AGM & Webinar: Beyond the Profile: A Practical Model and Tools for a Genuine Strategic Partnership between Prospect Research and Major Gifts

 Registration is closed for this event
Webinar Description: The role of prospect research in identifying, cultivating and soliciting major gifts is increasing in importance as demands for greater efficiency and results increase, particularly in light of the current fiscal environment. At SAIT Polytechnic, our Prospect Research team has shifted activity to lead, as well as respond to, major gifts driven activity. Working increasingly in partnership has impacted the way we approach our work, the way we interact with our development officer colleagues, and the way we view our contribution to the success of our fundraising operations. As a result of this journey, a number of new products and services have been introduced. Outcomes include increased involvement in the development of a cultivation plan, final recommendations on strategy as ask is approached, ask value, key influencers to be included, and identifying potential issues to prep the development officer to manage potential objections. This presentation will include the leadership vision and context within which this repositioning was undertaken, sharing key learnings for other shops looking to move towards a more strategic and leadership role for their prospect research activities. As well, practical solutions now employed at SAIT will be presented, allowing participants tools that can be applied in their own prospect research work.

About the Presenters


Tania Brandstrom MA CFRE
Associate Director, Development & Advancement Services
SAIT Polytechnic


In her role as Associate Director of Development and Advancement Services with SAIT Polytechnic in Calgary, she has established a culture of partnership-based service that reflects her strong commitment to team engagement and collaboration.


In 2008 Tania completed her Master’s Degree in Philanthropy and Development from Saint Mary’s University of Minnesota, where her capstone focused on the use of citizen engagement as a tool for advancing social justice causes in the Canadian not-for-profit sector.


An Active member of AFP and AASP, Tania is a frequent presenter on issues and trends impacting Advancement Services functions and performance, and is the sole Canadian representative on AASP’s Best Practices Team.


Sandra Gomez, CFRE
Research Services Coordinator, Development & Advancement Services
SAIT Polytechnic


Before joining SAIT, Sandra spend 10 years working in Corporate Communications and Public Relations in Colombia, and upon her arrival to Canada she was engaged in fundraising, initially at Theatre Calgary and later at the Pembina Institute. Currently working with SAIT Polytechnic, Sandra is part of the team responsible for the largest campaign to date, The Trades and Technology Complex, a $400 million world-class training environment.


Sandra has volunteered with charities and professional organizations. Currently she is involved with AFP’s National Philanthropic Week, Calgary Chapter, The CASE VIII 2012 Conference Program Committee and APRA Canada Conference 2012.


Sandra is a member of the AFP, the Council for Advancement and Support of Education and APRA.

September 29th, 2011 1:00 PM   through   3:00 PM
Order a copy of the webinar $ 50.00

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