Session description:
The Prospect Management & Research team at Sunnybrook Foundation would like to present on some of the innovative value-added services that they have developed in regards to working with the Major Gift team and beyond, including:
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Major Gift/Research Partnerships (weekly strategic portfolio review with the purpose of
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moving prospects through the pipeline)
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Finding Connections (Board prospect review strategies; coding, identifying, analyzing and
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Presenting connections (how much weight do you assign a connection?)
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Daily Media Review (targeted search strategies/sources)
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Prospect ID (daily reports for screening unassigned prospects)
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Streamlined Event Research (screening process/research format)
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Records Management/SharePoint (sharing and storage of research and other documents/managing workflows/maximizing an organization’s knowledge assets)
Highlights:
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Strategies for engaging with other teams.
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How to approach portfolio review, identifying connections and disseminating crucial info.
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Research can be maximized if presented in the right format with the right focus.