1.1 Develop a list of prospective donors by identifying individuals, groups,
and entities, such as foundations, corporations, and government agencies,
with the linkage, ability, and interest to give in order to qualify prospective
donors for further research and cultivation.
1.2 Implement and utilize a secure data management system to
ensure data privacy, store information on current and prospective
donors, and enable segmented retrieval and analysis.
1.3 Collect and analyze current and prospective donor information including
demographics, psycho-graphics, interests, values, motivations, culture, ability,
giving and volunteer history, relationships, and linkages to select potential donors
for particular projects and fundraising programs.
1.4 Rate current and prospective donors on linkage, ability, and
interest to prioritize and plan cultivation and solicitation.
1.5 Communicate and validate relevant donor information with key organizational stakeholders to
establish a plan of action for engagement, cultivation, solicitation, and stewardship.
DOMAIN 2: SECURING THE GIFT
(23%–46 items) | Tasks - 5
4.1 Identify organizational readiness and
opportunities to engage volunteers.
~Key Knowledge Area~
Governance principles and models
for not-for-profit organizations
~Key Knowledge Area~
Organization’s structure,
functions, and culture
~Key Knowledge Area~
Respective roles of volunteer
board members and staff with
respect to governance and
management
4.2 Create structured processes for the
identification, recruitment, orientation,
training, evaluation, recognition, retention
and succession of volunteers.