104: Maximizing the Parent Pipeline: A Case Study of Parent Philanthropy

Track: Relationship Management

Session Number: 104
Date: Wed, Jul 26th, 2017
Time: 9:00 AM - 12:00 PM

Description:

With many higher education institutions, capturing the top-of-the-pyramid parents for philanthropy can be an overwhelming project - how do you find the right people and how do you get to them, fast? The Case Study of Parent Philanthropy at UC Berkeley will cover the tools and new ideas that the Cal Parent Program has utilized to maximize parent engagement as well as an improved model for collaboration between fundraisers and prospect development. From initial screenings, to targeted communications, to reporting and predictive models, this session will cover the successes and lessons learned from the program thus far. Participants will be able to take a deep-dive into parent philanthropy and learn practical skills that they can take back.

Session Type: Pre-Conference Workshop

Primary Competency: RM:Competency 8: Pipeline Management
Secondary Competency: RM:Competency 6: Prospect Strategy
Tertiary Competency: None
Intended Audience Level: Level I
Learning Objective #1: Attendees will learn how the Cal Parents Program and Prospect Development collaborated for an improved strategy for parent engagement
Learning Objective #2: Attendees will learn about the technical reporting and modeling tools developed to track parent engagement
Session Type: Pre-Conference Workshop

Primary Competency: RM:Competency 8: Pipeline Management
Secondary Competency: RM:Competency 6: Prospect Strategy
Tertiary Competency: None
Intended Audience Level: Level I
Learning Objective #1: Attendees will learn how the Cal Parents Program and Prospect Development collaborated for an improved strategy for parent engagement
Learning Objective #2: Attendees will learn about the technical reporting and modeling tools developed to track parent engagement