Don’t Look Back in Anger: a CRM Conversion

Includes a Live Web Event on 05/22/2024 at 12:00 PM (EDT)


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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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Don’t Look Back in Anger: a CRM Conversion
05/22/2024 at 12:00 PM (EDT)  |  45 minutes
05/22/2024 at 12:00 PM (EDT)  |  45 minutes 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.
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