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Prospect Management Workshop

  • Wed, October 19, 2022
  • 1:00 PM - 3:00 PM
  • Online
  • 23


Registration is closed

Prospect Management Workshop

Wednesday, October 19, 2022

1:00 P.M. - 3:00 P.M.


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.



Ruthie Giles is a renowned thought leader in the field of prospect management.  Highly sought after for her expertise in prospect management, she has spoken at NEDRA, CASE and APRA conferences, as well as various AFP and APRA chapters. Ruthie is the Associate Director of Advancement Services at Westfield State University. She is also as Associate for Prospect Development with Staupell Analytics Group. Previously she has worked at Amherst College, Mount Holyoke College, Harold Grinspoon Foundation, The Loomis Chaffee School, and the Williston Northampton School.


$50 for members

$100 for non-members

Join the Workshop for free with the NEDRA Community Scholarship. This scholarship is available to NEDRA members (or recently lapsed members). Applications for this program are due September 28. Apply now.


Attendees will receive a Zoom link a day before the event; this program will be held as a Zoom meeting and a recording will be recorded.


Registration for this event closes on October 18, 2022 at 5PM.

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