Fall into Prospect Management: Think Tank 2022

Fall into Prospect Management: Think Tank 2022

Thursday, September 22, 2022

1:00 P.M. - 2:30 P.M.

Prospect Management is a tough term to describe fast; it’s an umbrella term for dozens of operational strategies that support general (as well as specific) fundraising. Whether you’re talking about assigning prospects; facilitating portfolio reviews; creating prospect pipeline strategies; reviewing gift pyramids/campaign feasibilities; defining codes for related dashboards...all of these functions, or rather professional responsibilities, can fall under this broad term. So it’s a lot!

As you develop your goals for FY23, now is the perfect time to consider how you may want to build, or grow, or achieve in these areas. This Think Tank will provide you additional space to reflect upon and share what is happening in your organization, learn with your peers, and find opportunities to make improvements. 

FACILITATORS:

Arielle Waite is the Senior Prospect Research Analyst at Combined Jewish Philanthropies (CJP), where she joined the research team 5 years ago. Arielle’s work is divided between prospect management and prospect research & identification. Combining her love of technology, research, and streamlining processes; Arielle loves to find ways to innovate and make the computer and database work for her. Prior to her position in the research team, Arielle has held numerous positions at CJP and in the greater non-profit Jewish communal world. 

Samantha Harris is the Director, Prospect Development and Research at Combined Jewish Philanthropies (CJP). A 10-year veteran of CJP, her current and primary focus is on the development and implementation of a large-scale prospect identification & qualification initiative (“The Pipeline Program”), which includes complimentary prospect management policies and guidelines. Prior to CJP, Samantha worked for 7 years at Tufts University in various prospect research roles, including lead researcher for The School of Arts & Sciences and Tufts University Medical School.

Participants will be asked in advance to share with the moderators via the registration form your goals for this Think Tank, including specific areas of Prospect Management you’d like us to focus on.

COST:

Free for Members

$25 Non-Members

Join this Think Tank for free with the NEDRA Community Scholarship. While Think Tanks are free for NEDRA members, recently lapsed members can still attend with a Scholarship. Applications for this Think Tank are due September 8. Apply now.

LOCATION:

Attendees will receive a Zoom link a day before the event; this think tank will be held as a Zoom meeting and a recording will not be available.

DEADLINES:

Registration for this event closes on September 21, 2022 at 5PM.