Now What? Weaving Facts and Expertise into Meaningful Prospect Strategies

Track: Relationship Management

Session Number: 1086
Date: Fri, Aug 10th, 2018
Time: 3:00 PM - 4:00 PM

Description:

The research is complete. There are more than enough data and historical interactions to support next steps. The fundraiser is ready and waiting for you to present the facts that will help take your institution’s relationship with the prospect to the next level. But now what? Learn how to take the great research and the beginnings of a prospect plan to that next step of strategizing with the fundraiser to determine the next best action items. Discuss the ins and outs of moving past the figurative line in the sand between prospect development and frontline gift officers. From small shop to grandiose, knowing how to weave research findings and your well-honed prospect management skills into a meaningful prospect strategy can make the difference between Generator of Data and Esteemed Prospect Development Partner.
Session Type: Breakout Session

Primary Competency: PR:Competency 6: Prospect Interests and Networks/Relationships
Secondary Competency: RM:Competency 13: Building Internal Relationships
Tertiary Competency: RM:Competency 15: General Fundraising
Intended Audience Level: Level I, Level II
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn dos and don’ts of how to best present prospect research and relationship management strategies to frontline fundraisers and leadership.
Learning Objective #2: Attendees will discuss pain points and success stories of weaving together prospect strategies with fundraisers.
Shop Size: All Shop Sizes
Session Type: Breakout Session

Primary Competency: PR:Competency 6: Prospect Interests and Networks/Relationships
Secondary Competency: RM:Competency 13: Building Internal Relationships
Tertiary Competency: RM:Competency 15: General Fundraising
Intended Audience Level: Level I, Level II
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn dos and don’ts of how to best present prospect research and relationship management strategies to frontline fundraisers and leadership.
Learning Objective #2: Attendees will discuss pain points and success stories of weaving together prospect strategies with fundraisers.
Shop Size: All Shop Sizes