Negotiating Research Requests: Finding a Common Ground for Common Good

Recorded On: 09/22/2020


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As prospect development professionals, we are faced with numerous requests for information each day from gift officers, as well as those in leadership positions within our organizations. Some of these are quick data points (e.g., what is my prospect's new business address?), and others are larger in scope (e.g., what is this family's history of giving to the university, and what is the extent of their engagement with us?). Oftentimes, these requests are last-minute in nature, with tight deadlines - and require clarification as far as what exactly the requester needs. This session will provide an overview of interpersonal skills as well as procedural tactics you can use to build or hone a process for negotiating these types of requests within your team.

This webinar is worth (1) CFRE point.

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Negotiating Research Requests: Finding a Common Ground for Common Good
Recorded 09/22/2020
Recorded 09/22/2020 As prospect development professionals, we are faced with numerous requests for information each day from gift officers, as well as those in leadership positions within our organizations. Some of these are quick data points (e.g., what is my prospect’s new business address?), and others are larger in scope (e.g., what is this family’s history of giving to the university, and what is the extent of their engagement with us?). Oftentimes, these requests are last-minute in nature, with tight deadlines—and require clarification as far as what exactly the requester needs. This session will provide an overview of interpersonal skills as well as procedural tactics you can use to build or hone a process for negotiating these types of requests within your team.

Jennifer Huebner

Associate Director, Research and Relationship Management

George Washington University

Josh Forsyth

Director, Prospect Management & Principal Giving Services

University of Minnesota

Jaime Miranda

Senior Associate Director, Development Research

University of Southern California, University Advancement