💡 Prospect management is changing fast, are you ready for what’s next?


In the age of AI and digital agents, your prospecting process can be faster, smarter, and more strategic than ever. But with all this new tech and data, what’s actually working, and how do you build a pipeline that moves real prospects toward meaningful engagement?


Join us for our Summer Series, where we’ll break down the new prospecting pipeline from start to finish:


✅ Prospect Identification:

  • Sharpening old tools and introducing new signals (AI + job changes, promotions, engagement scores, and more)
  • What makes a “Rising Star” and how your agents can help surface them
  • Live social media and other public data and how to build strategy around it


✅ Research + Enrichment:

  • Turning signals into stories: how we flesh out profiles and prioritize prospects
  • How to actually use DonorSearch data (without drowning in it)
  • New approaches to recording capacity and next-gen research queues


✅ Assignment + Action:

  • Assigning smarter: using AI to match prospects with the right gift officers
  • Research queues → assignment dashboards → gift officer alerts and actions
  • What happens when multiple officers want the same prospect?
  • Coordinating with annual giving + major giving (yep, we’re going there)


📅 Wednesday, July 23

🕜 1:30–2:15 PM ET

💻 Free to attend

Webinar Hosts

Patrick Lienhard – Business Analyst

Patrick is a data-driven Business Analyst with a strong background in higher education fundraising and marketing strategy. With experience in competitive research, segmentation, and database modeling, he supports advancement teams with insights that drive smarter engagement and campaign planning. Patrick brings an MBA foundation in consumer behavior, product development, and strategic marketing, and is known for his ability to translate data into actionable plans. His specialties include forecasting, process improvement, and capital campaign planning.

Jason Long – SVP of Marketing and Sales

Jason Long began working in Advancement at his alma mater, Western Michigan University, in 2011 and oversaw alumni communications, advancement services, gift processing, and web user experience as the Associate VP of Advancement Operations. He led the WMU Advancement transition from legacy data systems to Salesforce in 2018 with attention to improving processes, maximizing return on investment, and minimizing change management needs. As a certified Salesforce Administrator, Jason has experience in leveraging the CRM platform to increase donor participation through collaboration and personalized user experience for online giving, event registration, community development, and marketing outreach. Jason is committed to process improvement and data automations that allow advancement professionals to focus on productivity rather than managing tasks.

Trevor Underwood – QSS™ Product Manager

Trevor Underwood is a seasoned professional with 7 years of experience in advancement in higher education, focusing on delivering technical solutions to drive organizational progress.