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Best Practices in Relationship Management
Program Code:
225
Date:
Thursday, July 22, 2010
Time:
3:00 PM to 4:30 PM
EST
SPEAKER
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Since coming to Cal in 2007, Terence has helped develop and implement prospect management policies and procedures. Prior to Cal, Terence worked for a number of non-profits including the Gay, Lesbian, Bisexual, Transgender Historical Society and the Prison University Project. Terence currently serves as co-chair of the Board of Directors of the GLBT Historical Society. In 2008, Terence published Free Comrades: Anarchism and Homosexuality in the United States, 1985-1917.
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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.