All times are listed in Central Time.

Monday, March 11

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?


Wednesday, March 13

10:30 a.m. – 12:00 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. 

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!


Friday, March 15

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.