Presentation on theme: "Presenter: Mary Chamberlain Associate Director of Grants and Advancement Services, Indiana Tech."— Presentation transcript:
Presenter: Mary Chamberlain Associate Director of Grants and Advancement Services, Indiana Tech
M.A. in Arts Administration from the University of Akron B.A. in Theatre and Political Science from Baldwin-Wallace University Non-profit Experience: Great Lakes Theater Festival The Cleveland Foundation The Women’s Community Foundation (Cleveland) The Cleveland Orchestra Lourdes University Indiana Tech
What is it? Why is it important? Who uses it? On a large scale: Universities and Hospitals.
Perception as intrusive Board of Trustees understanding Importance of confidentiality Donor/Prospect access to profiles
Current Donors Prospective Donors or “New” Friends Foundations & Corporations Board Member Candidates
Getting to know your donor. Introductory visit – similar to a job interview. Being prepared, knowing interests prior to meeting so you can guide the conversation.
Used free, publicly accessible resources. All information collected from online sources. In an actual profile, more institutional information would be included in the document. Average amount of time for profile completion – 3 hours.
Linkedin Facebook Christina Pulawski CQ MoneyLine BoatInfo World Newspaper See handout for more examples…
Despite research, a face to face meeting can tell you a lot about an individual. Research post-initial meeting. Hiding Assets. Domestic versus International research.
Data mining Reporting Modeling Segmenting solicitations by “types” of donors Identifying major donor prospects Peer reviews Data appending