New Frontiers in Pipeline Development Toolkit

This toolkit will help you implement the practices outlined in the study, New Frontiers in Pipeline Development, to maximize major gifts from overlooked prospects and revitalize your major gift pipeline.

Despite significant growth in wealth and giving over the past decade, advancement shops continue to rely on precariously small numbers of individuals to sustain their major gift pipelines. Portfolio stagnation and insufficient prospect penetration mean that a massive pool of high-potential donors remains untapped.

This toolkit will help you implement the practices outlined in the study, New Frontiers in Pipeline Development, to maximize major gifts from overlooked prospects and revitalize your major gift pipeline.

Use these tools to:

Incentivize MGOs to qualify more of their assigned prospectsBoost the pace at which MGOs move prospects through their portfoliosSoften the ‘cultivation cliff’ for tomorrow’s prospects

Explore the Roadmap

This resource is a part of the Develop Your Major Gifts Pipeline Roadmap. Explore more resources on the full roadmap.

Increase Prospect Coverage

Use this form to facilitate intel-sharing between alumni relations and development. Alumni relations staff members should fill out the form (or use it as a template for an email) after they interact with prospects.

This job description lays out the key responsibilities and necessary skills for a dedicated discovery scheduler. Use this document as a template when crafting your own job description for a scheduler position.

Accelerate Portfolio Churn

These pipeline-focused performance metrics were featured throughout New Frontiers in Pipeline Development. Use this picklist to choose new metrics to introduce to your shop.

Scale Personalized Cultivation…