Prospect Management: Big shop versus little shop
Jenny Gallagher, Iowa State University Foundation, Lauren Dixson, Drake University
All prospect development professionals know how important a good prospect management system is for a high-performing fundraising team. But, does the size of your shop impact your ability to lead a successful prospect management program? Should your prospect management policies change depending on what stage of a campaign your organization is in? If you’re not in a campaign, does prospect management even matter? Join us as we share tips, tricks, horror stories and inside information on all things prospect management. Regardless of the size of your shop, the sophistication of your database, or the current fundraising priorities at your organization, this presentation will offer ideas and insights you can take back to your office and begin using immediately.
Click for Full Program Schedule and Session Descriptions *you should not need to log in to access the schedule, hit cancel if a pop up appears, the document should open in word.Conference Presenters
: David is the Founder of the ARESI Group, a Minneapolis based boutique real estate network. He brings more than 20 years of experience in residential real estate and related services and volunteers his time with charities such as the Smile Network, The Cowles Center, and Northrop Concerts and Lectures. He has served as the president of DIVAMN.
: Lauren is the Prospect Research Officer at Drake University in Des Moines, IA. Prior to joining the team at Drake, Lauren served as an Associate Director of Development Research at the Iowa State University Foundation. She is currently serving on the APRA Board of Directors and is a previous board member of APRA-Great Plains. In 2013 Lauren served as conference chair for APRA’s 26th annual international conference and has been a featured speaker at numerous APRA, CASE, and AFP events. Lauren lives in Des Moines, IA, with her husband and cat.
: Jenny is the Director of Development Research and Data Analysis at the Iowa State University Foundation. She joined the Foundation in 2003 in the Gift Planning and Leadership Gifts unit and began working in Development Research in 2005. Jenny’s primary responsibilities include supervision of three assistant directors of research and an administrative assistant for research and events, data analysis, report building and overall management of the prospect management, research and analytics operations at the ISU Foundation. She is currently the president of the APRA Great Plains Chapter and has presented at APRA International, APRA Great Plains, and Big 12 Development Conferences.
: Sandy is the Executive Director of Development Research and Events at the Iowa State University Foundation, where she has worked for more than 15 years. Sandy has held prior positions at the University of Minnesota, University of Colorado and Gustavus Adolphus College. She served on the board of APRA International and the APRA Great Plains Chapter, and has presented at APRA International, CASE V and Big 12 Development Conferences.
: Steve is the President of Access Philanthropy, a national research and communications consulting firm specializing in philanthropy. He has spent his entire professional career in philanthropy - as a foundation director, fundraiser, trainer, donor consultant, researcher, and lobbyist – and is the author of over two dozen books and directories on foundations and corporate giving programs.