Join Jennifer and Tracey as they walk through their innovative approach to senior volunteer peer review. No more handing out lists that go nowhere! Long considered an onerous task, this new process will teach your board members and senior executives to "think like a researcher" in being proactive and positively reactive in identifying linkages for your organization. Proven in the field in a workshop or Lunch & Learn format, these tips will excite your volunteers, senior executives, and key stakeholders to be a vital part in creating a viable major giving and campaign prospect pipeline. Also discussed is tracking board accountability and activity to generate reports on their success.

Learning Outcomes:

1. A step-by-step process to train your senior volunteers and executives on how they can “think like a researcher” in identifying prospects for your organization

2. Tips & tricks as to how to structure a workshop or Lunch & Learn with positive outcomes

3. Learn how to include vital accountability and activity reports for your volunteers to record their success during the campaign

Tracey Church, MLIS

Principal, Researcher & Charitable Sector Consultant

Tracey Church & Associates, Research + Consulting Services

Tracey has been a researcher for over 20 years and is the Past President of Apra-Canada and current Director for Apra International and AFP Golden Horseshoe. She is also on the AFP International Research Council. Tracey is Principal Researcher and Consultant for Tracey Church & Associates and has worked with over 300 charities across Canada. Tracey is Co-Editor and Author of “Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers” (2016). Tracey teaches at Western University in the MLIS program and has her MLIS and Professional Certificate in NFP Management. She is a requested presenter and loves to see her trainees succeed in the exciting field of prospect research.

Jennifer McNally, CFRE

Director of Development

Georgetown Hospital Foundation

Jennifer McNally is the Director of Development at the Georgetown Hospital Foundation and has over 7 years’ experience developing and leading fundraising programs in support of community healthcare.  As a results driven professional she is motivated by her interest in learning new techniques for increasing revenues, engaging the community at large, donors, volunteers and board members.   An advocate of professional development and education, Jennifer earned her CFRE in January 2018 and recently (and proudly!) joined the AFP Golden Horseshoe Board of Directors.