Optimizing the Campaign Pipeline

About the Toolkit Despite the emphasis in today's giving climate on major gifts, institutions cannot afford to neglect their mid-level donors. Failing to cultivate and advance pipeline donors risks undermining not only immediate returns from high-affinity donors, but long-term major gift prospects as well. This toolkit—a supplement to our related study—will help optimize your campaign pipeline by accelerating donors up the giving pyramid and surfacing untapped major gift potential. The toolkit contains guides, templates, audits, and more to supplement your advancement goals. Select from the options below to learn more about each tool. Fundraising Products Template Alumni Volunteer Referral Organizer Alumni Relations Prospect Referral Template Gift Society Tier Audit President's Blog Launch Guide Social Media Impact Ambassadors Launch Guide DOWNLOAD THE TOOLKIT Fundraising Products Template Instructions: Grouping institutional priorities into fundraising products gives donors a sense of ownership over their giving and loyalty to the institution. Circulate the below template to academic units to gather information on where donors’ dollars can have the greatest impact. Use the information to compile short brochures that gift officers can use in conversations with prospects. Download PDF Alumni Volunteer Referral Organizer Instructions: Alumni are often the best judges for their peers’ likelihood to give. The following referral form will help advancement shops tap into their volunteers’ networks to surface strong prospects.  Download PDF Alumni Relations Prospect Referral Template Instructions: Alumni relations professionals often meet more potential donors than development staff and are therefore in a perfect position to refer prospects to the development office. Give this form to alumni relations staff to help them track and qualify…