Prospect to Portfolio: Streamlining Identification and Referral in Blackbaud Altru

Is your donor pipeline running dry? Are high-capacity prospects slipping through the cracks? Join us for an insightful webinar on how to build a robust Prospect Identification and Referral System using Altru. This session is designed for fundraising professionals, development officers, and database managers who want to ensure their organization is continuously identifying and engaging high-potential donors.

We’ll explore:

• Why static portfolios go stale and how to keep your pipeline fresh

• Who should be automatically referred to gift officers based on giving levels and wealth screening

• Effective screening strategies—who to screen, when to screen, and how to prioritize based on bandwidth

• Best practices for timely referrals and follow-up, including coding, assigning prospect managers, and setting up prospect plans

• How to build accountability into your referral process with reporting and manager oversight

Whether you’re just starting to build your system or looking to refine your current process, this webinar will provide actionable steps and strategic insights to help you maximize your fundraising potential.