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Prospect Management

In this course, we will cover four prospect management topics:

  • Organizing principles
  • Prospect team roles
  • Standards
  • Tools

As part of the topic on tools, we will discuss how officers can benefit from the recently-introduced Davie enhancements – the UNC Portfolio and UNC Plans tabs, as well as the UNC Portfolio Visualization charts.

Prerequisites:

Introduction to Davie; Prospect Plans in Davie

Recommended attendees:

Both new and veteran development officers who engage in frontline fundraising, as well as development associates who support officers with their plans and portfolios.

To attend this class, log into the OneCarolina Learning Center using your ONYEN, enter the OneCarolina Davie section at the top of your screen, then click “Prospect Development” to access the course.

Course Materials:

All course materials and reference documents can be found in the OneCarolina Learning Center class page.