Prospect Management in the Raiser's Edge

Hello everyone, our next AM session will focus on Prospect Management within the Raiser's Edge.

BCIT recently created new coding and documentation for a detailed system of Prospect Management using the Raiser’s Edge Prospect Module. BCIT Prospect Researcher, Robert Aucoin, will present the rationale and development of this system, with a specific technical focus toward the additional coding applied to Proposals, Actions, Attributes, and Notes to make the entire thing function.

Cecilia Tupper from Parkinson Society British Columbia will share her perspective specifically on Planned Giving Prospect Management and how her organization tracks PG legacy gifts through Notes and Attributes.

Agenda for April 21 AM session

8:30 to 9:00 am Breakfast and Networking

9:00 am Welcome

9:10 am Prospect Module, Robert Aucoin from BCIT

10:15 am Break

10:30 am Planned Giving Prospect Management without the Prospect Module, Cecilia Tupper from BC Parkinson Society

We have courteously been invited to a brand new venue, Thank You Science World!

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