Using Wealth Insights & Analytics to Boost Year-End Fundraising

Presenter: Linda Garrison CFRE, Senior Consultant, Professional Services, WealthEngine
Panelists: Yasmin Habib, Associate Director, Research Services, Development & Alumni Affairs, Wayne State University

Year: 2018
Members: $0, Non-Members: $39

Body of Knowledge Domains: Prospect Research, Relationship Management, Data Analytics, Campaigns
Competencies and Campaigns:

  • Prospect Research
    • Competency 1: Information Management/Records Management
    • Competency 2: Prospect Research Essentials
    • Competency 4: Utilizing Research Resources
    • Competency 5: Financial Capacity Evaluation and Wealth Indicators
    • Competency 6: Prospect Interests and Networks/Relationships
    • Competency 7: Screenings
    • Competency 10: Research and Campaign
    • Competency 11: Measuring Research Efforts
  • Relationship Management
    • Competency 1: Prospect Pool/Base Analysis
    • Competency 6: Prospect Strategy
    • Competency 7: Portfolio Management
    • Competency 8: Pipeline Management
    • Competency 10: Campaign Management
    • Competency 15: General Fundraising
  • Data Analytics
    • Competency 3: Data Manipulation Skills
    • Competency 7: Fund Raising Knowledge
    • Competency 8: Analytics and Campaign
  • Campaigns
    • Competency 2: Campaign Planning, Feasibility and Goal Setting
    • Competency 3: Goal Management
    • Competency 4: Campaign Identification and Pipeline
    • Competency 5: Prospect and Portfolio Management
    • Competency 6: Campaign Analytics, Reporting and Data Management
    • Competency 7: Collaboration and Relationship Building
    • Competency 8: Campaign Constituent Engagement

Description: With the end of the fiscal year approaching, gauge how your school is tracking against your fundraising goals and plan for any last appeals to boost funding. Do you have the right tools in place to set you up for success? Join us for a conversation with Yasmin Habib of Wayne State University and  Patricia McLaughlin of The Wheeler School to hear how they use analytics and wealth intelligence as part of their fundraising strategy.

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