Session Information
APRA 23rd Annual International Conference
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Best Practices in Relationship Management
Track : Relationship Management
Program Code: 225
Date: Thursday, July 22, 2010
Time: 3:00 PM to 4:30 PM  EST
SPEAKER :
 Terence Kissack, Senior Portfolio Analyst, UC Berkeley
Description
Prospect management fosters communication and collaboration with fundraisers, while also providing timely information to those setting fundraising goals and prioritizing work. Relationship management is a critical tool for those wishing to allocate resources and identify opportunities — especially important in challenging times. This session will explore best practices for prospect management systems and look at U.C. Berkeley as an example. Emphasis will be placed on how to implement and improve policies and procedures.


Handout Online
(Code: 225)
Attendee: Free