Advancement Services Metrics: Prospect Development as a Secret Advantage
Includes a Live Web Event on 11/02/2023 at 1:25 PM (EDT)
In the intricate realm of advancement services, Prospect Development (PD) emerges as a secret advantage that wields invaluable insights. This session unveils the unique perspective of Prospect Development within the fundraising ecosystem and showcases how we as Prospect Development professionals can partner strategically on KPI setting and measurement for teams such as BioRecs, Gift Processing, Stewardship, and Events. This perspective is a game-changer for the entire fundraising ecosystem, providing insights that drive strategic decisions and enhance donor engagement.
Key Topics Covered:
- Why Prospect Development Matters: Delve into the distinct viewpoint that Prospect Development brings to the realm of Advancement Services. Understand why PD is not just a behind-the-scenes function but a strategic asset that informs and empowers fundraising efforts.
- BioRecs (Biographical Records): Explore the critical role of BioRecs in prospect research and development. Learn how they contribute to understanding donor profiles, preferences, and connections, laying the foundation for targeted fundraising strategies.
- Gift Processing Insights: Discover how Prospect Development insights streamline gift processing by identifying potential discrepancies, ensuring accuracy, and enhancing data quality. Learn how PD enhances the efficiency of this essential advancement services function.
- Stewardship Strategies: Uncover how Prospect Development informs stewardship efforts by providing insights into donor history, engagement, and philanthropic interests. Learn how this knowledge shapes personalized stewardship plans that deepen donor relationships.
- Elevating Event Effectiveness: Dive into how Prospect Development contributes to the success of events by identifying high-potential attendees, tailoring invitations, and enhancing engagement strategies. Explore how PD transforms events into powerful relationship-building opportunities.
Who Should Attend: This session is a must-attend for professionals engaged in advancement services, prospect development, donor relations, fundraising, and any role within the fundraising ecosystem. Whether you're a Prospect Development specialist, a fundraising manager, a data analyst, or a stewardship coordinator, this session will illuminate the strategic impact of PD insights on your work.
Vice President, Data, Insight and Campaigns
Lindsey Nadeau is vice president of data, insight, and campaigns at UNICEF USA, where she guides the philanthropy division toward data-driven decision-making and automation across campaign planning, prospect research, relationship management, database management, reporting, analytics, gift processing, and record management. She has previously held advancement services roles at The George Washington University, the Center for American Progress, The American University, and Public Citizen. Lindsey is Secretary of Apra International’s board of directors, where she has held multiple volunteer roles including chairing the 2020 Prospect Development conference. She previously chaired aasp’s Prospect Development Best Practices committee, co-chaired CASE’s Prospect Development conference, and contributed to CASE’s 2023 book Advancement Strategies: A Reference Guide for Advancement Services Professionals, 4th Edition. Lindsey holds a BA in economics from The American University.
Assistant Vice President, Advancement Operations
Senior Associate Director, Prospect Development
University of Michigan
Paul Wiklanski is the Senior Associate Director of Prospect Development at the University of Michigan and is a visionary thought-leader who encourages change management with executive teams and organizations. He is a problem-solver who leverages analytics, creativity, and experience to develop actionable and compelling strategic insight. He is a leader who delivers results and empowers the success of his team. In his current role as the Senior Associate Director of Prospect Development at the University of Michigan; Paul is dedicated to increasing frontline fundraiser effectiveness by integrating information and fundraising intuition. He is focused on improving the user experience with data; visualizing that data; transforming it into actionable insights and amplifying donor-centric practices. Prior to joining Michigan Paul worked in the corporate sector with an emphasis on international markets.