Under the Microscope: Prospect Identification and Screening

Presenters: Suzanne Robertson & Tim Gergich, Rensselaer Polytechnic Institute
Year: 2008
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels: 

  • Competency 4: Utilizing Research Resources, Level I, Level II
  • Competency 7: Screenings, Level I, Level II

The presentation will cover:

  • How to set goals and determine priorities
  • Highlights of an effective RFP 
  • Vendor selection 
  • Maintaining control of the process from start to finish 
  • Managing expectations

Database screening is an effective way to expand your donor base, if you manage the process wisely. This session aims to guide prospect researchers and advancement professionals through the process from organizational needs assessment to optimization of their screened data. It also covers how to avoid the pitfalls that may occur without proper training.

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