Prospect Management Workshop

Ready to dig into Moves Management, Prospect Pipelines, and Donor Portfolios but not sure where to begin? This workshop explores the concepts, tools, and practices for moving constituents through the cycle of cultivation—from promising stranger to loyal friend. 

• Understand what wealth screening data and how to integrate findings into your database and prospecting practices.
• Take home the key database codes, fields, and practices that drive the Cultivation Cycle—from Discovery through Stewardship
• Tips for reliable file segmenting and tending your prospect pipeline

Speaker Information:

Joanna Joslyn, Joslyn Creative, Paonia,Colorado 

Founder, Project Manager and Lead Consultant

Joanna provides fundraising systems design and implementation services to client organizations. She has over twenty years of fund-raising and operations experience, and her clients range from large, established fundraising machines entering a capital campaign to small shops purchasing new software. This broad scope of experience informs her critical problem solving and far-sighted solutions to human+technology projects.