Plug In to Small Shops at Apra's annual virtual two-day event this coming Tuesday, May 20 and Wednesday, 21! The program will spotlight the critical role of small shops in prospect development, offering sessions that sharpen your skills and expand your toolkit.

We are entering new worlds in fundraising and prospect development with the exponential growth of AI - more focus on data privacy and security and higher-than-ever demands on identifying new donors and expanding existing relationships. As a profession, we're also seeing declines in overall giving and in trust in nonprofits. In this session, we'll explore current trends in the sector, data-led approaches to building and maintaining trust and how we can respond to the current landscape in ways that encourage and foster trust, reciprocity and shared goals for future fundraising. * *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Proof Fundraising: Harnessing the Power of Generative AI." This session is tailored for prospect researchers and fundraisers, focusing on the practical use of ChatGPT. The presentation will highlight how this advanced AI platform can enhance efficiency and effectiveness in prospect research and fundraising activities. In addition to a live demonstration of ChatGPT, the updated slides now include GPT's latest release details and a bonus section for those interested in hosting their LLM. Audience participation is encouraged to experience these AI tools' capabilities and benefits.

This webinar will focus on how to determine which KPI’s should be covered and the front-end design that makes them easy to read and stand out. Through this session, attendees will learn the basics of how to use Power BI including where to upload data, how to create interactive buttons, how to customize charts and graphs, along with other handle beginner and intermediate tools that will enhance the visualization of KPI tracking.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Portfolio review can be a stressful time for both prospect developers (researchers, managers, etc.) and frontline fundraisers. While their goals intertwine, the methods and information required to meet these goals aren't always in line. In this session, we will explore the differences between what makes a great prospect developers versus a great fundraiser in an attempt to bridge the gap between the two groups and make the portfolio review process less stressful.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

How should you prioritize and segment your wealth data? What are the best practices for data analysis? And how can you save time with automation and CRM imports? When you properly organize and analyze your constituent wealth data, you can empower your team to make data-driven decisions and increase the efficiency of your development efforts. Proper data segmentation allows you to reduce manual calculation and data entry, uncover hidden prospect and donor insights, and ensure your team is allocating resources to the highest-value prospects and donors. Join us for an interactive, step-by-step overview of how to prioritize and segment your wealth data like a pro.* In this webinar we will explore: - How to make data-driven decisions - New ideas for segmenting donors and prospects - How to use wealth data alongside your CRM - How to make your segmentation process more efficient *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Data-driven strategies are essential for identifying the best legacy prospects. One key takeaway is the importance of avoiding assumptions about donor behavior based on surface-level data, such as age or income. Instead, fundraisers should use deeper insights—like donor engagement history, past giving patterns, and survey data on donor motivations—to create tailored approaches. By integrating analytics tools to segment donors and track trends over time, nonprofits can pinpoint those most likely to leave a legacy gift and build stronger, trust-based relationships that resonate long-term. This session will explore data points that can help you uncover those legacy gems.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Are you using gift capacity in your wealth screening? Does it rely too much on real estate? Are you finding issues with assigning the right assets to the right individual? Knowing which constituents have the most potential is essential for nonprofits to focus their fundraising efforts. Unfortunately, it can be very difficult to get a full understanding of an individual’s wealth profile, especially in today's volatile economic climate. In this webinar we will explore: - Historical approaches to data and why some screenings tend to be inaccurate - The "four Vs" of data and why it is challenging to maintain accuracy - Examples of data sources that are tough to analyze or incorporate in screenings - Newer approaches to Wealth Screening and how to supercharge your fundraising efforts - Bonus: Discover the benefits of incorporating career intelligence into your fundraising strategy, as well as leveraging Windfall’s Wealth Analytics Report to better identify, understand, and engage your donors.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Access the complete collection of recordings from Plug In to Due Diligence, Apra's virtual event dedicated to the essential practice of due diligence in prospect development. This bundle includes expert-led sessions designed to enhance your skills, broaden your toolkit, and keep you informed on best practices in the field.

Using wealth screening to identify major gift prospects among new student families is an indispensable part of the back-to-school prospecting process. Beyond that, though, there is opportunity to leverage internal data, relationships, and early outreach to further clarify your prospect list. In fact, sometimes these other inputs provide insights that wealth screening cannot. Join us to hear from a group of institutions representing elementary, secondary, and higher education on their tips for a holistic approach to this busy and vital season in a smaller-sized shop.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.