Discovery has two steps: prioritizing prospects and qualifying them for the purposes of deeper cultivation.

With your long list of possible donors in hand, you’ll need to find a way to prioritize them in order to most efficiently use your time on the most qualified donors first. You can do this using some kind of rating system. Your CRM or development software program might have the capability to help you do this. But you can also use a spreadsheet to help you rate and prioritize your prospects. You are going…

Wealth can be hidden. Don’t always rely on the “obvious” prospects in your community. Public media donor bases reach deeply into the community and likely hold a number of wealthy but unknown prospects. Research can help uncover prospects beyond the known folks in your community.