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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... 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... Read More →

Friday September 29, 2017 1:30pm - 2:30pm PDT
Marriott Grand 3
  Workshop-Breakout-Round Tables, Major Gifts

Attendees (18)