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  • Contains 10 Component(s) Includes Multiple Live Events. The next is on 05/20/2025 at 11:00 AM (EDT)

    Plug In to Small Shops at Apra's annual virtual two-day event this coming Tuesday, May 20 and Wednesday, 21! The program will spotlight the critical role of small shops in prospect development, offering sessions that sharpen your skills and expand your toolkit.

    Plug In to Small Shops at Apra's annual virtual two-day event this coming Tuesday, May 20 and Wednesday, 21! The program will spotlight the critical role of small shops in prospect development, offering sessions that sharpen your skills and expand your toolkit.

    Over two days of flexible learning, you'll dive deep into:

    • Scum and project management
    • Data-driven insights for donor identification
    • Strategic affinity scoring
    • "Small Shop" Power - including unique strengths, starting from scratch, achieving big goals, and advocacy tips and tricks. 

    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. Speaker information coming soon!

    Prisca Zaccaria

    Executive Director, Prospect Development

    University of South Carolina

    Prisca Zaccaria is an accomplished leader in higher education advancement and a recognized expert in prospect development, with over 23 years of experience in the field. As the Executive Director for Prospect Development at the University of South Carolina, she plays a crucial role in driving fundraising success and aligning philanthropic strategies with the university's long-term objectives.|Before her position at USC, Prisca held a senior role in prospect development at the University of Georgia. There, she was instrumental in supporting two comprehensive fundraising campaigns. Her collaboration with cross-functional teams significantly enhanced donor pipelines and secured major and principal gifts, which greatly boosted UGA's fundraising efforts.

    A key strength of Prisca's leadership is her emphasis on data-driven strategies to improve the productivity of prospect development teams and foster fundraising growth. She has led the integration of innovative processes and analytics, ensuring the identification and cultivation of high-potential donors. This approach has contributed to substantial increases in major gifts and overall fundraising success. Additionally, she has streamlined the metrics used to measure team impact and demonstrate how strategic prospect development drives successful fundraising campaigns and philanthropic initiatives.

    Prisca's contributions extend beyond her institutional roles. She serves as the Program and social media Director for Apra-Georgia and has previously held the position of Award Committee Chair for Apra-PD. Her leadership experience also includes being the Education Chair for Apra-Carolinas, a Board Director for GEAC, an AFP and AASP Leadership Mentor, and a faculty member for CASE's Prospect Development training.|Her active involvement at both the regional and national levels, including presentations at conferences and contributions to various webinars and panels, highlights her commitment to advancing best practices in prospect development and fostering growth within the profession.

    LaKeida Adams, PMP, CSM, MHRM

    CEO & Founder

    Unbiased Solutions LLC

    LaKeida Adams (Luh-kee-da) is a visionary millennial leader with a proven track record of developing and executing strategic initiatives that align with organizational goals, fostering innovation, and driving business growth. She graduated from Indiana State University and earned a Bachelor of Science in Marketing. She also holds a Master of Arts in Human Resource Management and a Graduate Certificate in Business Administration. She is a certified Project Management Professional (PMP), Certified Scrum Master (CSM), and holds a Six Sigma Yellow Belt.

    LaKeida Adams has a wealth of experience in various industries, including higher education, non-profit, and for-profit. She is a Consultant at the American Association of Blacks in Higher Education (AABHE) and with the Vincennes University Early College Program in Fort Wayne. She is also the CEO and Founder of Unbiased Solutions LLC. In addition to her professional accomplishments, LaKeida is also an active community member. She currently serves on the Board for  APRA Indiana (Association of Professional Researchers for Advancement) and is a Project Management Institute Central Indiana member.

    She is also a past presenter for Apra Indiana Fall 2023 Conference, as well as the Borrowers Defense to Repayment Application Discussion on Eventbrite and a Delta Sigma Pi alumn. She is a passionate advocate for diversity, equity, and inclusion and a firm believer in the power of technology to transform businesses and communities.

    Chris Copsey

    Assistant Vice President, Prospect Development

    UNC Health Foundation

    Chris Copsey is the UNC Health Foundation's Assistant Vice President of Prospect Development. Since 2019, Chris has provided the Health Foundation with research and analytical support, mainly supporting grateful patient, cultivation, and solicitation activities. He is responsible for the management of all Prospect Development work for the Foundation and leads a small team that is in charge of researching prospects, providing analysis of prospect data, and performing portfolio management and optimization for a development officer staff of about 20 officers. He is also very active in Apra, serving currently as the President-Elect of Apra Carolinas., and is a member of the Apra EPD Committee.

    Marianne M. Pelletier

    Managing Director

    Staupell Analytics Group

    Marianne Pelletier has over 35 years of experience in fundraising, with the majority in prospect research and prospecting. She is one of the first adopters of donor modeling and data mining techniques, and is now a world-renown leader on this segment of the research profession. Her prospect research positions include analyst and department head for Harvard University, Lesley University, Carnegie Mellon University, and Cornell University.||Pelletier's career also includes running an annual giving program with average increased revenues of 27% per year and providing software consulting through the Datatel Corporation, teaching clients both how to use their new software and assisting them with better analysis and more efficient processing.||A recipient of a lifetime achievement award from the New England Development Research Association and a Woman of the Year designation by the National Association of Professional Women, Pelletier has served as a volunteer for both election campaigns and social service agencies. She most recently served on her local chapter of Habitat for Humanity and ended her board membership with the Finger Lakes chapter of AFP as president.||Pelletier is a graduate of Rockford University, and earned her MBA at Southern New Hampshire University. Her recent workbook, Building Your Analytics Shop: A Workbook for Nonprofits, is available both on Amazon.com and on this website.

    Stephanie Willis

    Senior Manager of Prospect Development

    Creative Fundraising Advisors

    Stephanie is the Senior Manager of Prospect Development at Creative Fundraising Advisors and is passionate about helping nonprofits understand the “science” of fundraising, and how to effectively use data and research to enhance the “art” of fundraising. Stephanie has over a decade of experience in prospect research, prospect management, and data analytics at both higher education and nonprofit organizations. Stephanie has been a loyal Apra member and volunteer since 2013. For six years, she served on the Apra Indiana Board in roles including webmaster, programming chair, treasurer, and vice president. In 2019, Stephanie co-founded the Apra Great Lakes chapter to launch a new regional experience for local state chapters. Stephanie has been a regular attendee and speaker at the annual Apra PD conference and served on the Curriculum Planning Committee for three years. In 2023, she was honored to serve as the chair of the Apra PD conference in Indianapolis and is currently a member of the Apra Board and the Apra Foundation. Stephanie has an undergraduate degree in education and a master’s degree in library science. She is certified in the Tessitura and Blackbaud Raiser’s Edge databases. Since 2010, Stephanie has been a Gallup-certified Strengths coach and has helped hundreds of people understand, apply, and integrate CliftonStrengths results into their lives and work. Originally from Detroit, Michigan, Stephanie recently moved from Indianapolis, Indiana to Three Rivers, Michigan. 

    Jessica Roberts

    Vice President, Data Analytics

    CCS Fundraising

    Jessica joined CCS in 2015 and brings over two decades of experience in nonprofit fundraising management and consulting. As Vice President of Data Analytics, she has worked with approximately 1,000 clients worldwide, leveraging data-driven insights to develop tailored development strategies. Her expertise spans Annual and Major Giving, Donor Relations, Event Planning, and Data Analytics, allowing her to craft innovative solutions that enhance fundraising effectiveness. Jessica's passion for development began in college when she worked as a student caller and manager at Binghamton University. Before joining CCS, she served as the Director of Development at Columbia University, where she led strategic planning efforts and solicited major gifts. Prior to that, she was the Assistant Director of Annual Giving at Fordham University, managing a $1 million telemarketing program and overseeing engagement initiatives for an alumni network of over 120,000 individuals. She holds a Master of Science in Nonprofit & Fundraising Management from Columbia University and a Bachelor of Science in Management from Binghamton University. Jessica lives in Queens, NY, with her husband and nine-year-old son, and enjoys exploring the vibrant streets of NYC in her free time.

    Lauren Woodring

    Associate Director, High Net Worth

    Yale University

    Lauren Woodring is the Associate Director, High Net Worth at Yale University. She most recently was at the Philadelphia Museum of Art, where she had been the Director of Prospect Research and Management. She started her prospect development career at the Kimmel Center for Performing Arts (now Ensemble Arts Philly) before moving to the museum. Lauren is a member of the board of directors for Apra International.  She has also served in leadership positions with Apra Pennsylvania and AASP. Lauren is a graduate of Lebanon Valley College, and has a MA in History from LaSalle University, and a M.Litt in Museum and Gallery Studies from St. Andrews University in the United Kingdom. Lauren lives in Philadelphia and New Haven with her partner and their cat, Mona.

    Rachel Hammond (Moderator)

    Donor Research Coordinator

    Moody Bible Institute of Chicago

    Rachel Hammond is the donor research coordinator for the Moody Bible Institute of Chicago. Starting her career in advancement services at her alma mater, Hammond learned the importance of donor cultivation, retention and engagement as a student caller, call center manager and advancement intern. As a student caller, she raised funds for scholarships by establishing relationships with alumni and friends of the college instilling in her a passion for cultivation. After one year of being a student caller and securing the largest gift during the spring giving season, she was promoted to be the student call center manager where she assigned calling pools, trained students in the calling program and mentored them as they finished out their college careers. Learning the value of retention in this role, Hammond strived to see her college colleagues succeed just as she did and continue the legacy of the student calling program.||As the advancement intern, Hammond harnessed her passion for engagement and development as she built the in-house calling program, implemented the student philanthropy association and learned about each role in advancement services. This experience led her to the position she holds today at Moody, where she harnesses all the skills she learned at her alma mater as well as the ability to uncover key wealth indicators and harness her research skills to find hidden gems in the CRM.||Hammond also has a passion for serving the Apra community! She is the secretary and communication chair for the Apra Indiana Board of Directors, as well as the chair of the Education and Professional Development (EPD) committee. She loves giving back to the Apra community as they have poured into her for the past three years!

    Don Irwin

    Senior Manager of Prospect Research and Strategy

    Lutheran Social Service of Minnesota

    Don is the Senior Manager of Prospect Research and Strategy at Lutheran Social Service of Minnesota. He earned his BA in History and Anthropology at the University of Minnesota Duluth and MSc in Science and Religion at the University of Edinburgh School of Divinity. He continued in graduate research and teaching History and Philosophy of Science at Arizona State University before moving back to Minnesota to raise his children close to family. Don joined Apra Minnesota and Apra International in 2018 and earned his CFRE in 2021. He is grateful for the support of the Apra community and enthusiastic about giving back as a board member and co-chair of the programming committee for Apra Minnesota.

    Susan Quinn

    Executive Director of Advancement Services and Campaign Manager

    Lenoir-Rhyne University

    Susan Quinn is an experienced leader in fundraising operations in large and small institutions.  Today she is Executive Director of Advancement Services and Campaign Manager at Lenoir-Rhyne University in western North Carolina where she leads an agile team of four who provide research, analysis, data integrity and campaign support to LR's fundraising teams. At PD 2024, Susan co-presented ""Small & Mighty"" with Jon Kingzette of Campbell & Co. That presentation delivered survey results from practitioners in small shops who shared their challenges and strategies for success and professional growth. 

    Rachael Dietrich Walker

    Donor Strategy Manager

    St. Luke's Health Foundation

    Rachael Dietrich Walker is entering her fifteenth year in prospect development. In June 2024, she joined St. Luke's Health Foundation as its first Donor Strategy Manager, where she is building a brand new prospect development program. She comes to healthcare after a career spent in higher education. Rachael is a longtime member of the Apra Carolinas board and currently serves as its President; she has also served in several volunteer roles for Apra International, most recently on the Apra Fundamentals Winter faculty.  She holds an MLIS from UNC-Greensboro and a BA from the University of Richmond. 

    Brittani Williams

    Director, Development Operations and Prospect Development

    Houston Zoo

    Brittani Williams, MBA, is a seasoned fundraising expert with extensive experience in development operations, prospect development, and fundraising strategy. Currently serving as the Director of Development Operations and Prospect Development at the Houston Zoo, Brittani brings over twenty years of fundraising expertise to her role.| |With a background deeply rooted in the philanthropic sector, Brittani has dedicated over eight years to the Houston Zoo, progressively advancing from Development Research Analyst to her current position as Director. In her current capacity, she spearheads strategic initiatives to drive philanthropic growth and engagement, leveraging her finely honed skills in prospect research, relationship management, and operational excellence. Her work is exemplified in the Houston Zoo's largest campaign in its history, the ""Keeping Our World Wild"" centennial campaign, which raised over $150 million dollars for the Zoo and its conservation partners worldwide.| |Prior to her tenure at the Zoo, Brittani made significant contributions to the University of Houston, where she served in various roles within the University Advancement division. Notably, she played a pivotal role in supporting the silent phase of the University's ""Here, We Go"" campaign contributing to the remarkable success of the $1.2 billion dollar fundraising effort. Prior to positions in the nonprofit realm, Brittani held roles in political consulting, political campaign fundraising, and congressional constituent relations. | |Brittani holds a BS in Political Science and Psychology (dual majors) and an MBA specializing in Global Management and Business Modeling & Decision Making, all from the University of Houston.  ||Brittani has been a member of Apra International since 2016 and was elected to the Board of Directors in 2024. Previously she has served in several volunteer roles with Apra International, including with the Conference Planning Committee, Chapters Committee, Nominations Committee, Awards Committee and Campaigns Task Force. She previously served as a board member for Apra greater Houston and as a member of the best practices in prospect development committee with aasp. Brittani was a 2022 nominee for the Houston Business Journal's Women Who Mean Business award. |

    Jennifer Schlager

    Manager, Prospect Research & Data Analytics

    Trinity Health

    Jennifer Schlager embarked on her philanthropy journey during her time as a student at the University of Michigan - Dearborn in 2010. With a comprehensive background spanning various roles, she has demonstrated expertise in volunteer coordination, event management, front-line fundraising and currently works as the Manager, Prospect Research & Data Analytics at Trinity Health. She finds great joy and fulfillment in her work within philanthropy.||Schlager served on the Apra Ethics and Compliance Committee from 2020-2023 and is proudly serving on the committee once again. Outside of her professional endeavors, she finds joy in quality time with her husband and son, while also passionately supporting the Detroit Lions.

    Elizabeth Cumbo (Moderator)

    Development National Operations and Administration Manager

    United States Holocaust Memorial Museum (USHMM)

    Elizabeth is the development national operations and administration manager at the United States Holocaust Memorial Museum (USHMM) in Washington, DC. Previously, she worked as a contract prospect researcher at USHMM and in the Photographic History Collections at Smithsonian's National Museum of American History. She graduated summa cum laude in art history from Skidmore College. Elizabeth joined the APRA Metro DC Chapter in 2022, and she is thrilled to begin volunteering for APRA International.

  • Contains 8 Component(s)

    Access the complete collection of recordings from Plug In to Due Diligence, Apra's virtual event dedicated to the essential practice of due diligence in prospect development. This bundle includes expert-led sessions designed to enhance your skills, broaden your toolkit, and keep you informed on best practices in the field.

    Access the complete collection of recordings from Plug In to Due Diligence, Apra's virtual event dedicated to the essential practice of due diligence in prospect development. This bundle includes expert-led sessions designed to enhance your skills, broaden your toolkit, and inform you on best practices in the field. This package contains eight recordings from the two-day event. 

    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.

    Krista Pierce

    Senior Associate Director of Due Diligence Research

    Tufts University

    Krista Pierce is the Senior Associate Director of Due Diligence Research at Tufts University, where she joined the prospect development team in 2015. Since assuming her current role in 2021, Krista has helped to create the University’s first in-house due diligence program, which included developing a new policy and procedure, research reports, and risk analysis scoring. In addition to managing the due diligence program’s day-to-day operations, Krista has also acted as a subject expert to peer institutions and colleagues, and, most recently, gave a comprehensive workshop on due diligence at APRA’s Prospect Development 2023.

     Prior to her due diligence work, Krista served in a variety of roles at Tufts, where her responsibilities were divided between prospect management and prospect research, with a particular expertise in international prospect research. Krista came to Tufts from Tufts Medical Center, where she helped to develop the fundraising office’s first prospect research program. Krista graduated from Saint Anselm College in Manchester, NH with a B.A. in English.

    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.

    John Sammis

    Senior Vice President, Data Analytics

    CCS Fundraising

    John Sammis is a Senior Vice President of Data Analytics for CCS Fundraising. He brings more than 30 years of experience with statistical analysis and predictive modeling. John has devoted more than 20 years of his career to charities, universities, hospitals, and other nonprofit institutions, helping them produce models and use the results to achieve their fundraising goals. At CCS, John leads the Data Analytics team, which helps philanthropy and fundraising professionals apply cutting-edge data analytics tools to address specific organizational objectives. John is constantly reviewing the latest statistics tools and innovations to ensure that CCS applies the best approach for each client. John has a BS in Chemical Engineering from Clarkson University and an MBA from Cornell University.

    Lindsey Nadeau (Moderator)

    Vice President, Data, Insight and Campaigns

    UNICEF USA

    Lindsey Nadeau is vice president of data, insight, and campaigns at UNICEF USA, where she guides the philanthropy division toward data-driven decision-making and automation across campaign planning, prospect research, relationship management, database management, reporting, analytics, gift processing, and record management. She has previously held advancement services roles at The George Washington University, the Center for American Progress, The American University, and Public Citizen. Lindsey is Secretary of Apra International’s board of directors, where she has held multiple volunteer roles including chairing the 2020 Prospect Development conference. She previously chaired aasp’s Prospect Development Best Practices committee, co-chaired CASE’s Prospect Development conference, and contributed to CASE’s 2023 book Advancement Strategies: A Reference Guide for Advancement Services Professionals, 4th Edition. Lindsey holds a BA in economics from The American University. 


    Michael J. Foote

    Assistant Vice President, Development Operations and Performance

    Dartmouth College

    Michael (Mike) Foote joined Dartmouth’s Advancement team in 2001 and currently serves as the Assistant Vice President of Development Operations and Performance. In this role, Mike collaborates closely with senior leadership to drive strategic initiatives that enhance fundraising effectveness and operational excellence. He plays a key role in shaping best practices across the department to maximize the impact of Dartmouth’s fundraising efforts.


    Mike also leads Dartmouth’s Research and Prospect Management team, overseeing the identification and cultivation of high-potential donors in alignment with the college’s fundraising priorities. He has held
    Additional roles in his time with Dartmouth included oversight of donor engagement and interim director of Dartmouth’s recognition and stewardship team, where he strengthened the college’s donor-centric approach to relationship-building and stewardship.

    Before transitioning to the non-profit sector, Mike spent five years with the National Basketball Association (NBA), where he directed research initiatives and provided strategic insights for marketing and media sales teams. His work supported the NBA’s domestic and global positioning through client-targeted research. Prior to the NBA, Mike held various roles at Nielsen Media Research, where he focused on television ratings and audience analysis.

    Mike earned a Bachelor of Arts in Quantitative Analysis from St. John’s University and an MBA from the Lubin School of Business at Pace University. He is an active speaker in the development research community, has contributed to the APRA International Conference curriculum committee, and is a member of both APRA and NEDRA.

    Megan Tedeschi

    Managing Director, Prospect Development

    UNICEF USA

    Megan Tedeschi is the Managing Director, Prospect Development for UNICEF USA where establishes the priorities and vision for the prospect development area including moves management, pipeline development, prospect research, data hygiene and reporting standards to drive data-informed fundraising. Working in Prospect Development for over 10 years, Megan has gained expertise in due diligence best practices, corporate and institutional research, philanthropic trend analysis, team building and project management. She previously held Prospect Development roles at The George Washington University, Johnson & Wales University, and the Museum of Fine Arts, Boston. Megan holds a BA in Art History from Boston University. She lives in Portland on an apple orchard with her family.

    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.

  • Contains 3 Component(s)

    The Best of Plug In to Metrics is an eLearning course featuring the top presentations, resources, and activities from the past virtual Plug In to Metrics event. Apra's experienced presenters will guide you through comprehensive sessions on essential topics in prospect development metrics, including: Shaping metrics to measure pipeline growth and performance Identifying optimal performance metrics Implementing systems to track critical campaign metrics Organizing and visualizing metrics for effective delivery Additionally, you will learn how to communicate and analyze metrics to provide valuable insights.

    A two-day expert-led event was held November 1-2, 2023 with a focus on upping prospect development professional's metrics games. The faculty of seasoned experts provided comprehensive sessions on the hottest topics in prospect development metrics, including how to shape metrics that measure pipeline growth and performance, identify optimal performance metrics, implement systems to track critical campaign metrics and organize visualized metrics into useful delivery systems. They also shared methods for effective communication and analysis of metrics, growing attendee's ability to provide and communicate valuable insights. 
    While these virtual sessions are available in their entirety, we understand that this a massive investment in both time and resources, so we also created a "best of" program which highlights key learnings, compressed from about eight hours of programming to around three. We removed much of the live Q&A and in-depth examples provided by faculty but intend for this distilled program to offer the same high-level of content and insight. 
    Below are the following topics within the course:
    • Establishing a Metrics-Driven Culture
    • Trust, Accountability and Transparency: Helping Leadership Understand Metrics Data
    • Advancement Services Metrics: Prospect Development as a Secret Advantage
    • David Lively's Outlook on Metrics
    • Metrics 101: Defining and Deciding What to Measure 
    • Metrics 201: Refining Metrics Over Time 
    • Metrics 102: Metrics Reporting / Let's Get Tech-y: Building Metrics Into Your Tech Stack 
  • 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, Analytics Services

    Blackbaud, Inc.

    Carol Belair joined Blackbaud in 2003 and has been in non-profit fundraising, prospect research and analytics since 1995. She has worked with hundreds of clients, written papers, blogs and articles and spoken at many conferences and webinars, including BBCON, APRA and AHP with a focus on co-presenting with Blackbaud nonprofit clients.  She feels that nonprofit clients’ successful usage of Blackbaud analytics and software is where the “rubber meets the road.”  She feel so privileged to help nonprofit organizations on a day-to-day basis achieve their goals by using Blackbaud’s Data Intelligence solutions and ResearchPoint software.  She has a BA in Music from the University of Minnesota and completed graduate studies in marketing communications from University of St. Thomas in Minneapolis, MN.  She lives in a suburb of Minneapolis, MN and in the winter lives in the Space Coast of Florida.  

  • 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 coming soon.

  • 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 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.