Don't Assume!

Knowing the right questions to ask fundraisers (when they need our help) is key to building strategic partnerships. This often means checking our assumptions about what fundraisers know about portfolio management and prospect research at the door. This session takes a look at conclusions we make when asked to provide research, interpret dashboards, or build out pipelines. We will ask questions of ourselves and fundraisers: how can we think about how the information will be used? Do we have a consistent understanding of the terms we use? Do we hear the obstacles fundraisers are up against?