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  • PD 2021 Conference Highlights Bundle

    Product not yet rated 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
  • PD 2021 Full Conference Bundle

    Product not yet rated 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
  • Starting from Scratch: Building Thirty Portfolios in Six Weeks

    Product not yet rated 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

  • Getting Everyone to Take an Interest in Interests

    Product not yet rated 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

  • I'll Be There for You: Campaign Planning Partnerships

    Product not yet rated 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

  • A Giving Pyramid Model: Wealth Screening to Strategy

    Product not yet rated 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

  • DON'T PANIC! A Panel Perspective on Adapting Advancement in COVID-19

    Product not yet rated 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

  • 7 Steps to Elevating Prospect Research and Data-Driven Decisions to Achieve Fundraising Goals

    Product not yet rated 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

  • The State of Consumer Wealth in 2021 & How to Engage with High Net Worth Households

    Product not yet rated Contains 1 Component(s) Recorded On: 07/14/2021

    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: ● Current macroeconomic environment and changes in wealth over the past year ● Looking to past trends to uncover potential views into future shifts in consumer behavior ● The impact to philanthropy and how organizations can leverage better data for prospecting and research ● The fundamental building blocks for data-driven fundraising, and the opportunities the current macro environment present This webinar is worth (1) CFRE point.

    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.

    Arup Banerjee

    CEO & Co-founder

    Windfall

    Arup Banerjee is the CEO and Co-Founder of Windfall, a data company that helps nonprofits identify, understand, and engage the affluent. Arup has over 15 years of experience building data-related technology companies. Prior to Windfall, Arup served as SVP, Product at Radius, a B2B predictive marketing company that raised over $125 million. Earlier in his career, Arup helped build out technical infrastructure and analytics frameworks at GoodData, a cloud-based business intelligence company based out of San Francisco. Arup holds degrees in Computer Science and Economics from Duke University and an MBA from the Haas School of Business, UC Berkeley.

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

    Product not yet rated Contains 1 Component(s) Recorded On: 05/27/2021

    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