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  • Contains 1 Component(s) Recorded On: 03/02/2022

    Grateful patient programs are only as good as the data that they're based on. Windfall works with more than 700 nonprofits across the country. Based on our work with customers, we have created a maturity curve and a five-step program that helps to supercharge your grateful patient prospecting and donations. In this session, we will cover: - Best practices for data-driven grateful patient programs - Key workflows for grateful patient programs - What data you need to achieve success - How to best utilize machine learning and AI

    Grateful patient programs are only as good as the data that they're based on. Windfall works with more than 700 nonprofits across the country. Based on our work with customers, we have created a maturity curve and a five-step program that helps to supercharge your grateful patient prospecting and donations.

     

    In this session, we will cover:

    - Best practices for data-driven grateful patient programs

    - Key workflows for grateful patient programs

    - What data you need to achieve success

    - How to best utilize machine learning and AI

    Jessica Tait

    Sr. Director of Product Marketing

    Windfall

    Jessica is a senior director of product Marketing at Windfall. Jessica has a decade worth of experience working with customers in the data and analytics space. Prior to Windfall, Jessica has worked at leading technology companies like Drawbridge, RadiumOne and Merit. Jessica graduated with a degree in economics and music from Columbia University and has an MBA from The Wharton School, University of Pennsylvania.

    Byu Jareonvongrayab

    Data Science Product Manager

    Windfall

    Byu is a data science product manager at Windfall. Byu works directly with Windfall’s data science team to help support 100+ predictive models built on Windfall’s advanced machine learning infrastructure. Prior to Windfall, Byu worked with Data Science teams at Google and was a senior data scientist at Oracle Data Cloud. Byu graduated with undergraduate and graduate degrees in biomedical engineering and applied mathematics & statistics from The Johns Hopkins University.

  • Contains 1 Component(s) Recorded On: 11/10/2021

    As most prospect researchers and organizations know, 80% of donations often come from 1% of donors. Navigating these programs can be overwhelming, but with the proper data you can succeed in finding and retaining major donors. WealthEngine’s Dustin Kiernan will host a strategic panel with subject matter experts Eric White, Grace Hall, and David Garcia to discuss how to use your existing donor data to best prepare prospect researches to segment their donor base effectively and efficiently for their major gift officers. Be sure to register for exclusive access to WealthEngine’s Giving Tuesday Now Toolkit- A Complete Guide with templates for all your #GivingTuesday fundraising and promotional efforts. This webinar is worth (1) CFRE point.

    As most prospect researchers and organizations know, 80% of donations often come from 1% of donors. Navigating these programs can be overwhelming, but with the proper data you can succeed in finding and retaining major donors. WealthEngine’s Dustin Kiernan will host a strategic panel with subject matter experts Eric White, Grace Hall, and David Garcia to discuss how to use your existing donor data to best prepare prospect researches to segment their donor base effectively and efficiently for their major gift officers. Be sure to register for exclusive access to WealthEngine’s Giving Tuesday Now Toolkit- A Complete Guide with templates for all your #GivingTuesday fundraising and promotional efforts.

    This webinar is worth (1) CFRE point. 

    Dustin Kiernan

    Senior Director, Strategic Accounts

    WealthEngine and Wealth-X

    Dustin joined the WealthEngine sales team in 2015 and rapidly became a key player, receiving several “MVP” awards for exemplary

    customer service. Most recently he was named WE’s “Salesperson of the Year.” He has worked in a sales and account management capacity for a wide variety of organizations, from small startups to publicly-traded companies such as IBM, Sage, and Vocus. Most recently, Dustin served as Sr. Director of Sales with public relations & marketing software powerhouse, Cision. He is a graduate of Florida Atlantic University and in his free time, he enjoys spending time with his wife and two dogs, boating, skiing and motorcycle racing.

    Eric White

    Director of Client Engagement

    WealthEngine and Wealth-X

    Eric serves as the Director of Nonprofit Client Engagement, overseeing the professional services department and focuses on successful usage, service delivery and strategic growth for WealthEngine’s nonprofit clients. A WealthEngine team member since 2010, Eric, along with our engagement managers, provide fundraising intelligence through data driven consulting, analytics and predictive modeling. His leadership, in implementing evidenced-based solutions, equips organizations to identify and prioritize the right people for the right purpose.

    A native Southern Californian, Eric has been on the east coast (Washington DC and now upstate New York) for much of his career. While earning a BA in Sports Journalism from USC, he garnered All-American honors as a pole vaulter for the Trojans’ track team. Later, Eric went on to earn a MA degree from UCLA.  

    David Garcia

    Director, Business Development

    Wealth-X

    David Garcia serves as Director of Business Development at Wealth-X, working closely to support key clients in the not-for-profit sector, including top advocacy groups, healthcare organizations, and universities. The focus of his current role is to help Prospect Research and Development teams achieve their goals and objectives by leveraging the relevant suite of services that Wealth-X offers.


    David has a background in Research, Project Management, and Relationship Management, and prior to Wealth-X he worked for firms including Smith Barney, Guideline Research, Deloitte, and Capgemini.

    Grace Hall

    Senior Account Manager

    RelSci

  • Contains 10 Product(s)

    Get 10 of the most popular sessions from the Prospect Development 2021, on a variety of topics.

    Get 10 of the most popular sessions from the Prospect Development 2021, on a variety of topics.

    Leadership in Diversity, Equity, & Inclusion: My Experience as a Case Study
    The Fundraiser Scorecard: Simple, Effective Fundraising Metrics
    Starting from Scratch: Building Thirty Portfolios in Six Weeks
    Meetings that Matter: Driving Fundraising Success through Deliberate Planning
    The Metrics Gambit: Developing a Culture of Accountability During a Strategic Pivot
    Creating a Cultural Shift: 7 Steps to Elevating Prospect Research and Data-Driven Decisions to Achieve Fundraising Goals
    Modernizing Moves Management with Data Visualization
    The Great Balancing Act: How to run a database screen when you're a shop of one
    Diversity, Equity, and Inclusion for Prospect Researchers in Healthcare
    Chasing Alpha with SEC Data
  • Contains 32 Product(s)

    Purchase the Prospect Development 2021 conference bundle for 30+ educational recordings on a variety of topics.

    Get the Prospect Development 2021 conference bundle for 30+ educational recordings on a variety of topics.

    7 Steps to Elevating Prospect Research and Data-Driven Decisions to Achieve Fundraising Goals
    DON'T PANIC! A Panel Perspective on Adapting Advancement in COVID-19
    A Giving Pyramid Model: Wealth Screening to Strategy
    I'll Be There for You: Campaign Planning Partnerships
    Getting Everyone to Take an Interest in Interests
    Starting from Scratch: Building Thirty Portfolios in Six Weeks
    Leveraging Data to Improve Healthcare Fundraising Results
    Chasing Alpha with SEC Data
    Modernizing Moves Management with Data Visualization
    Boost Annual Fund Effectiveness with Python's Data Science Ecosystem
    The Metrics Gambit: Developing a Culture of Accountability During a Strategic Pivot
    Get in the Driver's Seat: Defining and Promoting Your Role as a Leader in Prospect Development
    Apra Talks: Communication can be hard. Words are important.
    Leadership in Diversity, Equity, & Inclusion: My Experience as a Case Study
    Want to be a Director? - Going from Researcher to Development Director 
    Use the Force! Insights, Intuition, and Trust
    President’s Panel: Apra Leaders reflect on the past and plan for the future
    Positioned For Success: Taking the leap from Salaried to Self-Employed
    News vs. Noise: Action-Oriented News Alerts 
    Diversity, Equity, and Inclusion for Prospect Researchers in Healthcare 
    A Survey of International Prospect Research Strategies and Context
    This is the Way: Developing a Proactive Prospecting Program
    Targeting Your Bullseyes: Inform Your Internal Prospecting
    The Great Balancing Act: How to run a database screen when you're a shop of one
    Designing a CFR Prospect Development Toolkit
    Don’t Stop Achievin’: A Goal Planning Journey
    Beyond Portfolios and Prospect Research
    KonMari Your Portfolio: Teaching Gift Officers the Life Changing Magic of Objective Portfolio Management
    Portfolio Reveals
    The Fundraiser Scorecard:  Simple, Effective Fundraising Metrics
    From Identification to Portfolio Action: A Blueprint for Creating a Proactive Prospect Identification and Pipeline Management Program 
    Meetings that Matter: Driving Fundraising Success through Deliberate Planning
  • Contains 1 Component(s) Recorded On: 07/28/2021

    Fallon Morris and Ashley Mick, Prospect Development Analysts, outline the critical support LSU’s Prospect Development team has provided to drive strategic structural shifts in the University’s development enterprise. We will frame this conversation around Development’s transition to a cohort fundraising model that necessitated the swift rebuilding of 30 gift officer portfolios. We will outline the process we followed to build the portfolios and the challenges we encountered and overcame to meet our ambitious goals.

    Fallon Morris and Ashley Mick, Prospect Development Analysts, outline the critical support LSU’s Prospect Development team has provided to drive strategic structural shifts in the University’s development enterprise. We will frame this conversation around Development’s transition to a cohort fundraising model that necessitated the swift rebuilding of 30 gift officer portfolios. We will outline the process we followed to build the portfolios and the challenges we encountered and overcame to meet our ambitious goals.

    This webinar is worth (1) CFRE point.

    Ashley Mick

    Fallon Morris

    LSU Foundation

  • Contains 1 Component(s) Recorded On: 07/28/2021

    The Advancement teams at Wisconsin Foundation & Alumni Association have been working together on a coordinated effort to collect and utilize interest information with an eye toward improving prospect identification, increasing participation rates and enhancing constituent engagement opportunities. This session will discuss the journey leading up to the formation of a cross-functional Interest Tagging Workgroup, projects undertaken to collect interests and plans for on-going data collection, along with outcomes and results.

    The Advancement teams at Wisconsin Foundation & Alumni Association have been working together on a coordinated effort to collect and utilize interest information with an eye toward improving prospect identification, increasing participation rates and enhancing constituent engagement opportunities. This session will discuss the journey leading up to the formation of a cross-functional Interest Tagging Workgroup, projects undertaken to collect interests and plans for on-going data collection, along with outcomes and results. 

    This webinar is worth (1) CFRE point.

    Kari Stokosa

    Senior Managing Director - Research & Prospect Management

    Wisconsin Foundation & Alumni Association

  • Contains 1 Component(s) Recorded On: 07/28/2021

    After successfully completing a $1 billion campaign in 2015, SMU has been prepping to launch its third campaign. Sarah Daly is heading a newly-restructured Prospect Development shop. Paula Voyles is heading a newly-configured team charged with raising support for SMU's eight academic schools, athletics, student affairs, libraries, and other academic initiatives. These leaders have partnered to face daunting challenges during this silent phase of a bigger-and-better campaign. Come hear our strategies and lessons learned about change management, establishing and refining guidelines and processes, building collaboration between teams, and keeping our sense of humor along the way.

    After successfully completing a $1 billion campaign in 2015, SMU has been prepping to launch its third campaign. Sarah Daly is heading a newly-restructured Prospect Development shop. Paula Voyles is heading a newly-configured team charged with raising support for SMU's eight academic schools, athletics, student affairs, libraries, and other academic initiatives. These leaders have partnered to face daunting challenges during this silent phase of a bigger-and-better campaign. Come hear our strategies and lessons learned about change management, establishing and refining guidelines and processes, building collaboration between teams, and keeping our sense of humor along the way.

    This webinar is worth (1) CFRE point.

    Sarah Daly

    Southern Methodist University

    Paula Voyles

    Southern Methodist University

  • Contains 1 Component(s) Recorded On: 07/28/2021

    The Office of Advancement at Illinois Wesleyan University had been through key staff changes, a fast-paced CRM conversion, and had not done a comprehensive wealth screening in several years. With these hurdles in mind, we were also tasked with preparing for a campaign. In a small shop with limited resources, we found it necessary to find ways to combine the wealth screening data with internal data to present segmentations that not only considered the data we collected from the wealth screening but also the knowledge we had gathered from prospects. Our process needed to be data-driven but also have the capacity to be donor-centric.

    The Office of Advancement at Illinois Wesleyan University had been through key staff changes, a fast-paced CRM conversion, and had not done a comprehensive wealth screening in several years. With these hurdles in mind, we were also tasked with preparing for a campaign. In a small shop with limited resources, we found it necessary to find ways to combine the wealth screening data with internal data to present segmentations that not only considered the data we collected from the wealth screening but also the knowledge we had gathered from prospects. Our process needed to be data-driven but also have the capacity to be donor-centric.

    We had several intertwined objectives and though they were at times challenging to manage, we feel enhanced the outcome.  Our three main objectives after completing the screening were:
    1. Segment the data to allow for an in-house verification plan of major gift assignments and to identify and a pool for both major gift and annual fund assignments.
    2. Segment the data to align with current communication tactics with an eye towards how the CRM tools are developing, future communication tactics, and the ability to sub segment to analyze support for campaign initiatives.
    3. Design the prospect research and management structure in our new CRM to support current and future segmentations with focus on usability for our primary end user, the major gift officer.

    Our process is simple enough for any school to follow while quantitatively displaying key data points to stakeholders. Since we’ve shared the model we have seen major gift officers be more proactive with their portfolio clean-up, annual fund gift officers have more focused segmentation, and our Board of Trustees used the data to gauge campaign readiness.

    This session is worth (1.25) CFRE points.

    Carlo Robustelli

    Dickinson College

    Kara Mehrkens

    Illinois Wesleyan University

  • Contains 1 Component(s) Recorded On: 07/28/2021

    Learn more about how leaders from a range of development shops with varying roles have adapted to address the shifts, changes, best practices, and campaign adjustments that institutional and advancement leaders and their staff have had to make due to the uncertainty and instability caused by the COVID-19 pandemic's economic impact to fundraising.

    Learn more about how leaders from a range of development shops with varying roles have adapted to address the shifts, changes, best practices, and campaign adjustments that institutional and advancement leaders and their staff have had to make due to the uncertainty and instability caused by the COVID-19 pandemic's economic impact to fundraising.

    This session is worth (1) CFRE point.

    Rachel Veron

    Social Scientist Fundraising Analytics

    LSU Foundation

    Rachel Veron is a social scientist who directs fundraising analytics for LSU. Rachel has worked for 15 years on public policy issues ranging from poverty and child welfare to economic development and workforce to higher education advancement. In her role leading a small, start-up analytics shop at the LSU Foundation, she has focused on applying data and analysis to improving data quality, forecasting, and executive reporting and building new data products and evaluation frameworks for prospecting, fundraising, and stewardship programs. She loves to chat methods, data viz, and data ethics. Rachel lives in Baton Rouge and finds joy in family adventures with her daughter Carolyn and partner Evan.

    Jessica Weimer O'Connor

    LSU Foundation

    Ron Song

    Senior Director of Prospect & Campaign Analysis

    UC Irvine

    Jeff Hill

    University of North Carolina at Chapel Hill

    Rebecca Fullmer

    Assistant Vice President - Campaign Director

    University of Cincinnati Foundation

    Leslie Schibsted

    UC Berkeley

  • Contains 1 Component(s) Recorded On: 07/28/2021

    Are you working to build a prospect research and moves management program as part of your organization’s campaign or individual major giving efforts but not sure where to start or how to develop a plan? This session will walk you through seven key steps that proved to be critical in tripling the number of major gift dollars raised for a national religious organization over a five-year period. The presenters will share a case study with practical examples of how they worked to create a cultural shift among leadership and fundraising staff utilizing APRA’s Book of Knowledge for Prospect Development Professionals to facilitate a better understanding and appreciation of prospect research and the importance of data-driven decisions. Timelines, templates and a few tips and tricks will be shared to help prospect development professionals in small to mid-sized shops achieve success in generating major gift resources for your organization.

    Are you working to build a prospect research and moves management program as part of your organization’s campaign or individual major giving efforts but not sure where to start or how to develop a plan? This session will walk you through seven key steps that proved to be critical in tripling the number of major gift dollars raised for a national religious organization over a five-year period. The presenters will share a case study with practical examples of how they worked to create a cultural shift among leadership and fundraising staff utilizing APRA’s Book of Knowledge for Prospect Development Professionals to facilitate a better understanding and appreciation of prospect research and the importance of data-driven decisions. Timelines, templates and a few tips and tricks will be shared to help prospect development professionals in small to mid-sized shops achieve success in generating major gift resources for your organization. 

    This session is worth (1.25) CFRE points.

    Jennifer R. Salmon

    Phalen Leadership Academies

    Julie Fregetto

    Lutheran Immigration and Refugee Service