Webinar - Keeping Your Ducks in a Row… and Your Geese, Too: Practical Prospect Management Strategies

Keeping Your Ducks in a Row… and Your Geese, Too: Practical Prospect Management Strategies

Prospect management works best when it’s both structured and flexible. In this session, we’ll talk through practical approaches to managing prospect portfolios, proposal strategy, metrics, and data integrity—while acknowledging the realities and pressures faced by frontline fundraisers. The goal isn’t perfection; it’s clarity, alignment, and momentum. Attendees will leave with ideas they can apply immediately to keep prospects moving forward and teams working together more effectively.

Presenter: Elise Martin

Associate Director, Prospect Development at Miami University

Elise has over 10 years of experience in advancement fundraising and prospect management within higher education. She currently works in prospect management, where she partners closely with development officers to support portfolio strategy, proposal tracking, and metric reporting. Elise holds an MBA from Miami University’s Farmer School of Business and brings a practical, collaborative approach to prospect management—focused on helping teams stay organized, aligned, and effective.