Equal Partners: Together at the Strategy Roundtable

Presenter: Alexandra Bradspies, Arizona Health Sciences Center, University of Arizona
Presenter: Sarah Grace McIlveen, OHSU Foundation
Year: 2015
Price: Members $49, Non-Member: $79
Body of Knowledge Alignment: Relationship Management
Competencies and Levels:

  • Competency 13: Building Internal Relationships 
  • Competency 6: Prospect Strategy

How do you move beyond the customer service model and become a true partner with your frontline fundraisers? At the OHSU Foundation, we’ve implemented weekly “roundtables” where gift officers and RPM come together to discuss prospect strategy and timely prospect management topics. These weekly meetings provide a consistent and dynamic venue to address strategy and pipeline needs in a timely manner. Co-presented by the Director of Special and Major Gifts and the Assistant Director of Research and Prospect Management, we’ll discuss how these meetings have allowed research to become a valued voice, not just a handy resource.


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