
Don’t Look Back in Anger: a CRM Conversion
Insight from UW’s recent CRM conversion, including how we leveraged this technology change to update the way we do Prospect Development, what lessons we learned along the way, and what’s next.

Allison Chapman
Associate Director, Major Gift Data Strategy
University of Washington
Allison Chapman is Associate Director, Major Gifts Data Strategy, at the University of Washington. She supports data needs for UW’s Prospect Development and Endowment and Donor Services teams. Allison has an MS in Information Management from the University of Washington.

Jessica Balsam
Senior Director, Prospect Development
University of Washington
Jessica is the Senior Director of Prospect Development at the University of Washington. She and her team of research and prospect management strategists closed out a ten-year $6.3B campaign in 2020. She is past president of Apra-NW, the 2016 recipient of the Apra Distinguished Service Award, and the recent chair of the Apra Advocacy and Editorial Advisory committees. She lives with her family in a 100 year old house in Seattle.
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