Genealogy is more than a personal pastime—it’s a strategic asset in the prospect researcher’s toolkit. In this session, we’ll explore how tracing family history can reveal critical relational insights, uncover hidden philanthropic patterns, and strengthen the overall quality of donor intelligence. Attendees will gain clarity on who can and should undertake genealogical research, when it is most appropriate and impactful, and why it matters within the broader context of advancement strategy. We’ll examine the natural intersections between genealogy and prospect research, including how each discipline informs and enhances the other. The session will also cover the specific types of data to pursue—such as legacy affiliations, intergenerational giving, and family networks—and introduce tools and resources that support the discovery and mapping of family trees. Whether you’re new to genealogy or looking to refine your approach, this session will equip you with practical insights to turn ancestry into actionable advancement outcomes.
Discover how genealogical research can enhance donor identification and relationship mapping. This session explores who should conduct this research, when it’s most useful, and how it intersects with prospect research. Learn what to look for, why it matters, and which tools can help you uncover and leverage family connections for strategic fundraising. Time: Jul 8, 2025 1:00 PM to 2:00 PM Eastern Time (US and Canada)
When
July 8th, 2025 EDT from 1:00 PM to 2:00 PM