Prospect Pools: Diving Into the Deep End

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Recorded On: 09/15/2021

What do you do when gift officers come to you looking for new prospects? At VCU new leadership charged the prospect research teams with creating self-serve discovery pools that gift officers could come to when they needed fresh prospects. Having a prospect pool creates a pipeline for your gift officers that is continually refreshed and doesn’t require responding piecemeal to individual requests. Attendees of this session will learn how these two institutions developed and organized their prospect pools. Researchers from both institutions will discuss how to ensure data quality, accurate tracking of prospects through the pipeline, and a steady flow of new prospects. Learn from experienced researchers about the opportunities and challenges of creating a prospect pool for your gift officers.

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Prospect Pools: Diving Into the Deep End
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Select the "View On-Demand Recording" button to begin. What do you do when gift officers come to you looking for new prospects? At VCU new leadership charged the prospect research teams with creating self-serve discovery pools that gift officers could come to when they needed fresh prospects. Having a prospect pool creates a pipeline for your gift officers that is continually refreshed and doesn’t require responding piecemeal to individual requests. Attendees of this session will learn how these two institutions developed and organized their prospect pools. Researchers from both institutions will discuss how to ensure data quality, accurate tracking of prospects through the pipeline, and a steady flow of new prospects. Learn from experienced researchers about the opportunities and challenges of creating a prospect pool for your gift officers.

Benjamin Bromely

Associate Director of Prospect Research

Virginia Commonwealth University

Ben Bromley is the Associate Director of Prospect Research at Virginia Commonwealth University, a position he has held since November 2019. Prior to that, he was the Assistant Director of Prospect Research, a Development Research Analyst at VCU, a State Records Archivist at the Library of Virginia, and a Public Services Archives Specialist at the College of William & Mary. He holds a BA in History and Religious Studies from the College of William & Mary and a MSIS from the University of North Carolina at Chapel Hill.

Adrienne Robertson

Senior Prospect Research Analyst

Virginia Commonwealth University

Adrienne Robertson is a Senior Prospect Research Analyst at Virginia Commonwealth University, a position she has held since March 2018. Prior to that, she was a museum educator at The Library of Virginia and Henricus Historical Park, as well as managing the lumber department at Lowes. She received a BA in History and Women’s Studies from Furman University and an MA in American History from the University of Richmond. She recently received a Certificate in Nonprofit Management from The L. Douglas Wilder School of Government and Public Affairs at VCU.