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Prospect Research & Analytics
| Making Data-Driven Decisions in Development |
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Tim Troutman, Donor Services Supervisor, Charlotte Rescue Mission
This session will encourage nonprofits to develop a habit of making "data-driven" decisions for their fundraising and nonprofit management practices. Many nonprofits are stuck in a culture of operating based on instincts and outdated statistics. Nonprofits can operate on the cutting edge, and this session will explain how. This session will be beneficial for executive directors, board members, directors of development, and database administrators. |
| Getting the Most from Analytics Data across Multiple Offices: A Case Study |
Page Bullington, Consultant, Target Analytics, A Blackbaud Company
Loraine Przybylski, Senior Director of Prospect Strategy, MedStar Health
In this session, join Loraine Przybylski, senior director of prospect strategy at MedStar Health, and Page Bullington, Target Analytics consultant, to learn how they and fellow team members effectively used analytics data to provide detailed prospect modeling and wealth screening for MedStar Health, a large multi-facility system serving the metro DC area. The session will focus on how the team researched and chose the appropriate custom Target Analytics™ solutions to ensure the entire system had the correct resources while keeping individual hospital needs in mind. From there, the session leaders will explore the project details and then begin to discuss the results of the project thus far. This session will be applicable for both organizations new to prospect research as well as advanced users to give them information on how to take their research to the next level. |
| Implementing Major & Planned Gifts in a Small Shop — Yes! You Can! |
Rebecca Hunter, CFRE, Chief Development Officer, Cancer Wellness Center
Planned giving is an essential vehicle for a well-rounded development program. Presenting planned giving opportunities can be a simple, basic, and financially sound business practice. In this practical, action-oriented session, you will learn the eight simple steps to launching a planned giving program; three guaranteed methods of identifying qualified major and planned giving prospects, including the use of your existing database; and how to craft major and planned marketing materials, agendas for volunteers, and recognition for planned gift expectancies. |
| The Next Generation in Fundraising Research and Wealth Screening Tools |
Erin McHugh Saif, Product Manager, Target Analytics, a Blackbaud Company
Research is a crucial step to successful fundraising but can be a time-consuming and difficult practice in order to produce actionable information. Learn about best practices and tools available so that you can accurately target potential donors and secure gifts. Discussion will relate back to supporting the donor pyramid, plus information about the prospect research tool, ReseachPoint™, and how it can work with The Raiser’s Edge® to create efficiencies that bring together development and research. |
| Benchmarking Your Annual Fund Performance: How Colleges and Universities Share Results to Achieve Success |
Amanda Gotschall, Director of Higher Education Account Management, Target Analytics, a Blackbaud Company
Each year, more than 100 colleges and universities gather in small peer groups to compare standardized annual fund performance metrics and discuss their winning and losing strategies. The lessons learned during this peer review process have enabled schools to accelerate the adoption of proven best practices and avoid making common mistakes. Some of the insights and revelations lead to higher retention rates, higher young alumni participation, and stronger overall fundraising programs. Don’t attend this session unless you want to learn how sharing success with your peers at other schools can be the fast-track to better annual fund performance at your own school. |
| Optimizing the Implementation of Your Prospect Research |
Lawrence Henze, JD, Managing Director, Target Analytics, a Blackbaud Company
Many professionals must deal with frustrations in the workplace. This session will focus on organizational changes that may help you to maximize the use of your research, including new activities for you to undertake that will have development staff asking for more and wanting to be part of your team. |
| Prospect Research for the Non-Researcher |
David Lamb, Senior Consultant, Target Analytics a Blackbaud Company
Good prospect research can make the difference between getting a large gift and a major gift. By improving your understanding of each prospect’s wealth, interests, and place in the community, you can craft your ask more effectively to help the donor make the largest gift possible. But if your organization doesn’t employ a prospect researcher, you may feel that your ask will have to be a shot in the dark. Not necessarily! This session will introduce you to some free or low cost tools that any major gift officer should be able to use to do his or her own prospect research. |
| Social Networks and the Changing Face of Fundraising |
David Lamb, Senior Consultant, Target Analytics a Blackbaud Company
Kate Lindsay Breck, Consultant, Target Analytics
The concept of “networking” has changed in the last few years with the rise of popular social networking websites like Facebook®, MySpace®, and LinkedIn®. Because of the immediate and informal nature of these sites, there may be opportunities for nonprofits to interact with their constituents in new ways, build relationships, and persuasively get their mission and message across to their constituents engaged with these new media. David Lamb will introduce the participants to some of the most popular networking sites, explain the differences between them, and explore the opportunities and challenges they present to fundraising. Specifically, higher education has seen the most immediate changes in alumni association communications and reunion attendance. In analyzing current reports from both Facebook® and advancement offices, Kate Lindsay Breck will outline the changing characteristics of constituent relationship management in the web generation. |
| Using Wealth and Predictive Modeling in a Combined Approach to Maximize Results |
Dorie Wallace, Operations Manager, Blackbaud Inc.
Understanding your prospects and the data about them is critical in employing a successful prospect research program. But should you perform a wealth screening? Or should you utilize modeling? How much does someone’s wealth and asset portfolio impact the probability that he or she will make a significant investment in your organization? This session will review both approaches to prospect research and present key findings and recommendations on how a successful prospect research program can lead to successful fundraising. |
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