Building a Pipeline Through Collaborative Fundraising

Track: Relationship Management

Session Number: 2020
Date: Sat, Aug 3rd, 2019
Time: 8:00 AM - 9:00 AM
Room: Grand Sonoran E

Description:

How do you create a pipeline as a federated organization that shares some of the same prospects as your fellow member stations, branches or chapters? By developing a collaborative fundraising initiative, your organization can work with others to build a robust pipeline. Attendees will learn how to develop collaborative prospect documents, as well as how NPR uses wealth screenings for building successful partnerships with Member stations and identifying new prospects. Presenters will also address how information can be recorded in Raiser’s Edge for effective tracking and data analysis.
Session Type: Breakout Session (60min)

Primary Competency: PR:Competency 7: Screenings
Secondary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Tertiary Competency: PR:Competency 9: Organization and Fundraising Knowledge
Intended Audience Level: Level I, Level II
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn how to build relationships across organizations to further collaborative goals and develop a pipeline.
Learning Objective #2: Attendees will learn how to develop documentation and materials for presenting research and tracking data in Raiser’s Edge in an effective way.
Shop Size: Mid-Size/Large
Session Type: Breakout Session (60min)

Primary Competency: PR:Competency 7: Screenings
Secondary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Tertiary Competency: PR:Competency 9: Organization and Fundraising Knowledge
Intended Audience Level: Level I, Level II
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn how to build relationships across organizations to further collaborative goals and develop a pipeline.
Learning Objective #2: Attendees will learn how to develop documentation and materials for presenting research and tracking data in Raiser’s Edge in an effective way.
Shop Size: Mid-Size/Large