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Spotlight on Best Practices in Advancement Services Featuring Jon Thorsen

December 20, 2010

Date: Thursday,
January 14, 2010

Time: 8:30am
– 12:00 noon

Location: University
of St. Thomas campus, 3800 Montrose Boulevard

Jones
Hall (building #14) (View Map)

Free
Parking – Moran Center Garage (building #26)

Cost: Free
for APRA-GH and APRA-SW members

$10 for non-members attending
with an APRA-GH member

$15
non-members

$35
for APRA-GH membership (includes event attendance)

RSVP: Holly
Harrison [contact info: 713-942-3453 or harrishr@stthom.edu]

Download Invitation

8:00-8:30         Coffee

8:30-9:00         Welcome

9:00-10:30         Jon
Thorsen – Best Practices in Advancement Services

10:30-11:00         Break

Jon
will be available to visit and answer questions during the break

11:00-12:00         Case
Study in Development Services – a panel from The Methodist Foundation

At Our Best

Identifying
& Applying Best Practices in Advancement Services

We all strive to do the best work, but
how do we assess whether we’re reaching that goal? What constitutes a
“best practice” in a profession that continues to evolve, and that is
carried out in different ways across the industry? In this session, we’ll
discuss ways to incorporate best practices in the Advancement Services
operation by exploring ways to establish reasonable metrics that are consistent
with the organizational mission and goals. We’ll address best practices as a
means of establishing measures for – and adding visibility to – our work. We
will also discuss broader efforts to define best practices in the Advancement
Services profession, and how those efforts can be applied in both standard and
customized ways.

Case Study in Development Services


This
panel discussion will focus on team building between three areas in development
services – Prospect Research, Information Management and Gift Processing. The
team will highlight their experiences with:

  • Going the extra mile in Gift
    Processing
  • Strategic alliance between
    Prospect Research and Information Management
  • Prospect Research at the heart of
    Advancement Services
  • The never-ending journey of
    process improvement.

Featured Speakers:

Jon Thorsen is Director of
Advancement Services at The Nature Conservancy. He joined the development
profession in 1987 and has led research and advancement services operations for
such organizations as Princeton University and the American Red Cross. Jon has
given presentations on many facets of the development profession at conferences
of ADRP, AFP, APRA, CASE and other organizations. He is a frequent contributor
to industry journals and his column “Up to Speed” is published monthly at http://workingphilanthropy.com. He
is a former president of APRA, and recipient of the association’s Distinguished
Service Award.

The
Methodist Foundation Panelists

  • Angelica
    Garza

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Registration form that includes APRA affiliations

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