On Demand Archive: Research and Prospect Management

Recorded on December 6, 2016 (75 minutes)


Research and prospect management isn't just a function for major gifts. It's also important to annual fund leadership giving programs that engage future leaders, strengthen the donor pipeline, and generate important operating dollars. Identifying prospects who have the capacity and inclination to make leadership annual gifts, and organizing them in a way that is manageable for gift officers, takes constant attention and a well-defined plan.

Register online for your entire team to learn effective research and prospect management techniques to support your leadership annual giving efforts. 

This recording is eligible for 1.25 points of CFRE credit. 


  • Methods for identifying, assessing and prioritizing leadership annual gift prospects
  • Processes for developing and maintaining leadership annual gift portfolios and managing prospects through the donor cultivation cycle
  • Tips for generating actionable reports that track results and celebrate successes
  • Examples that have worked at other institution
  • And more
    AGN Plus Members also get FREE webinar registration. Click here to learn more.


    Annual Giving Network (AGN) is the world's leading resource for annual giving programs. With a community of over 40,000 professionals, we bring the industry's top experts and current best practices to educational and nonprofit institutions through training webinars, workshops, research, publications, consulting and recruiting services. For more information, visit AnnualGiving.com.

    Prefer to pay by check? Email us at webinars@annualgiving.com and we'll email an invoice to you.

    Abby Palsic

    About the Presenter

    Abby Palsic is the Director of Leadership Giving at the University of Colorado, where she leads the university's campus-wide leadership annual gift efforts. Previously she has led research and prospect management programs at the University of Wyoming and at the University of Arizona Foundation. Her expertise also includes major gift strategy and data analytics. She holds a B.S. in Political Science from the University of Wyoming.