Building Effective Fundraiser/Researcher Partnerships

June 25, 2009

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Overview

Join us online to consider new methods of improving the relationship between your fundraisers and researchers.

Our economic turmoil has placed increased pressure on fundraisers and researchers to show results faster. While friction between these two groups is nothing new, this recent pressure has only ratcheted up the strain on their working relationships. Now is the time to refocus your efforts on relaxing this tension to achieve greater harmony and better performance during these difficult times.

Consider new methods of improving the relationship between your fundraisers and researchers. In this on-demand webcast, you will learn to:

Identify and address the traditional obstacles to improving the relationship
Set reasonable shop goals for improving the relationship
Use direct and indirect and overt communication to further the relationship
Move from a region-based to more efficient fundraiser-based research model
Apply the lessons to different shop scenarios, including:
- Centralized vs. decentralized environments
- Scaling for fewer resources
- Managing around campaigns and other special projects

TARGET AUDIENCE

This event is designed to bring together shop stakeholders who manage either fundraisers or researchers to help form on-going successful partnerships. As such, we strongly encourage managers of both groups to view this on-demand webcast.

Agenda

Live Session Took Place On Thursday, June 25, 2009

Breaking down the traditional role-based problems
Addressing common barriers to success
- Overcoming the traditional role problems
- Time
- Closing the respect gap
Setting good overall goals for your effort
- Increasing researcher visibility
- Demonstrating the value-added of research
- Creating relational, not transactional, communication
- Moving from reactive to proactive research
Achieving the goals within different shop settings
- Managing up for success
- Centralized vs. decentralized shop issues
- Scaling for fewer budgetary and staff resources
- Managing around campaigns and special projects
Actualizing the goals: Two successful case studies
- University of Rochester: Using communication techniques to grow a better partnership
  - Direct
    - Conducting a "listening tour" of staff
    - Keeping regular communication/feedback moving with senior
      development managers
    - Researcher training for effective work strategies with gift officers
  - Indirect
    - Working with researcher strengths for assignment and skill building
    - Leveraging projects that require interaction
- Marquette University: Creating a comprehensive and accountable new structure
  - The inception of the model
    - Obtaining buy-in and agreement
    - Implementation as part of an enhanced prospect management
      process
  - Pitfalls encountered
    - Personality and work-style differentials
    - Striking a balance of reactive and proactive research
  - Results and ongoing challenges
Addressing your shop's unique conditions

Want more information about this event?

Contact Jason J. Shuba, Senior Conference Director if you'd like additional information about the program agenda.

Instructors

Elizabeth Dollhopf-Brown

Senior Director, Research and Prospect Management

University of Rochester

Responsible for managing Rochester's prospecting and data mining efforts, Elizabeth previously served as director of prospect analysis and research at Marquette University. At Marquette, she was responsible for leading the transformation of the department from a reactive support function into a fully integrated and proactive unit working as a strategic partner with campaign planning staff, senior management and development officers. Before assuming that role, Elizabeth focused her professional efforts on annual giving, including serving as director of the Marquette Fund.

Holly Hamilton

Senior Director, Strategic Initiatives

Marquette University

In her current role, Holly oversees all development strategic projects and prospect research at Marquette. Before this position, she directed development information, data services, research, and projects as the institution's chief advancement information officer. Holly's other past professional roles include development services in the health care industry along with IT consulting as a programmer project manager. A member of both APRA and CASE, she is a frequent speaker on topics related to collaborative project management and positioning research within development infrastructures.

Registration

CD Recording of Live Webcast

$350.00

Building Effective Fundraiser/Researcher Partnerships CD Recording

Attendee Information

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