Advancement & Alumni Relations

Identify, qualify, cultivate, solicit, and steward major gift prospects — typically substantial amounts+ at most institutions. Screen alumni databases against wealth indicators: real estate holdings, SEC filings, business ownership, philanthropic history (other gifts to other organizations). Build prospect pools for gift officers, assign portfolio ratings (A/B/C), and track cultivation stages in your CRM (Blackbaud, Salesforce for Higher Ed). Manage the moves management process: 150-200 prospects per gift officer, 12-18 month cultivation cycles, proposal development, and gift agreement execution.