Meeting/Event Information

How to Create a Prospect Management System (with or without buy-in from the top)

Speaker: Ruthie Giles

Presentation Summary: 
A prospect management system is something that every shop would love to have, but not all shops have one, and those who do not have one often do not know where to begin in creating one.  Even when you know where to begin, there can be a number of obstacles in the way, such as lack of time, lack of buy-in, or lack of staffing. Ruthie, a 20+ year veteran in this field, has created a number of prospect management systems from the ground up.  She has done so with and without buy-in from the top and she has experienced many pitfalls and successes along the way. Let her guide you on how to begin your own journey into creating a prospect management system tailored to your organization.

Presenter Bio:
Ruthie Giles is considered to be a thought leader in the field of prospect management. She is a member of the NEDRA board of directors, the New England chapter of APRA.  Ruthie is the Associate Director of Advancement Services at Westfield State University. Previously she worked at Amherst College, Mount Holyoke College, Harold Grinspoon Foundation, The Loomis Chaffee School, and the Williston Northampton School.