Portfolio and Moves Management
2:00 PM - 3:00 PM CT
Speaker(s): Jami H. Johnson, Director, Prospect Management and Information Engagement, University of Chicago
Elective Session
Transition is common in the advancement office as staff come and go, and we move in and out of campaign periods. It's critical to make sure your best prospects don't get "lost" in your database. A well-designed prospect management system helps to ensure continuous donor engagement and stewardship by tracking relationship history and future plans for your top donors and prospects. We'll look at moves and prospect management (and the difference between the two), and how to create a prospect management system that supports individual staff efforts as well as prospect pool and campaign analytics.