316: Partners in Proactive Strategy

Track: Relationship Management

Session Number: 316
Date: Fri, Jul 28th, 2017
Time: 1:45 PM - 2:30 PM

Description:

One of the biggest challenges currently facing development departments is the inability to set aside time for creating holistic proactive donor cultivation plans. The Planned Parenthood Los Angeles, Major & Campaign Giving team has been working to ensure donor strategies are created with input from both the Prospect Management team and the frontline fundraiser working with the prospect. This session will give you insight into how PPLA has been putting strategy first and how we have found success by developing proactive strategy tailored to each prospective donor. You’ll hear from both a Prospect Researcher on how to build a system based on proactive strategy and from a Major Gift Officer on how to best use research to approach these new donors, as well as practical ways to keep them engaged long-term.
Session Type: Breakout Session (45 minutes)

Primary Competency: RM:Competency 6: Prospect Strategy
Secondary Competency: RM:Competency 7: Portfolio Management
Tertiary Competency: None
Intended Audience Level: Level I
Learning Objective #1: Attendees will learn how to create tools to effectively collaborate with Major Gift Officers
Learning Objective #2: Attendees will hear how research work impacts the work of frontline fundraisers
Session Type: Breakout Session (45 minutes)

Primary Competency: RM:Competency 6: Prospect Strategy
Secondary Competency: RM:Competency 7: Portfolio Management
Tertiary Competency: None
Intended Audience Level: Level I
Learning Objective #1: Attendees will learn how to create tools to effectively collaborate with Major Gift Officers
Learning Objective #2: Attendees will hear how research work impacts the work of frontline fundraisers