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  • Contains 1 Component(s) Includes a Live Web Event on 02/09/2023 at 1:00 PM (EST)

    While it can be a challenge to identify potential donors who are likely and ready to donate, for healthcare organizations, identifying highly engaged families who may qualify for major gift programs can be especially difficult. Ann & Robert H. Lurie Children’s Hospital of Chicago has developed a data-driven approach to solving these challenges, leveraging machine learning and AI to focus their efforts and tee up the right individuals for Major Gift Officers and maximize the results of grateful patient programs. In this webinar, you will learn how Lurie Children’s has developed strategies for engaging highly rated, engaged families to fuel fundraising efforts and outcomes.

    While it can be a challenge to identify potential donors who are likely and ready to donate, for healthcare organizations, identifying highly engaged families who may qualify for major gift programs can be especially difficult. Ann & Robert H. Lurie Children’s Hospital of Chicago has developed a data-driven approach to solving these challenges, leveraging machine learning and AI to focus their efforts and tee up the right individuals for Major Gift Officers and maximize the results of grateful patient programs. In this webinar, you will learn how Lurie Children’s has developed strategies for engaging highly rated, engaged families to fuel fundraising efforts and outcomes.

    Laura Koo

    Director of Prospect Development

    Ann & Robert H Lurie Children’s Hospital of Chicago Foundation

    Laura Koo is the Director of Prospect Development with the Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation. Since joining Lurie Children’s in 2017, Laura has overhauled the department’s research products, prospect management structure, and wealth screening process. Previously, Laura was the Director of Research & Prospect Management for the Art Institute of Chicago for five years, and she spent the early part of her fundraising career with social service organizations.

    Marissa Maybee

    Nonprofit Customer Success Team Lead

    Windfall

    Marissa Maybee is the Nonprofit Customer Success Team Lead at Windfall. She helps Windfall customers leverage their constituent intelligence and design fundraising outreach and segmentation strategies. Marissa has more than a decade of experience working at the intersection of nonprofits and data analytics and holds an MBA from Georgetown University.

  • Contains 1 Component(s)

    The philanthropic landscape has changed over the past couple years, creating urgency for nonprofit fundraisers to work smarter and faster in what is now a more competitive environment. Data and technology are no longer nice-to-haves, but must-haves to achieve your fundraising goals. Are you using technology to hyper-segment and hyper-personalize how you identify and engage donors? The way your nonprofit approaches this shift in the industry and other increasingly important fundraising strategies can set your team up to hit and exceed targets. Join us as we discuss the changing landscape, industry trends and how technology can innovate and boost your strategies forward for planned giving, foundation giving, and corporate fundraising.

    The philanthropic landscape has changed over the past couple years, creating urgency for nonprofit fundraisers to work smarter and faster in what is now a more competitive environment. Data and technology are no longer nice-to-haves, but must-haves to achieve your fundraising goals. Are you using technology to hyper-segment and hyper-personalize how you identify and engage donors?

    The way your nonprofit approaches this shift in the industry and other increasingly important fundraising strategies can set your team up to hit and exceed targets. Join us as we discuss the changing landscape, industry trends and how technology can innovate and boost your strategies forward for planned giving, foundation giving, and corporate fundraising.
    You’ll learn how to:


    • Use wealth screening to find top gift prospects who have the capacity to give, proven philanthropy and an affinity to your cause
    • Search multiple wealth and philanthropic datasets simultaneously or do individual look-ups within 41 datasets to find donor information
    • Generate detailed customizable prospect profiles quickly
    • Generate lists of new prospects in real-time based on custom search criteria and filters
    • Prioritize prospects using customizable scores and easy-to-understand analytics that provide actionable next steps
    • View your donors using multiple lenses simultaneously to uncover new giving opportunities
    You will not want to miss this session if you want to take your fundraising efforts to the next level in 2023!

    Robert MacKinnon

    Senior Account Manager

    iWave

    Robert MacKinnon has been a Senior Account Executive with iWave for over 13 and a half years. I am involved with the Make a Wish local PEI Chapter and the alumni association of UPEI. I am passionate about working with nonprofits to help them increase their reach and goals.  

  • Contains 1 Component(s)

    Join Altrata Senior Director of Higher Education, Matt Thompson, as he demonstrates how Wealth-X and RelSci can help you run interest-based searches amongst your donor base while leveraging your organization’s relationships in higher education and beyond. We will also discuss how to utilize this data in your prospecting or donor engagement strategy from annual fund to major giving levels.

    Join Altrata Senior Director of Higher Education, Matt Thompson, as he demonstrates how Wealth-X and RelSci can help you run interest-based searches amongst your donor base while leveraging your organization’s relationships in higher education and beyond. We will also discuss how to utilize this data in your prospecting or donor engagement strategy from annual fund to major giving levels.

    Matt Thompson

    Senior Director, Head of Education & Healthcare

    Altrata

    Matt Thompson is Senior Director and Head of Education & Healthcare at Altrata. Matt joined the Altrata team in 2019 and has excelled recognizing opportunities and maintaining long-lasting partnerships thanks to his comprehensive product knowledge and understanding of industry trends.  

    Matt has extensive sales experience having worked as a Strategic Account Executive for Blackbaud for more than 4 years.

    Matt also holds a Bachelor’s in Psychology from the University of Iowa.

  • Contains 1 Component(s)

    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.

    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.

    Michael Van Dyke

    Strategic Consultant

    Blackbaud

    Michael has worked with higher education institutions as a trainer and strategic consultant for the past six years. Michael has over 12 years of experience in the world of fundraising holding a variety of roles, from director of development to grant writer to donor relations, but the majority of her time was spent in the prospect research/manager role. She has also worked with a variety of organizations, ranging from non-profits to faith-based to higher education. Taking a break from fundraising before coming to Blackbaud, she taught Information Literacy and Research Skills at the community college level. With her background in library and information science and prospect research, Michael has honed the skills of organizing information and resources to help create more streamlined processes. Throughout her career, she has remained passionate about empowering people to use technology and information to make better decisions and drive towards improved results. Michael holds a B.A. in communications from Saginaw Valley State University and Masters in Library and Information Science from Dominican University/St. Catherine University.

  • Contains 15 Product(s)

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

    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
  • Contains 1 Component(s)

    Recorded at Prospect Development 2022. Leadership buy in is critical for any project to be successful. Design thinking is a methodology to solve problems that focuses on asking questions and listening with empathy to meet the needs of the stakeholder. Storytelling helps explain the interconnections among people in situations and settings, explaining the findings and insights that engage the stakeholder. In this session, we will explore the key concepts of CRISP-DM, Design Thinking, and how this approach can be used for leadership buy in and to foster innovation.

    Recorded at Prospect Development 2022.

    Leadership buy in is critical for any project to be successful. Design thinking is a methodology to solve problems that focuses on asking questions and listening with empathy to meet the needs of the stakeholder. Storytelling helps explain the interconnections among people in situations and settings, explaining the findings and insights that engage the stakeholder. In this session, we will explore the key concepts of CRISP-DM, Design Thinking, and how this approach can be used for leadership buy in and to foster innovation.

    Gokul Murugesan

    Executive Director, Decision Science and Analytics, Chair - Data Science

    MD Anderson Cancer Center

    I am a passionate, achievement-oriented Advanced Analytics professional with over 10 years’ experience in data mining, predictive analytics, and optimization.  My work is focused on generating actionable, data-driven business insights in industries spanning financial services, Utilities, energy efficiency, renewable energy, and now fundraising. A significant component of my professional success track record is being comfortable bridging the gap between business and technical aspects of analytic problems. I believe data is the key to truly knowing your software, your product, and your company. 

    My goal as a data scientist is helping all areas of the development process work smarter through data. From analyst to the executive leadership, I work with them closely so that analysis is clear and contextually relevant to them.

  • 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