Schedule

Welcome and Introduction

Ethics, Privacy and Security Best Practices
Through the use of case studies, participants and faculty will explore regulations, considerations and best practices for responsibly using data for fundraising.
Prospect Identification
Participants work in small groups to develop strategies to identify top prospects for assigned scenarios.

Optional Q&A
What is your toughest prospecting challenge?
 

Working With Development Officers
Explore tried and true techniques for prioritizing research requests, establishing standard deliverables and orienting fundraisers to what research is and your role in it.
Portfolio Management 
Faculty will share best practices for portfolio management and portfolio strategy meetings.

Optional Q&A
What challenges have you experienced with development officers? Stump us!

Creating Research Profiles
In this group exercise, we will all work together as a team to find available information and distill it in profile format.
Capacity Ratings
Learn about estimating wealth using 5% capacity ratings, real estate holdings, partnerships with vendors and screenings, plus common troubleshooting barriers.

Final Q&A
Our panel of experts will round out the day by answering your toughest questions.