Fundamentals of Constituent Relationship Management

This online course covers the core concepts of constituent relationship management and will explain which data elements, performance metrics, analyses, reports and processes are needed to implement this approach.

Woman working over laptop

Relationship management describes the process or methodology by which an organization focuses its fundraising efforts on activities and strategies that advance the relationship between constituents and the organization’s mission. Relationship management often identifies “clogs” in the fundraising pipeline and figures out how to move them along.

This course meets the prerequisite requirement for the Fundraising Operations Certificate and the prerequisite requirement for the Comprehensive Fund Development Certificate and the elective requirement for the Leadership Institute for Nonprofit Executives (LINE) Certificate.

Details

Section Instructor Format Schedule start date
CPNL3058.F17.1 Bond T. Lammey, Emily Walsh On-demand, Online On-Demand registration available now. Tuesday, August 1, 2017
CPNL3058.S18.1 Bond T. Lammey, Emily Walsh On-demand, Online On-Demand registration available now. Wednesday, January 3, 2018

Instructor: Bond T. Lammey

Organization: Bentz Whaley Flessner

Degree(s): Bachelor's degree in sociology and master's degree in nonprofit administration

Bond T. Lammey is a senior associate at Bentz Whaley Flessner specializing in prospect development. Ms. Lammey’s experience ranges from higher education to academic medicine, large and small social service agencies, and national and local member/cause organizations. She is accomplished in implementing prospect management processes, conducting proactive prospect identification, and establishing comprehensive prospect development programs. Prior to joining BWF, Ms. Lammey led prospect research efforts at the University of Chicago, where she oversaw the central prospect research team and developed integrated strategies with prospect management, analytics, corporate and foundation relations research. Ms. Lammey has also worked in development at Loyola University Health System, Association House of Chicago, and Teen Living Programs. Ms. Lammey received her BA in sociology and her masters of management in nonprofit administration, both from North Park University in Chicago. She is on the board of APRA International and has presented over forty times at CASE, SunGard, ADRP, and APRA conferences.

Job Title: Senior Director of Development Research & Resources

Organization: University of Arizona Foundation

Degree(s): Bachelor's degree in sociology and master's degree in social sciences

Emily Walsh has more than 10 years of experience in database development and management, prospect development, academic research, and strategic planning and process analysis within higher education and non-profit organizations. She began her development career with the University of Chicago’s Cultural Policy Center where she helped them launch their first development database. In 2007, she joined the University of Chicago’s Alumni Relations and Development office, moving from Prospect Management Analyst to the position of Senior Director of Prospect Research, Prospect Management, and Analytics in 2011. Ms. Walsh now works for the University of Arizona Foundation as the Senior Director of Development Research & Resources, where she has been since 2011. In her role, she manages the Prospect Research, Prospect Management, Constituent/Alumni Records, and the Applications Training & Reporting Support teams. She has been an active member of the Association of Professional Researchers for Advancement (APRA) since 2007, and has served on the Board since 2014. Ms. Walsh has been a speaker at APRA, CASE, and SunGard conferences, and was the Conference Chair of APRA’s Annual International Conference - Prospect Development 2014. She is an honors graduate of James Madison University where she received her bachelor of science degree in sociology and a graduate of the University of Chicago where she received her master’s degree in social sciences.

Term: Fall 2017

Start Date: Aug. 01, 2017

End Date: Dec. 31, 2017

Schedule: On-Demand registration available now.

Fee: $275

For AFP, APRA and AASP Members:: $234

CEUs: 0.8

CFRE: 8 points

Note: This course meets the prerequisite requirement for the Fundraising Operations Certificate.

Instructor: Bond T. Lammey

Organization: Bentz Whaley Flessner

Degree(s): Bachelor's degree in sociology and master's degree in nonprofit administration

Bond T. Lammey is a senior associate at Bentz Whaley Flessner specializing in prospect development. Ms. Lammey’s experience ranges from higher education to academic medicine, large and small social service agencies, and national and local member/cause organizations. She is accomplished in implementing prospect management processes, conducting proactive prospect identification, and establishing comprehensive prospect development programs. Prior to joining BWF, Ms. Lammey led prospect research efforts at the University of Chicago, where she oversaw the central prospect research team and developed integrated strategies with prospect management, analytics, corporate and foundation relations research. Ms. Lammey has also worked in development at Loyola University Health System, Association House of Chicago, and Teen Living Programs. Ms. Lammey received her BA in sociology and her masters of management in nonprofit administration, both from North Park University in Chicago. She is on the board of APRA International and has presented over forty times at CASE, SunGard, ADRP, and APRA conferences.

Job Title: Senior Director of Development Research & Resources

Organization: University of Arizona Foundation

Degree(s): Bachelor's degree in sociology and master's degree in social sciences

Emily Walsh has more than 10 years of experience in database development and management, prospect development, academic research, and strategic planning and process analysis within higher education and non-profit organizations. She began her development career with the University of Chicago’s Cultural Policy Center where she helped them launch their first development database. In 2007, she joined the University of Chicago’s Alumni Relations and Development office, moving from Prospect Management Analyst to the position of Senior Director of Prospect Research, Prospect Management, and Analytics in 2011. Ms. Walsh now works for the University of Arizona Foundation as the Senior Director of Development Research & Resources, where she has been since 2011. In her role, she manages the Prospect Research, Prospect Management, Constituent/Alumni Records, and the Applications Training & Reporting Support teams. She has been an active member of the Association of Professional Researchers for Advancement (APRA) since 2007, and has served on the Board since 2014. Ms. Walsh has been a speaker at APRA, CASE, and SunGard conferences, and was the Conference Chair of APRA’s Annual International Conference - Prospect Development 2014. She is an honors graduate of James Madison University where she received her bachelor of science degree in sociology and a graduate of the University of Chicago where she received her master’s degree in social sciences.

Term: Spring/Summer 2018

Start Date: Jan. 03, 2018

End Date: June 30, 2018

Schedule: On-Demand registration available now.

Fee: $285

For AFP Members: $242

CEUs: 0.8

CFRE: 8 points

Note: This course meets the prerequisite requirement for the Fundraising Operations Certificate.

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