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For leaders and ops team members at small to midsize nonprofits to get guidance, uplifting, and resources for nonprofit data, database, and operations.

Ops Insights #038 Prospect Strategy vs. Portfolio Review Sessions
Jenny Kleintop Jenny Kleintop

Ops Insights #038 Prospect Strategy vs. Portfolio Review Sessions

If you can grow and solidify your prospecting efforts and nurture a proactive and collaborative working relationship between frontline and data/ops team members, you will excel in your fundraising efforts. One way to boost these efforts is learning to run effective prospect strategy sessions and portfolio reviews. Let’s talk through the difference.

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Ops Insights #012 Prospect Lifecycle
Jenny Kleintop Jenny Kleintop

Ops Insights #012 Prospect Lifecycle

An intentional process to move prospects through the pipeline is essential to closing more and larger gifts. The Prospect Lifecycle is your answer. Learn to solidify your process.

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Ops Insights #008 Prospect Management Make the Case
Jenny Kleintop Jenny Kleintop

Ops Insights #008 Prospect Management Make the Case

Making the case for prospect management is not an easy task. Knowing what you need, why you need it, and the benefit will make presenting your case so much more effective. Learn the 1/2/3 method you can use.

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Ops Insights #007 Prospect Management Limited Resources
Jenny Kleintop Jenny Kleintop

Ops Insights #007 Prospect Management Limited Resources

Prospect management provides the highest ROI of all the areas in philanthropy operations, but it takes investing resources, energy, and effort. And you are vital in this effort. Last week we unpacked limited staff. This week we are unpacking limited resources.

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Ops Insights #006 Prospect Management Limited Time
Jenny Kleintop Jenny Kleintop

Ops Insights #006 Prospect Management Limited Time

Prospect management provides the highest ROI of all the areas in philanthropy operations, but often it is the most ignored in small to midsize nonprofit organizations. This does not mean you have to start doubling up your hours or conquering the world by yourself. It means, if you are flying solo or on a small team overloaded with competing priorities, you have to find a way to clear the path so you can elevate prospect management efforts.

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