Wednesday, July 21

9:00am – 12:00pm

Advanced Research
101: Social Media: Fad to Facts 
Intermediate • Advanced
David Lawson, CIO, DonorTrends, Inc.
Lori Hood Lawson, Group Director, Fundraising Intelligence Solutions, DonorTrends, Inc.

From LinkedIn to Twitter, prospect researchers now enjoy direct access to a wealth of information. Social media is an integrated part of everyday life and needs to become part of your research program. This session will look at latest trends and best practices, as well as sources and tools you can put to use in your shop. The presenters will use real world examples to explore finding, profiling and monitoring individuals, businesses, government and private funders in the social media world.

Campaigns
102: Research, Prospect Management and Analysis for the Whole Campaign
Intermediate
Shelby Kloures Radcliffe, Executive Director of Campaign Administration, Bucknell University

Your organization no longer needs to rely on campaign counsel for research, data mining and analysis. This session will give you great ideas about how your office can support and influence your campaign at every stage — from planning to celebration.

Healthcare
103: From Data to Information
Intermediate
Brian Dowling, Chief Information Officer, Vancouver General Hospital and University of British Columbia Hospital Foundation

Prospect information and research professionals in healthcare are in a unique position to understand what data is important — by knowing how to build a comprehensive donor profile. In addition to trying to collect data, we are all subject to information overload and shortage of resources. Our desire to build comprehensive sets of information has to be simultaneously tailored to resource constraints. Navigate these challenges as well as the additional obstacles from healthcare.

Member and Cause-Related Organizations
104: In the Driver’s Seat
Intermediate
Elana Mendelson, Research Manager, Museum of Science and Industry

Take a proactive approach to identifying and presenting new prospects to your development/advancement team. Learn the tools you can use to jump-start your team with fresh prospects. Put yourself in the driver’s seat and make things happen.

Relationship Management
105: Relationship Management 101
Intermediate
Gary Walling, Assistant Director, Prospect Management, Data and Analysis, Tufts University

Whether you need to know how to set up a session, or need a refresher, this session will provide an overview to the basic components of relationship management. Understand the role of relationship management, examine best practices, review policies and guidelines and look at data management coding methods and systems.

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1:30pm – 4:30pm

Advanced Research
111: Beyond Screening: Navigating the Maze of Real Estate
Advanced
Melissa Stepno, Consultant, Target Analytics, A Blackbaud Company
Eric Siegel, Prospect Management & Research Consultant, Willamette University

American dream or not, real estate ownership is the most easily identifiable piece of asset research and often transforms constituents of seemingly modest means into major donors. Join the presenter for this interactive workshop where you will explore the often overwhelming variety of resources available to the fundraising researcher. Discuss and debate the key factors in developing major gift capacity ratings based on real estate ownership, and how philanthropy is affected by real estate bubbles and bursts.p>

Campaigns
112: The Campaign Pyramid: From Plan to Celebration
Intermediate • Advanced
Shelby Kloures Radcliffe, Executive Director of Campaign Administration, Bucknell University

The campaign pyramid is more than just a planning tool; from initial pyramid development to the end of a campaign, the prospect pyramid is a management tool designed to inform campaign strategy at every stage. This session will present multiple strategies for campaign development and discuss ways to utilize the pyramid for prospect identification, prospect management, event planning and stewardship.

Healthcare
113: The Ethical Considerations of Prospect Research and Relationship Management in Healthcare
Intermediate
David Lamb, Prospect Research Consultant, Target Analytics, a Blackbaud Company

Researchers must balance an individual’s right to privacy when collecting, analyzing, maintaining, using and disseminating information. The balancing act is further complicated by instances where there is no “right” answer for prospect research and relationship management questions. This presentation will consider a variety of ethical considerations impacting healthcare organizations, including donor and prospect identification, screening practices, data management by staff, volunteers, HIPAA and other applicable laws.

Member and Cause-Related Organizations 
114: “What Were We Thinking?” — Developing Relationship Management Systems
Intermediate • Advanced
Cathy Terrones, Director of Development, Scripps Health Foundation
Amy Walling, Director, Gift Planning and Research, San Diego Foundation

This session will focus on the effective role of research and share the fundraiser perspective to provide a holistic approach to relationship management. Also learn how to make prospect management more facilitative for fundraising.

Relationship Management
115: Identifying and Resolving the Top Ten Relationship Management Problems
Advanced
Chris Cannon, Managing Associate, Bentz Whaley Flessner

Most fundraising organizations now have a prospect management system, but due to issues including lax accountability and confusing database usage, fundraising shops frequently fail to execute policies and procedures included in their prospect management systems. This session will explore the ten most frequent pitfalls and obstacles for effective systems. By isolating or avoiding these shortcomings, you will understand how to refine and improve your system.

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