Prospect Management as a Change Agent

Presenters: Elizabeth Fennell, MA, Assistant Director, Prospect Management
City of Hope, Ryan Frank, Director, Prospect Management, National Public Radio
University of Denver
Year: 2018
Price: Members: $49, Non-Members: $79
Body of Knowledge Domains: Relationship Management

Primary Competency: RM:Competency 5: Moves Management
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: RM:Competency 2: Relationship Management Policy
Intended Audience Level: Level I
This session will explore how prospect management can serve as change agent during a time of organizational transition in a healthcare fundraising setting. The session will outline how prospect management, in partnership with other stakeholders within the Office of Philanthropy, can lead the charge in making organizations more donor-centric; leading to increased collaboration, communication and transparency among frontline fundraising staff. We will address our successes, pitfalls, and failures experienced during the formation and formalization of the Prospect Management department this past year. Other topics include creating policies and processes; and, building out the composition of individual portfolios for various departments across the Office of Philanthropy (Clinical Major Gifts, Corporate and National Philanthropy, Planned Giving, Foundation Relations, and Annual Giving.)

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