Automate, Innovate, Don’t Hate: The New School of Prospect Research

Presenters: John McBride & Chiayi Tsui 
Year:  2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels:  

  • Competency 2: Prospect Research Essentials, Level II
  • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level II
  • Competency 11: Measuring Research Efforts, Level I 

Description:What happens when a research department stops being so rigid and starts to think strategically? They tend to stray away from “traditional” research deliverables and start finding new ways to support the fundraising cycle. This presentation will be an over view of how nontraditional research deliverables have reshaped our research department’s position in strategic conversations within our organization. Single Source Ratings, liquidity scores, inclination and influence scores, automated profiles and event blurbs have propelled our team into a strategic force that drives fundraising instead of chases it.

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