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The True Final Frontier: Corporate and Foundation Research and Relationship Management

Track: Prospect Research

Session Number: 3025
Date: Wed, Aug 26th, 2020
Time: 1:45 PM - 2:30 PM

Description:

Giving by foundations and corporations is on the rise; however, even in some advanced fundraising shops, prospect research and relationship management for institutional donors is uncharted territory. In this session, learn why your shop should be implementing research and portfolio management for institutional fundraisers and donors. The session will also discuss building relationships with institutional fundraisers and cover research techniques for assessing interest, inclination, and capacity for foundations and corporations.
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees can employ basic research techniques to assess inclination and capacity for institutional funders using paid and free resources.
Learning Objective #2: Attendees can implement a relationship management system for institutional fundraisers.
Software or Vendor Tools: No
Primary Competency: PR:Competency 3: Prospect Research Essentials
Secondary Competency: RM:Competency 2: Relationship Management Policy
Tertiary Competency: PR:Competency 5: Utilizing Research Resources
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: All Shop Sizes
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees can employ basic research techniques to assess inclination and capacity for institutional funders using paid and free resources.
Learning Objective #2: Attendees can implement a relationship management system for institutional fundraisers.
Software or Vendor Tools: No
Primary Competency: PR:Competency 3: Prospect Research Essentials
Secondary Competency: RM:Competency 2: Relationship Management Policy
Tertiary Competency: PR:Competency 5: Utilizing Research Resources
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: All Shop Sizes