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Creating A Data Driven Prospect Engagement Plan For Your Capital Campaign


March 23, 2021
2 p.m. ET

Hosted By

Michael Buckley, CFRE headshot
Michael Buckley, CFRE
Founder & Managing Partner, The Killoe Group
Tim Sarrantonio headshot
Tim Sarrantonio
Head of Partnerships and Business Development, Neon One


63 minutes




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A capital campaign is an important step in the maturity evolution of an organization’s operations. The ability to establish focused goals around a project, set a timeline toward those goals, and then work privately and publicly to achieve success is a lot of hard work. So how can your nonprofit best use data to set yourself up for success?

In this session, our learning objectives are:

  • To outline the importance of data when building out the goals and objectives for your capital campaign
  • Drilling into how to take a high level plan and translating that into an actionable plan with set dates to adhere to
  • Being able to benchmark your organization’s successes and ways to improve using Key Performance Indicators
  • Taking these concepts and applying them to using Neon CRM’s sophisticated moves management, reporting, and premium prospect and wealth research features