Strengthening the Partnership Between Data and Frontline Professionals

Strengthening the Partnership Between Data and Frontline Professionals

Co-Presented by Apra Maryland and AFP of Western Maryland

Sometimes, the synergy between data and frontline professionals can seem off. It is natural with the various perspectives we bring to the table. We can strengthen the partnership by recognizing and learning to find ways to reach a common shared ground.

Join industry experts Jenny and Doug Kleintop, each with over 15 years of experience in their respective domains, for this interactive discussion. Through real-life stories and practical insights, they will show you how to strengthen the working relationship between data and frontline fundraising professionals.

We also want you to be a part of this discussion! Come prepared to share your experiences, ask questions, and connect with fellow attendees through the live chat.

Learning Objectives:

1.     Identify and Address Common Challenges: Understand the challenges that often hinder collaboration between data and frontline professionals. Discover practical solutions to turn challenges into opportunities to strengthen the partnership.

2.     Understand Differences in Information Processing: Uncover the unique ways in which frontline and data professionals process and absorb information. Learn how to adapt your communication and approach to reach common ground.

3.     Discover the Art of Communication and Collaboration: Acquire actionable strategies to strengthen communication and collaboration between data and frontline professionals. Leave with valuable steps to forge a stronger partnership that translates into tangible, improved outcomes for your organization

Jenny Kleintop, Founder & CPOO of PhilanthropyOps

Jenny brings over 15 years of experience to the profession. She built out philanthropy operations, prospecting, and data at Abington – Jefferson Health and Fox Chase Cancer Center. She proved to have the unique ability to excel not only on the technical side but also at connecting with and helping leaders and frontline professionals. With a desire to help more organizations, she went into consulting. She has worked with over 100 organizations and trained thousands of individuals across all fundraising areas.

Jenny enjoys helping professionals and teams and helping the industry for the greater good. She is a sought-after speaker and has presented on numerous topics, including optimizing prospecting efforts, balancing portfolios, strengthening philanthropy operations and data, developing soft skills, implementing gratitude-driven programs, driving user engagement with CRMs, training others, artificial intelligence, big data, and strengthening the partnership between frontline professionals and operations.

Jenny wrote a chapter in the book published by CASE, “Advancement Services: Enhancing Fundraising Success,” and serves on the Mentorship Committee at the Association of Advancement Services Professionals (aasp).

Doug Kleintop, Founder of Individual Giving Success

For over 20 years, Doug has worked with various non-profit institutions to develop and strengthen individual giving programs with an emphasis on major giving. He has demonstrated success at institutions like West Chester University, Saint Joseph’s University, Bloomsburg University and currently at the University of Delaware.

Throughout Doug’s career, he has helped secure hundreds of major and planned gifts and has raised over $100M. In addition to his strong background as a frontline fundraiser and overseeing annual and major giving programs, he has experience in prospect management, prospect research, and data analytics. Doug’s ability to understand both the front end of a development organization and operations allows him to connect all areas of development in support of a successful individual giving program.

Doug is passionate about helping non-profit organizations reach new heights through greater development success.