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!