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Creating a Cultural Shift: 7 Steps to Elevating Prospect Research and Data-Driven Decisions to Achieve Fundraising Goals

Track: Campaigns

Session Number: 4039
Date: Wed, Jul 28th, 2021
Time: 11:30 AM - 12:45 PM

Description:

Are you working to build a prospect research and moves management program as part of your organization’s campaign or individual major giving efforts but not sure where to start or how to develop a plan? This session will walk you through seven key steps that proved to be critical in tripling the number of major gift dollars raised for a national religious organization over a five-year period. The presenters will share a case study with practical examples of how they worked to create a cultural shift among leadership and fundraising staff utilizing APRA’s Book of Knowledge for Prospect Development Professionals to facilitate a better understanding and appreciation of prospect research and the importance of data-driven decisions. Timelines, templates and a few tips and tricks will be shared to help prospect development professionals in small to mid-sized shops achieve success in generating major gift resources for your organization.
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees will learn to introduce seven new approaches to fundraising to meet Campaign goals to an already existing development team
Learning Objective #2: Attendees will learn step by step strategies and take away specific examples and documentation templates necessary to build a robust prospect development program to successfully complete a campaign
Software or Vendor Tools: Yes
Software or Vendor Tool Details: Wealth Screenings and Analytic tools
Primary Competency: PR:Competency 11: Research and Campaign
Secondary Competency: RM:Competency 16: Change and Project Management
Tertiary Competency: CA:Competency 5: Prospect and Portfolio Management
Intended Audience Level: Level I
Recommended Prerequisites: General knowledge of donor databases, prospect research, donor analytic information and prospect management
Please specify if you selected "Other": Religious
Shop Size: Mid-Size/Large
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees will learn to introduce seven new approaches to fundraising to meet Campaign goals to an already existing development team
Learning Objective #2: Attendees will learn step by step strategies and take away specific examples and documentation templates necessary to build a robust prospect development program to successfully complete a campaign
Software or Vendor Tools: Yes
Software or Vendor Tool Details: Wealth Screenings and Analytic tools
Primary Competency: PR:Competency 11: Research and Campaign
Secondary Competency: RM:Competency 16: Change and Project Management
Tertiary Competency: CA:Competency 5: Prospect and Portfolio Management
Intended Audience Level: Level I
Recommended Prerequisites: General knowledge of donor databases, prospect research, donor analytic information and prospect management
Please specify if you selected "Other": Religious
Shop Size: Mid-Size/Large