Going from Good to Great: How to Best Leverage a Consultant Relationship

Includes a Live Web Event on 05/22/2024 at 11:00 AM (EDT)


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With more and more development shops turning to consulting firms to improve their fundraising efforts, it is more important than ever to be able to know how to maximize the relationship with a consultant. In this session, you will learn how to evaluate the offerings of a consultant or firm, the expectations you should set for the relationship, and how to best implement the recommendations of the consultant.

Chris Copsey

Interim Assistant Vice President, Prospect Development

UNC Health Foundation

Chris Copsey is the UNC Health Foundation’s Assistant Vice President of Prospect Development. Since 2019, Chris has provided the Health Foundation with data and analytical support, mainly supporting grateful patient identification, cultivation, and solicitation activities. He assists with the strategic coordination of critical data and information sharing between the donor and alumni database, EPIC, and other resources as necessary, and serves as a liaison between the Health Foundation and University of North Carolina Development office as it relates to data management and information sharing. He is also very active in Apra, serving currently as a board member of Apra Carolinas and previously helping to organize their one-day conference for philanthropic data professionals called Data Science Now.


Chris graduated from Ball State University in Muncie, Indiana, in 2008 with a dual degree in Political Science and History. He enjoys reading books on American History, playing golf (poorly), and plotting out the best ways to grow vegetables in his yard- a work in progress! Chris lives in Snow Camp, North Carolina, with his wife Trinh, and son, Theodore.

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Going from Good to Great: How to Best Leverage a Consultant Relationship
05/22/2024 at 11:00 AM (EDT)  |  45 minutes
05/22/2024 at 11:00 AM (EDT)  |  45 minutes With more and more development shops turning to consulting firms to improve their fundraising efforts, it is more important than ever to be able to know how to maximize the relationship with a consultant. In this session, you will learn how to evaluate the offerings of a consultant or firm, the expectations you should set for the relationship, and how to best implement the recommendations of the consultant.