Meagan Morrison

About Meagan Morrison

I am a seasoned fundraising professional with expertise in data analytics, prospect…

Experience

1. Director of Prospect Research & Management

   Pkd Foundation

   Jul 2023 — Present

   Designs, develops, and implements tools and resources necessary to maintain an informative prospect management discipline. • Recommends, develops, and maintains resources that can be used by management and advancement staff to track the progress of pipeline qualification and donor cultivation cycles. • Analyzes new and existing donors and prospects for major and principal giving potential to convert prospects into comprehensive donors to PKDF. • Proactively analyzes and reviews information from existing files and data to advise and recommend fundraising approaches; this includes discussions about giving capacity ratings and wealth screening results, campaign analysis, and prospect management. • Manages the prospect pipeline to ensure timely and accurate information management of data related to all donors and prospects as well as a steady flow of prospective donors for assignment to qualify or cultivate. • Develops tailored briefings and comprehensive profiles including data on financial assets, potential philanthropic support, and areas of interest across all teams within PKDF Interprets biographical and financial information on individuals, based on fundraising strategies and objectives. • Serves as a thought partner, in collaboration with Director of Information Systems and other IT team members to create and design Quality Control and Assurance Reports; as well as organization-wide SOPs and guidelines to increase CRM usage to manage donors. • Ensures protocols are in place, adhering to all donor privacy and ethical standards upheld by APRA. • Performs all other responsibilities and projects assigned by immediate supervisor and senior management.