21st Century Fundraising – Jumpstart Your Fundraising Operation Through Integration w/ Frank Choi From DonorSearch

We all know the CRM is the engine of a fundraising department. But without the proper tools and data, it is merely a place to hold information. Coupling screening data with your CRM can help you segment and target your prospects more efficiently; build a robust pipeline; and maximize everyone’s time. In this webinar we’ll discuss:

• Data for your integration: data types vs. data points
• Coupling your data with screening data and leveraging it for better segmentation and strategy
• Efficiency of data delivery
• How integration can help with pipeline and portfolio management

Frank Choi
Channel Sales Associate
DonorSearch

Frank Choi

With 20 years in the Development field, Frank Choi has focused much of his career in prospect research and management. He has worked at varied institutions such as The Philadelphia Orchestra, Temple University, Johns Hopkins University, Children’s National Medical Center, and McDaniel College.

Throughout his career, Frank has managed databases and leveraged wealth screening platforms to direct prospect research and pipeline management. Now a Channel Sales Associate at DonorSearch, Frank uses his years of expertise to assist with partner relationships and in building resources and infrastructure related to the DonorSearch platform. He is always happy to share his experience and gain new ones as the Development industry continues to advance.