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Apra has made it easier for you to navigate and determine the best-recorded content for your needs by creating education bundles that target your education, from Conference Highlights to Ethics in Action to Wealth Indicators and more. New to Prospect Research? Take advantage of the Apra Fundamentals online modules to fast-track your onboarding.
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Gain prospect development knowledge, on us! Watch the industry panel "President's Panel: Apra Leaders Reflect on the Past and Plan for the Future" recorded at the Prospect Development virtual event in July 2021.
Resources
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FREE RESOURCE. Advocacy for our members and our profession is an urgent imperative, and this exclusive industry benchmark arms you with the data you need to advocate for your own compensation and benefits, set appropriate staffing levels at your organization, or simply see how you stack up in comparison to others. This Executive Summary of the Apra 2024 Salary Survey Report is Free for both members and non-members. Join Apra as a Professional member to access the 2024 Salary Survey Report for free.
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- Non-member - Free!
- Professional Member - Free!
- Associate Member - Free!
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FREE RESOURCE FOR APRA PROFESSIONAL MEMBERS. Conducted in the spring of 2024, the Salary Survey was a comprehensive assessment of compensation, benefits, workload and more in the prospect development field. The report equips you with the information you need to advocate for your own compensation and benefits, set appropriate staffing levels at your organization or simply see how you stack up in comparison to others. Join Apra as a Professional member to access the 2024 Salary Survey Report for free.
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- Non-member - $275
- Professional Member - Free!
- Associate Member - $225
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Upcoming Webinars
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Contains 2 Component(s)
Data-driven strategies are essential for identifying the best legacy prospects. One key takeaway is the importance of avoiding assumptions about donor behavior based on surface-level data, such as age or income. Instead, fundraisers should use deeper insights—like donor engagement history, past giving patterns, and survey data on donor motivations—to create tailored approaches. By integrating analytics tools to segment donors and track trends over time, nonprofits can pinpoint those most likely to leave a legacy gift and build stronger, trust-based relationships that resonate long-term. This session will explore data points that can help you uncover those legacy gems.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Data-driven strategies are essential for identifying the best legacy prospects. One key takeaway is the importance of avoiding assumptions about donor behavior based on surface-level data, such as age or income. Instead, fundraisers should use deeper insights—like donor engagement history, past giving patterns, and survey data on donor motivations—to create tailored approaches.
By integrating analytics tools to segment donors and track trends over time, nonprofits can pinpoint those most likely to leave a legacy gift and build stronger, trust-based relationships that resonate long-term. This session will explore data points that can help you uncover those legacy gems.*
*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Ligia Peña
CFRE and AFP Master Trainer; International Legacy Consultant
GlobetrottingFundraiser
Ligia’s superpower is helping nonprofits design data-driven and evidence-based legacy strategies so they may raise more funds for their mission. She has held her CFRE designation since 2007 and is President of GlobetrottingFundraiser where she merges her passion for travel, capacity building, and legacy fundraising by working with charities around the globe.
Ligia is also pursuing a Ph.D. at the University of Kent where she is researching the role that trust and confidence plays in legacy fundraising. As an AFP Master Trainer, she’s trained countless fundraisers around the globe by enthusiastically sharing her knowledge by empowering nonprofit professionals to think about legacies differently through creativity and innovation.
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- Non-member - Free!
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Contains 2 Component(s) Includes a Live Web Event on 12/04/2024 at 12:00 PM (EST)
How should you prioritize and segment your wealth data? What are the best practices for data analysis? And how can you save time with automation and CRM imports? When you properly organize and analyze your constituent wealth data, you can empower your team to make data-driven decisions and increase the efficiency of your development efforts. Proper data segmentation allows you to reduce manual calculation and data entry, uncover hidden prospect and donor insights, and ensure your team is allocating resources to the highest-value prospects and donors. Join us for an interactive, step-by-step overview of how to prioritize and segment your wealth data like a pro.* In this webinar we will explore: - How to make data-driven decisions - New ideas for segmenting donors and prospects - How to use wealth data alongside your CRM - How to make your segmentation process more efficient *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
How should you prioritize and segment your wealth data? What are the best practices for data analysis? And how can you save time with automation and CRM imports? When you properly organize and analyze your constituent wealth data, you can empower your team to make data-driven decisions and increase the efficiency of your development efforts. Proper data segmentation allows you to reduce manual calculation and data entry, uncover hidden prospect and donor insights, and ensure your team is allocating resources to the highest-value prospects and donors. Join us for an interactive, step-by-step overview of how to prioritize and segment your wealth data like a pro.*
In this webinar we will explore:
- How to make data-driven decisions
- New ideas for segmenting donors and prospects
- How to use wealth data alongside your CRM
- How to make your segmentation process more efficient*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Lauren Taylor
Customer Success Manager
Windfall
Lauren Taylor serves as a Customer Success Manager at Windfall, where she leverages her expertise in partner success and client strategy. With over two years at Windfall, Lauren has played key roles in customer and partner management. Prior to Windfall, she held senior positions at FreeWill and Fred Hutch, specializing in planned giving and outreach. Lauren holds a degree in Spanish and Communication Studies from Central College, enriching her diverse experience in customer success and nonprofit partnerships.
Dan Hoff
Senior Product Manager
Windfall
Dan Hoff is a skilled Senior Product Manager at Windfall, where he leads the development of innovative wealth intelligence solutions. With a focus on driving product initiatives, Dan works closely with cross-functional teams to enhance customer experience and operational efficiency. His background in biomedical engineering and product management enables him to create solutions that address customer needs while optimizing business operations. Dan holds a B.S. in Biomedical Engineering from Brown University.
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- Non-member - Free!
- Professional Member - Free!
- Associate Member - Free!
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Contains 2 Component(s) Includes a Live Web Event on 12/11/2024 at 12:00 PM (EST)
Portfolio review can be a stressful time for both prospect developers (researchers, managers, etc.) and frontline fundraisers. While their goals intertwine, the methods and information required to meet these goals aren't always in line. In this session, we will explore the differences between what makes a great prospect developers versus a great fundraiser in an attempt to bridge the gap between the two groups and make the portfolio review process less stressful.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Portfolio review can be a stressful time for both prospect developers (researchers, managers, etc.) and frontline fundraisers. While their goals intertwine, the methods and information required to meet these goals aren't always in line. In this session, we will explore the differences between what makes a great prospect developers versus a great fundraiser in an attempt to bridge the gap between the two groups and make the portfolio review process less stressful.*
*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Lauren Enlow
Strategic Consultant
Blackbaud
Lauren has been a member of the Data Intelligence team at Blackbaud for the last three and a half years as a Sr. Strategic Consultant. She previously served as the Associate Director of Alumni Relations and Annual Giving at Penn State University, Abington Campus. She has enjoyed a 16-year career in development, specializing in both K-12 and higher education. Driven by a deep passion for education, she believes in making education more accessible and affordable for all students. Throughout her career she has remained focused on increasing donor participation and retention through intentional relationship building, impactful event production, donor database management, and donor stewardship.
Lauren holds her undergraduate degree in Political Science from The George Washington University, and a master’s degree from Ashford University in Public Administration. She also holds a certificate in Nonprofit Management from Harvard University. In her downtime, Lauren enjoys spending time with family, including her ornery dog Gigi, and volunteering with her sorority, Delta Sigma Theta Sorority, Inc.
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- Non-member - Free!
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Contains 2 Product(s)
Apra is excited to bring you Apra Fundamentals: Prospect Research! Join us for online networking opportunities and learning exercises combined with additional learning in the weeks leading up to the event. You will not only have access to the online community of attendees and faculty experts, but also the opportunity to attend a virtual program taking place this Winter 2025: February 24, 26, and 28. The program focuses on the four key areas of prospect development: Campaigns, Prospect Research, Prospect Management, and Data Science. It also explores fundraising terms and technologies as well as techniques and resources for finding and analyzing biographical, background, and financial information; introduces participants to corporate and foundation research, and delves into how available data can be used to formulate gift capacities and inform fundraising operations. In addition, the program covers guiding concepts related to prospect research, such as navigating ethical considerations in conducting research, best practices for managing and reporting prospect data and creating quality research products.
Apra is excited to bring you Apra Fundamentals: Prospect Research! Join us for online networking opportunities and learning exercises combined with additional learning in the weeks leading up to the event. You will not only have access to the online community of attendees and faculty experts, but also the opportunity to attend a virtual program taking place this Winter 2025: February 24, 26, and 28.
The program focuses on the four key areas of prospect development: Campaigns, Prospect Research, Prospect Management, and Data Science. It also explores fundraising terms and technologies as well as techniques and resources for finding and analyzing biographical, background, and financial information; introduces participants to corporate and foundation research, and delves into how available data can be used to formulate gift capacities and inform fundraising operations. In addition, the program covers guiding concepts related to prospect research, such as navigating ethical considerations in conducting research, best practices for managing and reporting prospect data and creating quality research products.All times are in the Central Time Zone.
Monday, February 24, 2025
10:30 a.m. - 12:00 p.m.
Welcome and Introduction
Ethics, Privacy and Security Best Practices
Through the use of case studies, participants, and faculty will explore regulations, considerations, and best practices for responsibly using data for fundraising.
Prospect Identification
Participants work in small groups to develop strategies to identify top prospects for assigned scenarios.
12:00 p.m. - 12:30 p.m.
Optional Q&A: What is your toughest prospecting challenge?
Wednesday, February 26, 2025
10:30 a.m. - 12:00 p.m.
Working with Development Officers
Explore tried and true techniques for prioritizing research requests, establishing standard deliverables, and orienting fundraisers to what research is and your role in it.
Portfolio Management
Faculty will share best practices for portfolio management and portfolio strategy meetings.
12:00 p.m. - 12:30 p.m.
Optional Q&A: What challenges have you experienced with development officers? Stump us!
Friday, February 28, 2025
10:30 a.m. - 12:00 p.m.
Creating Research Profiles
In this group exercise, we will all work together as a team to find available information and distill it in profile format.
Capacity Ratings
Faculty will share best practices for portfolio management, prospect identification, and portfolio meetings.
12:00 p.m. - 12:30 p.m.
Final Q&A: Our panel of experts will round out the day by answering your toughest questions.
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- Non-member - $610
- Professional Member - $475
- Associate Member - $475
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