Program: Advancement Services

Thursday, February 19
9:15 - 10:30 am

Annual Giving and Development Services Partnerships

Collaborating with the reporting team to determine the best way to analyze and use prospect information to inform affinity segmentation strategies.  How to maximize the information within your fundraising database. 

Presenters:

Mike Bullard, Director of Annual Giving at OHSU Foundation

11:00 am - 12:15 pm

Best Practices in Setting up your Research Office

How to design an effective research shop with limited resources. How to evaluate what research tools to select and measure the return on investment. Maximize your resources by training development coordinators to perform preliminary research.

Presenters:

Ellen Bryan, Director of Research and Prospect Management, OHSU Foundation

2:00 - 3:15 pm

Data Driven Advancement

The analysis of data within a prospect management system can be used to evaluate fundraising effectiveness, assist with strategic planning, and inform management decision making. This session will cover what is important to monitor, how to establish benchmarks, and how to set up progress reporting and analysis.

Presenters:

Josh Birkholz, Director of DonorCast Analytics, Bentz Whaley Flessner

3:45 - 5:00 pm

Prospect Management and the CRM Advantage

Learn how to implement process change initiatives through the use of effective change management strategies. This session will discuss how to redesign your system and processes to enable a 360 degree view of your prospects.

Presenters:

Nancy Benavente, VP Development Services, OHSU Foundation
Wayne Combs, Director of Advancement Services and Information Management, Occidental College

Friday, February 20
9:15 - 10:30 am

Joint Session / Philanthropy and Advancement Track

Beyond Google: Quick and Easy Prospect Research Tricks for Development Officers

You've just set an appointment with an exciting prospect, but your prospect researcher is on vacation. You've already googled the person, but you'd like a bit more information.  Where do you start?  This presentation will cover quick and easy research resources and tricks for discovering philanthropic and civic involvement, contact information, employment history and more.  You'll also learn how to come up with a basic capacity estimate using wealth indicators.

Presenter:

Amanda Jarman, Development Research & Prospect Manager, Office of University Development, Portland State University

11:00 am - 12:15 pm

Beating the Odds: Advancement Services as a vital resource to tap in tight economic times 

Advancement Services can serve as a vital resource to tap in tight economic times.  If you are being asked to facilitate more with less, come hear ways to team with your colleagues across advancement to make the most efficient short- and long-term decisions about resources that can improve your fundraising success.  The first half of the session will present multiple ways in which you can maximize your dollar.  In the second half of the session you will have the opportunity to discuss individual challenges your particular institution faces, and learn from your colleagues how to tackle those challenges.

Presenters:

Carolyn M. Hoyt, Senior Director of Annual Giving & Advancement Services, Willamette University

2:00 am - 3:15 pm

Best Practices in Advancement Services

The Association of Advancement Services Professionals, a recently formed organization, has embarked on an effort to document best practices. The presentation will provide you with an update on this activity, and an opportunity to learn more about the association.

Presenters:

Tania Brandstrom, Associate Director, Development and Advancement Services, SAIT Polytechnic.