CASE-NAIS 2020 Elective Session Day 1
Day 1, Sunday, January 12
3:00-4:15 PM
IQ Opens the Door, EQ Closes the Gift
Need to enhance your prospect management system? Wondering how to build a pipeline? Not sure how to qualify your constituents? How do you move them through the steps to close a gift? Join us as we look at the importance of using IQ to identify prospects and report on them, then shift to using EQ to cultivate donors and close gifts. Learn how to build a systemic prospect management system that combines advancement services and major gift moves management from a 15-person shop.
Meghan Gould, Principal Giving Officer; and Ali Jacobs Greenly, Director of Prospect and Data Management, The Hill School