Campaigns

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  • What Motivates your Donor: Understanding Interests, Passions, and Hobbies

    Product not yet rated Contains 2 Component(s) Includes a Live Web Event on 05/26/2021 at 2:00 PM (EDT)

    Supported by our most recent report, we will explore how understanding major donors’ interests, passions, and hobbies can bridge the gap from a cold outreach to targeted and effective engagements. Our experts will discuss trends among the UHNW and VHNW populations and what these groups are interested and involved in, and how to use this data to best inform your organization’s strategies. They will also explain how this data and insight can be integrated into your workflows through the Wealth-X database. ​This webinar is worth (1) CFRE point.

    Supported by our most recent report, we will explore how understanding major donors’ interests, passions, and hobbies can bridge the gap from a cold outreach to targeted and effective engagements. Our experts will discuss trends among the UHNW and VHNW populations and what these groups are interested and involved in, and how to use this data to best inform your organization’s strategies. They will also explain how this data and insight can be integrated into your workflows through the Wealth-X database. 

    This webinar is worth (1) CFRE point. 

    Harrison Kobb

    Director, Business Development

    Wealth-X

    Harrison Kobb joined Wealth-X in 2019 after working in non-profit fundraising for over 10 years. A majority of that time was spent as an international major gifts officer where he worked closely with deans, faculty and development staff to manage global revenue development and cultivate top-tier client relationships with both domestic and international donors. He has managed many volunteer committees and partnered with prospect researchers to build a strong portfolio of major donors.  

    He brings his experience in the prospect research and fundraising space to his higher education and non-profit clients, helping his clients develop and refine their cultivation strategies when they are engaging with the world’s wealthiest individuals.

    Maeen Shaban

    Director of Research & Data Analytics

    Wealth-X

  • Understanding the Impact of Prospect Development

    Product not yet rated Contains 2 Component(s) Includes a Live Web Event on 05/19/2021 at 1:00 PM (EDT)

    Learn how to identify, develop, and report on significant metrics in prospect research and relationship management to better understand how your work impacts your organization.

    A recent academic study in the UK showed that the majority of prospect development professionals do not measure the impact of their work, nor analyze the contribution that their work has on their organization's bottom line. This leaves prospect research shops unable to report on their contributions to fundraising efficiency and effectiveness, or to highlight and resolve inefficiencies in ways of working. 

    This webinar aims to address this issue by looking at how we can identify, develop, and report on significant metrics in prospect research and relationship management.  We will explore the processes, methods, and techniques for evaluating the impact of our work, starting with an examination of why it is important to identify, track, and report on metrics for prospect development work. We will then look at practical examples of how to get started with devising and setting metrics that link to your organization’s strategic objectives, before exploring some of the common metrics used to track and report on impact, versus activity.


    This webinar is worth (1) CFRE point.

    Helen Brown

    President

    The Helen Brown Group

    Helen is president of The Helen Brown Group LLC, a fundraising intelligence consulting firm based in Watertown, Massachusetts. She is co-author of the book, Prospect Research for Fundraisers; the essential handbook (Wiley). Helen is a past board member and longtime volunteer for both Apra and NEDRA, and a frequent speaker for Apra and its chapters as well as other fundraising professional associations. Helen is Special Advisor on Fundraising to the board of the North American Foundation for the University of Manchester, and a Fellow of the Royal Society for Arts & Manufactures (RSA) in London. Helen was honored to receive the NEDRA Ann Castle Award for service to the prospect research community in 2006 and the Apra Distinguished Service Award in 2017.

    Catherine Flaatten

    Director of Relationship Management

    The George Washington University

    Catherine is the Director of Research & Relationship Management at The George Washington University. Setting relationship management policy, procedure and protocol at the macro level for the division of Development and Alumni Relations, she works to enable fundraisers to reach new heights of success. Previously, Catherine served as the Manager of Prospect Research at Share Our Strength, a national organization working to end childhood hunger in the United States. Prior to that, she worked in prospect research at the BrightFocus Foundation and the National Psoriasis Foundation.

    A regular speaker and author within the local, national, and international prospect development communities, Catherine serves as President of Apra Metro DC, Chair of the Apra Membership Committee, and Chair of the AASP Best Practices in Prospect Development Committee. Residing in Northern Virginia with her partner and their spoiled cat, Catherine spends her free time singing in the Alexandria Choral Society, providing pro bono fundraising consulting to the Alexandria Kinderchoir, and contributing to the DC Liberating Structures working group.

    Catherine holds a BA in International Affairs and an MPH in Maternal and Child Health, both from The George Washington University.

    Nicola Williams

    Acting Head of Fundraising Intelligence

    Cancer Research UK

    Nicola works at Cancer Research UK (CRUK), the world's largest cancer charity dedicated to saving lives through research and supporting the work of over 4,000 scientists, doctors & nurses. At CRUK Nicola is currently Acting Head of Fundraising Intelligence responsible for prospect research, prospect and donor due diligence, database management, data analytics and performance insight & reporting, 

    Prior to CRUK, Nicola was Research Director at The Factary, a UK-based prospect research and major donor fundraising consultancy working across Europe. Whilst at Factary, she consulted with a wide variety of clients from across the non-profit sector to ensure prospect development was used strategically to meet operational objectives, improve donor retention/relationships and to underpin income generation. She was also the lead consultant on GDPR and data protection. 

    Nicola regularly speaks at events for CASE and RiF and has been a lecturer for the IoF’s Diploma in Fundraising in the UK. She also completed an MA in Philanthropic Studies at the University of Kent in 2018.

  • Mapping Strategies for Inclusive Prospect Development - PART II

    Product not yet rated Contains 2 Component(s) Includes a Live Web Event on 05/12/2021 at 2:00 PM (EDT)

    Prospect Development plays a critical role in fundraising. We see the big picture. We identify not only prospects, but patterns in constituent behavior. We utilize best practices to optimize portfolios and map strategies to enhance quantitative outcomes. But what happens when our best practices create awareness gaps that result in missed opportunity? And how do we respond to the imperative to shift our lenses and expand our repertoires to promote inclusion? We know that diversity, equity and inclusion is a better practice strategy. What may be more elusive is how to apply DEI to prospect development methodologies in tangible ways. This two-part webinar series will provide a step-by-step guide to imbed DEI principles across each of the Body of Knowledge domains. Participants will learn practical tips and tactics that build on industry core competencies to drive inclusive better practices for prospect development.

    Prospect Development plays a critical role in fundraising. We see the big picture. We identify not only prospects, but patterns in constituent behavior. We utilize best practices to optimize portfolios and map strategies to enhance quantitative outcomes. But what happens when our best practices create awareness gaps that result in missed opportunity? And how do we respond to the imperative to shift our lenses and expand our repertoires to promote inclusion?  

    We know that diversity, equity and inclusion is a better practice strategy. What may be more elusive is how to apply DEI to prospect development methodologies in tangible ways. This two-part webinar series will provide a step-by-step guide to imbed DEI principles across each of the Body of Knowledge domains. Participants will learn practical tips and tactics that build on industry core competencies to drive inclusive better practices for prospect development. 

    This webinar is worth (1) CFRE point.

    Chandra Montgomery

    Director, Health Sciences Prospect Development & Co-Chair, University Advancement DEI Council

    University of Southern California

    Chandra Montgomery is a veteran advancement strategist and certified diversity, equity, and inclusion (DEI) speaker and practitioner. Her background in philanthropy spans academic medicine, higher education, public media, and social services. She currently serves as chair of Apra’s Advocacy Committee and is a member of Apra’s DEI Committee. Additional commitment to Apra includes service as Membership Chair, PD Conference Planning Committee member, Apra VA Board of Directors, Relationship Management Body of Knowledge Committee, and MARC conference volunteer. She is also a member of CASE’s Minority Advancement Institute 2019 Cohort. Chandra has presented on DEI and philanthropy topics for CASE, Apra NY, Apra Carolinas, Apra MN, and Meeting of the Minds West.

    In addition to Apra, she is a member of AASP, CASE, African American Development Officers Network (AADO), Women of Color in Philanthropy (WOC), and the National Association of Diversity Officers in Higher Education (NADOHE). Chandra is co-chair of the University Advancement DEI Council at the University of Southern California where she is the director of pipeline and prospect development for Health Sciences. Prior to USC, she led prospect development teams at National Public Radio and Virginia Commonwealth University.

    Chandra holds a BA from Hampton University and is pursuing a master’s degree at USC’s Gould School of Law.

  • Mapping Strategies for Inclusive Prospect Development - PART I

    Contains 1 Component(s) Recorded On: 04/28/2021

    Prospect Development plays a critical role in fundraising. We see the big picture. We identify not only prospects, but patterns in constituent behavior. We utilize best practices to optimize portfolios and map strategies to enhance quantitative outcomes. But what happens when our best practices create awareness gaps that result in missed opportunity? And how do we respond to the imperative to shift our lenses and expand our repertoires to promote inclusion? We know that diversity, equity and inclusion is a better practice strategy. What may be more elusive is how to apply DEI to prospect development methodologies in tangible ways. This two-part webinar series will provide a step-by-step guide to imbed DEI principles across each of the Body of Knowledge domains. Participants will learn practical tips and tactics that build on industry core competencies to drive inclusive better practices for prospect development.

    Prospect Development plays a critical role in fundraising. We see the big picture. We identify not only prospects, but patterns in constituent behavior. We utilize best practices to optimize portfolios and map strategies to enhance quantitative outcomes. But what happens when our best practices create awareness gaps that result in missed opportunity? And how do we respond to the imperative to shift our lenses and expand our repertoires to promote inclusion?  

    We know that diversity, equity and inclusion is a better practice strategy. What may be more elusive is how to apply DEI to prospect development methodologies in tangible ways. This two-part webinar series will provide a step-by-step guide to imbed DEI principles across each of the Body of Knowledge domains. Participants will learn practical tips and tactics that build on industry core competencies to drive inclusive better practices for prospect development.

    This webinar is worth (1) CFRE point. 

    Chandra Montgomery

    Director, Health Sciences Prospect Development & Co-Chair, University Advancement DEI Council

    University of Southern California

    Chandra Montgomery is a veteran advancement strategist and certified diversity, equity, and inclusion (DEI) speaker and practitioner. Her background in philanthropy spans academic medicine, higher education, public media, and social services. She currently serves as chair of Apra’s Advocacy Committee and is a member of Apra’s DEI Committee. Additional commitment to Apra includes service as Membership Chair, PD Conference Planning Committee member, Apra VA Board of Directors, Relationship Management Body of Knowledge Committee, and MARC conference volunteer. She is also a member of CASE’s Minority Advancement Institute 2019 Cohort. Chandra has presented on DEI and philanthropy topics for CASE, Apra NY, Apra Carolinas, Apra MN, and Meeting of the Minds West.

    In addition to Apra, she is a member of AASP, CASE, African American Development Officers Network (AADO), Women of Color in Philanthropy (WOC), and the National Association of Diversity Officers in Higher Education (NADOHE). Chandra is co-chair of the University Advancement DEI Council at the University of Southern California where she is the director of pipeline and prospect development for Health Sciences. Prior to USC, she led prospect development teams at National Public Radio and Virginia Commonwealth University.

    Chandra holds a BA from Hampton University and is pursuing a master’s degree at USC’s Gould School of Law.

  • Body of Knowledge

    Product not yet rated Contains 2 Component(s)

    FREE RESOURCE FOR APRA MEMBERS. Last updated February 2019. Developed by Apra volunteers in each area, this comprehensive tool helps individuals and their managers identify growth opportunities and ensure they have the knowledge and resources needed to excel in their current positions or assume new responsibilities at their organizations. The Body of Knowledge (BOK) also helps prospect development professionals demonstrate the breadth of their knowledge to those who are less familiar with their role.

    FREE RESOURCE FOR APRA MEMBERS. Last updated February 2019.  Developed by Apra volunteers in each area, this comprehensive tool helps individuals and their managers identify growth opportunities and ensure they have the knowledge and resources needed to excel in their current positions or assume new responsibilities at their organizations. The Body of Knowledge (BOK) also helps prospect development professionals demonstrate the breadth of their knowledge to those who are less familiar with their role.

  • 2020 Data Science Now Recordings Bundle

    Product not yet rated Contains 10 Product(s)

    Get 10 educational recordings including peer case studies that address all aspects of successful data science integration in development offices, including best practices, project design, resource utilization, and cutting edge applications.

    Get 10 educational recordings including peer case studies that address all aspects of successful data science integration in development offices, including best practices, project design, resource utilization, and cutting edge applications. Sessions include:

    • Fits Just Right: Creating an Analytics Program That is Right-Sized to Your Needs, Talent and Data
    • Case Studies: X Never Marks the Spot/Feedback
    • Pandemic Perspective: Early Indications and Long-Term Implications for the Data Science Profession
    • Building Revenue Forecasts When Your Assumptions No Longer Apply 
    • Case Studies: Roadmap to Enhanced RFM/Amazon SageMaker
    • Data Science Now Panel
    • Excel to R: Upgrade Your Skills and Improve Your Workflow<
    • Case Studies: NLP/Text Mining in Excel
    • Utilizing Data Analytics to Drive Campaign Planning & Beyond
    • Case Studies: Mapping in Power BI/Randomistas Deconstructed
  • The Role of Broad-based Engagement and Fundraising in Campaign Strategy

    Product not yet rated Contains 1 Component(s) Recorded On: 11/06/2020

    Broad base engagement and fundraising has often been overlooked in the overall strategy and planning of large campaigns. Multi-year campaigns are great opportunities to develop pipeline strategies that ensure that in the decades to come an institution is well served by a strong base that moves new generations of donors into higher levels of engagement and giving. This panel will explore the ways broad-based operations contribute to campaigns as well as its unique role in developing micro-campaigns that have the power to bring greater awareness around the priorities and mission of an institution as well as galvanize constituents into action that help build lasting support.

    Broad base engagement and fundraising has often been overlooked in the overall strategy and planning of large campaigns. Multi-year campaigns are great opportunities to develop pipeline strategies that ensure that in the decades to come an institution is well served by a strong base that moves new generations of donors into higher levels of engagement and giving. This panel will explore the ways broad-based operations contribute to campaigns as well as its unique role in developing micro-campaigns that have the power to bring greater awareness around the priorities and mission of an institution as well as galvanize constituents into action that help build lasting support.

    This session is part of the Plug In to Campaigns Bundle.

    Tarek ElChaarani

    Director of Annual Giving & Business Intelligence

    McGill University

    Tarek ElChaarani is the Director of Annual Giving & Business Intelligence at McGill University, a relatively unique position that sits in two distinct departments (Annual Giving and Advancement Operations). He is currently responsible for the strategic conception and day-to-day management of McGill’s Annual Giving program, as well as the development, implementation and oversight of a comprehensive analytics and performance management program to support the strategic information needs of the various units within University Advancement. Tarek began his advancement career at McGill in 2008 and has held a variety of roles within Annual Giving and Business Intelligence since then, including those of a Phonathon Manager, Leadership Officer and BI Analyst. He earned his BSc from McGill University followed by his MBA from Concordia University.

    Erika Jordan

    Assistant Vice Chancellor, Alumni Relations & Constituent Engagement

    University of California Irvine

    As the assistant vice chancellor, alumni relations & constituent engagement, Erika Jordan serves as the chief alumni relations and engagement officer for the campus and plays a key role in providing leadership and strategic guidance to the Engagement & Annual Programs, UCI Alumni Association, alumni relations and Health Advancement pipeline. She is responsible for the overall management of the UCI Alumni Association, campuswide annual giving, Chancellor’s Club, the Parent Development & Engagement program, the Reunions program and leadership annual giving which includes a frontline team of gift officers. Prior to this role, Erika served as executive director, Engagement & Annual Programs and sr. executive director, alumni relations, Engagement & Annual Programs. She earned her bachelor’s degree from Howard University and executive masters in leadership from USC.

    Jennifer MacCormack

    Senior Director of Annual Philanthropy and Advancement Analytics

    University of Washington

    Jennifer MacCormack is the Senior Director of Annual Philanthropy and Advancement Analytics at the University of Washington. In her role, Jennifer is responsible for building strategies that lead to a robust base of philanthropic support and pipeline growth, bring data and analytical insights into fundraising and engagement decision making, and transform the way we build meaningful relationships with our constituents through digital pathways. Jennifer has worked more than 15 years in fundraising, prospect development and analytics. She served on the Board of Directors for Apra and has volunteered with CASE, AFP and Annual Giving Directors Consortium.

    Astria L. Smith

    Senior Executive Director for Annual Giving and Alumni Relations

    Southern Methodist University

    Astria L. Smith is the Senior Executive Director for Annual Giving and Alumni Relations at SMU. She provides strategic leadership and direction for efforts that engage, solicit and steward SMU alumni, parents, faculty, staff, students and friends. Her role allows her to integrate several areas of passion and expertise, including front-line fundraising, annual giving stewardship, multi-channel direct marketing, volunteer management and alumni engagement. Smith holds a bachelor’s degree from Baylor University and master’s degrees from both Amberton University and SMU. She began her development career at Methodist Children’s Home in Waco, TX before joining SMU in 2007. As a compliment to her 16 years in the development field, Astria shares her fundraising knowledge by volunteering in the community and has served as a presenter for several networks including CASE and AGN.

  • Be at the Ready: Preparing Your Prospect Development Program for a Campaign

    Product not yet rated Contains 1 Component(s) Recorded On: 11/06/2020

    Another campaign, another chance to enhance how prospect development impacts your organization’s fundraising success. Learn how to effectively engage in the campaign planning process and identify ways your team can positively influence campaign productivity. Hear from an expert who has partnered with dozens of organizations at every campaign stage to learn what works and how to avoid common, well-intentioned mistakes. Whether it’s your first or fourth campaign, you will walk away with actionable solutions to ready your team for the oncoming flurry of campaign activity.

    Another campaign, another chance to enhance how prospect development impacts your organization’s fundraising success. Learn how to effectively engage in the campaign planning process and identify ways your team can positively influence campaign productivity. Hear from an expert who has partnered with dozens of organizations at every campaign stage to learn what works and how to avoid common, well-intentioned mistakes. Whether it’s your first or fourth campaign, you will walk away with actionable solutions to ready your team for the oncoming flurry of campaign activity.

    This session is part of the Plug In to Campaigns Bundle.

    Sarah Clough

    Consultant

    Marts & Lundy

    Sarah Clough is a consultant with Marts & Lundy. Her unique background fuses philanthropy, relationship management, data analysis, process improvement, strategic planning and change management. Prior to returning to Marts & Lundy in 2020, Sarah was vice president with a national thought-leader on integrated marketing, partnering with higher education institutions to position their brands to differentiate themselves from competitors, develop marketing strategies to generate interest from target audiences and position programs in ways that positively impact outcomes. Sarah attended Cornell College (B.Mus.) and Boston University (M.S.). She has served on several boards, including the Apra Great Plains board of directors, and is a volunteer member of her local rural ambulance service as a certified Advanced EMT.

  • Future of Campaigns

    Product not yet rated Contains 1 Component(s) Recorded On: 11/06/2020

    A panel of leading industry experts discuss trends in philanthropy and how these may shift campaigns in the future. Topics that will be covered include "death of campaigns," micro campaigns, operational needs vs. aspirational "big ideas," trends in giving and goals beyond dollars.

    A panel of leading industry experts discuss trends in philanthropy and how these may shift campaigns in the future. Topics that will be covered include "death of campaigns," micro campaigns, operational needs vs. aspirational "big ideas," trends in giving and goals beyond dollars.

    This session is part of the Plug In to Campaigns Bundle.

    Dexter Bailey

    Vice President for Advancement and Alumni Relations

    California Institute of Technology (Caltech)

    Dexter A. Bailey Jr. is a fundraising executive with over 25 years of experience. During his career, he has successfully managed development and alumni relations programs at Stony Brook University, Worcester Polytechnic Institute, University of California at Berkeley, University of Washington and Ohio University. Dexter is recipient of the 2019 CASE Commonfund Institutionally Related Foundation Award. Prior to joining Caltech in July 2019, Dexter served for 8+ years as senior vice president for advancement at Stony Brook University and executive director of the Stony Brook Foundation (501c3). He earned a BS in journalism from the Ohio University E.W. Scripps School of Journalism and an MBA from the University of Toledo.

    Misa Lobato

    Director of Prospect Management and Analytics

    Rhode Island School of Design

    Milagro “Misa” Lobato is the Director of Prospect Management and Analytics at the Rhode Island School of Design. She is also the President of Apra. She has served on the Apra board since 2016 and held leadership roles in governance, conference planning and membership. Previously, Misa was the Assistant Vice President of Advancement Strategy and Annual Giving at the University of Colorado, where she worked in Advancement for over 13 years. She has a degree in Ethnic Studies and English Literature from the University of Colorado.  

    Nancy E. Peterman

    Partner

    Alexander Haas

    Nancy E. Peterman, as Partner, assists universities, schools, healthcare, animal welfare and religious organizations to achieve results and pursue their missions. Nancy served as President of the Georgia State University Foundation and Vice President for University Development for ten years prior to becoming a consultant. Before her tenure at Georgia State, she served as Executive Director of the Old Dominion University Educational and Intercollegiate Foundations. Nancy has also served as President of the DePaul Health Foundation, as Director of Development for Marist School in Atlanta, and as Senior Executive Consultant for the Kellogg Organization. She has been in the development field for more than 25 years, with considerable experience in institutionally related foundations and sixteen years of foundation management experience. Nancy is a graduate of the University of Virginia, with graduate work in business at Old Dominion University.

    Beverly Brooks Thompson

    Managing Director

    Carter

    Beverly Brooks Thompson holds a Doctorate in Human Resource Development specializing in Organizational Leadership with more than 20 years of fundraising campaign experience. Her fundraising counsel focuses on major and mega gift strategies, leadership coaching, campaign counsel and readiness, capacity building and organizational assessment. Beverly combines proven advancement principles and fundraising best practices with innovative, custom-tailored strategies to assist clients in realizing their philanthropic goals. Beverly has been licensed as a Certified Fundraising Executive (CFRE), is a Certified Advisor in 21/64 Next Generation Family Wealth and is a Master Trainer for the Association of Fundraising Professionals. In addition, she is serves as an adjunct faculty member at the Valdry Center of Philanthropy at Southern University in Baton Rouge, LA.

  • 2020 Plug In to Campaigns Recordings Bundle

    Product not yet rated Contains 8 Product(s)

    Purchase the 2020 Plug In to Campaigns Recordings Bundle for nine educational recordings covering campaigns analytics and strategies.

    Purchase the 2020 Plug In to Campaigns Recordings Bundle for nine educational recordings covering campaigns analytics and strategies. Sessions include:

    • Ask the Ethicist Live: Due Diligence and Campaigns
    • Plug In to Campaigns: Prospect Development Driving Campaigns: Are you Ready to Steer?
    • Career Growth: Moving from Prospect Development to Campaign Roles (and Beyond!)
    • Future of Campaigns
    • Be at the Ready: Preparing Your Prospect Development Program for a Campaign
    • Lead the Way to Unlocking the Potential of Your Campaign Committee
    • Land of 1,000 Requests: Post-Campaign Reporting
    • The Importance of Innovation, Intentionality, and Risk in Virtual Engagement
    • The role of broad-based engagement and fundraising in campaign strategy