Prospect Management

Maximize Results

We provide specialized prospect management services and counsel, founded in years of experience and expertise. The breadth of our work across sectors and across geographies means we have a straight line of site to current trends in the industry. Applying this real-time knowledge to our deep understanding of advancement, we design prospect management programs that serve each client’s distinct needs and aspirations.

Program Assessment

Discover What’s Possible

Our consultants work with you to assess the strengths and challenges of your current prospect management program and help you prioritize investments that align with your culture and optimize your return.

A Comprehensive Suite of Solutions

Design Your Path to Success

We provide a comprehensive suite of solutions that precisely meet your needs. Our offerings include policy review, portfolio optimization, prospect pool analysis, prospect strategy, performance metrics, gift table development, training and ongoing counsel. We invite you to download a description of our full prospect management offerings.