Prospect Research Through the Donor Cycle

Original Broadcast Date: May 21, 2014

Join Sally Boucher and Danielle St. Germain-Gordon as they present best practices for using prospect research in the major gift cultivation and solicitation cycle.  Whether you are a one-person shop or a fully staffed research operation, you can access and gain benefits from screening and other data enhancements.  And whether you are in front line fundraising or on the research side, learn what it takes to get all the pieces in sync and turn on your major gift machine.


  • How and where to find new prospects for your organization.
  • How much information is enough to qualify a prospect?
  • Key questions to ask during a discovery call.
  • The “rights” to learn during cultivation.
  • The importance of making the right ask of the right person at the right time.


  • Sally Boucher, Director of Research, WealthEngine
  • Danielle St. Germain-Gordon, Director of Development, Guthrie Theater

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