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Identifying Major Gift Prospects: Challenges and Innovations During COVID-19

Track: Prospect Research

Session Number: 4035
Date: Wed, Jul 28th, 2021
Time: 2:30 PM - 3:30 PM

Description:

Regardless of the size of shop, all research professionals have been navigating the same unstable waters; as we work in continuing uncertainty, this session hopes to create a safe space to discuss effective and ethical prospecting strategies. Rachel Dakarian (ACLU) and Elizabeth Roma (Obama Foundation) will share tactics that have worked in their shops during the COVID-19 crisis. They will offer anonymized examples of donor cultivation in a virtual setting, as well as strategies for helping frontline fundraisers manage a portfolio with 25% or more in Qualification/Discovery.
Framed by their time as consultants and their current roles with advocacy/cause-based orgs, Elizabeth and Rachel will share experiences and suggestions on how to navigate:
- the remote work environment;
- changes in staffing;
- advocating internally for your team;
- strategic prospecting;
- maintaining (possibly even expanding) your major gift pipeline;
- providing strategic discovery and qualification research to your frontline;
- opportunities to innovate while maintaining basic best practices in your shop.
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Effective and mission-focused prospecting strategies, regardless of the size of the attendee’s development team or organizational budget.
Learning Objective #2: Honest and open dialogue about resources, ethical prospecting tactics, and how to “manage up” within your team/org to ensure the frontline understands how to approach an enlarged prospect pool and/or portfolio with 25%+ in qualification.
Software or Vendor Tools: No
Primary Competency: PR:Competency 3: Prospect Research Essentials
Secondary Competency: RM:Competency 6: Prospect Strategy
Tertiary Competency: CA:Competency 5: Prospect and Portfolio Management
Intended Audience Level: Level I
Recommended Prerequisites: None.
Shop Size: All Shop Sizes
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Effective and mission-focused prospecting strategies, regardless of the size of the attendee’s development team or organizational budget.
Learning Objective #2: Honest and open dialogue about resources, ethical prospecting tactics, and how to “manage up” within your team/org to ensure the frontline understands how to approach an enlarged prospect pool and/or portfolio with 25%+ in qualification.
Software or Vendor Tools: No
Primary Competency: PR:Competency 3: Prospect Research Essentials
Secondary Competency: RM:Competency 6: Prospect Strategy
Tertiary Competency: CA:Competency 5: Prospect and Portfolio Management
Intended Audience Level: Level I
Recommended Prerequisites: None.
Shop Size: All Shop Sizes