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Prospect Management Workshop

  • Thu, February 10, 2022
  • 1:00 PM - 3:00 PM
  • Online
  • 3


Registration is closed

Prospect Management Workshop  

Thursday, February 10, 2022

1:00 PM - 3:00 PM




Prospect Management.  Everyone loves the idea of having a prospect management system in place at their organization, but it is not always easy to move from an idea to an actual implemented system.  There are many pieces involved in creating a prospect management system and simply knowing where to begin and how to proceed can be a daunting task.  There may be internal obstacles that you need to navigate, such as: lack of time to work on creating a system, lack of staff (you may be a solo shop, or on a small team), lack of buy-in from the top, and/or a lack of understanding as to why a system is needed by your fund raising team. 


There is no “one size fits all” prospect management system.  Each system needs to be tailored to the needs, nuances, and existing processes of your organization.  Ruthie has created prospect management systems from the ground up, both with and without initial buy-in from leadership.  They will help guide you through the process of how to create a system for your organization.


Attendees will leave with the following:

  • Ability to make a convincing case for creating a prospect management system
  • Strategies for where to begin, whether or not there is initial buy-in from top leadership
  • Templates for various pieces of a prospect management system
  • A list of resources that will aid with building their own prospect management system


Ruthie Giles is the Associate Director of Advancement Services at Westfield State University. She is also as Associate for Prospect Management with Staupell Analytics Group.  Ruthie is considered to be a thought leader in the field of prospect management, having created prospect management systems for a number of organizations and spoken at a number of conferences on the topic. Previously she has worked at Amherst College, Mount Holyoke College, Harold Grinspoon Foundation, The Loomis Chaffee School, and the Williston Northampton School.


$50 Members

$100 Non-Members

Are you a current or recently lapsed NEDRA member and want to attend this program for free? Apply for the need-based NEDRA Community Scholarship.

Deadline to apply is Thursday, January 20, 2022.


Attendees will receive a Zoom link in advance of the event and a recording will be shared within 24 hours after the event.


Registration for this event closes on Wednesday, February 9, 2022 at 5PM.

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