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Fall Pre-proposal Information Session I
Thu, 09 Jul 2020
9:00 AM - 10:30 AM

Fall Pre-proposal Information Session II
Wed, 15 Jul 2020
3:00 PM - 4:30 PM

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Thu, 16 Jul 2020
9:00 AM - 11:00 AM

Results-based Accountability with an Equity Lens
Wed, 22 Jul 2020
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New Mexico Planned Giving Roundtable: Making the Ask: Practice and Role Playing: Peer discussion
Thu, 30 Jul 2020
11:30 AM - 1:00 PM

Nonprofit Events and Technical Assistance
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Event Details
POSTPONED: Learning Lab: Priming the Prospect Pipeline
with Joanna Joslyn

Tuesday, May 12, 2020 9:00 AM - 12:00 PM

Priming the Prospect Pipeline: Considering a wealth screening? Already have wealth ratings but not sure what to do with them?

  • Explore the prospecting tools, data mining techniques, prospect research practices, and the internal systems that transform wealth data into new funding.
  • Understand what wealth screening results mean and how to integrate findings into your database and prospecting practices.
  • Take home the key database codes, fields, and practices that drive the Cultivation Cycle — from Discovery through Stewardship.
  • Tips for reliable file segmenting and tending your prospect pipeline.

Presenter Joanna Joslyn is a fundraising systems consultant who brings a deep knowledge of the nonprofit sector, best practices acumen, and up-to-the-minute technology chops to fundraising teams. Her firm, Joslyn Creative, helps mission-based organizations cultivate, solicit, and steward stakeholders through right technology, efficient processes, and well-trained staff.

Location: 501 Halona St
Santa Fe, NM 87505
Fees: No charge, please register below.
Contact: Yolanda Cruz
Calendar: Nonprofit Events and Technical Assistance
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