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Leveraging Prospect Development In the Annual Fund


Think prospect research and wealth intelligence is just for major gifts and capital campaigns? Think again. All of that great information can be used to enhance every aspect of your fundraising, including in your annual fund and individual giving campaigns. From propensity indicators and past giving to capacity scores, we’ll look at ways data screening and prospect development can have a huge impact on individual giving at all levels and show you how simple data techniques that anyone can use can drastically increase your fundraising results.

After this session, attendees will be able to:

  • Understand and implement fundamentals of prospect development strategies
  • Analyze screening results for potential impact in areas beyond wealth scores and major gifts
  • Create a plan for utilizing prospect development/data screening across their fundraising enterprise


  • T. Clay Buck, MFA, CFRE Master Trainer

    Clay is a thirty-year fundraising veteran and is the Founder and Principal of TCB Fundraising, a nonprofit fundraising and communications consultancy focused on building individual giving at all levels. He has served in leadership roles at a variety of nonprofits across the country and has been a senior consultant with major national fundraising and wealth intelligence firms. He holds the Certificate in Philanthropic Psychology, With Distinction, from the Institute for Sustainable Philanthropy and teaches strategic planning for the MPA program in the School of Public Policy and fundraising for the Nonprofit Management and Fundraising Certificate programs at the University of Nevada, Las Vegas.

  • Lindsay McCreary, MBA

    Lindsay McCreary, Director of Philanthropy Operations at La Jolla Country Day School, has a wide-range of operational fundraising experience, including multi-million dollar special events, database management and migration, annual and special giving campaigns, and managing two nine-figure capital campaigns with a large hospital foundation. With a Master’s in Business Administration from the University of San Diego, she specializes in change and operational management with the goal of maximizing efficiency and positively impacting the donor experience.

October 26, 2022
Wed 1:00 PM EDT

Duration 1H 0M

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