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Other Services

  • facilitating strategic planning or goal-setting meetings and retreats;
  • implementing the framework for transparent prospect management within the fund-raising operation;
  • working with database administrator and programmer to define standard reports that will assist in prospect identification and profiling, and in prospect management;
  • working with database administrator and programmer to set parameters for data entry of research and screening information, and linking system to word processed research reports;
  • acting as a functional lead in database conversions, vendor selection, or other systems projects;
  • consulting on prospect identification/peer screening/information management issues, including screening vendor selection and project implementation;
  • validating screening results;
  • building tools and report specifications for tracking performance metrics within advancement services, and for front-line staff;
  • other projects as identified.







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