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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 on March 11, 13, and 15 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 on March 11, 13, and 15
     
    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, March 11, 2024

    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 the responsible use of data for fundraising.

    Prospect Identification 

     Participants work in small groups to identify top prospects for assigned scenarios using a provided data set.

    12:00 p.m. - 12:30 p.m.

    Optional Q&A: What is your toughest prospecting challenge?


     

    Wednesday, March 13, 2024

    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.

    Capacity Ratings

    Learn about estimating wealth using 5% capacity ratings, real estate holdings, partnerships with vendors and screenings, plus common troubleshooting barriers.

    12:00 p.m. - 12:30 p.m.

    Optional Q&A: What challenges have you experienced with development officers? Stump us!

     

     

    Friday, March 15, 2024

    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.

    Portfolio Management

    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.

  • Contains 34 Product(s)

    Get 34 sessions offered at the Prospect Development 2023 Conference, held August 28 - 31, 2023.

    Get 34 sessions offered at the Prospect Development 2023 Conference, held August 28 - 31, 2023.
    • A Roadmap to Evaluating Staff  Performance -  Communicate Clear Expectations and Provide Helpful Feedback 
    • Apra Talks: Career Paths: How Did You Get Here? Where Can You Go?
    • Best Practices for Utilizing Social Media in Prospect Research
    • Better, Stronger, Faster: Rebuild Your Qualification Program
    • Closing Time: Calculating Risk to Encourage Proposal Velocity
    • Cost Per Dollar Raised (CPDR) or Return on Investment (ROI)? Two Sides of the Same Coin to Assist with Analyzing Fundraiser Performance and Supplementing Donor Pipelines
    • Create and Maintain a Prospect Referral Tracking System - Increase Qualification Visits, Track Success, and Connect Research Activity to Revenue
    • Creating Portfolios Categories that Reflect Reality: Alternatives to Tracking the Gift Cycle at the Prospect Level
    • Emerging Trends in AI and Beyond: A Partner Industry Panel
    • Focusing Prospect Development Efforts
    • From Scratch: Developing a New CRM Training Program to Engage Fundraisers
    • Gain Clarity, Create Efficiency, and Fuel Growth with Portfolio Optimization
    • How to Clean-Up Messy Data
    • How to Have Meetings that Don't Suck
    • Keynote Presentation: Being Fearlessly You: Valuing Everyone's Differences for Greatest Success!
    • Managing Organizational Change and Encouraging Collaboration Across Departments in a Complex University System
    • Maximizing Relationship Management: Data-Driven Patient Pipeline Analysis
    • Movers and Shakers: Why Prospect Development are the Influencers of any Development Team
    • Power BI: Excel's BFF
    • Prospecting in Indian Country: A Longitudinal Understanding of Tribal Nations in Research
    • Ready, Set, Go! Creating Prospect Management Department in a Remote Environment
    • Relationship Mapping - Finding a Path to Distant Prospects
    • SalesForce Reporting: Return of the...Data
    • Scaling Your Shop Toward Mega Philanthropy
    • Sprint Your Way to Sanity: Adapting Agile & Scrum for Prospect Development
    • Starting from Scratch: Building a Prospect Research Department from the Ground Up
    • Texas A&M Foundation: Data Driven Decision Making
    • The Marathon and the Sprint: Managing Campaigns with Data-Driven Strategy
    • Transition as Opportunity: Prospect Research Innovation in Times of Change
    • Volatile Opportunity: Cryptocurrency in Fundraising
    • We've Got the Guide! Now What?: A Case Study on Implementing the Apra DEI Data Guide at UNICEF USA
    • What's Holding Your Fundraising Back? Create a Strategy for Success!
    • Your Doctor, Anytime, Anywhere, All at Once: The Rise of Concierge Medicine
    • Your Mid-Level Donors and March Madness:  How to Organize the Tournament, Craft the Brackets and Play the Game
  • Contains 1 Component(s)

    You’re examining your major giving program and see the need to be more data-inspired and intentional. Are your major donors giving less? Do you have fewer major gift donors because of aging or attrition? Have you been overly reliant on a small group of donors to shoulder a high percentage of your operating or special campaign efforts? Suffering development officer turnover or burnout? Time to embark on an analytics project to better understand and uncover your constituents’ potential! It’s time to maximize, utilize, synthesize, strategize and analyze!

    You’re examining your major giving program and see the need to be more data-inspired and intentional. Are your major donors giving less? Do you have fewer major gift donors because of aging or attrition? Have you been overly reliant on a small group of donors to shoulder a high percentage of your operating or special campaign efforts? Suffering development officer turnover or burnout?

    Time to embark on an analytics project to better understand and uncover your constituents’ potential! It’s time to maximize, utilize, synthesize, strategize and analyze!

    In this session, you will tactics for:

    1. Understanding the tools available to identify high value prospects in your constituency
    2. Building segmentation to strategize for action
    3. Understanding important KPIs for an ongoing healthy and robust major and planned giving programs

    Tanya Cole

    Strategic Consultant, Principle

    Blackbaud

    Tanya joined Blackbaud in 2019.  She has served the Minneapolis/St. Paul community since 1993 in a variety of roles, mainly involving prospect research and prospect management as well as annual giving and campaign management.  A two-time Apra-Minnesota board member and long-time Blackbaud power user, Tanya enjoys educating and exciting her clients in using their Blackbaud analytics tools to reach new philanthropic success.

    Carol Belair

    Strategic Consultant

    Principal at Blackbaud

    Carol joined Blackbaud in 2003 and has been in non-profit fundraising prospect research and analytics since 1995.  She has served hundreds of clients, written papers, blogs and articles and speaks at several conferences, including bbcon and Apra, with a focus on co-presenting with her Blackbaud nonprofit clients.  Carol feels privileged to help nonprofit organizations on a day-to-day basis achieve their goals using Blackbaud’s Giving Insights solutions and ResearchPoint software.

  • Contains 34 Component(s), Includes Credits

    Length: approximately 4 hours The Apra Fundamentals: Prospect Research online learning modules focus 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.

    Length: approximately 4 hours

    The Apra Fundamentals: Prospect Research online learning modules focus 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. 

    The course contains 10 on-demand modules between 15-70 minutes each, online discussions and resources. If you upgrade to/purchase the course with the live component, it will include either 3 live webinars or 1 live in-person day. More information on live offerings can be found here

  • Contains 1 Component(s)

    While it can be a challenge to identify potential donors who are likely and ready to donate, for healthcare organizations, identifying highly engaged families who may qualify for major gift programs can be especially difficult. Ann & Robert H. Lurie Children’s Hospital of Chicago has developed a data-driven approach to solving these challenges, leveraging machine learning and AI to focus their efforts and tee up the right individuals for Major Gift Officers and maximize the results of grateful patient programs. In this webinar, you will learn how Lurie Children’s has developed strategies for engaging highly rated, engaged families to fuel fundraising efforts and outcomes.

    While it can be a challenge to identify potential donors who are likely and ready to donate, for healthcare organizations, identifying highly engaged families who may qualify for major gift programs can be especially difficult. Ann & Robert H. Lurie Children’s Hospital of Chicago has developed a data-driven approach to solving these challenges, leveraging machine learning and AI to focus their efforts and tee up the right individuals for Major Gift Officers and maximize the results of grateful patient programs. In this webinar, you will learn how Lurie Children’s has developed strategies for engaging highly rated, engaged families to fuel fundraising efforts and outcomes.

    Laura Koo

    Director of Prospect Development

    Ann & Robert H Lurie Children’s Hospital of Chicago Foundation

    Laura Koo is the Director of Prospect Development with the Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation. Since joining Lurie Children’s in 2017, Laura has overhauled the department’s research products, prospect management structure, and wealth screening process. Previously, Laura was the Director of Research & Prospect Management for the Art Institute of Chicago for five years, and she spent the early part of her fundraising career with social service organizations.

    Marissa Maybee

    Director of Nonprofit Customer Success

    Windfall

    Marissa Maybee is the Director of Nonprofit Customer Success at Windfall. Her team helps Windfall’s 800+ nonprofit customers leverage the power of data science to design fundraising outreach and segmentation strategies. Marissa has more than a decade of experience working at the intersection of nonprofit strategy and data science and holds an MBA from Georgetown University.

  • Contains 1 Component(s)

    The philanthropic landscape has changed over the past couple years, creating urgency for nonprofit fundraisers to work smarter and faster in what is now a more competitive environment. Data and technology are no longer nice-to-haves, but must-haves to achieve your fundraising goals. Are you using technology to hyper-segment and hyper-personalize how you identify and engage donors? The way your nonprofit approaches this shift in the industry and other increasingly important fundraising strategies can set your team up to hit and exceed targets. Join us as we discuss the changing landscape, industry trends and how technology can innovate and boost your strategies forward for planned giving, foundation giving, and corporate fundraising.

    The philanthropic landscape has changed over the past couple years, creating urgency for nonprofit fundraisers to work smarter and faster in what is now a more competitive environment. Data and technology are no longer nice-to-haves, but must-haves to achieve your fundraising goals. Are you using technology to hyper-segment and hyper-personalize how you identify and engage donors?

    The way your nonprofit approaches this shift in the industry and other increasingly important fundraising strategies can set your team up to hit and exceed targets. Join us as we discuss the changing landscape, industry trends and how technology can innovate and boost your strategies forward for planned giving, foundation giving, and corporate fundraising.
    You’ll learn how to:


    • Use wealth screening to find top gift prospects who have the capacity to give, proven philanthropy and an affinity to your cause
    • Search multiple wealth and philanthropic datasets simultaneously or do individual look-ups within 41 datasets to find donor information
    • Generate detailed customizable prospect profiles quickly
    • Generate lists of new prospects in real-time based on custom search criteria and filters
    • Prioritize prospects using customizable scores and easy-to-understand analytics that provide actionable next steps
    • View your donors using multiple lenses simultaneously to uncover new giving opportunities
    You will not want to miss this session if you want to take your fundraising efforts to the next level in 2023!

    Robert MacKinnon

    Senior Account Manager

    iWave

    Robert MacKinnon has been a Senior Account Executive with iWave for over 13 and a half years. I am involved with the Make a Wish local PEI Chapter and the alumni association of UPEI. I am passionate about working with nonprofits to help them increase their reach and goals.  

  • Contains 1 Component(s)

    Join Altrata Senior Director of Higher Education, Matt Thompson, as he demonstrates how Wealth-X and RelSci can help you run interest-based searches amongst your donor base while leveraging your organization’s relationships in higher education and beyond. We will also discuss how to utilize this data in your prospecting or donor engagement strategy from annual fund to major giving levels.

    Join Altrata Senior Director of Higher Education, Matt Thompson, as he demonstrates how Wealth-X and RelSci can help you run interest-based searches amongst your donor base while leveraging your organization’s relationships in higher education and beyond. We will also discuss how to utilize this data in your prospecting or donor engagement strategy from annual fund to major giving levels.

    Matt Thompson

    Senior Director, Head of Education & Healthcare

    Altrata

    Matt Thompson is Senior Director and Head of Education & Healthcare at Altrata. Matt joined the Altrata team in 2019 and has excelled recognizing opportunities and maintaining long-lasting partnerships thanks to his comprehensive product knowledge and understanding of industry trends.  

    Matt has extensive sales experience having worked as a Strategic Account Executive for Blackbaud for more than 4 years.

    Matt also holds a Bachelor’s in Psychology from the University of Iowa.

  • Contains 1 Component(s)

    Questions and discussions about new officer roles in leadership or mid-level giving have certainly increased over the past few years. Since many of the new officers hold portfolios, we wanted to explore if there was any data indicating a difference in how portfolios are managed between mid-level officers and major giving officers. In this session, we will look at how we got to this point and how these new roles are important in building a sustainable pipeline. We will also look at initial metrics and data from 150+ higher education institutions to discover trends that could help inform best practices in portfolio management for these new officer roles. We’ll finish with a summary and future research considerations.

    Questions and discussions about new officer roles in leadership or mid-level giving have certainly increased over the past few years. Since many of the new officers hold portfolios, we wanted to explore if there was any data indicating a difference in how portfolios are managed between mid-level officers and major giving officers. In this session, we will look at how we got to this point and how these new roles are important in building a sustainable pipeline. We will also look at initial metrics and data from 150+ higher education institutions to discover trends that could help inform best practices in portfolio management for these new officer roles. We’ll finish with a summary and future research considerations.

    Michael Van Dyke

    Strategic Consultant

    Blackbaud

    Michael has worked with higher education institutions as a trainer and strategic consultant for the past six years. Michael has over 12 years of experience in the world of fundraising holding a variety of roles, from director of development to grant writer to donor relations, but the majority of her time was spent in the prospect research/manager role. She has also worked with a variety of organizations, ranging from non-profits to faith-based to higher education. Taking a break from fundraising before coming to Blackbaud, she taught Information Literacy and Research Skills at the community college level. With her background in library and information science and prospect research, Michael has honed the skills of organizing information and resources to help create more streamlined processes. Throughout her career, she has remained passionate about empowering people to use technology and information to make better decisions and drive towards improved results. Michael holds a B.A. in communications from Saginaw Valley State University and Masters in Library and Information Science from Dominican University/St. Catherine University.

  • Contains 3 Component(s)

    FREE RESOURCE FOR APRA PROFESSIONAL MEMBERS. The toolkit features definitions, original content, and curated resources on: Campaign Types, Setting Your Campaign Budget, Campaign Phases, Campaign Feasibility Interview Guidelines, Campaign Goal Setting, The Campaign Pyramid, Campaign Reporting, Working with Campaign Leadership, Working with Internal Partners, Working with External Partners, Due Diligence in a Campaign, and Post-Campaign Strategy Activities.

    FREE RESOURCE FOR APRA PROFESSIONAL MEMBERS. 

    The toolkit features definitions, original content, and curated resources on:

    • Campaign Types
    • Setting Your Campaign Budget
    • Campaign Phases
    • Campaign Feasibility Interview Guidelines
    • Campaign Goal Setting
    • The Campaign Pyramid
    • Campaign Reporting
    • Working with Campaign Leadership
    • Working with Internal Partners
    • Working with External Partners
    • Due Diligence in a Campaign
    • Post-Campaign Strategy Activities

    Before downloading the toolkit, watch the "Getting Started" video, or review the transcript.

    As Apra’s Body of Knowledge (BoK) evolves with the profession, the strategic decision was made to remove Campaigns as a BoK domain, and create in its place an introductory guide to campaigns to assist prospect development professionals in understanding and employing basic best practices through each stage of a campaign. Relevant skills from the Campaigns Domain have been integrated throughout the existing Body of Knowledge domains: Prospect Research, Relationship Management, and Data Science. 

    This introduction to campaigns is a general overview, please note that the size and scope of your organization's campaigns will heavily determine the relevancy of the information.


  • Contains 15 Product(s)

    Get 15 sessions offered at the Prospect Development 2022 Conference, held July 27-29, 2022.

    Get 15 sessions offered at the Prospect Development 2022 Conference, held July 27-29, 2022.

    • PD 2022 Apra Talks: The Context of Change: Perspectives on Philanthropy
    • Advanced Fundraising Reporting
    • Revamping Portfolio Consultations
    • Pipelines and Metrics and Engagement! Oh, my! A Journey Down the Yellow Brick Road to Creating an Action-Driven Performance Development Reporting Suite
    • How to Convert to a New CRM in 4,000 Easy Steps
    • Enabling Advanced Analytic Tools and Access to Data: Bringing technology and people together for better analytics
    • Leadership Buy in through Design Thinking in Advancement
    • Lessons We Should Have Known, But COVID Had to Teach Us
    • Bon Appétit: How to Properly Digest Stock Form Alphabet Soup and Footnote Word Salad
    • Diversifying your Prospect Pool: Methods and Approaches to Social Inclusion in Prospecting
    • How Summa Health Engaged Retired Physicians as Partners in Fundraising
    • The Evolution of Due Diligence at Stanford: Building the Plane While Flying It
    • Free Solo: Campaign Planning On Your Own
    • Insights from a New Prospect Researcher
    • Building Relationships Based on Love