From Analysis to Action: Refining Your Donor Portfolios for Greater ROI
10:00 AM - 11:00 AM CT
Speaker(s): James Cheng, Executive Director for Business Intelligence & Prospect Strategies Development & Alumni Relations (DAR), Boston University, Katie Harrell, Senior Director of Strategic Planning and Organizational Development, University of Illinois at Urbana-Champaign
Elective Session
Collaboration crediting. Prospect assignment hierarchy. Portfolio assessment cadence. Prospect and portfolio transfer policies. These are just some of the Prospect Management (PM) relevant topics organizations wrestle with, whether their PM program is just starting out or has reach its maturity zenith. Join in the conversation on establishing PM policies and strategies from 3 perspectives: one with a fledging PM team, one with a mature PM program, and a gift officer's perspective on PM.