Dispelling the myth of the easy button in reporting for prospect development

Author's Biography

Bond T. Lammey is a Managing Associate at Bentz Whaley Flessner (BWF) specialising in prospect development. Bond’s experience ranges from higher education to academic medicine, large and small social service agencies, and national and local member/cause organisations. She is accomplished in principal gift prospecting, working with non-natural constituencies, daily wealth screenings and comprehensive prospect development strategies. Prior to joining BWF, Bond was the Director of Prospect Research at the University of Chicago. She began her prospect development career at Loyola University Health System. Bond received her BA in sociology and her Master of management in non-profit administration, both from North Park University in Chicago, Illinois. She is on the board of Apra International and has presented in the USA, Canada, Australia and Asia at Council for Advancement and Support of Education (CASE), Association of Donor Relations Professionals (ADRP), Association of Advancement Services Professionals (AASP) and Apra conferences. She has been on faculty for the CASE Development Researchers Conference for the last four years and co-instructor of the Constituent Relationship Management class within the Glasscock School of Continuing Studies at Rice University for the last three years.

Rachel A. Schaefer is a seasoned advancement professional with over 16 years of experience in both a non-profit and for-profit environment. She currently serves as the Assistant Vice President for Advancement Strategy at the University of Central Florida (UCF) Foundation, the fundraising arm of one of the nation’s largest public universities. Prior to joining the UCF Foundation in 2013, Rachel was a Consultant and Director of Research at Bentz Whaley Flessner, where she had the opportunity to work with non-profit clients of all types, shapes and sizes to optimise their advancement operations. She began her career in advancement at the University of Minnesota. Currently, Rachel is working towards a Master’s in non-profit management at UCF. She holds a bachelor’s degree in communication studies from Northwestern University, where she is an active member of the Northwestern Alumni Association’s (NAA) Alumni Giving Committee. Previously, she served on the NAA’s Leadership Development and Education Committee and was President of the Northwestern University Club of the Twin Cities for nearly eight years. Rachel is also a member of Leadership Winter Park, Apra Florida Chapter (Apra-FL), Apra International and Association of Fundraising Professionals (AFP), and chaired Apra’s fall symposium on campaigns in 2015.

Kimberly Walz is a Certified Fund Raising Executive (CFRE) and currently serves as the Director of Prospect Development for the University of Central Florida Foundation, the fundraising arm one of the nation’s largest public universities. Prior to joining UCF in 2014, Kimberly served as Development Director for the Orlando Museum of Art. With more than 11 years of experience in the non-profit and for-profit sectors, she has worked with arts and higher education organisations in a variety of development roles. Kimberly holds a BFA from the Kansas City Art Institute and received a Graduate Certificate in Fundraising and Development from Rollins College. She serves on the AFP Central Florida Chapter National Philanthropy Day Committee and is a member of Apra International, Apra-FL and AFP.