Managed prospects must be moved through the development process within a specified time frame. A formal strategy for each is developed with the Executive Director. All actions or contacts must be recorded in the constituent's file in Banner. If significant progress toward closing a gift is not accomplished within three to six months, the prospect assignment will be reviewed and may be assigned to another project.
Prospects are assigned to an individual project according to the prioritized prospect categories listed below. After initial contact is made and special interests have been determined through completion of the listening step, the interest of the donor becomes the determinant of prospect assignment, overriding Prospect Assignment Criteria and all other assignment criteria.
Prospect Clearinghouse Criteria must meet 1 or more of the following:
Conflict in prospect assignment existing after the clearinghouse process will be negotiated by the Development Directors involved, the Executive Director and the Assistant Director, Advancement Research and Prospect Management. If the conflict cannot be resolved by these individuals, the Executive Director may make the determination of prospect assignment on the basis of these factors: