Brian Worrall

Balancing the Art and Science of Prospect Relationship Management
Topic: Donor Relations / Fundraising Software

October 17, 2006 at 2:00 PM Eastern

Registration Fee:

$39.95 Archive can be downloaded for 5 days from date and time of purchase.

Duration:  90 minutes

Summary
Today, the need to build and manage relationships is more important than ever, as more organizations experience greater demand for funds, but with fewer and fewer staff. How does an organization identify, staff and cultivate its prospects and donors without getting stalled by the process? This session will tackle relationship management from both a qualitative and a quantitative perspective, combining the best practices of development with the power of fundraising software systems. Regardless of the size of your organization, the tools and techniques highlighted by the fundraising professionals in this session will help manage donor relationships.

Learning Objectives

1. Understand the need to balance best practices of fundraising (especially major gifts) and best practices of capturing and sharing information using technology.
2. Understand building infrastructure for relationship management, maximizing staff resources and effectively communicating fundraising successes and challenges.
3. Understand the types of information that should be captured to ensure that fundraisers are well informed and equipped in donor interactions.

Who should attend?
All fundraising professions and nonprofit organizations who want to improve their donor relations and maximize the power of their fundraising software.