Schedule

Monday, March 27, 2023

10:30 a.m. – 12:00 p.m.	Welcome and Introduction Ethics, Privacy and Security Best Practices Through the use of case studies, participants and faculty will explore regulations, considerations, and best practices for the responsible use of data for fundraising. Prospect Identification Participants work in small groups to identify top prospects for assigned scenarios using a provided data set.
12:00 p.m. – 12:30 p.m.	Optional Q&A What is your toughest prospecting challenge?

10:30 a.m. – 12:30 p.m.	Working with Development Officers Explore tried and true techniques for prioritizing research requests, establishing standard deliverables, and orienting fundraisers to what research is and your role in it. Capacity Ratings Learn about estimating wealth using 5% capacity ratings, real estate holdings, partnerships with vendors and screenings, plus common troubleshooting barriers.
12:00 p.m. – 12:30 p.m.	Optional Q&A What challenges have you experienced with development officers? Stump us!

10:30 a.m. – 12:00 p.m.	Creating Research Profiles In this group exercise, we will all work together as a team to find available information and distill it in profile format. Portfolio Management Faculty will share best practices for portfolio management, prospect identification and portfolio meetings.
12:00 p.m. – 12:30 p.m.	Final Q&A Our panel of experts will round out the day by answering your toughest questions.