Guides

The definitive guide to donor qualification + disqualification

For gift officers, being asked to definitively qualify or disqualify a prospective donor can be a daunting task. However, donor discovery (qualification and disqualification) is a crucial step in building a healthy and robust giving pipeline.

In this guide:

  • Defining who should be qualified
  • Establishing a framework for gift officer touchpoints
  • Parameters on when to qualify or disqualify

…and much more!