Advancement Services Report

Provided as a service of Bentz Whaley Flessner

Wednesday, June 4, 2008

Upcoming Conference

Mid-Atlantic Researchers Conference 2008
June 11-13, 2008, Lewisburg, PA

In a workshop on Data Mining and Campaign Analytics, Josh Birkholz will discuss how data mining is becoming a central strategy of sophisticated fundraising organizations, the importance of incorporating statistics into your organization, and how analytics provides actionable campaign decision support.

Pamela Poland will also present two sessions at this conference:

Prospect Management and Tracking Fundamentals
Prospect management and tracking system allows an organization to concentrate on those prospects who offer the greatest potential to the organization, to manage complex portfolios with simple processes, to communicate with constituents in a unified manner, to prioritize major gifts prospects, and to keep on track with cultivation, solicitation, and stewardship of prospects and donors. Learn the basic elements of effective prospect management and tracking in this dynamic session.

Strategic Prospect Management, Beyond the Basics
As the competition for philanthropic dollars increases, the need to optimally prioritize prospect pools and to leverage our resources, both effectively and efficiently grows in turn. In this interactive session, prospect management best practices, key issues, and trends will be examined. Learn helpful approaches to pipeline and portfolio management, cultivation and solicitation strategies, performance metrics and other issues. Participants will have the opportunity to take away helpful approaches that can be applied to the specifics of their institutions.

Conference details

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