Education

Relationship Management — Advanced

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Online Curriculum: Members: $49; Nonmembers: $79
Conference On-Demand: Members: $49; Nonmembers: $79
Online Solutions Showcase: Members: FREE; Nonmembers: $39

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Creating Effective Leadership Gift Strategies
Creating Effective Leadership Gift Strategies

Presenter: Diane Crane, Spears School of Business, Oklahoma State University Foundation
Year: 2011
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Relationship Management
Competencies and Levels: 

  • Competency 1: Prospect Pool/Base Analysis, Level I & Level II
  • Competency 2: Relationship Management Policy, Level I & Level II
  • Competency 3: Relationship Management Database Management, Level I
  • Competency 5: Moves Management, Level I & Level II
  • Competency 6: Prospect Strategy, Level I & Level II
  • Competency 7: Portfolio Management, Level I
  • Competency 9: Fundraiser Performance, Level I
  • Competency 12: Orienting and Training Colleagues, Level I & Level II
  • Competency 13: Building Internal Relationships, Level I & Level II
  • Competency 14: Institutional Knowledge, Level I
  • Competency 15: General Fundraising, Level I
  • Competency 16: Change and Project Management, Level I

Prospect research and field research, when combined with creative thinking and empathy for the prospect, are key ingredients in an effective solicitation strategy for leadership gift prospects. This session will begin with a look at the core prospect data that is most relevant in developing a strategy, examine ways of creatively developing strategies and include hands-on exercises from real-life case studies. Ways of tracking data online and reporting on actions steps will also be discussed.

Research-Driven Prospect Portfolios
Research-Driven Prospect Portfolios

Presenters: Briana Cons & Sandra Campero, Arizona State University
Year: 2011
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Relationship Management
Competencies and Levels:  

  • Competency 1: Prospect Pool/Base Analysis, Level II
  • Competency 3: Relationship Management Database Management, Level I
  • Competency 4: Relationship Management Reporting, Level I 

Domain: Data Analytics
Competencies and Levels:  

  • Competency 1: Cross Industry Standard Process for Data Mining (CRISP-DM) Competencies, Level I 
  • Competency 7: Fund Raising Knowledge, Level I 
     

The presenters will share award-winning model for identifying prospects with the greatest capacity. Learn about opportunities that surfaced and led to the development of a newer model working with philanthropic screening to reveal more potential beyond wealth screening.

Partnerships to Identify and Engage Prospects
Partnerships to Identify and Engage Prospects

Presenters: Krista M. Gallagher Colt, Luther Seminary; Katherine Steffen, Luther Seminary
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 11: Volunteer Management, Level II

Domain: Prospect Research 
Competencies and Levels:  

  • Competency 6: Prospect Interests and Networks/Relationships, Level I 

Identifying and qualifying prospects are obvious roles for a researcher, but what happens with the next step? Research has a key role to play in the engagement of those prospects, too! When volunteers are added to the mix, this partnership between front-line fundraisers, volunteers and research becomes even more important. Learn some of the ways Luther Seminary has used volunteers to help build the prospect pool, engage new prospects and keep both staff and volunteers motivated at every step along with way.