PROSPECT MANAGEMENT: SMALL, BIG, AND EVERYTHING IN BETWEEN

By: Shelly Steenhorst-Baker, Director Prospect Research & Pipeline Development, and Kat Carson, Co-Editor, The Scoop, APRA Canada | Manager, Pipeline Development

Over the last ten years, we’ve worked for non-profits whose Development shops ranged from a two-person team to an institution with over 100 fundraisers and support staff; who had a handful of people doing everything to a team whose members play very specific roles with very specific functions; whose annual fundraising goals varied from a hundred thousand to over a hundred million.

THE FUNDAMENTALS OF ESTABLISHING A SUCCESSFUL PROSPECT MANAGEMENT SYSTEM

By Sarah McCarthy and Emily Joldersma, Ivey Business School

Put simply, a Prospect Management (PM) system is a system for tracking the relationship between a potential donor and the fundraising organization.  A PM system has two essential functions: to help fundraisers raise money, and to assist the organization in determining the financial pipeline and the viability of targets.

A BRIEF COMPENDIUM OF CURIOUS RESEARCH REQUESTS AND WHAT TO DO ABOUT THEM

By Andrew Boden, Manager, Prospect Research & Strategy, Simon Fraser University

 

Editor’s Note: Andrew takes us on a humorous ride as he shares some of the more bizarre requests he and fellow peers have encountered – a few which evoke sentiments many of us can identify with.  That said, as prospect researchers, we are all guided by APRA’s code of ethics which help define and shape our professional conduct and daily interactions.

 

GETTING TO KNOW YOU: PROSPECT RESEARCH IN A TEAM ENVIRONMENT

By Martha Tuff, Development Information Officer, IWK Foundation

No prospect researcher works alone.  We all work for, and with teams of development officers, administrators, volunteers and other researchers (sometimes!)

In the not-for-profit world, we are all driven by the same goal and that is to raise more money for a worthwhile cause, even though we may do so in different ways.   The strength of the team lies in how well they work together and a big part of this strength lies in knowing what each member brings to the team.

2014 MEMBERSHIP SURVEY RESULTS

By Melody Song, Director, Communications, APRA Canada |Prospect Research Senior Officer, Calgary Zoo

The APRA Canada Membership Survey is an important tool to better understand the demographics of our membership, identify industry trends and evaluate member services. 

The APRA Canada Board would like to thank each of the 78 respondents (or 46% of the total members) who took time out to give us their valuable feedback and contributions to this year’s survey, and share some of the key findings with all members.

REGIONAL REPS REPORT

By Melissa Young, Director, Regional Reps  | Manager, Prospect Research, QEII Health Science Centre Foundation

Happy Spring!  On behalf of the APRA Canada Board and as your Director, Regional Reps I would like to take the opportunity to reach out to you all to encourage you to get together to network with colleagues from other organizations in your area. 

MEMBERSHIP REPORT

By Gretchen Wintermeyer, Director, Membership, APRA Canada | Manager, Donor Information and Analysis, Mt. Sinai Hospital Foundation

Our current membership stands at 169 members. We appreciate your support of APRA Canada and welcome our new members. If you know of someone who would like more information about APRA membership please suggest that they contact me directly.

There have been nine new members who have registered with APRA Canada since the beginning of the year. Please join me in welcoming them to our organization:

Subscribe to Issue 43 March 2014

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