When Memphis hired a new president, the Advancement team saw an opportunity. Using data they had in EverTrue to identify likely prospects, they built out an intentional engagement plan as part of a regional “meet our new president” tour, also known as the Blue and Bold Tour.
Kimberly Grantham, Associate Vice President of University Advancement and Hannah Waldman, Senior Director of Principal Gifts at the University of Memphis share how they have leveraged geographical, career, and Windfall wealth data to make decisions, discover new prospects, build meaningful relationships, and open doors for major gift opportunities.
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