Successful Trips for Your Fundraisers

Track: Prospect Research

Session Number: 2038
Date: Sat, Aug 3rd, 2019
Time: 8:00 AM - 9:00 AM
Room: Grand Saguaro North

Description:

Helping identify prospects for traveling gift officers can be challenging – where are they going? How far do they want to travel? What information should be provided? How many names do they need? Whom do they want to see? This session will discuss planning, researching, and delivering trip reports. It will also address how to build dialogue with your gift officers to yield successful results.
Session Type: Breakout Session (60min)

Primary Competency: PR:Competency 2: Prospect Research Essentials
Secondary Competency: RM:Competency 6: Prospect Strategy
Tertiary Competency: RM:Competency 8: Pipeline Management
Intended Audience Level: Level I
Recommended Prerequisites: Basic Database Queries and Excel Skills
Learning Objective #1: Attendees will be able to create a trip report checklist for travel requests
Learning Objective #2: Attendees will learn a best practice report format as a deliverable to Gift Officers
Shop Size: All Shop Sizes
Session Type: Breakout Session (60min)

Primary Competency: PR:Competency 2: Prospect Research Essentials
Secondary Competency: RM:Competency 6: Prospect Strategy
Tertiary Competency: RM:Competency 8: Pipeline Management
Intended Audience Level: Level I
Recommended Prerequisites: Basic Database Queries and Excel Skills
Learning Objective #1: Attendees will be able to create a trip report checklist for travel requests
Learning Objective #2: Attendees will learn a best practice report format as a deliverable to Gift Officers
Shop Size: All Shop Sizes