“Creating a Prospect Research & Donor Management Team in 2017:  How to Partner With Fundraisers to Help Them Reach Their Goals”

Presented by Jeff Creagh and Julian Heidelberg

TALK SUMMARY: 

Jeff Creagh and Julian Heidelberg will walk through their experiences in creating a Prospect Research & Donor Management team supporting complex foundations in 2017.They will review the framework they have used, and continue to refine, to help over 25 fundraisers, across six foundations, meet their fundraising goals. Topics will include using a donor database to manage a portfolio, how to use prospect research to move a potential donor forward on the donor continuum in a meaningful way, and where they think prospect research and donor management is going in the ever changing fundraising industry.

Learning Objectives:

  • How to partner with Prospect Management to balance your portfolio
  • How to use Prospect Research to help move a prospect through the donor continuum
  • Case study: What has worked, what hasn’t, and where prospect research and donor management is going…

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