Prospect Researchers are a number of things. They are organized, they are curious, and they are creative - but they are also fundraisers too! With the speed and sophistication of technology and information in the world today, it is more important than ever that prospect researchers and frontline fundraisers work together as a team, to achieve their organizational goals and provide meaningful donor engagement. In this presentation we will discuss strategies for working proactively and collaboratively with your fundraising colleagues and how prospect research can provide the keys to a meaningful donor strategy.
In this presentation, we will discuss numerous ways this partnership can thrive, including the use of effective moves management meetings. Moving past the traditional research profile to provide strategic and targeted information and explore how fundraisers use it. Understanding the need to apply an IDEA lens to research, and subsequently fundraising strategies across your organization. The importance of effective reporting across departments to ensure that prospects are moving clearly through the fundraising cycle and articulating clear roles and responsibilities between partners to ultimately raise more money for your cause.
Learning Objectives:
1. How to reframe the role of prospect researchers into frontline fundraisers
2. How to partner with frontline fundraisers in their work
3. How to make prospect research strategic and not just informative
Level: Intermediate
In-Person