Education

Relationship Management — Fundamental

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Online Curriculum: Members: $49; Nonmembers: $79
Conference On-Demand: Members: $49; Nonmembers: $79
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Improve Your Prospect Management System
Improve Your Prospect Management System

Presenter: Tricia Ambler, WealthEngine
Year: 2012
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
Domain: Relationship Management
Competencies and Levels: 

  • Competency 2: Relationship Management Policy, Level I
  • Competency 5: Moves Management, Level I
  • Competency 6: Prospect Strategy, Level I
  • Competency 8: Pipeline Management, Level I
  • Competency 10: Campaign Management, Level I


A successful prospect management system will make your fundraising more efficient, more data-based, and more relationship-driven. Researchers today are asked to not only measure their own successes but to track gift officers’ metrics as well. Learn how reporting can be used to track metrics of both gift officers and researchers. This session will cover the steps and key metrics to better manage your processes for better communication between the research and gift teams. Learn the key steps to make your system more donor-focused and transparent, to better capture metrics and align goals across the development and research offices and develop buy-in across all roles.

Guiding Prospect Management to Success
Guiding Prospect Management to Success

Presenter: Jack Miller, Miller Group Worldwide LLC
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Relationship Management 
Competencies and Levels:  

  • Competency 3: Relationship Management Database Management, Level I
  • Competency 5: Moves Management, Level I

Domain: Prospect Research 
Competencies and Levels:

  • Competency 2: Prospect Research Essentials, Level I 

Have you ever wanted to tell your development officer, "These are the questions you should ask your prospect"? Learn how to become an empowered member of the relationship management team! This session will help you identify ways to improve your prospect management system and become more effective in working with development officers. As an information expert, you have valuable insight into how to create a successful prospect management strategy. Lead, don't follow, the advancement team, and achieve new levels of success in your role.