February Lunch Meeting | Panel Discussion on Donor Engagement vs. Donor Stalking

When: 02/25/2016 11:30 AM - 1:00 PM
CPCC Harris Conference Center, 3216 CPCC Harris Campus Drive, Charlotte NC 28208

 The Thin Line Between Donor Engagement and Donor Stalking

A conversation moderated by Michelle Hamilton, VP of Development at Charlotte Symphony
We all know donor engagement is paramount to our success as professional fundraisers, but, in this age of Google Search, CRM's and Prospect Research tools with virtually limitless access to data on our stakeholders, it can be difficult to know where the boundary is between too little and too much information on our stakeholders and prospects.
Join on February 25th as we talk with three influential local professionals who have made an art form of walking this fine line. We will also be joined by two donors who can give their perspective on just how much information is too much, since each is also engaged as a volunteer fundraiser. We will tackle many questions to get to the heart of this topic, including:
1)      What steps do you employ to get to know a prospective donor?
2)      What research do you do before starting a conversation?
3)      What is the appropriate way to convey your research findings (where they go to church/went to school/etc.) in a donor communication (email, phone call, face-to-face meeting)?
4)      Where do you personally draw the line on researching prospects? How much information is too much? What do you see as the ethical boundaries?
Our panel includes:
Jamie Hayes, CFRE Director, Novant Health Foundation
Devlin McNeil President, Community School of the Arts
Robin Smith Salzman Owner/Marketing Director, Lake Norman Chrysler Dodge Jeep RAM
Amy Tribble, CFRE Director of Development, Council for Children's Rights

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