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  • 1.  Prospect Research

    Posted 3 days ago

    Hi everyone.  There is some discussion at my organization about moving prospect research out of Advancement Services and under Major Gifts/Donor Relations.  I've seen this at a couple organizations, but I wanted to survey the group to see how common it is.  Can folks share where prospect research falls under at their organization?  Advancement Services or Major Gifts?  What have been the pros and cons?  

    Thanks!

    Michael



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    Michael Manning
    University of New England
    Mmanning6@une.edu
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  • 2.  RE: Prospect Research

    Posted 3 days ago
    Over the years, I've observed this routinely in my consulting work. 75% of the time, the Prospect Development team is found within Advancement Services. There's just a ton of synergy there. It's all about the data! And that group relies heavily on reporting tools and systems maintained by Advancement Services.

    FWIW, when I was at Duke in the 1990s, PD was under Major Gifts. When I was at NC State (2008-2013), PD was one of my Advancement Services departments.

    I prefer having PD under Advancement Services. However, I don't mind it under Development, as long as staff follow all data entry and integrity protocols and run reports independently.

    John

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987




    Original Message


  • 3.  RE: Prospect Research

    Posted 3 days ago
    I should have emphasized that I was referring to the border Prospect Development program, which includes prospect research AND prospect management. I believe strongly that both belong together under a Prospect Development umbrella, but with dedicated staff for each discipline.

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987





    Original Message


  • 4.  RE: Prospect Research

    Posted 23 hours ago

    Our Prospect Management and Research team has gone back and forth from the Development team to Advancement Services over the 13 years I have been here. Currently, the PMR team is in Advancement Services and this has been the most effective structure I have seen here so far. There is so much cross over and it has helped both the Advancement Services and Prospect Management and Research teams manage their own and their combined data. I also think the Advancement Services leadership vs Major Gifts leadership is more appropriate for the PMR team due to the heavy focus on data quality and analysis. 

    Colleen



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    Colleen Deal
    Appalachian State University
    dealcf@appstate.edu
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    Original Message


  • 5.  RE: Prospect Research

    Posted 19 hours ago

    Ours lives under Development Ops and is part of our overall Prospect Management and Research function that includes portfolio management. I've always had them as part of Ops wherever I've been and would hesitate to move it under MG, etc. I'd be more open to donor relations, but for a shop my size I wouldn't want to do that to my head of Donor Relations. I have the head of Management and Research reporting directly to me.



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    Tim Prestridge
    Natural Resources Defense Council
    tprestridge@nrdc.org
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    Original Message


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