208: From Discovery to Major Donor! : A Case Study on Discovery Work in a Cause-Based and Deadline Driven Organization

Track: Relationship Management

Session Number: 208
Date: Thu, Jul 27th, 2017
Time: 10:30 AM - 12:00 PM

Description:

Discovery work can be exciting but can also present some challenges. This presentation is a case study of the Prospect Research and Management team at the Planned Parenthood Federation of America and the Planned Parenthood Action Fund, which launched an innovative, data-driven discovery program in the spring of 2015 after conducting an extensive wealth modeling and screening. Attendees will hear about the challenges and learning opportunities they encountered when they embarked on changing the culture of outreach. Participants will hear how the team approached discovery work by harnessing data, research, and prioritizing outreach efforts and will become better equipped to implement similar endeavors in their own shops.
Session Type: Breakout Session (90 minutes)

Primary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Secondary Competency: RM:Competency 6: Prospect Strategy
Tertiary Competency: None
Intended Audience Level: Level I
Learning Objective #1: Attendees will learn that by presenting the right data and research strategies, they can empower gift officers and others in their fundraising shops to prioritize the right prospects.
Learning Objective #2: Attendees will learn that by taking small risks, they can position themselves as leaders in change management and challenge conventional thinking.
Session Type: Breakout Session (90 minutes)

Primary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Secondary Competency: RM:Competency 6: Prospect Strategy
Tertiary Competency: None
Intended Audience Level: Level I
Learning Objective #1: Attendees will learn that by presenting the right data and research strategies, they can empower gift officers and others in their fundraising shops to prioritize the right prospects.
Learning Objective #2: Attendees will learn that by taking small risks, they can position themselves as leaders in change management and challenge conventional thinking.