Bond Lammey is a managing associate at BWF Insight, a practice within Bentz Whaley Flessner. Her area of expertise is prospect development, including integration between prospect research, prospect management, and analytics functions/teams. She has experience working in higher education, academic medicine, large and small social service agencies, and national and local member/cause organizations. She is accomplished in principal gift prospecting, working with non-natural constituencies, daily wealth screenings, and comprehensive prospect development strategies.
Bentz Whaley Flessner is a fundraising and development consulting firm that builds committed and lasting partnerships with educational institutions, healthcare facilities and systems, community and conservation organizations, and many other non-profit organizations seeking continued growth.
Conquering the High Seas of Portfolio Reviews
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 review a variety of techniques and strategies involved in portfolio reviews, rebalances, and optimizations. For small organizations or those who are new to prospect management, this may mean the steps involved in regular portfolio reviews with development officers. For larger organizations or those more mature in prospect management, this means breaking portfolio optimization into smaller, more manageable steps and communicating the strategic benefit of this process to leadership.
Advocating for Prospect Research: Lessons from the Front Lines
With the ever-expanding landscape of digital resources and data available to prospect development professionals, it’s challenging to prioritize your most valuable ones. In a small organization, when faced with multiple roles, you may have trouble communicating the value of prospect research to your colleagues and leadership team. Advocacy, whether for yourself or for our profession, is a skill that can be learned and refined.
This session offers advice on how to demonstrate your value, gain influence and buy-in, and share the benefits of prospect development with your organization’s leadership. Bond Lammey and Carrick Davis will share strategies and stories from other APRA members that paved the way to negotiate and position themselves to receive more resources, flexibility, and leverage in their organizations.