Author Archive for: taylor

Entries by Taylor Shanklin

Whiteboard: Key Metrics in Major Giving Fundraising

Learn how to move from activity metrics to performance drivers, and create a transformational process for your major giving team. This 3 minute whiteboard session is based on extensive market research and proven client results. Guaranteed to open your eyes to improved results and ROI.

Building a Prospect Model on A Single Prospect

We recently had this question asked of us: How do you build a Prospect Model based on one prospect?  Our President and Founder, Doug Cogswell, took a moment to answer this and give some ideas on how to build this kind of modeling with Advizor. We build a lot of models for fundraisers.  And we […]

3 Ways To Identify Significant Major Giving Prospects In Your Database

How do gift officers identify the most significant contacts within their database? Advizor has seen many advancement offices do this successfully with our platform. In our experience, we’ve seen three ways that significant contacts in your database are identified: The field officer sets the flag Prospect research sets the flag.  They read through the contact […]

ADVIZOR ships 7.2!

January 8, 2019 – In ADVIZOR 7.2, the use of color has been significantly enhanced to enable more effective communication.