Data Science

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  • Plug In to Due Diligence
    Contains 10 Component(s) Includes Multiple Live Events. The next is on 11/06/2024 at 11:00 AM (EST)

    Plug In to Due Diligence at Apra's annual virtual two-day event, November 6 and 7. This year's event spotlights the critical role of due diligence in prospect development, offering an array of sessions that will sharpen your skills and expand your toolkit.

    Plug In to Due Diligence at Apra's annual virtual two-day event, November 6 and 7. This year's event spotlights the critical role of due diligence in prospect development, offering an array of sessions that will sharpen your skills and expand your toolkit.

    Over two days of flexible learning, you'll dive deep into:

    • Crafting robust due diligence policies
    • Harnessing cutting-edge technologies for donor vetting
    • Navigating ethical challenges in prospect research
    • Leveraging AI and machine learning to revolutionize your practices

    Connect with fellow professionals, gain actionable insights, and stay ahead of emerging trends in our rapidly evolving field. Whether you're new to due diligence or looking to refine your approach, this event is your gateway to excellence in prospect development.

    Mark your calendars for November 6-7 and prepare to Plug In!

    Click the contents tab above for more details about the agenda.

  • Apra Partner Webinar: Double Your Grants - 7 Funder Engagement Secrets for Success
    Contains 1 Component(s) Recorded On: 08/27/2024

    Want to win more funding for your nonprofit? The first step to success is being able to find good fit funders. In this workshop, you’ll learn how to get “in” with institutional funders and double the number of funding opportunities in your pipeline. By the end of this webinar, you will: - Gain insights into funder perspectives and how to align proposals with funder priorities to increase success rates - Learn effective best practices for prospecting, both in research and evaluation of prospective funders - Hear 7 strategies for initiating and maintaining communication with funders throughout the grant lifecycle. - See how Instrumentl can help you save up to 15 hours per week on finding & tracking new funding opportunities Plus, all of our live attendees get special perks: - Earn 1.0 CFRE point - Personalized funder recommendations for your nonprofit - Access to freebies & resources connected to course content - Win exciting raffle prizes - Build community with like-minded peers in your field - All registrants will receive a recording and copy of the presentation slides after the workshop. *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

    Want to win more funding for your nonprofit? The first step to success is being able to find good fit funders. In this workshop, you’ll learn how to get “in” with institutional funders and double the number of funding opportunities in your pipeline.

    By the end of this webinar, you will:

    • Gain insights into funder perspectives and how to align proposals with funder priorities to increase success rates
    • Learn effective best practices for prospecting, both in research and evaluation of prospective funders
    • Hear 7 strategies for initiating and maintaining communication with funders throughout the grant lifecycle.
    • See how Instrumentl can help you save up to 15 hours per week on finding & tracking new funding opportunities

    Plus, all of our live attendees get special perks:

    • Earn 1.0 CFRE point
    • Personalized funder recommendations for your nonprofit
    • Access to freebies & resources connected to course content
    • Win exciting raffle prizes
    • Build community with like-minded peers in your field

    All registrants will receive a recording and copy of the presentation slides after the workshop.

    *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification. 

    Rachel Fidler Cannella

    Events & Community Manager

    Instrumentl

    Rachel Fidler Cannella is a skilled educator & nonprofit professional with over a decade in the Arts & Culture sector.

    Prior to joining the team at Instrumentl, Rachel served as Senior Manager of School & Teacher Programs at the Natural History Museums of Los Angeles County, leading educational programming for 150,000+ annual school visitors at two county museum sites. She has also directed creative arts programming for teens & elders at Holocaust Museum LA and designed environmental education courses for early learners at the Portland Children’s Museum, in partnership with the Oregon Zoo.


  • Dashboards that Deliver: Apra Dashboard Showcase
    Contains 1 Component(s) Recorded On: 07/25/2024

    Explore exciting prospect development strategies as teams from the California Institute of Technology, Northern Illinois Food Bank, and the University of St. Thomas showcase their innovative dashboards. This webinar demonstrates how leading institutions leverage data visualization and analytics to enhance fundraising and advancement efforts.

    Explore exciting prospect development strategies as teams from the California Institute of Technology, Northern Illinois Food Bank, and the University of St. Thomas showcase their innovative dashboards. This webinar demonstrates how leading institutions leverage data visualization and analytics to enhance fundraising and advancement efforts.

    Priya Balachandran from the Northern Illinois Food Bank is excited to share the dashboards she developed to track her fundraiser's metrics. These dashboards accurately reflect the metrics they track in real time and are relatively simple to build without additional tools for NXT users. Creating and customizing these dashboards within the RE NXT platform requires only a few hours of the NXT advanced dashboard training (freely available to NXT clients) and some hands-on practice to learn the tricks. Her team has gained more timely insights with minimal time and effort with the new dashboards she has created to track their basic metrics, such as Meetings and Solicitations. Previously, these reports were prepared by someone else for several years manually using data extracted through RE queries each month, which was time-consuming and lacked real-time data accuracy.

    Joe and Paula from the University of St. Thomas will showcase a descriptive dashboard designed to provide comprehensive insight into the University of St. Thomas' constituency from a prospect pipeline perspective and describe the context for its development. Developed in Oracle APEX, their constituent matrix offers real-time views of our constituency by gift capacity band, capacity rating verification status, pipeline stage, and assignment status. The matrix segments constituents according to their philanthropic interests and prospect scoring/quality, and it offers robust filtering options across these views by geography, constituent type, interest area, donor type, solicitation readiness, and more.

    Last but not least, join the “Foundation for Mythical Creatures” (Kelly & Jen from Caltech) as they walk through a campaign planning project created as part of last year’s Apra Data Science Challenge.  The topics will range from analyzing historical giving and performing a wealth screening to building a donor pyramid, setting priorities, and conducting a feasibility study.  Through their dashboards, you’ll discover that campaign readiness isn’t just fantasy. 

    Kelly Douglas

    Associate Director of Prospect Analytics

    California Institute of Technology

    Kelly Douglas loves to advance fundraising efforts through data. Currently the associate director of prospect analytics, she has worked for more than a decade at the California Institute of Technology. She earned her master’s degree in data science from the University of Wisconsin. 

    Douglas has served on the Apra Data Science, Content Development and Awards Committees and on the Board of Directors of Apra’s California chapter. She was named Apra’s 2023 Margaret Fuhry Award recipient for industry leadership, mentorship and volunteerism. Her work has been recognized with multiple CASE awards and she is a winner of several dashboarding contests. Douglas also enjoys volunteering with the cats and dogs of Pasadena Humane.

    Jennifer Tan

    Assistant Director of Stewardship

    California Institute of Technology

    Jen is a project management professional with six years of stewardship experience in higher education. A detailed and analytical thought partner, she works towards finding sustainable solutions in her endeavors. She has a Master of Public Administration degree from the California State University, Northridge. And in her spare time, she enjoys taking long walks with her dog, outdoor sports, and growing vegetables.

    Paula Baingana

    Associate Director of Analytics

    University of St. Thomas

    Paula Baingana currently serves as the Associate Director of Analytics at the University of St. Thomas. She brings a wealth of experience in data science and analytics, supported by advanced degrees including a Master of Science in Data Science from the University of St. Thomas, an MBA from the East and Southern African Management Institute, and a Bachelor’s in Civil Engineering from the University of Pretoria. Paula's professional journey is marked by her passion for creative data solutions. She specializes in developing data engineering pipelines and reporting frameworks that support the prospect development team and front-end fundraisers. Additionally, she is dedicated to automating data entry for efficiency, improving data quality, and optimizing data reporting processes for end-users.

    Joe Hennen

    Prospect Research Analyst

    University of St. Thomas

    Joe Hennen is a Prospect Research Analyst at the University of St. Thomas in Minnesota, where he leads pipeline development, prospect identification, and prospect development analytics. Previously, he was a prospect researcher with Carleton College, where he supported all prospect development functions and led analytics initiatives during a comprehensive campaign. Prior to that, he served as a development specialist with a national K-12 educational social venture. Joe has also worked as a grantwriting and prospect development consultant, social program evaluator, and AmeriCorps VISTA. He earned his B.A. in philosophy from the University of Minnesota, Twin Cities and is pursuing an M.S. in Business Analytics from the University of St. Thomas. Joe served as Programming Co-Chair of Apra Minnesota in 2022 and as Vice President in 2023. He was selected as a winner/featured speaker for the 2022 Apra Data Science Now symposium.

    Priya Balachandran

    Prospect Research and Management Specialist

    Northern Illinois Food Bank

    Priya Balachandran is a Prospect Research & Management Specialist at Northern Illinois Food Bank, managing and overseeing all aspects of Prospect Development for the organization. She is a lifelong learner and volunteer who serves on the APRA Illinois board, the APRA International Fundamentals Committee, the Program Committee of the International Thiru Kural Conference, Northern Illinois Food Bank’s Diversity, Equity, and Inclusion Committee, and the Association of Fundraising Professionals (AFP) Continuous Learning Council.

  • Apra Partner Webinar: Buried Treasure: Mapping Your Way to Grateful Patient Donors
    Contains 1 Component(s) Recorded On: 07/24/2024

    Every month, Leslie Frucht at Valley Hospital Foundation screens a list of inpatient prospects using Blackbaud's Grateful Patient Solution, ResearchPoint, and Raiser’s Edge NXT. This session maps out the methodology going from a list of over 18,000 patients to 10-20 names that are presented during monthly prospect management meetings. We’ll provide strategies on how to leverage this tool for any type of nonprofit that has a stream of non-donor prospects for potential donor conversion strategies such as a patients, members, ticket buyers, gift shop buyers at hospitals, health centers/associations, museums, athletic events, history centers, gardens/nature preserves, theatres and other performance groups, etc. Leslie will also provide information on how gift officers at the Foundation have had success using Blackbaud solutions and software towards a $125 million campaign goal for a new hospital, which in turn is applicable for capital campaigns with all of these types of organizations and prospects.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

    Every month, Leslie Frucht at Valley Hospital Foundation screens a list of inpatient prospects using Blackbaud's Grateful Patient Solution, ResearchPoint, and Raiser’s Edge NXT. This session maps out the methodology going from a list of over 18,000 patients to 10-20 names that are presented during monthly prospect management meetings. We’ll provide strategies on how to leverage this tool for any type of nonprofit that has a stream of non-donor prospects for potential donor conversion strategies such as a patients, members, ticket buyers, gift shop buyers at hospitals, health centers/associations, museums, athletic events, history centers, gardens/nature preserves,  theatres and other performance groups, etc. Leslie will also provide information on how gift officers at the Foundation have had success using Blackbaud solutions and software towards a $125 million campaign goal for a new hospital, which in turn is applicable for capital campaigns with all of these types of organizations and prospects.* 

    *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification. 

    Leslie Frucht

    Development Research Coordinator

    The Valley Hospital Foundation

    • Leslie Frucht is an accomplished donor database administrator and prospect researcher with more than 25 years of experience in non-profit fundraising across the healthcare, higher education, and private secondary education spaces. In her current role she is the development operations coordinator and prospect researcher for Ridgewood, NJ-based Valley Health System.  She has been a Raiser’s Edge user since 1996 and prospect researcher since 1999.  Presently she uses her expertise in proactive and reactive prospect research to identify prospects and propel her organization toward its goals – most recently to support a $125 million capital campaign for a new hospital’s construction in Paramus, NJ, which opened in Spring 2024. She has led successful database migrations from other platforms to Raiser’s Edge and has extensive experience in prospect research, database management, gift entry and acknowledgement, and development committee management. She earned an M.A. in Urban Affairs and Public Policy with a specialization in historic preservation, as well as a B.A. in Geography, both from the University of Delaware. She’s a member of the Association of Professional Researchers for Advancement and the Council for Advancement and Support of Education. 

    Carol Belair

    Strategic Consultant, Principal, Analytics Services

    Blackbaud, Inc.

    Carol Belair joined Blackbaud in 2003 and has been in non-profit fundraising, prospect research and analytics since 1995. She has worked with hundreds of clients, written papers, blogs and articles and spoken at many conferences and webinars, including BBCON, APRA and AHP with a focus on co-presenting with Blackbaud nonprofit clients.  She feels that nonprofit clients’ successful usage of Blackbaud analytics and software is where the “rubber meets the road.”  She feel so privileged to help nonprofit organizations on a day-to-day basis achieve their goals by using Blackbaud’s Data Intelligence solutions and ResearchPoint software.  She has a BA in Music from the University of Minnesota and completed graduate studies in marketing communications from University of St. Thomas in Minneapolis, MN.  She lives in a suburb of Minneapolis, MN and in the winter lives in the Space Coast of Florida.  

  • Best of Plug In to Metrics
    Contains 3 Component(s)

    The Best of Plug In to Metrics is an eLearning course featuring the top presentations, resources, and activities from the past virtual Plug In to Metrics event. Apra's experienced presenters will guide you through comprehensive sessions on essential topics in prospect development metrics, including: Shaping metrics to measure pipeline growth and performance Identifying optimal performance metrics Implementing systems to track critical campaign metrics Organizing and visualizing metrics for effective delivery Additionally, you will learn how to communicate and analyze metrics to provide valuable insights.

    A two-day expert-led event was held November 1-2, 2023 with a focus on upping prospect development professional's metrics games. The faculty of seasoned experts provided comprehensive sessions on the hottest topics in prospect development metrics, including how to shape metrics that measure pipeline growth and performance, identify optimal performance metrics, implement systems to track critical campaign metrics and organize visualized metrics into useful delivery systems. They also shared methods for effective communication and analysis of metrics, growing attendee's ability to provide and communicate valuable insights. 
    While these virtual sessions are available in their entirety, we understand that this a massive investment in both time and resources, so we also created a "best of" program which highlights key learnings, compressed from about eight hours of programming to around three. We removed much of the live Q&A and in-depth examples provided by faculty but intend for this distilled program to offer the same high-level of content and insight. 
    Below are the following topics within the course:
    • Establishing a Metrics-Driven Culture
    • Trust, Accountability and Transparency: Helping Leadership Understand Metrics Data
    • Advancement Services Metrics: Prospect Development as a Secret Advantage
    • David Lively's Outlook on Metrics
    • Metrics 101: Defining and Deciding What to Measure 
    • Metrics 201: Refining Metrics Over Time 
    • Metrics 102: Metrics Reporting / Let's Get Tech-y: Building Metrics Into Your Tech Stack 

  • Partner Webinar: Chasing Capacity: Not the Best Model for Fundraising Success
    Contains 1 Component(s) Recorded On: 04/18/2024

    Prospect Development is the Engine Driving Fundraising! A comprehensive view of prospect development includes current and future constituents, non-donors, lapsed donors, and donors who have not reached their ultimate gift to your organization. To achieve greater results, it must break through organizational silos. It includes research, analytics, database management, engagement, and all fundraising activities. As a prospect development professional, can you, as a single practitioner or group of colleagues, control all these functions and activities? NO! However, through your diligent work and professionalism, you may lay a substantial foundation that supports greater fundraising ROI through gift maximization and programmatic efficiency. This webinar is all about best practices that you can adopt/adapt to prepare for ultimate giving success as collected and revised by a grizzled 40+ year veteran of nonprofit and higher education fundraising, who encourages you to bring your thoughts and questions to this discussion.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

    Prospect Development is the Engine Driving Fundraising!

    A comprehensive view of prospect development includes current and future constituents, non-donors, lapsed donors, and donors who have not reached their ultimate gift to your organization. To achieve greater results, it must break through organizational silos. It includes research, analytics, database management, engagement, and all fundraising activities.

    As a prospect development professional, can you, as a single practitioner or group of colleagues, control all these functions and activities? NO!

    However, through your diligent work and professionalism, you may lay a substantial foundation that supports greater fundraising ROI through gift maximization and programmatic efficiency. 

    This webinar is all about best practices that you can adopt/adapt to prepare for ultimate giving success as collected and revised by a grizzled 40+ year veteran of nonprofit and higher education fundraising, who encourages you to bring your thoughts and questions to this discussion.*

    *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification. 

    Lawrence C. Henze, MPA, JD

    Analytics Architect and Senior Principal Consultant

    Blackbaud

    Lawrence Carroll Henze is the Analytics Architect, Senior Principal Consultant for Blackbaud Target Analytics. During his career at Blackbaud, he has worked with nonprofits, colleges, and universities in both consultative sales and consulting roles to encourage and facilitate the use of predictive analytics and related tools to promote fundraising success. 

    Before joining Blackbaud, Lawrence founded Core Data Services, a groundbreaking analytics approach to fundraising, in 1998. (Blackbaud purchased Core Data in 2001, creating Blackbaud Analytics). Lawrence’s experience as a development officer at Carroll University (WI), the University of Wisconsin Foundation (Madison), and the University of Dayton provided the understanding and motivation to use statistics to challenge fundraising axioms and create data-driven solutions.

    Lawrence’s particular skill set is based on the use of organizational and third-party data to support strategy development and decision-making which creates a silo-free advancement operation.

    Finally, Lawrence has appeared at major and regional fundraising conferences – such as CASE, AHP, AFP, APRA, CGP – in the United States, Canada, and Australia.

  • Partner Webinar: The Case for an Engagement-Forward Approach to Prospecting
    Contains 1 Component(s)

    Determining capacity has long been the anchor of a prospect researcher’s role. We would argue that measuring engagement is equally critical to prospect prioritization and solicitation; it is also an important strategy for a more inclusive approach to Advancement and a way that we, prospect management professionals, can contribute to a more equitable sector. In this webinar, we will explore why your organization should consider investing more time and resources into measuring engagement and share examples of how we have worked with a range of clients to incorporate engagement into their prospect management process at the appropriate level for their operation.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification

    Determining capacity has long been the anchor of a prospect researcher’s role. We would argue that measuring engagement is equally critical to prospect prioritization and solicitation; it is also an important strategy for a more inclusive approach to Advancement and a way that we, prospect management professionals, can contribute to a more equitable sector. 

    In this webinar, we will explore why your organization should consider investing more time and resources into measuring engagement and share examples of how we have worked with a range of clients to incorporate engagement into their prospect management process at the appropriate level for their operation.*

    *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification

    Katelyn Martin

    Managing Director, Strategic Information Services

    Campbell & Company

    Katelyn Martin is Managing Director, Strategic Information Services, at Campbell & Company, a national nonprofit consulting firm that helps organizations create greater impact through fundraising, communications, executive search, and strategic information services. In her 10 years with the firm, Katelyn has counseled clients across all sectors in roles ranging from strategic campaign counsel to interim development staff support. As the leader of the Strategic Information Services practice, Katelyn leverages her fundraising expertise and the advanced technical skills of her team to build the internal capacity of our clients to make data-driven decisions and build stronger donor relationships. 

    Prior to joining Campbell & Company, Katelyn worked in frontline and database roles with youth-serving organizations. Katelyn graduated with a Bachelor of Music in Arts Management from Northwestern University. She lives in Chicago with her husband and two children. 

    Carrie Dahlquist

    Senior Counsel

    Campbell & Company

    Carrie Dahlquist brings over 25 years of experience helping organizations use the power of data to drive strategy, provide accountability and ensure transparency. She founded Campbell & Company's Strategic Information Services practice in 2012. Prior to joining the firm, Carrie worked at the University of Chicago in a variety of leadership roles in advancement, including strategic planning, campaign management, annual giving, and major gifts. Her diverse experience and technical skill gives her a unique understanding of how complex information can impact the big picture.

    Carrie holds a Master of Business Administration from the University of Chicago’s Booth School of Business with concentrations in Econometrics, Strategy and Economics, and a bachelor’s degree in Human and Community Development from the University of Illinois at Urbana – Champaign.

  • Partner Webinar: Utilizing AI to Accurately Predict Major Gift Donors
    Contains 1 Component(s)

    AI is a powerful tool that can help you cut through the noise to find the constituents most likely to give to your cause. Unfortunately, most nonprofit organizations are not equipped to leverage AI or understand its impact. Join Windfall team members to hear their insights on how nonprofits can leverage AI to predict those most likely to give to your organization. Our speakers will demystify common terms, explore the latest hype cycle, and share how Windfall is making artificial intelligence more accessible to nonprofits without sacrificing accuracy and quality. You’ll leave this session empowered to explore, implement, and measure the results of AI initiatives for your organization. This session explores: ● What AI is and what the hype is all about ● How Windfall makes AI more accessible to nonprofits ● How to map the existing market and solutions for AI ● Understanding the types of questions to ask vendors during evaluations ● Best practices around implementing AI models and measuring results

    AI is a powerful tool that can help you cut through the noise to find the constituents most likely to give to

    your cause. Unfortunately, most nonprofit organizations are not equipped to leverage AI or understand its
    impact.
    Join Windfall team members to hear their insights on how nonprofits can leverage AI to predict those
    most likely to give to your organization. Our speakers will demystify common terms, explore the latest
    hype cycle, and share how Windfall is making artificial intelligence more accessible to nonprofits without
    sacrificing accuracy and quality. You’ll leave this session empowered to explore, implement, and measure
    the results of AI initiatives for your organization.


    This session explores:


    ● What AI is and what the hype is all about
    ● How Windfall makes AI more accessible to nonprofits
    ● How to map the existing market and solutions for AI
    ● Understanding the types of questions to ask vendors during evaluations
    ● Best practices around implementing AI models and measuring results

    *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification

    Chris Ferraioli

    Technical Data Science Manager

    Windfall

    Chris Ferraioli has been at Windfall since 2020, where he is a Technical Manager and Team Lead of Windfall’s Data Science team. Much of his time is dedicated to developing machine learning models to help Windfall's customers meet their goals. Chris now lives in the Bay Area, but grew up in New Jersey and has lived in various places in between New York and DC. Before Windfall, he worked in data science at Cruise, an autonomous vehicle manufacturer. Chris holds a Ph.D from the University of Maryland.

    Laura Streeter

    Senior Customer Success Manager

    Windfall

    Laura Streeter is a Senior Nonprofit Customer Success Manager at Windfall. She helps her customers become more data-driven in their fundraising outreach and segmentation strategies. Laura has a deep healthcare philanthropy experience, most recently at the University of Colorado Anschutz Medical Campus. Laura enjoys bringing her diverse fundraising background to the table to help customers better leverage Windfall’s data.

  • Partner Webinar: Why Wealth Data is So Hard
    Contains 1 Component(s)

    Does a static gift capacity measure or prospect rating drive your wealth screening? Accurately identifying top donor prospects is essential for development teams, but it can be very difficult to get a full understanding of an individual’s wealth profile, especially in today's volatile economic climate. The concept of wealth data is not new, but approaches to collecting and cultivating this data have evolved significantly in recent years. Join us to learn about new approaches to wealth data and why “getting it right” is so difficult. In this webinar we will explore: ● Historical approaches to data and why some methodologies tend to be inaccurate ● The 4 V's of data and why it is challenging to maintain accuracy ● Examples of data sources that are tough to analyze or incorporate in to screenings ● Newer approaches to Wealth Screening that can supercharge your fundraising efforts ● The benefits of incorporating career intelligence into your fundraising strategy for a full view of your constituents’ affluence and influence

    Does a static gift capacity measure or prospect rating drive your wealth screening? 

    Accurately identifying top donor prospects is essential for development teams, but it can be very difficult to get a full understanding of an individual’s wealth profile, especially in today's volatile economic climate. The concept of wealth data is not new, but approaches to collecting and cultivating this data have evolved significantly in recent years. Join us to learn about new approaches to wealth data and why “getting it right” is so difficult.

    In this webinar we will explore:

    ● Historical approaches to data and why some methodologies tend to be inaccurate
    ● The 4 V's of data and why it is challenging to maintain accuracy
    ● Examples of data sources that are tough to analyze or incorporate in to screenings
    ● Newer approaches to Wealth Screening that can supercharge your fundraising efforts
    ● The benefits of incorporating career intelligence into your fundraising strategy for a full view of your constituents’ affluence and influence

    *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification

    Marissa Maybee

    Director of Nonprofit Customer Success

    Windfall

    Marissa Maybee is the Director of Nonprofit Customer Success at Windfall. Her team helps Windfall’s 800+ nonprofit customers leverage the power of data science to design fundraising outreach and segmentation strategies. Marissa has more than a decade of experience working at the intersection of nonprofit strategy and data science and holds an MBA from Georgetown University.

    Kyle Curry

    Senior Director of Nonprofit Sales

    Windfall

    Kyle Curry is the Senior Director of Nonprofit Sales at Windfall, where he supports all sizes of nonprofit organizations as they explore wealth screening, AI, propensity modeling, and marketing lead generation. He has been working for and with nonprofits since 2006, as a fundraiser, event director, board member, and consultative sales leader with a speciality in technology, digital strategy, and data. Kyle

    holds a BA in English Writing from Millikin University.

  • Partner Webinar: Doing Your Due Diligence - Evaluating Risk and Opportunity Among Donors
    Contains 1 Component(s)

    Join Nexis Solutions for an immersive webinar where we'll uncover emerging trends and insights that can safeguard your nonprofit organization from risks and supercharge your fundraising efforts with the power of trust-based relationships. Don't miss this opportunity to take your nonprofit's research to the next level.

    Join Nexis Solutions for an immersive webinar where we'll uncover emerging trends and insights that can safeguard your nonprofit organization from risks and supercharge your fundraising efforts with the power of trust-based relationships.

    In this webinar, you will learn:

    • What types of financial, legal, or reputational harm a donor, partner, or board member could bring into your nonprofit organization, and the resources that help to mitigate and prevent that risk.

    • The importance of researching every aspect of your donor possible to find and confirm key information that contributes to success in your fundraising strategy.

    • How to leverage tools and data to conduct comprehensive due diligence on your prospects, donors, partners, and board members, and to build trust-based relationships that lead to long-term support and impact.

    Register now and get ready to take your nonprofit's research to the next level.

    Learning Objectives:

    1. Doing Your Due Diligence in Evaluating Risk: Understand what types of financial, legal, or reputational harm a donor, partner, or board member could bring into your nonprofit organization, and the sources that help to mitigate and prevent that risk.

    2. Doing Your Due Diligence to Validate Information, Wealth, and Relationships: Discover the importance of researching every aspect of your donor possible to find and confirm key information that contributes to success in your fundraising strategy.

    *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification

    Margaret Hart

    Customer Success Manager

    LexisNexis

    Margaret Hart has worked with thousands of philanthropic organizations, academic institutions, and businesses during her tenure at LexisNexis. As a Client Success Manager, she combines the knowledge gained as a prospect researcher and non-profit development officer, with an understanding of how development professionals need to use information to maximize donations and nurture relationships.

    David Fox

    Product Marketing Manager

    LexisNexis

    David Fox is a Product Marketing Manager for the Nonprofit segment at LexisNexis, a leading provider of data and analytics solutions. Originally from New Jersey, David now lives in Washington DC with his wife, his dog Marco, and his cat Kennedy. David has volunteered with and donated to nonprofits for over 10 years, supporting social, educational, and global causes. With his experience in organizations like the Blackstone LaunchPad powered by Techstars and Memorial Sloan Kettering, David brings a world of innovation and technical knowledge to the nonprofit industry where he hopes to share insight and information that drives the fundraising success of organizations across the country.