Friday, March 31, 2023
2:00-3:30 PM ET
As Prospect Development professionals, we’re familiar with Gift Acceptance Policies: but how often do we assess whether we should accept and/or continue a relationship with a donor whose behavior or ideology may be more problematic than their source of wealth? At the Planned Parenthood Federation of America and the Planned Parenthood Action Fund, we found that even the most infrequent inappropriate donor behavior affects our donor-facing colleagues negatively, especially with no formal reporting system in place to protect them when it occurred. With our commitment to Inclusion, Equity, and Belonging in mind, the Prospect Management team drew from the wisdom of Gift Acceptance/Due Diligence best practices, the values and staff policies of our organization, and the needs and experience of Gift Officers and other donor-facing staff, to craft a process for capturing and addressing instances of problematic donor behavior and mitigating the negative effects on our team. Think of it as a Relationship Acceptance Policy; it functions to ensure a safe and equitable way for incidents to be captured in our CRM, with the intention that these relationships be evaluated wholly with the well-being of our staff and our organization in mind. This case study presentation will walk you through the steps we've taken to create our policy, how we engaged key stakeholders to ensure collaboration and buy-in, what resources we used, and what questions we tried to answer with our policy. We’ll also offer insights from our donor-facing colleagues about the value of the policy and their experience of its development, as well as time for Q&A with the Prospect Management team. Join us for a walk-through of our development process, aimed specifically at helping you jumpstart your own Values Misalignment Relationship Management Policy.
Kate McConnell (she/her/hers) is the Associate Director of Prospect Management for the Principal & Major Gifts team at the Planned Parenthood Federation of America and Planned Parenthood Action Fund. Kate was the first Prospect Management professional at PPFA, and implemented a brand new program now facilitated by a team of 5. She and her team advise on portfolio and departmental strategy for PPFA and 8 partner affiliates, and oversee the development of comprehensive organizational processes for data visualization, complex CRM coding, budget projections, and more - including the creation of PPFA's Values Misalignment Policy. Prior to joining PPFA, Kate implemented the first Prospect Management program for Yeshiva University, where she began her 10+ year career in Prospect Development. Kate serves as co-chair for Apra's DEIBJA committee and serves on Apra's Advocacy committee. She is also a co-chair for the Apra GNY DEI committee. In her free time, Kate is a superfan of musical theatre, BTS, and feminist podcasts, and serves on the Board of Directors of Phi Sigma Pi, a gender-inclusive Honor Fraternity committed to the ideals of scholarship, leadership, and fellowship for the improvement of humanity.
Hannah Horovitz (she/her/hers) is a manager on the Prospect Management team at PPFA, based in Oakland, CA. She has been working in Development for over 10 years, and in Prospect Management for 4 years. Hannah helped to develop our current iteration of the assignment process and currently works closely with a portfolio of Affiliate partners. She manages recurring annual projects at the national office, including EOFY closeout and Budgeting. She holds a Master's in Critical Theory and Creative Research from the Pacific Northwest College of Art and a Bachelor's in American Culture from Vassar College.
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.
Attendees will receive a Zoom link a day before the event; this meeting will be held as a Zoom meeting and a recording will not be available.
Registration will close on March 30 at 12PM
© 2021 New England Development Research Association