Webinar: Creating a Prospect Management System for Small and Solo Research Shops

Webinar: Creating a Prospect Management System - For Small and Solo Research Shops 

A prospect management system is something that every shop would love to have, however they are not often seen in smaller shops. It can be hard to know where to begin in creating a prospect management system. Even when you know where to begin, there are often other tasks that take priority, and various obstacles to progress, such as lack of time, buy-in, or staffing. Ruthie, a 20+ year veteran in this field, has created a number of prospect management systems from the ground up as a solo and small shop researcher; with and without buy-in from the top. Let Ruthie walk you through how to begin your own journey into creating a prospect management system. She will talk about how to being the process and stay on track as you create a tailor made system for your organization.  Ruthie will also share her experiences of the various pitfalls and successes that you may (will) encounter along the way. You will come out of this session inspired, informed, confident, and ready to take on the world - or at least take on the creation of a prospect management system.

This session will be recorded. 

When: May 17th, at 3pm EST

Cost: FREE for Apra PA members; $10 if you have a professional development budget; FREE if you do not have a professional development budget 

Questions: lauren.woodring@philamuseum.org

Ruthie Giles is a thought leader in the field of prospect management, having worked in prospect research and prospect management since 2000. Ruthie is the Associate Director of Advancement Services at Westfield State University. She is also an Associate of Prospect Management with Staupell Analytics Group. Ruthie has held positions at Amherst College, Mount Holyoke College, Harold Grinspoon Foundation, The Loomis Chaffee School, and the Williston Northampton School. She is a member of the New England Development Research Association’s board of directors. She has spoken on the topic of prospect management at APRA, CASE and NEDRA conferences, as well as to regional nonprofit professional groups.  Ruthie holds a BA from Smith College, a MBA from University of Massachusetts at Amherst – Isenberg School of Management, and a MS in Nonprofit Management and Philanthropy from Bay Path University.