Major Gifts on Limited Time: Using Research to Prioritize Prospects
San Francisco
Friday, August 14, 12:00-1:30 pm
Offered in collaboration with Development Executives Roundtable (DER).
With so many responsibilities, how do you decide how to use your time most wisely? In this workshop, you'll learn valuable tools to use in making time-efficient decisions about which prospects to focus on for the best results.
We'll discuss what prospect research can (and cannot) answer for you, where to start your search, tips on best research sites, an introduction to electronic wealth screening and finally, how to utilize the information you do find to cultivate and solicit potential donors.
Presenter:
- Barbara Pierce
Since she was handed a list of 1,500 prospects at her first development job, Barbara has been an avid student of how to quickly identify the best prospects through research. Based in San Francisco, she is a development consultant with 15 years of experience in working with major gift prospects on gifts ranging from $10,000 to $1 million plus. She has worked with organizations including: California League of Conservation Voters, Planned Parenthood, Mills College, REDF, and the George Lucas Educational Foundation.
Cost for Luncheon: DER members = $12, non-members = $20. Lunch is included in your fee. Because of DER's special relationship with the Foundation Center, participants who wish to bring their own lunch can attend the meeting for no cost, but you still MUST register at the DER web site. Please reserve by Wednesday, August 12. Programs often sell out so don’t delay!
For information and to register, visit the DER web site.
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