DAS 3A: Developing a Foundation Relations Prospecting Database

Track: Data Analytics Symposium

Session Number: DAS 3A
Date: Wed, Jul 26th, 2017
Time: 1:30 PM - 2:15 PM

Description:

The presenter will cover the development of an internal prospecting database for foundation relations officers. The purpose of the database is to more efficiently and effectively identify and match potential funders with their respective departments’ funding needs, thus freeing up fundraisers’ time and resources to focus on outreach and grant writing. The prospecting database incorporates search results from Foundation Directory with the university’s indexed funding priorities, thereby also facilitating opportunities for cross-department collaboration towards funding interdisciplinary research.

Primary areas to be covered include:
-background and rationale for developing such a database;
-schema design of database tables;
-the identification of the university’s research (and other) priorities;
-indexing of these priorities according to fields of interest (and NTEE codes);
-database functionality

Secondary areas to be covered include:
-collaboration with foundation relation officers;
-data integrity
Sub-Categorization: Enterprise Track
Session Type: Breakout Session (45 minutes)

Primary Competency: DA:Competency 3: Data Manipulation Skills
Secondary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Tertiary Competency: PR:Competency 6: Prospect Interests and Networks/Relationships
Intended Audience Level: Level I, Level II
Learning Objective #1: Attendees will learn a specific set of steps to developing a foundation prospect database, customizable to their own organization's fundraising needs.
Learning Objective #2: Attendees will learn the basic structure of a relational database.
Sub-Categorization: Enterprise Track
Session Type: Breakout Session (45 minutes)

Primary Competency: DA:Competency 3: Data Manipulation Skills
Secondary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Tertiary Competency: PR:Competency 6: Prospect Interests and Networks/Relationships
Intended Audience Level: Level I, Level II
Learning Objective #1: Attendees will learn a specific set of steps to developing a foundation prospect database, customizable to their own organization's fundraising needs.
Learning Objective #2: Attendees will learn the basic structure of a relational database.