As fundraising teams face growing expectations with limited capacity, a clear and intentional discovery process is essential to identifying, qualifying, and engaging donors with leadership giving potential. This session will introduce USA for UNFPA’s discovery process which is designed to move donors from data points to meaningful relationships through a structured, measurable, and scalable approach.

Participants will receive a clear outline of the discovery framework, including how prospects are identified and segmented, how outreach is prioritized and tracked, and how insights gathered through discovery inform next-step strategy and portfolio development. Speakers will also share the tools and systems used to support the process, the key performance indicators that guide decision-making, and lessons learned from implementing discovery within a small but growing team.

Designed as a practical overview, this session offers a replicable model that organizations of all sizes and sectors can adapt to build stronger, more sustainable leadership giving programs.