CRMs, databases, and other software are meant to make us more efficient, to facilitate collaboration, and to empower fundraisers to perform their own prospect management tasks. In short: they should make our jobs easier. Sometimes, they do just that - and sometimes, we need a little help. Join our panel with a wide range of experience in industries and software to learn about how they have put technology to its best use. Topics will include how to train and encourage fundraisers in the use of CRMs; tips and tricks for working in your CRMS; and how to fill in gaps in a CRM's functionality when all else fails.
This session will be recorded and emailed to all registrants with any slides or other materials presented during the presentation.
Moderated by: Rachael Walker, Education Chair for Apra Carolinas
Julian Heidelberg joined Atrium Health Foundation as Director of Prospect Development in 2018. He oversees the prospect development program in support of the Foundation’s fund development activities by implementing strategies for prospect research, management and analytics. Prior to joining Atrium Health Foundation, Julian served as research management specialist at Novant Health Foundation and as research/applications specialist at Alabama A&M University, where he implemented prospect development strategies, as well as provided support for database management and reporting. Julian received his BBA in Risk Management, Insurance and Financial Planning, as well as Business Information Systems from Mississippi State University; he earned his MBA from Alabama A&M University.
Margaret Valyou joined the Prospect Development team at North Carolina State University in 2009. She has held several roles in prospect management and research, serving as Assistant Director since 2016. Previously, she was Campaign Director at the Leukemia & Lymphoma Society. Originally from New York, Margaret received a bachelor's degree in dance from the State University of New York and first pursued a career in modern dance. She later earned a Master of Public Administration degree from UNC Chapel Hill.
Emily Hinz started as a Research Associate at the UNC Charlotte Foundation in 2017 and now serves as the Assistant Director of Prospect Development. In this role, she assists development officers with portfolio management, prospect strategies, and data analysis, in addition to managing the workflow of the research team. Prior to joining UNC Charlotte, Emily served as a Donor Stewardship Specialist at the Colonial Williamsburg Foundation in her hometown of Williamsburg, VA. In 2019, she joined the Board of Directors for Apra Carolinas and serves as its Treasurer. Emily received a bachelor's degree in English from Christopher Newport University in 2016.
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