Strategy Beyond Screening

Track: Vendor Sessions

Session Number: 2184
Date: Fri, Aug 2nd, 2019
Time: 11:45 AM - 12:30 PM
Room: Grand Saguaro South

Description:

A philanthropic screening for giving capacity and likelihood doesn’t have to stop with ratings, scores, and asset and affiliation data used for pre-qualification research; the results can yield much more. During his webinar, Connor will cover how data obtained from a philanthropic screening for giving capacity and likelihood can be organized, analyzed, and used as a management tool to help inform strategy and decision-making.
Session Type: Vendor Sessions

Primary Competency: CA:Competency 5: Prospect and Portfolio Management
Secondary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Tertiary Competency: PR:Competency 7: Screenings
Intended Audience Level: Level II
Learning Objective #1: Learn how data obtained from philanthropic screening for giving capacity and likelihood can be organized, analyzed, and used as a prospect and moves management tool to help inform strategy and decision-making.
Learning Objective #2: Develop and foster a culture of prospect and moves management in order to help fundraisers raise more funds, more effectively and demonstrate departmental value within your organization.
Shop Size: Mid-Size/Large
Session Type: Vendor Sessions

Primary Competency: CA:Competency 5: Prospect and Portfolio Management
Secondary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Tertiary Competency: PR:Competency 7: Screenings
Intended Audience Level: Level II
Learning Objective #1: Learn how data obtained from philanthropic screening for giving capacity and likelihood can be organized, analyzed, and used as a prospect and moves management tool to help inform strategy and decision-making.
Learning Objective #2: Develop and foster a culture of prospect and moves management in order to help fundraisers raise more funds, more effectively and demonstrate departmental value within your organization.
Shop Size: Mid-Size/Large