce development (and PR / recognition) | Potential sponsor for executive MBA programme; 10 employees are alum | Individual meeting to request sponsorship – bring exec MBA director & employee |
Comparison of how two very different appeals might approach donor recognition (Section 10.7)
Gift level | Football Appeal | Library Appeal |
---|---|---|
up to £50 | Name printed in the programme on match day | Name printed in the next library magazine |
up to £250 | Will have name flashed up on the scoreboard, before the match and during the interval | Will be entitled to have name on the book plate of a new library book |
up to £500 | Will have name plaque on the back of a stadium chair | Will have a name plaque on the back of a library chair |
up to £1000 | Will be invited to vice-chancellor’s corporate hospitality at next match | Will be invited to a donor reception on campus to be inducted into the University Library’s Supporters Circle |