New Researchers Symposium
May 27-28, 2014
Day One – Tuesday, May 27, 2014
12:30pm - 1:00pm Registration
1:00pm – 1:15pm Welcome & Introductions – Michael, Liz & Anne
1:15pm – 2:00pm The Role of Research in Fundraising – Liz and Anne
Discussion of the role research plays in the fundraising cycle and how we are professional partners with fundraisers and organizational leadership.
2:00pm – 3:30pm Ethics, Risks, Confidentiality and Donor Privacy – Michael & Liz
Discussion of the contemporary issues in ethics and privacy facing the nonprofit community today and review of the ethical principles of the fundraising research profession. Examination of case studies regarding best practices and guidelines for protecting donor rights, including how to manage day-to-day activities and establish appropriate guidelines.
3:30pm – 3:45pm Break
3:45pm – 4:30pm Prospect Identification/Data Mining/Analytics – Michael, Liz & Anne
Review the essential components of traditional prospect identification techniques, including reading and extracting information from newspapers, magazines and industry journals, and conducting list reviews, industry or occupational analyses, and extracting and analyzing information from database queries. We will also discuss ways data modeling can be applied in the fundraising office, approaches to analytics, and the partnership between analytics and research.
4:30pm – 5:00pm Question and Answer Period – Michael, Liz & Anne
Day Two – Wednesday, May 28, 2014
9:00am – 10:00am Researching Individuals Fundamentals – Michael & Liz
Discover the resources, methods and strategies for unearthing information about individuals including understanding what you need to know before getting started and how to verify basic biographical and contact information. Learn how to determine the best sources for finding biographical information, approaches for finding new prospects and how to equip fundraisers with meaningful information that promotes relationship building with prospective donors. Understand how to discern various types of requests and create customized reports and formats for relaying information to fundraisers.
10:00am – 10:15am Break
10:15am – 12:00pm Researching Individuals – Wealth Indicators/Capacity – Michael & Anne
Review sources for locating common wealth indicators such as income, real estate, public stock holdings and private company information. Examine other indications of wealth observed by philanthropic behaviors, political contributions, and private and family foundations. Understand the fundamental concepts and receive an overview of creating estimation strategies and rating methodologies for determining gift capacity.
12:00pm – 1:30pm Lunch (On your own)
1:30pm – 2:30pm Relationship/Moves Management – Liz & Anne
In this session, learn how to plan, record and report significant movements in the relationship between your organization and your prospects. Topics will include how to establish policies for portfolio accountability, how to manage and direct prospect assignments and tracking, how to coordinate prospect moves, how to establish and maintain portfolios for fundraisers, while working as a team and how best to communicate information that assists fundraising strategies.
2:30pm – 2:45pm Break
2:45pm – 4:30pm Putting It All Together – Michael, Liz & Anne
Now that you have a basic understanding of resources and the principles involved lets go through the processes that is involved in researching an individual. We will through internet resources, printed resources and interactive discussion/engagement of how one would assemble a profile on a prospect.
4:30pm – 5:00pm Final Question and Answer Period – Michael, Liz & Anne