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Friday, September 29 • 1:30pm - 2:30pm
The Changing Nature of Prospect Research and Prospect Identification for Fundraising

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Overview Influences - cost of technology, data communications and availability of data Uniqueness in the world - Adoption rates, legality, and availability of data Who uses research? Historically - higher education Prospect Research professionals Best Practices - Who uses it? Role of Google What data sources are available? Census data and marketing models Then real estate and SEC Business, nonprofits and Foundations Charitable giving Big Data How is the prospect research used on the organization? Modeling Planned Giving Annual Fund and Events Major Giving Campaign Giving Where is it going? Standard vs Optional Reduced Costs Transactional guidance Closing
Objectives
1. Attendees will understand how and why prospect research has changed.
2. Attendees will understand current strategies for prospect research and how they can employ them.
3. Attendees will understand how prospect research is likely to change going forward and the associated opportunities.


Moderators
avatar for Lisa Quist

Lisa Quist

Manager, Gift Planning, Maryknoll Fathers and Brothers
Lisa Quist is Manager of Gift Planning for the Maryknoll Fathers and Brothers, the Catholic Foreign Mission Society of America.  Lisa leads a team of ten that raises major gifts and planned gifts.  She has been part of the Maryknoll family for eight years.  Her background encompasses more than twenty years of experience in the areas of strategic planning, human resources and... Read More →

Speakers
avatar for William Tedesco

William Tedesco

CEO, DonorSearch
Bill Tedesco is a well-known entrepreneur in the field of philanthropy with over fifteen years of experience at the helm of companies serving the fundraising profession. He has personally conducted original research to identify markers of philanthropy and has developed a how to guide for data mining interpretation. | | For the past five years, he has served as founder, CEO, and managing partner of Tedesco and Affiliates, LLC, dba DonorSearch.net. DonorSearch is one of a small group of companies providing wealth screening, philanthropic reviews, and online prospect research tools exclusively to the nonprofit market. | | DonorSearch is one of the very few companies that have compiled large charitable giving databases. The database is currently in excess of 45 million unique gift records, spanning approximately 15 years, and grows by more than 50,000 records each day. | | He has also served as Executive Vice President of Target America and later as CEO of WealthEngine.com. Mr. Tedesco was also a principal of BFTConnect/ContactReporter. | | He also has four years of fundraising experience having served as Director of Development for the Fund for Educational Excellence... Read More →


Friday September 29, 2017 1:30pm - 2:30pm
Marriott Grand 3

Attendees (18)