Research Series

Donor Prospect Research… How Accurate Information and Analysis Can Drive Advancement Work

Participants will gain a greater understanding on how to use information and intelligence to drive fundraising operations. The presenter will discuss the technique of using multiple templates to determine high-payoff prospects for advancement officer portfolio redesign and the benefit of the “right seat ride,” advancement officer and mentor joint visits.

Learning objectives:

  • Each participant will better understand how to use wealth engine screenings and prospect templates to determine the best course of action for future advancement operations.
  • Understand an effective way to conduct an advancement officer portfolio redesign.
  • Understand the “How To” of the advancement officer “Right Seat Ride.”

Speaker: Stephen Bloomer, Senior Vice President of Advancement, Phi Delta Theta Foundation


Data to Dollars – How to Use the Latest Research

In this panel, three industry veterans will offer perspective on how foundation staff can incorporate the research results into their daily work. Hear how an executive will use the results with boards and to set strategy. Discover how a communications firm will incorporate the data into print publications. Learn how major and planned gift officers can articulate the research in conversations with potential donors.

Speakers: Jason Butler, Director of Leadership Giving, The FarmHouse Foundation and FFE President; Justin Kirk, Executive Director, Delta Upsilon Fraternity and Educational Foundation; and Michele King, President, Shelle Design Inc.