Developing a Prospect Pipeline

Fundraising, Training

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You need to track how your prospects are getting closer to you – the lead indicators of the journey to submitting a proposal.

We’ll explain the four stages of a prospect pipeline, from research and evaluation, to awareness raising, engagement then asking.  We’ll share the indicators for each stage. You’ll be able to set up your own tracking system for your key prospects, revealing how you are getting nearer to the money.  You’ll have a chance to practice with a simulated pipeline before you establish a real one in your workplace. 

Presenters: Bill Bruty and Catharine Langrish

What you will learn

  • Understanding of the four stages in establishing a relationship.
  • Ability to use a range of techniques across these four stages.
  • Ability to construct a tracking system for high value donors.

What you require

A curious mind.