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

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

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.

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.

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.

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.

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.

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.

Since the beginning of the global pandemic, consumer behavior has been extremely volatile. The impact on consumer wealth, and therefore philanthropy, are also uncertain. Prospect researchers and major gift officers are struggling to identify, understand, and engage high net worth individuals.

Understanding the overall landscape and shifts in consumer wealth, geographic locations, and behavior will dramatically alter organizations’ ability to leverage data to drive outcomes. In this session, presented by Arup Banerjee, CEO of Windfall, he will be covering:

1. Current macroeconomic environment and changes in wealth over the past year
2. Looking to past trends to uncover potential views into future shifts in consumer behavior
3. The impact to philanthropy and how organizations can leverage better data for prospecting and research
4. The fundamental building blocks for data-driven fundraising, and the opportunities the current macro environment present

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.