Proactive Prospecting: Finding Your Organization’s Soup Snakes

Track: Prospect Research

Session Number: 1024
Date: Sat, Aug 11th, 2018
Time: 8:00 AM - 9:30 AM
Room: Room 317-318

Description:

Are you hoping to begin a proactive prospect identification program at your organization? Do you wonder how other shops began, refined, and evaluated their proactive work? Do you have predictive models just waiting to be fully utilized? Have you watched every episode of The Office? In this presentation, the presenter will walk attendees through the two-year evolution of the Wisconsin Foundation and Alumni Association’s (WFAA) proactive prospect identification work (with a little help from the crack team at Dunder Mifflin). Learn about the criteria used for review, tools built, employed, and improved during the process, and measures of success recorded. Finally, get a glimpse of lessons learned and future goals for WFAA’s prospect identification efforts.
Session Type: PD Breakout Session (90 minutes)

Primary Competency: PR:Competency 9: Organization and Fundraising Knowledge
Secondary Competency: PR:Competency 2: Prospect Research Essentials
Tertiary Competency: PR:Competency 10: Research and Campaign
Intended Audience Level: Level I, Level II
Recommended Prerequisites: N/A
Learning Objective #1: Attendees will learn potential criteria for qualifying a new prospect for Development outreach.
Learning Objective #2: Attendees will learn how to implement and improve a proactive prospect identification project over time.
Shop Size: Mid-Size/Large
Session Type: PD Breakout Session (90 minutes)

Primary Competency: PR:Competency 9: Organization and Fundraising Knowledge
Secondary Competency: PR:Competency 2: Prospect Research Essentials
Tertiary Competency: PR:Competency 10: Research and Campaign
Intended Audience Level: Level I, Level II
Recommended Prerequisites: N/A
Learning Objective #1: Attendees will learn potential criteria for qualifying a new prospect for Development outreach.
Learning Objective #2: Attendees will learn how to implement and improve a proactive prospect identification project over time.
Shop Size: Mid-Size/Large