Prospect Management: Building & Evolving Advancement & Fundraiser Partnership in Post-Secondary

Presenter: Kat Carson, Mount Royal University, Mount Royal University

Year: 2020

Price: Members: $49, Non-members: $79

Description: Join us as we discuss how to design, implement, and evolve the prospect management function from data entry and moves management to a strategic, data- and analysis-based partnership between frontline and Advancement Services. From building a PM shop from scratch, to evolving an established program, we will discuss and share ideas on how to establish PM at small shops, big shops, and everything in between. Includes: stakeholder engagement and training, establishing PM process, implementing PM practices including data collection, entry, maintenance, reporting, and key analytics

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