Prospect Development

Personal cultivation and solicitation can be one of the most expensive activities for a nonprofit, but are necessary to bring in the largest gifts. Making prospecting and prospect management the most effective and efficient they can be is the key to maximizing your human resources.

We offer several services to help expand and refine your pipeline.

View a video of Marianne Pelletier explaining how to use screening results to realign your pipeline

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"I’m so pleased that we selected the Staupell Analytics Group to conduct our prospect modeling project. Working with Marianne and Greg was easy and pleasant, and it was great to know that the people we were working with had so much industry knowledge and expertise. Communication was clear and prompt throughout, and despite some unplanned hiccups in the project (2020!), we ended up with a product that we’ll be able to immediately implement with our Development team. Of special importance to us was the ability to have a true dialog with Staupell about what we were hoping to get out of the project, as well as an opportunity to review results and ask questions before the product was delivered. They have also set us up to use these tools moving forward, which will hopefully enable us to continue to reap the benefits of this work."

Clare Buttry, Executive Director of Advancement Operations
University of Northern Colorado

Prospecting Design and Services
With decades of prospect research experience, we can help you with these programs:

• Prospecting program design and implementation
• Just-in-time prospecting
• Social media prospecting
• Prospect research design and training
• Prospect research staff descriptions
• Special topics in prospect analysis

Portfolio Management
We offer services on these subject areas:

• Portfolio assessment and management
• Program design and implementation
• Automating prospect assignment
• Finding the best prospects for each gift officer
• ROI analysis for major gifts and annual giving

Pipeline Assessment and Improvement
We can help you improve your pipeline management through these topics:

• Analytics on your pipeline
• Dashboard development
• Optimized prospect segmentation
• Analysis of hand offs between annual giving and major gifts
• Wealth screening assistance and management
• Post-screening management and assessment