Map to 251 Bank Street (leave time to find parking or consider a taxi, the bus or walking if feasible)
“Time is the enemy for most fundraisers, but prospect research is your friend. Analyzing the information in your databases to discover your most important donors just makes good sense. Tracey is Canada’s most knowledgeable prospect research professional and her 3 hour seminar is not to be missed.” Doug Puffer, Director Personal and Planned Giving, Carleton University and Senior Consultant with PGGrowth Inc.
** CAGP member price: $130
** AFP reciprocol promo price: $130 (use code "UsingResearch130")
** Non-member price: $145
CFRE has approved Tracey Church’s session for 3 points for CFRE credits
Using Research in Your Planned Giving Program
This ninety-minute session will introduce the attendees to how they can best utilize research in their planning giving (legacy) programs. With the idea that “anyone can make a planned gift” organizations are often at a loss as to how to prioritize solicitation within their planned giving programs. This session will introduce the attendees to:
- Targeting potential planned giving prospects by constituency, demographics, values, and life stage;
- Understanding donor-centred philanthropy;
- Segmenting the donor database;
- Integrated giving;
- Identifying good planned giving prospects; and
- Researching aspects and assets of planned giving prospects.
Finding Linkages: “People First” Peer Review Training
This ninety-minute session introduces your attendees as to how they can best utilize their senior volunteers (board members and development committee members) and senior executives to “think like a researcher” and their roles in peer and prospect review screening. Attendees will learn why peer screenings and making connections are so important in fund development and what processes can be used to make them the most effective in adding to the capacity of an organization’s prospect pipeline.
Areas to be covered during the session will include:
- The importance of linkages, affinity and identifying prospect and donor capacity;
- What to consider when identifying prospects for an organization;
- Who to consider for senior volunteer roles (the “influencers” in your community);
- Processes used for a successful peer screening review; and
- Processes used to track volunteer activity and success.
About Tracey Church, MLIS
Tracey has been a professional researcher for over 20 years and is the Past President of the Association of Professional Researchers in Advancement (APRA-Canada). She is the Principal Researcher and Consultant with her own company Tracey Church & Associates, Research + Consulting Services (www.traceychurchresearch.com). Tracey is proud to be the Co-Editor and Co-Author of APRA-Canada’s first book “Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers” (Civil Sector Press, 2016). Tracey is a member of the Association of Fundraising Professionals (AFP) International Research Council and is a new Director for APRA International and AFP Golden Horseshoe.
Tracey has worked with over 300 organizations in the fields of health care, education, social services, the arts, and the environment. Her work includes customized one-on-one or group training, custom research profiles, prospect identification, database screening, pipeline management, strategic planning, time and database management, surveys and interviews, and specialized research projects.
Tracey is a part-time faculty member at Western University (London, Ontario) teaching the Prospect Research in Fundraising course in the Master of Library and Information Sciences program (MLIS). She has her MLIS and her Professional Certificate in Not-for-Profit Management from Western University. She is a regular and requested presenter for APRA, AFP, AHP, CAGP, OLA and other conferences and loves to see her students and trainees succeed in the exciting field of prospect research.
