The Easy Button for Event Prep: Implementing a Proactive Event Briefing Process

Presenters: James T. Hess, University of Cincinnati Foundation,
Jane Owsley, University of Cincinnati Foundation

Year: Prospect Development 2019 - Phoenix, AZ

Price: Members: $49, Non-members: $79

Primary Competency: PR:Competency 1: Information Management/Records Management

Description: An interactive walk-through of how departmental collaboration is used at the University of Cincinnati Foundation to create data-driven, push-of-a-button Event Briefing Reports. This research product serves as a proactive approach to help take some of the stress out of the event season while still effectively preparing leadership and fundraisers to interact with key individuals. Attendees will explore core components of event briefing templates and ideas on preparing records and systems to automate the process right from their database. Advancement writing expertise will be promoted and practiced to help make prospects come to life through the briefing report in as little words as possible. 

Login to view purchase options

Recent Stories
Defining and Evaluating the International Prospect Pool

Same-Page Strategy: Driving Results through Custom Profiles

How Organizations Can Leverage Wealth Screening and Data from Donors Acquired during the COVID-19 Crisis to Accelerate Fundraising Growth and Improve Retention