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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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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
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- Associate Member - $225
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Upcoming Webinars
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Contains 2 Component(s) Includes a Live Web Event on 10/15/2024 at 12:00 PM (EDT)
Using wealth screening to identify major gift prospects among new student families is an indispensable part of the back-to-school prospecting process. Beyond that, though, there is opportunity to leverage internal data, relationships, and early outreach to further clarify your prospect list. In fact, sometimes these other inputs provide insights that wealth screening cannot. Join us to hear from a group of institutions representing elementary, secondary, and higher education on their tips for a holistic approach to this busy and vital season in a smaller-sized shop.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Using wealth screening to identify major gift prospects among new student families is an indispensable part of the back-to-school prospecting process. Beyond that, though, there is opportunity to leverage internal data, relationships, and early outreach to further clarify your prospect list. In fact, sometimes these other inputs provide insights that wealth screening cannot. Join us to hear from a group of institutions representing elementary, secondary, and higher education on their tips for a holistic approach to this busy and vital season in a smaller-sized shop.*
*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Leah Payne
Director of Prospect Management and Research
Longwood University
Adri Viswanatha Director of Donor Research
Director of Donor Research
Macalester College
Vidya Kagan
Director of Development Services
Menlo School
Karl Sissman
Director of Philanthropic Strategy
Latin School of Chicago
Katelyn Martin (Moderator)
Managing Director, Strategic Information Services
Campbell & Company
Katelyn Martin is Managing Director, Strategic Information Services, at Campbell & Company, a national nonprofit consulting firm that helps organizations create greater impact through fundraising, communications, executive search, and strategic information services. In her 10 years with the firm, Katelyn has counseled clients across all sectors in roles ranging from strategic campaign counsel to interim development staff support. As the leader of the Strategic Information Services practice, Katelyn leverages her fundraising expertise and the advanced technical skills of her team to build the internal capacity of our clients to make data-driven decisions and build stronger donor relationships.
Prior to joining Campbell & Company, Katelyn worked in frontline and database roles with youth-serving organizations. Katelyn graduated with a Bachelor of Music in Arts Management from Northwestern University. She lives in Chicago with her husband and two children.
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Contains 9 Component(s) Includes Multiple Live Events. The next is on 11/06/2024 at 11:00 AM (EST)
Plug In to Due Diligence at Apra's annual virtual two-day event, November 6 and 7. This year's event spotlights the critical role of due diligence in prospect development, offering an array of sessions that will sharpen your skills and expand your toolkit.
Plug In to Due Diligence at Apra's annual virtual two-day event, November 6 and 7. This year's event spotlights the critical role of due diligence in prospect development, offering an array of sessions that will sharpen your skills and expand your toolkit.
Over two days of flexible learning, you'll dive deep into:
- Crafting robust due diligence policies
- Harnessing cutting-edge technologies for donor vetting
- Navigating ethical challenges in prospect research
- Leveraging AI and machine learning to revolutionize your practices
Connect with fellow professionals, gain actionable insights, and stay ahead of emerging trends in our rapidly evolving field. Whether you're new to due diligence or looking to refine your approach, this event is your gateway to excellence in prospect development.
Mark your calendars for November 6-7 and prepare to Plug In!
Click the contents tab above for more details about the agenda.
Courtney Cutler
Due Diligence Specialist
Stanford University
Courtney has helped build comprehensive due diligence programs at MIT and UC Berkeley, and most recently worked with Stanford University to assess and refine their existing due diligence processes. Prior to due diligence, Courtney worked in prospect development at MIT and the Appalachian Mountain Club in Boston. They currently split their time between Colorado and Idaho and can often be found climbing or running through the mountains with their dog, Stanley.
Molly Johnson
Senior Director of Prospect Development
Massachusetts Institute of Technology
Molly Johnson is the Senior Director of Prospect Development at MIT where she leads the prospect research, prospect management, and philanthropic due diligence functions.
Her journey in higher education fundraising has been iterative, from prospect researcher to campaign volunteer manager to fundraiser to AI start up to her current role at MIT. The hallmark of Molly’s career is her ability to employ design thinking to identify problems, develop unique solutions, and co-create value. This highly collaborative style enabled Molly to tackle several complex organizational challenges, including individualized performance metrics with the School of Engineering, which culminated in the Leader of the Year award.
Today Molly is excited to share her expertise in creating, developing, and sustaining a responsive program to help you assess risk and make decisions that support your organization’s mission.
Beca Daniel
Account Executive
Xapien
Beca is an Account Executive at Xapien, having worked across customer success, sales and product development, all focused on the non profit and fundraising sector. She now leads on the higher education sector at Xapien.
During her time at Xapien, Beca has been involved in various aspects of developing the product to better serve universities and nonprofits, acting as a liaison between customers and the product team. Her work has often been focused on adapting the product to the changing world, including integrating fully up-to-date sanctions and watchlist data after the Russian invasion of Ukraine, and adapting adverse media categories to align with the reputational risks universities and nonprofits face in a changing world.
Beca has a background in research and higher education, with a first class degree in English Literature and an MA in Literature, Criticism and Culture from the University of Cambridge.
Catherine Flaatten
Associate Vice President of Prospect Development
Catherine Flaatten, MPH, CFRE, is the associate vice president of prospect development at BWF where she partners with clients to develop creative solutions to their prospect development challenges. Previously, she served in various roles at The George Washington University, most recently as the managing director of research and relationship management. Catherine has also worked in prospect development at Share Our Strength/No Kid Hungry, the National Psoriasis Foundation, and the BrightFocus Foundation. A regular speaker and author, Catherine currently serves on Apra’s Board of Directors, Fundamentals Committee, and Foundation Board of Trustees. Former volunteer roles include serving as president and programming chair of Apra Metro DC, chairing the aasp Best Practices in Prospect Development and Apra Membership Committees, and serving on Apra’s Body of Knowledge and PD Curriculum Planning Committees. Catherine holds a BA in International Affairs and an MPH in Maternal and Child Health, both from The George Washington University.
Charles Latham
Senior Research Analyst, Principal Gifts
Duke University
Currently the Senior Research Analyst specializing in Principal Gifts ($10M+ capacity) for Duke Health Development and Alumni Affairs, I have been a prospect researcher for nearly two decades, having started my career at Penn Medicine in Philadelphia, PA in 2007. I joined Duke Health in 2014. In 2021, working directly with the Vice President, I developed a presentation on reputational risk and due diligence in response to incidents at peer and other institutions, and am currently collaborating with our Stewardship team and Duke University’s development team to craft a robust program for identifying “red flags” and protecting the reputation of Duke Health. I received my B.A. in English w/Cultural and Community Studies with honors from the University of Sussex in Brighton, E. Sussex, UK. I reside in Durham, NC and like to play music in my free time and to practice target archery with my English longbow.
Kerry Rock
Chief Executive
Prospecting for Gold
Kerry is the Chief Executive of Prospecting for Gold. She has over 30 years’ experience in research, policy and management. She joined Prospecting for Gold in 2012 and currently leads our research consultancy and data protection work. She also runs our training programme, sharing her expertise in webinars and seminars. Before she moved to the UK from Australia in 2005, Kerry worked in the water industry then ran her own research and communication consultancy, supporting leading companies within the research industry. A career highlight was providing customer insights to help determine the future of Australia’s largest water company. Kerry also ran an independent film production company and wrote and produced a feature film that was selected for the Cannes Film Festival. Kerry has written hundreds of user-friendly reports and presented to wide-ranging audiences at national and international conferences, seminars, and board meetings. Kerry volunteers both within the charity sector and in her local community. She is a trustee of Cure Parkinson’s and sits on the Chartered Institute for Fundraising’s Consultants Special Interest Group committee. She is a member of the Market Research Society and president of the UK branch of the University of Melbourne’s Alumni Association. Closer to home, Kerry is a volunteer citizen scientist, helping to protect her local river, the Chess.
Maria Jornet Escuer
Researcher
Prospecting for Gold
Maria started her career in the financial sector as a risk-based researcher and due diligence specialist. After 10 years at Dow Jones she moved to the charity sector as an independent consultant to support charities on their ethical fundraising and conducting ethical checks.
Thanks to her background in translation she is fluent in five languages and specifically trained in conducting due diligence across different jurisdictions.
She joined Prospecting for Gold in June 2024 as a Researcher to add to the company’s due diligence and corporate and trust research services. As a polyglot and food lover, she enjoys travelling to practise her language skills and exploring new cuisines.
Bethany Andorfer Morley
Director of Prospect Strategy and Research
West Chester University Foundation
Bethany Andorfer Morley works at the West Chester University Foundation as the Director of Prospect Strategy and Research. Driven by a passion for learning new tools and creating innovative systems and strategies, she enjoys collaborating with fundraisers and prospect development professionals. With nearly 20 years of experience in the non-profit sector, including a decade as a frontline fundraiser, she has worked in higher education, health and human services and arts and culture.
Peggy DeAngelo
Assistant Vice President, Systems
CCS Fundraising
Peggy DeAngelo is a results-oriented leader with 8+ years of experience partnering with nonprofit organizations toward transformational change. Her expertise spans System/CRM Design (including Salesforce and Blackbaud), System/CRM training, UX Design, Change Management, Communication Planning, Fundraising and Campaign Management, and Data Governance.
Peggy has worked with partners of all sizes and levels of complexity, from global federated nonprofits to hospitals, universities, think tanks, and museums. Her extensive nonprofit experience includes roles as a frontline fundraiser, grant writer, marketing and communications coordinator, direct support staff member, and fundraising and systems consultant, providing her with deep operational insights.
She holds an MBA from Temple University's Fox School of Business, a JD from Rutgers-Camden School of Law, and a BA from the University of Pennsylvania. Currently based in Morgantown, WV with her husband Jeffrey, Peggy enjoys hiking, bird watching, and kayaking.
Kevin Vaughn
Corporate and Foundation Relations Research Analyst
Notre Dame
Kevin Vaughn is a Research Analyst in the Department of Development at the University of Notre Dame, where he specializes in prospect research and strategy for the Corporate and Foundation Relations team. He also plays a key role in developing due diligence policies and procedures in collaboration with other university departments. Prior to joining Development, Kevin held administrative roles in graduate programs across the humanities and global affairs. Alongside his expertise in higher education, he holds advanced degrees in music performance.
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