Get 34 sessions offered at the Prospect Development 2023 Conference, held August 28 - 31, 2023.

• A Roadmap to Evaluating Staff  Performance -  Communicate Clear Expectations and Provide Helpful Feedback 
• Apra Talks: Career Paths: How Did You Get Here? Where Can You Go?
• Best Practices for Utilizing Social Media in Prospect Research
• Better, Stronger, Faster: Rebuild Your Qualification Program
• Closing Time: Calculating Risk to Encourage Proposal Velocity
• Cost Per Dollar Raised (CPDR) or Return on Investment (ROI)? Two Sides of the Same Coin to Assist with Analyzing Fundraiser Performance and Supplementing Donor Pipelines
• Create and Maintain a Prospect Referral Tracking System - Increase Qualification Visits, Track Success, and Connect Research Activity to Revenue
• Creating Portfolios Categories that Reflect Reality: Alternatives to Tracking the Gift Cycle at the Prospect Level
• Emerging Trends in AI and Beyond: A Partner Industry Panel
• Focusing Prospect Development Efforts
• From Scratch: Developing a New CRM Training Program to Engage Fundraisers
• Gain Clarity, Create Efficiency, and Fuel Growth with Portfolio Optimization
• How to Clean-Up Messy Data
• How to Have Meetings that Don't Suck
• Keynote Presentation: Being Fearlessly You: Valuing Everyone's Differences for Greatest Success!
• Managing Organizational Change and Encouraging Collaboration Across Departments in a Complex University System
• Maximizing Relationship Management: Data-Driven Patient Pipeline Analysis
• Movers and Shakers: Why Prospect Development are the Influencers of any Development Team
• Power BI: Excel's BFF
• Prospecting in Indian Country: A Longitudinal Understanding of Tribal Nations in Research
• Ready, Set, Go! Creating Prospect Management Department in a Remote Environment
• Relationship Mapping - Finding a Path to Distant Prospects
• SalesForce Reporting: Return of the...Data
• Scaling Your Shop Toward Mega Philanthropy
• Sprint Your Way to Sanity: Adapting Agile & Scrum for Prospect Development
• Starting from Scratch: Building a Prospect Research Department from the Ground Up
• Texas A&M Foundation: Data Driven Decision Making
• The Marathon and the Sprint: Managing Campaigns with Data-Driven Strategy
• Transition as Opportunity: Prospect Research Innovation in Times of Change
• Volatile Opportunity: Cryptocurrency in Fundraising
• We've Got the Guide! Now What?: A Case Study on Implementing the Apra DEI Data Guide at UNICEF USA
• What's Holding Your Fundraising Back? Create a Strategy for Success!
• Your Doctor, Anytime, Anywhere, All at Once: The Rise of Concierge Medicine
• Your Mid-Level Donors and March Madness:  How to Organize the Tournament, Craft the Brackets and Play the Game

You’re examining your major giving program and see the need to be more data-inspired and intentional. Are your major donors giving less? Do you have fewer major gift donors because of aging or attrition? Have you been overly reliant on a small group of donors to shoulder a high percentage of your operating or special campaign efforts? Suffering development officer turnover or burnout?

Time to embark on an analytics project to better understand and uncover your constituents’ potential! It’s time to maximize, utilize, synthesize, strategize and analyze!

In this session, you will tactics for:

1. Understanding the tools available to identify high value prospects in your constituency
2. Building segmentation to strategize for action
3. Understanding important KPIs for an ongoing healthy and robust major and planned giving programs

Length: approximately 4 hours

The Apra Fundamentals: Prospect Research online learning modules focus on the four key areas of prospect development: Campaigns, Prospect Research, Prospect Management, and Data Science. It also explores fundraising terms and technologies as well as techniques and resources for finding and analyzing biographical, background, and financial information; introduces participants to corporate and foundation research, and delves into how available data can be used to formulate gift capacities and inform fundraising operations. 

The course contains 10 on-demand modules between 15-70 minutes each, online discussions and resources. If you upgrade to/purchase the course with the live component, it will include either 3 live webinars or 1 live in-person day. More information on live offerings can be found here

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.

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!

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.

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 PROFESSIONAL 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.

As Apra’s Body of Knowledge (BoK) evolves with the profession, the strategic decision was made to remove Campaigns as a BoK domain, and create in its place an introductory guide to campaigns to assist prospect development professionals in understanding and employing basic best practices through each stage of a campaign. Relevant skills from the Campaigns Domain have been integrated throughout the existing Body of Knowledge domains: Prospect Research, Relationship Management, and Data Science. 

This introduction to campaigns is a general overview, please note that the size and scope of your organization's campaigns will heavily determine the relevancy of the information.

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

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.