Tapping into your Sphere of Influence
Volunteers and board members can provide the associations and influence you need to identify prospects and make the right ask at the right time. Find out how WealthEngine's Inner Circle and Circle of Friends features can help you tap into this powerful network.
How it works
Tapping into your sphere of influence starts with pinpointing your best prospects by using three measures:
1.
Capacity to give
2. Influence
3. Affinity
Traditional prospect research can help you identify hard assets and giving capacity. Through previous giving history to your organization or general philanthropic activity, influence can be deteremined. Determining affinity – how a prospect relates to your organization – is the final link to creating a powerful target list of prospects.
Does a prospect have connections with someone in your Donor Management System? Can one of your organization insiders provide a valuable introduction or connection to a top prospect? Tough to know without a lot of blind luck and trial and error.
That's why WealthEngine created the
Inner Circle and Circle of Friends features.
Your Inner Circle should include your VIPs: major donors, board members, leading volunteers, and other valueable stakeholders close to the organization.
Circle of Friends includes individuals who sit on corporate or philanthropic boards with your prospects.
