203: Heaven is a Place on Earth: Emerging Trends in Profiles

Track: Prospect Research

Session Number: 203
Date: Thu, Jul 27th, 2017
Time: 10:30 AM - 12:00 PM

Description:

Still haven’t found what you are looking for? It’s a sign o’ the times: from database automation, to carefully curated strategy documents, to when we even agree to do a profile, no two teams have the same methods and templates for presenting prospect research intelligence. Join a panel of fellow prospect researchers, from shops large and small, as we discuss the many approaches to preparing a profile. You gotta have faith, there’s more than one right answer, and everybody will have a little fun tonight.
Session Type: Breakout Session (90 minutes)

Primary Competency: PR:Competency 9: Organization and Fundraising Knowledge
Secondary Competency: None
Tertiary Competency: None
Intended Audience Level: Level II
Learning Objective #1: Learn advanced profile techniques to streamline templates, mitigate request volume, and develop push-button reports
Learning Objective #2: View samples form colleagues across the country, gaining takeaways to apply at your shop
Session Type: Breakout Session (90 minutes)

Primary Competency: PR:Competency 9: Organization and Fundraising Knowledge
Secondary Competency: None
Tertiary Competency: None
Intended Audience Level: Level II
Learning Objective #1: Learn advanced profile techniques to streamline templates, mitigate request volume, and develop push-button reports
Learning Objective #2: View samples form colleagues across the country, gaining takeaways to apply at your shop