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Assessing and Communicating Capacity With Unclear Wealth Indicators
Program Code:
412
Date:
Saturday, August 1, 2009
Time:
10:15 AM to 11:45 AM
EST
SPEAKER
(S):
Tari Caldwell, Senior Prospect Development Analyst,
The Nature Conservancy
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Tari Caldwell has been a major gift researcher for the past 17 years --- since before the fundraising industry embraced the internet! She is a Senior Prospect Development Analyst for The Nature Conservancy (since 1997), where her current focus is to provide strategic research for its New York-metro area programs. Previously, Tari held research positions with Washington Hospital, George Washington University and American Farmland Trust. She is a graduate of Duke University.
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Cindy McCarthy, Senior Prospect Development Analyst,
The Nature Conservancy
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Cindy McCarthy began her career with The Nature Conservancy in April 2000 in the midst of TNC's first billion dollar campaign. Currently, she is a Senior Prospect Development Analyst providing major gift fundraising and analytical support for the Florida market. Prior to joining TNC, Cindy served as an Information Specialist with Markowitz & McNaughton, a management consulting firm in Reston VA. Cindy is a current member of the Association of Professional Researchers for Advancement and a former member of the Special Libraries Association. Cindy is a graduate of DePauw University.
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Description
The major gift prospect pool often contains difficult to assess donors who can expose a researcher's weaknesses or provide a path to new levels of expertise. Moving beyond the realm of standard research sources can be daunting and frustrating — particularly when bringing ambiguous data together in a coherent, compelling way. This session will cover tips for using old-fashioned research skills to tackle the ghost of hidden wealth, as well as how to communicate the significance of private wealth data authoritatively, in a context that helps move strategy forward.