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.

FREE RESOURCE FOR APRA MEMBERS. 

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

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

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

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

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

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

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. 

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.