Quiet Perseverance: A Prospect Management Tale

Quiet Perseverance: A Prospect Management Tale

Tuesday, February 26, 2019

1:30 p.m. - 3:00 p.m.

Dana-Farber Cancer Institute

10 Brookline Place
Room 563

Brookline, MA 02445

Come hear about strategies and techniques for how to develop and implement prospect management functions, including portfolio reviews, from scratch. Through the insights of representatives from Research, Analytics, and Major Gifts, you will learn how Dana-Farber Cancer Institute went from having no formal portfolio review process to having bi-annual reviews that are strategic, effective, and enjoyable. It is possible! Learn about the key components for a prospect management program, steps for implementing prospect management (with an emphasis on portfolio reviews), and best practices for collaborating across development to make prospect management effective.

PRESENTERS:

Katie Macrina is the Senior Director of Prospect Management and Research at Massachusetts General Hospital. Prior to joining MGH, Katie was the Associate Director of Development Research at Dana-Farber Cancer Institute. She has also contributed to the prospect research efforts of both Boston University and Northeastern University. Katie received her BA in English from Saint Anselm College and MA in Nonprofit Management from Northeastern University. Her interests include building and expanding prospect management programs and portfolio reviews. She also loves collaborating with development colleagues to increase efficiencies and improve data integrity.

Rachel Wells is the Assistant Director of Project Management for Principal & Major Gifts at Dana-Farber Cancer Institute in Boston, MA. She began her career at Dana-Farber in 2014 and has held three different roles within the major gifts team. Rachel received her BS in Communication Studies from Appalachian State University. In her current role, Rachel is the acting liaison for Dana-Farber’s major gifts team with research, analytics, IS, and fiscal and regulatory management. She consistently draws on her experiences with major gift metric strategies, goal setting, prospect identification, and portfolio management to effectively collaborate with her development colleagues.

COST:

$85 Members

$125 Non-Members

PARKING:

Parking is available in the building.