Prospect Management: Building & Evolving Advancement & Fundraiser Partnership in Post-Secondary

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Recorded On: 09/23/2020


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Join us as we discuss how to design, implement, and evolve the prospect management function from data entry and moves management to a strategic, data- and analysis-based partnership between frontline and Advancement Services. From building a PM shop from scratch, to evolving an established program, we will discuss and share ideas on how to establish PM at small shops, big shops, and everything in between. Includes: stakeholder engagement and training, establishing PM process, implementing PM practices including data collection, entry, maintenance, reporting, and key analytics.

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Prospect Management: Building & Evolving Advancement & Fundraiser Partnership in Post-Secondary
Recorded 09/23/2020
Recorded 09/23/2020 Join us as we discuss how to design, implement, and evolve the prospect management function from data entry and moves management to a strategic, data- and analysis-based partnership between frontline and Advancement Services. From building a PM shop from scratch, to evolving an established program, we will discuss and share ideas on how to establish PM at small shops, big shops, and everything in between. Includes: stakeholder engagement and training, establishing PM process, implementing PM practices including data collection, entry, maintenance, reporting, and key analytics.

Kat Carson

Manager, Prospect Research & Pipeline

Mount Royal University