Prospect Management as a Change Agent: Building Exceptional Donor Partnerships from Within Your Organization

Track: Relationship Management

Session Number: 1124
Date: Thu, Aug 9th, 2018
Time: 10:30 AM - 12:00 PM

Description:

This session will explore how prospect management can serve as change agent during a time of organizational transition in a healthcare fundraising setting. The session will outline how prospect management, in partnership with other stakeholders within the Office of Philanthropy, can lead the charge in making organizations more donor-centric; leading to increased collaboration, communication and transparency among frontline fundraising staff. We will address our successes, pitfalls, and failures experienced during the formation and formalization of the Prospect Management department this past year. Other topics include creating policies and processes; and, building out the composition of individual portfolios for various departments across the Office of Philanthropy (Clinical Major Gifts, Corporate and National Philanthropy, Planned Giving, Foundation Relations, and Annual Giving.)
Session Type: PD Breakout Session (90 minutes)

Primary Competency: RM:Competency 5: Moves Management
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: RM:Competency 2: Relationship Management Policy
Intended Audience Level: Level I
Recommended Prerequisites: none
Learning Objective #1: * Attendees will learn how the building blocks of creating a prospect management department including developing policy and processes.
Learning Objective #2: Attendees will have tools to work more efficiently with front-line staff when asked to build portfolios.
Shop Size: Mid-Size/Large, All Shop Sizes
Session Type: PD Breakout Session (90 minutes)

Primary Competency: RM:Competency 5: Moves Management
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: RM:Competency 2: Relationship Management Policy
Intended Audience Level: Level I
Recommended Prerequisites: none
Learning Objective #1: * Attendees will learn how the building blocks of creating a prospect management department including developing policy and processes.
Learning Objective #2: Attendees will have tools to work more efficiently with front-line staff when asked to build portfolios.
Shop Size: Mid-Size/Large, All Shop Sizes