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  • Online
On request

Lead Finder: Major Gifts and Supporters

Stop chasing cold prospects. Start spotting real potential.
Book a workshop
Book a workshop

Smarter Outreach Starts Here

Most major gift teams have plenty of contacts, but little clarity on who’s ready for a deeper conversation. Whether you’re fundraising for education, culture, or social impact, the challenge is the same: too many unknowns, too many cold asks, and not enough qualified leads.

This workshop is built for fundraising, philanthropy, and advancement teams who want to uncover hidden potential in their database and turn passive supporters into active prospects. Using simple tools like HubSpot Free, plus segmentation and engagement tracking, we’ll show you how to spot the signs of readiness, build smarter portfolios, and focus your time where it counts.

Ideal for teams who need to do more with less, want to warm up their prospect list, or are planning a campaign and want to start with the best-fit leads.

When?
On request
Location
  • Online
Event type
Sector
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What You’ll Learn

This workshop is about working smarter with the data and contacts you already have. It’s built for fundraising and development teams who want to take the guesswork out of prospecting and focus on supporters who are most likely to give.
How to spot digital signals of high-value interest
We’ll show you how to recognise behaviours that suggest a supporter is ready for a deeper conversation, from content engagement to site visits and email activity.
How to segment your database to surface major donors
Learn how to filter your contacts using indicators like past giving, recency, digital engagement, and known affiliations.
How to use HubSpot Free to build a live prospect list
Follow a practical setup that lets you create saved views, deal stages, or priority tags for warm leads, without needing new licences or systems.
How to connect giving history, interests, and digital behaviour
Bring together what you know about someone, their giving, attendance, or content preferences, and use it to tailor your approach.
Setting Up Alerts and Digest Reports
Automate weekly or monthly reports and notifications that keep your team informed about who’s showing interest, without needing to log in daily.
How to act with confidence and focus your effort
Leave with a plan to identify your top prospects, personalise your stewardship, and start more meaningful conversations.

Is This Workshop For You?

This session is designed for fundraisers and development teams who want to identify, segment, and engage major donor prospects more effectively.

Sitting on a large list of contacts, but unsure where to focus?

We’ll help you spot which supporters are actually ready for a deeper conversation.

Wasting time on cold approaches or outdated portfolios?

Learn how to refresh your prospect list using live engagement data and meaningful filters.

Planning a campaign, but need a better starting point?

This session will help you identify your best-fit leads, using behaviour and giving history to guide your outreach.

Working without a dedicated CRM or data team?

We’ll show you how to use simple tools and segmentation strategies to build momentum with what you already have.

Agenda: Your Hour, Well Spent

This session is structured to maximise your time, with a blend of walkthrough, real examples, and actionable steps. You’ll leave with the confidence and tools to move forward straight away.

1 -

Welcome and Introduction

Meet your hosts and set the tone for a focused, practical session built for fundraisers and development teams.

2 -

What Are the Signs of Major Gift Readiness?

Explore the digital and behavioural signals that often precede a significant gift or deeper involvement.

3 -

Using HubSpot to Surface High-Potential Supporters

Learn how to set up saved filters and views that highlight warm leads based on giving history, engagement, or timing.

4 -

Live Walkthrough: Building a Smart Prospect List

Follow a real-time demo of how to segment your contacts, spot overlaps, and flag your highest-value opportunities.

5 -

From Signals to Strategy

Learn how to align your insight with outreach plans, stewardship journeys, and team workflows.

6 -

Planning Your Next Steps

Get practical advice on how to apply what you’ve learned and integrate it into your current fundraising efforts.

7 -

Live Q&A and Workshop Close

Ask questions, share context, and access free tools and templates to support your next campaign or donor strategy.

What You’ll Leave With

This isn’t just a walkthrough, it’s a working session. By the end of the workshop, you’ll have a functioning system, a clear approach, and practical tools to start engaging your best-fit prospects right away.
Spot the supporters most likely to give more
Use behavioural and historical data to identify high-potential donors who are ready for a deeper relationship.
Build a live prospect list using tools you already have
Set up simple, effective segmentation in HubSpot Free or your current CRM, without waiting for IT or new systems.
Prioritise conversations that matter
Focus your time and energy on the people who are already showing interest, engagement, or intent to support more deeply.
Move beyond cold lists and static portfolios
Take a dynamic approach to major gift fundraising, driven by signals, segmentation, and supporter insight.

Your Hosts

Mike Scott
Chief Tea Boy and Marketeer
Mike helps purpose-driven organisations build systems that drive member value and reduce churn, using the best of inbound marketing, HubSpot, and a strategic dash of common sense.
Archie Homer
Digital Project Manager & University Lecturer
Equal parts strategist and practitioner, Archie helps teams translate member experience challenges into digital solutions, and teaches Digital Business at Harper Adams University.

FAQs - What You Might Be Wondering

Still on the fence? Here are some quick answers to the questions we hear most often from university teams exploring ABM for the first time.

Still have questions?
We’re happy to help. Drop us a message or ask live during the session. No question is too small, especially if you’re just starting out.
Book a workshop
Lead Finder: Major Gifts and Supporters
Stop chasing cold prospects. Start spotting real potential.