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Doug-Kim at the Advizor Booth at Ellucian

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Building data models with Advizor

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 […]

Identifying Significant Prospects in your Donor Database

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:

  1. The field officer sets the flag
  2. Prospect research sets the flag.  They read through the contact reports, maybe talk with the field officer to make the determination
  3. The system sets the flag based on the content of the contact report.  Basically parse out and match on key words and phrases in the text

In general #1 is the most subject to “bias”, #2 the most accurate but most costly, and #3 a nice compromise.  We have had good luck with #3 with a number of our clients, and with our own CRM system and contract reports.