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Major Gift Lead-Generation Tool

Creating a Prospect Pathway from Events to Portfolios

Use this tool to establish a process for surfacing major gift prospects from engagement events and handing them off to gift officers.

In an era of donor fatigue and urgency to find new donors, it is essential to pursue new sources of major gift prospects. Luckily, advancement leaders can look in their own backyards for a potentially untapped source of major gift prospects: engagement events.

Event attendance heightens institutional affinity, yet these warm prospects often become cold because there is no follow-up process to identify or qualify those with philanthropic capacity. When a major gift prospect attends an event, they are “raising their hand” and telling you they want to be more involved with the institution.

Use this tool to establish a process for surfacing major gift prospects from engagement events and handing them off to gift officers.

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