2018 NCDC Conference & Exposition

Scenario: You are preparing for or engaged in a capital, endowment, or annual campaign, and you have decided to use predictive modeling and wealth analysis to identify the best prospects for principal, major, planned, and annual giving. Although It sounds both simple and obvious, to ensure success you need to develop and implement a plan to integrate the findings into your cultivation and solicitation strategies. Too many organizations struggle to implement and miss opportunities to grow the uncovered potential in their databases. This session will explore the process of matching campaign goals to screening discoveries, creating implementation strategies that mesh with campaign timelines and building consensus among the fundraising team to both understand and utilize the data most effectively. Most importantly, this will not be a theoretical undertaking, as the speakers will relate the experiences of the Fellowship of Catholic University Students implementing a screening project in support of a capital campaign.

Objectives
1. 1. To learn the range of data available to you through analytics and wealth screening services
2. 2. To understand the work of organizational staff (such as prospect research and gift officers) to use analytics and wealth data to rank and distribute prospects to leadership and development staff
3. 3. To learn how to create prospect portfolios and metrics for gift officers that encourage qualification efforts and fluidity