Prospect Management Guidelines

NC State University’s relationship management best practices were developed in order to implement a formalized, structured system for major gift prospect portfolio management and major gift prospect strategy sessions, including a proposal-driven reporting system that will track all active and planned solicitations to ensure our fundraising activity is aligned with our fundraising goals.

These relationship management best practices are intended to be major gift proposal driven.  They are also intended to be donor-centered. Use of relationship management best practices helps ensure donors’ strategic, coordinated movement through the solicitation cycle and incorporate multiple gift designations.  Major gift officers, deans, faculty, and volunteers are essential parts of this coordination.  From the university perspective, relationship management maximizes a potential donor’s giving capacity in a coordinated way.