Most prospect management playbooks were built for traditional major gift portfolios—and it shows. In this session, we’ll refit conventional portfolio standards for a broad range of constituencies, including: principal and transformational gifts, planned giving, midlevel giving, CFR, stewardship, engagement, and more. You’ll leave with tailored recommendations for adapting prospect management to ensure the right size, fit, and metrics for these unique portfolios.
For Catherine Flaatten, philanthropy is the ultimate expression of the shared value of empathy. She is continually impressed and inspired by individuals and organizations that choose philanthropy, especially when it’s challenging to do so. It’s imperative to Catherine that her work helps make life better for other people.
At BWF, Catherine serves as associate vice president of prospect development. As a lead for this practice, she partners with clients to develop best-in-class, comprehensive solutions for their unique prospect research and relationship management needs.
A regular speaker and author within the prospect development community, Catherine currently serves as the immediate past president of Apra Metro DC and is a trustee of the Apra Foundation. Formerly, she also volunteered with a number of organizations, such as the AASP Best Practices in Prospect Development Committee, Apra Membership Committee, Apra Body of Knowledge Committee, Apra PD Curriculum Planning Committee, Alexandria Choral Society, Beta Phi House Corporation for Alpha Delta Pi, and Senior Services of Alexandria.
Co-hosted by Apra Metro DC & Apra Maryland
Apra DC-MD Founding Sponsor Circle
Cornerstone Level
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