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Prospect Management and Research

Prospect Management and Research is a department utilized primarily to learn more about major gift prospect’s backgrounds, past giving histories, wealth indicators, and giving motivations to evaluate a prospect’s ability to give (capacity) and warmth (affinity) toward an organization. Prospect Management involves managing, tracking, and reporting on an organization’s activity with its constituent and prospect pools, and making recommendations to positively influence fundraiser and campaign activity.

Major Gift Modeling
Principal Gift Modeling
Planned Giving Modeling
Engagement Scoring
Affinity Scoring

Real Estate
Business Related
Securities
Other Philanthropy
Principal Research
Data Verification

Batch Screenings
Develop Policies
Highlight Event Participants
Recognize Segment Opportunities
Portfolio Reviews
Proactive Prospecting

Development Officer Assignments
Importing Research Data
Principal Gifts Prospects Movement
Prospect Life Cycle
Research Notes

Combining Capacity/Affinity
Deep Research with recommendations
Data Integrity/Quality
CRM Utilization Trainings

CRM Dashboards/Reports
Pipeline Overview by Unit
Contact Report/Proposal Dissemination
Developing Training Videos

Association of Professional Researchers for Advancement (APRA) is our international professional association.

Meet the Team

Trevor Price

Director, Prospect Management and Research

Trevor Price

208-885-5207

trevorp@uidaho.edu

Sherri Peters

Assistant Director, Prospect Management and Research

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208-885-7076

slpeters@uidaho.edu

Kelsey Wastel

Prospect Research Strategist

Kelsey Wastel

208-885-7071

kwastel@uidaho.edu

Jon Isaacson

Prospect Management Strategist

Jon Isaacson

208-885-5206

jisaacson@uidaho.edu

Please send inquiries to devres@uidaho.edu

Contact Us

Advancement Services

Physical Address:

1150 Blake House
University of Idaho
Moscow, ID 83844-3302

Mailing Address:

875 Perimeter Dr MS 3302
Moscow, ID 83844-3302

Phone: 208-885-2072

Email: advserv_it@uidaho.edu