Empower Yourself to Improve Gift Officer Relationships
As prospect development professionals, you know your organizations’ prospect and donor pools better than anyone else on staff. You strive to become experts and to work with gift officers in strategic ways to drive your organization’s success. However, those gift officer relationships are not always easy to build and maintain. In fact, they can often just be plain difficult. How does your team prepare researchers for this reality? How can you begin to transcend the role of “support staff” and instead position yourselves as real partners to the gift officers? And how do you start to empower yourselves and your colleagues to claim that seat at the table? In this presentation, attendees will learn how researchers can position themselves for success in navigating challenging fundraiser relationships, and capitalize on the positive ones. Attendees will walk away with practical, actionable solutions and will be encouraged to share their own experiences.
Senior Development Research Analyst
University of Michigan
Kelli North is a Senior Development Research Analyst and Diversity, Equity, and Inclusion Consultant at the University of Michigan, where she assists multiple academic units as well as the Alumni Association and Medical School with prospect research and fundraising strategy. She tries to bring her social justice education and experience as a first-generation college student to her work. Currently, she is the Advocacy Lead on the board of the APRA Michigan Chapter and on the Advisory Committee for the APRA Great Lakes 2020 Conference. Previously she was a member of the FORUM Planning Committee and Chair of the Research Committee for the Great Lakes Prospect Development ForUM. She has presented at several conferences including APRA-International, APRA-Michigan, APRA-Pennsylvania, and the Great Lakes Prospect Development ForUM.
Mapping Prospects in Tableau
Utilizing data visualization to assist both Prospect Development & Development Officers in planning and prioritizing travel and meetings with prospects.
Senior Analytics Consultant, Prospect Development
Ohio State University
Maureen Henry is a Prospect Development Report Analyst at The Ohio State University. She focuses on providing analytics and reporting to Prospect Development & Advancement Leadership to help make data-driven decisions. During her time at Ohio State, she was part of the CASE Platinum award winning team in Advancement Services for campaign pyramid analysis centered on prospects. She currently serves as co-chair for the Tableau Committee in Advancement and is a Tableau Certified Desktop Specialist. Maureen has 10 years of experience in development analytics.
Ohio State University
Emily Sullivan is a Prospect Consultant with The Ohio State University, where she supports the prospect management needs of multiple academic units as well as Corporate Foundation Relations, Estate and Gift Planning, and Ohio State Regional Campuses. Emily has worked in Advancement for 4 years and in her time at Ohio State was a member of a CASE Silver Circle of Excellence award winning team. This award was given in recognition of the Alumni Relations Program, Women's Leadership Symposium: A Day to Inspire.
Prospect Research: A Unique Role in Diversity & Inclusion
Diversity is more than ethnicity. And, diversity is everyone's responsibility - even a prospect researcher. As industries and agencies embrace diversity, inclusion and equity, how does our profession compare? Does individual bias shape prospect identification? Are we causing our organizations to leave money on the table because of it? In addition, how are we creating space for ourselves as prospect research and management professionals? How are we showing up when it comes to our own inclusion, access and equity in the philanthropy industry? Led by TEDx speaker and current chair of Inclusion, Diversity, Equity and Access for Central Ohio AFP, this session explores the roles Prospect Research can play to advance diversity and inclusion for our prospect pools as well as our profession at large. - Attendees will identify giving trends for diverse populations in contrast to individual bias for those groups. - Attendees will identify action steps to champion diversity, inclusion and equity for the prospect development profession as a whole in the larger industry of philanthropy.
Founder of ResearchPRO, LLC, Regina Alhassan is a prospect development consultant helping non-profit leaders reach their highest goals. With total dollars identified exceeding $1billion, Regina has specialized in major gift campaigns and relationship strategy for a spectrum of organizations across the country including The Ohio State University, I Am Boundless, Communities in Schools and Children's Literacy Initiative. Her 20 years of prospect development experience includes software development, end user training, leadership consulting, knowledge management, systems management and development operations.
Regina is Secretary for Central Ohio Association of Fundraising Professionals. She is past President of Ohio Prospect Research Network and former trustee for Columbus Metropolitan Library Friends of the Library and Create Columbus Commission. A self proclaimed "data geek," Regina is also an artist, writer, philanthropist and TED Speaker who would love to connect with you! Visit thereseachrpro.com or find her at @TheResearchPRO.
We are continually asked to identify new prospects, but not always with the fanciest tools. Join this session to explore prospect identification basics that use the tools that you already have. Database exploration, RFM, online alerts, and identifying signals will all be discussed.
Managing Director, Staupell Analytics Group
Marianne Pelletier has been on the operations side of fundraising for over 30 years, and now serves as Managing Director of the Staupell Analytics Group. Her career spans from prospect research to leading an annual giving program to helping clients with new software to analytics and artificial intelligence.
Marianne earned her BA from Rockford University and her MBA from Southern New Hampshire University. She is a recipient of the Anne Castle Award from the New England Development Research Association, among other awards, and is the author of Building Your Analytics Shop: A Workbook for Nonprofits, which is available at a discount on the Staupell website: www.staupell.com.