Researchers in Fundraising Annual Conference 2019

Researchers in Fundraising Annual Conference 2019

Date: Monday 18th Nov 2019

Time: 9am-5pm

Town/City: London

Location: London

Venue: Friends House

Directions / Address

In an ever changing fundraising landscape, it is becoming increasingly important for prospect researchers to adapt their knowledge and skills to deal with the new challenges that this brings. This year our annual conference will focus on the necessary evolution of prospect research. It will feature 12 engaging and interactive sessions tackling the latest challenges, trends and developments in the world of prospect research. You will also have the opportunity to join one of our networking sessions during lunch.

We are delighted to announce that the conference will take place on Monday 18 November at Friends House in London.

Book early to avoid disappointment!  The RiF Conference attracts a growing number of delegates every year and was sold out entirely in 2018.  As well as our morning and afternoon plenary sessions, you will have the opportunity to attend 3 sessions of your choice out of the 12 sessions on offer.  Places at each session will be allocated on a “first come, first served” basis. 

Ticket Prices

From Thursday 19th September, the following ticket prices will apply:

IoF Member Discount Ticket:                      £130
Non-IoF Member Full Price Ticket:             £145

The programme:

 programme

1st Session

1.1 Speed Networking

1.2 Campfire

 

1.2.1    Due Diligence 1 (Claire Miller, Save the Children)

1.2.2    Due Diligence 2 (Sarah Charlesworth, University of Cambridge)

1.2.3    Prospect Management 1 (Mandy Mark, King’s College London and King’s Health Partners)

1.2.4    Prospect Management 2 (Ed Raichura-Brown, LSE)

1.2.5    One person shop - sole researcher (Caroline Porter, Institute of Cancer Research)

1.2.6    Freelance Consultants (Suzie Stephens, Save the Children)

1.2.7    Returning to work - pre- & post maternity leave (Helen Hays, Prince’s Trust)

1.2.8    International Prospect Research (Ben Rymer, Aga Khan University)

1.2.9    Career Development for Prospect Researchers 1 (Jason Briggs, Cavendish Cancer Care & Halpin Partnership)

1.2.10  Career Development for Prospect Researchers 1(Molly Rowan, Marie Curie)

1.2.11  GDPR 1 - small & medium organisations (Alex Thomas, WWF-UK)

1.2.12  GDPR 2 - large organisations (Laura Owen, UNICEF UK)

1.2.13  Arts & Culture (Megan Klarenbach, V&A)

1.2.14  Data Analytics (Martyn Colebrook, Scope)

1.2.15  Trust & Foundation Research 1 (Martin Mina, NSPCC)

1.2.16  Trust & Foundation Research 2 (Ellie Blanning, London Air Ambulance)

1.2.17  Corporate Research (Kristen Pye, WWT)

1.2.18  Network Mapping (Chris Davis, Birkbeck)

1.2.19  New Researchers 1 (Andy Palmer, Prince’s Trust)

1.2.20  New Researchers 2 (Sam Fennessy, BFI)

1.2.21  Prospect Research Tools & Resources - including COFAS/OSINT (Lara Andersson, University of Warwick)

 

2nd Session

2.1  GDPR: A burning questions discussion

A panel-led discussion on GDPR, examining your burning questions relating to prospect research, wealth screening and legitimate interest, and the challenges prospect researchers have faced trying to implement GDPR in their organisations.

 

Adrian Beney (Partner, More Partnership)

Alex Thomas (Head of Philanthropy Operations, WWF-UK)

Kerry Rock (Chief Executive & Director of Business Development, Prospecting for Gold)

Laura Owen (Partnerships Research Manager, UNICEF UK)

 

2.2  What journey are our supporters actually on?

What if everything we thought we knew about supporter journeys was wrong? Do we actually know what journeys our supporters go on with our charities? How would it change our approach to fundraising and support if we really knew this? This session looks at two case studies, Diabetes UK & the Macular Society, where our research allowed us to map the actual journeys their supporters and service users took and how those charities then developed their support and fundraising to fit with these actual journeys.

 

Jonathan Cook (Director, Insight-ful)

 

Session 2.3  How to plan your work

With squeezed resources and evolution of scope, researchers need to become experts at organising themselves and their teams. We'll present ideas, tips and techniques for how to become super-organised and add most value to your organisation.    

 

Jennie Moule (Fundraising Operations Consultant, Alveo Consulting Ltd)

Kate Lawton (Fundraising Operations Consultant, Alveo Consulting Ltd)

 

2.4  Introduction to Excel for Prospect Research

Are you getting enough from your data? Does the latest spreadsheet about your organisation’s work fill you with dread? Worry no more – Jonathan Stoneman will make sure you make sense of your data and can “ask” it questions, which give you the answers you need.

 

This session is interactive. You will get the most out of it by bringing along a data set/spreadsheet and laptop to use during the session.

 

Jonathan Stoneman (Freelance data journalism trainer)

 

3rd Session

Session 3.1 Integrating your prospect research pipelines

Last year, the NSPCC’s Prospect Research team launched a project to integrate the charity’s prospect pipelines and promote lead sharing and collaboration amongst its Major Giving, Partnership and Community fundraising teams. By doing so, we aimed to raise income and provide our supporters with the best possible experience.

 

This session will outline the rationale behind the project, the challenges we have faced implementing it and our key learnings so far. In doing so, it aims to provide attendees with ideas about how they could improve their organisation’s prospect management systems.

 

David Smith (Strategic Project Manager, NSPCC)

 

Session 3.2 Clue, Monopoly, Risk – Prospect development as an international game and how to play it

Expertise in finance, business, tech and even geopolitics and cultural differences are increasingly expected to be part of the modern development professionals’ toolkit as they build relationships with the world's greatest philanthropists. Added to this, development teams are looking to form relationships with a growing number of stakeholders not only in their home countries, but across continents and cultures. At the same time, prospect researchers are managing pipelines with fundraisers who are constantly on the move, chasing the next gift in increasingly competitive markets. All of this raises deep strategic and operational questions for researchers and the teams they support. In this session, the presenters will provide context around the demands and opportunities facing modern international fundraising teams, based on their first-hand knowledge of working in international institutions in the Higher Education, Health and International Development sectors. They will share practical tools and informed approaches based on their in-depth experience of effectively building relationships with people across time and over distance, helping attendees to navigate the rapidly changing and expanding world of international philanthropy. This session is a must for anyone currently working in, or aspiring to move to, a team that works across countries, raises funds from international philanthropic sources or who are looking to build a shop to work with international donors.   

 

Ben Rymer (Senior Manager, Prospect Research and Portfolio Management, Aga Khan University)

 

3.3  One team, four journeys

From 2011 to 2015, the Prospect Development Team at Save the Children UK was a high performing, close knit team, working effectively and efficiently. Over the past 4 years, each member of that team has gone on a different career path, either at Save the Children or externally – we find ourselves now as a research manager, due diligence specialist, freelancer and a corporate relationship manager. Join us for an interactive panel-style session exploring each team member’s own personal learning and development journeys – looking at both courses and other opportunities that we’ve had, where we see our future selves, and how the L&D opportunities we believe we’ll need to make these aspirations a reality.      

 

Suzie Stephens (Founder and Director, The Prospect Development Company)

Claire Miller (Prospect Development Manager, Save the Children)

Caroline Andebeek (Relationship Manager, Business in the Community)

Siobhan Donnellan (Prospect Research Manager, Action for Children)

 

Session 3.4  Advanced Excel for Prospect Research

Data doesn’t always arrive in formats, which we can easily make sense of. In this session, Jonathan Stoneman will be demonstrating ways of cleaning data and reformatting it in ways which make it much easier to analyse. A keen believer in the maxim “if it’s boring and repetitive, there will be an easier way to do it” Jonathan will demonstrate free tools and useful spreadsheet formulae to help you in your work with data. Feel free to bring examples of data, which have been problematic for you, and Jonathan will try to help you find an easier way.

 

This session is interactive. You will get the most out of it by bringing along a data set/spreadsheet and laptop to use during the session.

 

Jonathan Stoneman (Freelance data journalism trainer)

 

4th Session

Session 4.1  From Pascal’s Wager to Occam’s Razor – The art and science of good decision-making

With a unique Natural History Museum twist, we go in search of critical thinking tools to see how and why we make good, bad and brilliant decisions and how to maximise the reward when confronted by important choices. Whether recruiting, budgeting or devising strategy, this session invokes neuroscience, philosophy and interactive elements to help you "get it right" when you need to!   We look at evaluating in the context of decision theory, thinking in bets, heuristics, logic, group dynamics and other areas of insight. For decision-makers interested in making better choices, understanding the way they think, and in delivering better outcomes personally and professionally – featuring exclusive, contemporary and thought-provoking content presented in an engaging and accessible way by a senior manager and consultant with over 25 years fundraising experience.

 

Chris Trevor (Head of Advancement Operations, Natural History Museum)

 

Session 4.2  Where are our new donors coming from?

The demand for new prospects is endless. Researchers are often confined to the desk. While desk research is an essential part of the prospecting process, how can we build on this by getting out and prospecting in person? In this session we will look at defining the research brief for cold prospects and using this from start to finish to build a prospect pipeline. The focus will be transitioning a research programme from being desk based to combining desk research with face-to-face prospecting. We will look at techniques such as prospecting interviews and groups to see how these can helpfully complement what’s done in the office.  We will look at the way networks can be used build prospect pipelines and how a personal approach to analysing and engaging with networks can be effective. The session will focus on how researchers and fundraisers can get involved in the person to person prospecting, offering examples of how to do it and what it can achieve. 

 

Kerry Rock (Chief Executive and Director of Business Development, Prospecting for Gold)

Andrew Thomas (Founder, Prospecting for Gold)

 

4.3  Equipping the prospect researchers of the future

The Researchers in Fundraising Group is developing an ambitious training programme to  support the growing research community in the UK. As part of this development they undertook one of the largest surveys of prospect research training needs ever undertaken in the UK. This session outlines the results of the survey, which provide interesting insight on the scale and nature of the UK prospect research sector and the areas where researchers have the greatest training need. The session then goes on to show how RIF is using the findings of this survey to develop its training programme to ensure the prospect research sector is equipped to meet the challenges and opportunities of the next few years.      

 

Alex Thomas (Head of Philanthropy Operations, WWF)

Eleanor Blanning (Philanthropy Coordinator, London's Air Ambulance)

 

Session 4.4 Advanced Excel for Prospect Research

Data doesn’t always arrive in formats, which we can easily make sense of. In this session, Jonathan Stoneman will be demonstrating ways of cleaning data and reformatting it in ways which make it much easier to analyse. A keen believer in the maxim “if it’s boring and repetitive, there will be an easier way to do it” Jonathan will demonstrate free tools and useful spreadsheet formulae to help you in your work with data. Feel free to bring examples of data, which have been problematic for you, and Jonathan will try to help you find an easier way.

 

This session is interactive. You will get the most out of it by bringing along a data set/spreadsheet and laptop to use during the session.

 

Jonathan Stoneman (Freelance data journalism trainer)

 

Privacy Notice

The Institute of Fundraising of Charter House, 13-15 Carteret Street, London SW1H 9DJ is the Controller. The Researchers in Fundraising (RiF) Committee is a special interest group of the Institute of Fundraising and is run by volunteers who are members of the Institute of Fundraising. Eventbrite is the Controller for information you provide to us when paying by card.

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Further details and contact information

IoF Events Team
Email: events@institute-of-fundraising.org.uk
Telephone: 0207 840 1040

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