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Advancement Services

Secondary emphases are indicated in parentheses.

Please confirm the session times and locations in the program book you will receive when you arrive at the conference.

Monday 2-3:15 p.m.

(Advancement Services)

Data-Driven Prospect Management

Sheraton IV

The most successful major gift fundraising organizations benefit from effective prospect management systems. 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. Josh Birkholz and Todd McMahon will examine developing a system, what is important to monitor, how to determine beneficial metrics for tracking, and guiding progress reporting and analysis.

— Josh Birkholz, Consultant, Bentz Whaley Flessner

— Todd McMahon, Associate Director of Prospect Analysis and Research, Marquette University