2019 Forum on Strategic Fundraising: Building Generosity

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Donor Strategies: Metric, Culture, Compass

Speakers: Krista Berg, University of Washington and Lana Harvey, University of Washington

Track: Community

Time: Friday, June 7 10:45 a.m. - 12:00 p.m.

Presentation Description:

The University of Washington added a strategy metric for its fundraisers this year. In this session, Lana Harvey and Krista Berg, both who work on the UW’s Prospect Development team, will talk about why they believe this metric is important, the history of strategies at UW, and how the UW is training their fundraisers to formulate, write, and act on those strategies. They will share the acronym they developed to help fundraisers write their strategies, as well as the best practices fundraisers shared with us. In addition, they will share what they have learned about prospect development can be a powerful partner in creating strategies.

Key Take-Aways:

Shop Size: Suitable for any size shop

Expertise Level: Suitable for all levels

About the Speakers


Krista Berg is a prospect management strategist at the University of Washington, where she had previously been a prospect management and research specialist. She holds a BA in International Studies from the UW, where she originally discovered her interest in the field of prospect development as a student caller. Krista has also worked in events and alumni relations at UW. She has appointed herself the UW Prospect Development Social Chair, planning team baking competitions and team building games. Krista lives in Seattle with her husband and their two cats - Quinty and Hippo. When she's not at work she spends her time curled up with a book (and the cats) or baking.


Lana Harvey has worked in the development field at the University of Washington for over 10 years, where she also received her BA in English. She was a stewardship and events coordinator at the UW School of Nursing before joining the UW Prospect Development team in 2012 as a research strategist. As she has won the most of the aforementioned Prospect Development baking and team building competitions, Lana greatly enjoys her work and values her team. Outside of work, Lana most recently became certified as a dance fitness instructor. In addition to prospect research, feel free to ask her about any and all things Zumba! Lana lives just south of Seattle with her very good boy, Xander (a 7 year old Maltese Shih Tzu). 


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Interpreter services are available upon request during registration.