Best Practice Webinar: Tips and Tricks for Maximizing Back-to-School Prospecting

Includes a Live Web Event on 10/15/2024 at 12:00 PM (EDT)

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Using wealth screening to identify major gift prospects among new student families is an indispensable part of the back-to-school prospecting process. Beyond that, though, there is opportunity to leverage internal data, relationships, and early outreach to further clarify your prospect list. In fact, sometimes these other inputs provide insights that wealth screening cannot.  Join us to hear from a group of institutions representing elementary, secondary, and higher education on their tips for a holistic approach to this busy and vital season in a smaller-sized shop.*

*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification. 

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Best Practice Webinar: Tips and Tricks for Maximizing Back-to-School Prospecting
10/15/2024 at 12:00 PM (EDT)  |  60 minutes
10/15/2024 at 12:00 PM (EDT)  |  60 minutes Using wealth screening to identify major gift prospects among new student families is an indispensable part of the back-to-school prospecting process. Beyond that, though, there is opportunity to leverage internal data, relationships, and early outreach to further clarify your prospect list. In fact, sometimes these other inputs provide insights that wealth screening cannot. Join us to hear from a group of institutions representing elementary, secondary, and higher education on their tips for a holistic approach to this busy and vital season in a smaller-sized shop.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
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Webinar Survey: Best Practice Webinar: Tips and Tricks for Maximizing Back-to-School Prospecting
8 Questions
8 Questions Using wealth screening to identify major gift prospects among new student families is an indispensable part of the back-to-school prospecting process. Beyond that, though, there is opportunity to leverage internal data, relationships, and early outreach to further clarify your prospect list. In fact, sometimes these other inputs provide insights that wealth screening cannot. Join us to hear from a group of institutions representing elementary, secondary, and higher education on their tips for a holistic approach to this busy and vital season in a smaller-sized shop.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
You must register to access.

Leah Payne

Director of Prospect Management and Research

Longwood University

Adri Viswanatha Director of Donor Research

Director of Donor Research

Macalester College

Vidya Kagan

Director of Development Services

Menlo School

Karl Sissman

Director of Philanthropic Strategy

Latin School of Chicago

Katelyn Martin (Moderator)

Managing Director, Strategic Information Services

Campbell & Company

Katelyn Martin is Managing Director, Strategic Information Services, at Campbell & Company, a national nonprofit consulting firm that helps organizations create greater impact through fundraising, communications, executive search, and strategic information services. In her 10 years with the firm, Katelyn has counseled clients across all sectors in roles ranging from strategic campaign counsel to interim development staff support. As the leader of the Strategic Information Services practice, Katelyn leverages her fundraising expertise and the advanced technical skills of her team to build the internal capacity of our clients to make data-driven decisions and build stronger donor relationships. 

Prior to joining Campbell & Company, Katelyn worked in frontline and database roles with youth-serving organizations. Katelyn graduated with a Bachelor of Music in Arts Management from Northwestern University. She lives in Chicago with her husband and two children.