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Maximizing Gift Officers’ Travel Time  

Have you ever spent weeks carefully orchestrating prospect meetings only to have someone bow out at the last minute? Suddenly, your trip has lost some value. Up until very recently if you were alternating between hotel rooms, coffee shops and the car, it was almost impossible to access the resources you needed to find and then schedule a meeting with another prospect while on the go.  

Reeher Community research indicates that gift officers contact an average of only 1/3 of their portfolio each year. This statistic suggests that the cost of losing one planned visit is high, but this also means that when a visit falls through, there are dozens of other contacts to choose from.  

The trick is having the tools to be able to easily find a new, high-value contact in your area 

When you’re traveling, you don’t have the time, space or capability to sift through complicated reports, or wait for help from others on your team. Enter Targeter, the Reeher Platform’s tool which helps gift officers plan their travel itineraries and make the most of their visits. When a visit falls through, gift officers will have the customized results and querying capabilities required to easily pinpoint appropriate replacement prospects in the same area.  

Targeter isn’t just for on-the-fly planning, this tool helps officers plot out trips from start to finish and puts the information they need for visit planning right at their fingertips. Claudia Gonzalez, Manager, Advancement Information Technology at the University of La Verne, explains how Targeter’s mapping and zip code look-up tools have helped her team move more efficiently: 

“We didn’t have [zip code look-up capabilities] before. To get a list before from our IT team took forever and we’d have to look up all the zip codes for that area…using the map feature in Reeher has really benefited the team.” 

With the right tool set, gift officers can quickly and easily plan their visits and make changes on the fly. Since gift officers are often responsible for portfolios excess of 150 constituents, maximizing visits is more important than ever to make sure important contacts don’t slip through the cracks.  

Hear from Christine Hoffman at Tulane University to find out how Tulane’s major giving team saves time and finds prospects using Reeher’s tools.  

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