Events

Education Program: Navigating the Prospect Management Journey: From Identification to Activation- 2 PART Program

When: 1/8/2025 10:30 AM - 1:00 PM CFRE: This program aligns with Domain 1: Current and Prospective Donor Research and Domain 3: Relationship Building.

Session 1-Speaker: Shelley Weifenbach 10:30AM-11:30AM
11:30AM-12:00PM LUNCH
Session 2-Speaker: Robert Koch 12:00PM-1:00PM

Navigating the Prospect Management Journey: From Identification to Activation 

Description:Dive into our engaging two-part lunch and learn program that will guide you through the prospect management journey, starting with effective database management strategies for prospect research and moving into strategies for activating prospects. In the first part led by Shelley Hindmon Weifenbach, we will focus on navigating the identification and qualification stages of moves management, exploring the evolving landscape of prospect research, and addressing modern disruptions such as privacy concerns and artificial intelligence. Attendees will learn about the critical role everyone plays in prospect research and data management, and best practices for tracking and maintaining up-to-date data. The second part led by Robert Koch will build on this foundation, shifting the focus to cultivating prospects. Attendees will learn how to leverage gathered information to build meaningful relationships with potential donors, balance proactive and reactive research, and prepare for cultivation meetings. By the end of this series, fundraisers will be equipped with the tools and knowledge to effectively engage, cultivate, and solicit prospects, leading to successful fundraising outcomes

Bios:

Shelley began her fundraising career in annual giving and ultimately became the director of foundation and corporate relations at Salem Academy and College. She was also a driving force behind the implementation and development of a prospect management system in Raiser's Edge. In 2015, Shelley's passion for pairing technology with best practices brought her to Blackbaud where she could help non-profits across the world increase their impact. As a Blackbaud University instructor, she educated users on Blackbaud software and facilitated organizational best practice workshops. Since 2019, Shelley supports organizations to increase their fundraising efficiency using data-driven research and analytics as a strategic consultant. She frequently presents webinars and sessions at bbcon on analytics, Blackbaud Raiser's Edge NXT, ResearchPoint, Prospect Insights, and Prospect Insights Pro. Shelley is a Certified Fundraising Executive (CFRE) and member of the Association for Fundraising Professionals (AFP). She lives in Belmont, North Carolina, with her husband and two-year old son.  

Robert joined the Carolina Raptor Center as Vice President of Development on Earth Day 2024, having previously managed teams at Queens University of Charlotte and WFAE 90.7 FM. He started his fundraising career at Washington & Lee University helping finish a $542.5 million campaign, after working for a decade in enrollment management at Rhodes College and W&L. Robert's degrees are from Davidson College and Drexel University, and he is a member of Leadership Charlotte Class 42. He is the proud father of three girls and his favorite raptor is the Osprey.