We're excited to announce that there will be two Thursday workshops at this year's conference! Registration will open soon and read more about the first workshop below:
Relationship Management: Building the Car while Driving It
As prospect development professionals, we are often tasked with developing and implementing complex systems and processes to make our fundraising programs operate efficiently. Unfortunately, the expectation is generally that we develop and implement these systems simultaneously. What does this mean for establishing a successful relationship management program? In this workshop, Bond will discuss:
- The fundamental elements of a strong relationship management program
- Tactical steps to enact solid processes based on the tools you have at your organization
- Strategies to gain buy-in from senior leadership and development officers
The full session will be three hours, divided into two parts as outlined below.
Part One: What’s in Your Toolkit?
This session will walk through the key elements of a strong relationship management program, will offer some tips to implement any elements that are missing, and will discuss maintenance of a program over time to ensure it will benefit the organization long-term. Participants will be able to assess what relationship management elements they need to add or modify at their organization and will walk away with some resources to aid them in putting it all together.
Part Two: From the Toolkit to Construction
What processes do you have in place to manage portfolios at your organization? Do you actively manage them, reviewing portfolio counts and development officer activities regularly? Do you assess the capacity, inclination, and engagement of currently assigned prospects and look for opportunities to assign and remove prospects proactively? Do you assess the fit of prospects that are assigned by development officer? This session will discuss a variety of techniques and strategies involved in portfolio reviews, rebalances, and optimizations, with examples for shops of all sizes and levels of maturity within their relationship management program.
Bond T. Lammey is a managing associate at Bentz Whaley Flessner specializing in prospect development. Bond’s experience ranges from higher education to academic medicine, large and small social service agencies, and national and local member/cause organizations. Prior to joining BWF, Bond led prospect research efforts at the University of Chicago, where she oversaw the central prospect research team and developed integrated strategies with prospect management, analytics, corporate and foundation relations research, and non-central research teams at the medical center and Booth School of Business.
Bond received her BA in Sociology and her Master of Management in Nonprofit Administration, both from North Park University in Chicago, Illinois. She is on the board of Apra International and has presented in the United States, Canada, Australia, and Asia at CASE, ADRP, AASP, and Apra conferences.