1 / 22

Prospect Management In a Capital Campaign

Prospect Management In a Capital Campaign. Tuesday October 28, 2003 1:15 – 2:05 pm Sharon L. Upton, Director of Development Research. Introduction. How Lehigh uses SCT Banner to manage our capital campaign prospects and projects Broader understanding of prospect management module

shannon-anthony
Télécharger la présentation

Prospect Management In a Capital Campaign

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Prospect Management In a Capital Campaign Tuesday October 28, 2003 1:15 – 2:05 pm Sharon L. Upton, Director of Development Research

  2. Introduction • How Lehigh uses SCT Banner to manage our capital campaign prospects and projects • Broader understanding of prospect management module • Knowledge to implement capital campaign reporting

  3. Topics of Discussion • Assess management and reporting needs • Utilize SCT Banner for management needs • Construct validation tables • Gather and input data • Structure reports

  4. Prospect Manager Work Sheet

  5. Assess Management & Reporting Needs • Proposals (broad campaign initiatives) • Projects (smaller components of proposals) • Cash forecasting

  6. Utilize SCT Banner • Prospect information form – AMAINFO • Prospect proposal form – AMAPROP • Prospect contact form - AMACONT

  7. Prospect Management Form AMAINFO • Maintain status of prospect • Project total campaign ask amount and ask date • Maintain ratings -- Capacity – Willingness -- Priority • Assign Staff -- Primary – Secondary -- Liaisons • Add Projects

  8. Lehigh University Prospect Management Status Codes A - Active Record S – Suspect Q – Qualification T – Cultivation L – Solicitation W – Stewardship/Future Gift Capability V – Stewardship/No Future Gift Capability N – Not Interested/Denied D – Dormant Y – Spouse/Partner

  9. 00 $0 to $999 01 $1,000 to $2,400 02 $2,500 to $4,999 03 $5,000 to $9,999 04 10,000 to 24,999 05 $25,000 to $49,999 06 $50,000 to $99,999 10 $100,000 to $249,000 11 $250,000 to $499,999 12 $500,000 to $999,999 20 $1,000,000 to $4,999,999 21 $5,000,000 to $9,999,999 30 $10,000,000 to $24,999,999 31 $25,000,000 to $49,999,999 32 $50,000,000 to $99,999,999 40 $100,000,000+ Capacity Ratings

  10. Prospect Proposal Form AMAPROP • Prospects with multiple asks • Information on each proposal • Status and staff • Projected ask amounts and dates • Projected Components are managed • Separate target asks and dates • Separate status

  11. Prospect Contact Form • Update or add proposal and project data • Status • Ask amount and date • Update prospect information • Ratings • Biographical information updates • Move and contact codes

  12. Validation Tables We Use • Project/interest codes – ATVPROJ • Proposal codes – ATVPROP • Prospect status – ATVPRST • Prospect rating types – ATVRTGT • Prospect rating codes – ATVRATE • Solicitor contact codes – ATVSCNT • Move type codes - ATVMOVE

  13. Reports • Prospect Management • Assigned prospects • Activity Management • Contacts and moves • Pipeline • FY Planned Ask

  14. Prospect Manager Assigned Prospects with Status CodesandPlanned Ask Pipeline Report

  15. Summary • Start by assessing management and reporting needs • Look to SCT Banner to accommodate those needs Flexibility is KEY

More Related