Data Science

Note some products are tagged by multiple domains and may display a different domain image. 

Search by Format
Search by Type
Sort By
Search by Favorites
  • Contains 2 Component(s) Includes a Live Web Event on 11/21/2024 at 12:00 AM (EST)

    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.

    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. 

    Ligia Peña

    CFRE and AFP Master Trainer; International Legacy Consultant

    GlobetrottingFundraiser

    Ligia’s superpower is helping nonprofits design data-driven and evidence-based legacy strategies so they may raise more funds for their mission. She has held her CFRE designation since 2007 and is President of GlobetrottingFundraiser where she merges her passion for travel, capacity building, and legacy fundraising by working with charities around the globe.

    Ligia is also pursuing a Ph.D. at the University of Kent where she is researching the role that trust and confidence plays in legacy fundraising. As an AFP Master Trainer, she’s trained countless fundraisers around the globe by enthusiastically sharing her knowledge by empowering nonprofit professionals to think about legacies differently through creativity and innovation. 

  • Contains 2 Component(s) Includes a Live Web Event on 11/13/2024 at 12:00 PM (EST)

    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 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 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.

    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 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 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. 

    Marissa Maybee

    Director of 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

    Gabriella Snow

    Account Executive

    Windfall

    Gabriella Snow is an Account Executive at Windfall, collaborating with clients to harness data-driven insights for their success. With six years of SaaS sales experience in various roles, she has developed a comprehensive understanding of the sales process. Gabriella is committed to empowering organizations through innovative solutions and holds a B.A. from the University of Chicago. 

  • Contains 9 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.

    Courtney Cutler

    Due Diligence Specialist

    Stanford University

    Courtney has helped build comprehensive due diligence programs at MIT and UC Berkeley, and most recently worked with Stanford University to assess and refine their existing due diligence processes. Prior to due diligence, Courtney worked in prospect development at MIT and the Appalachian Mountain Club in Boston. They currently split their time between Colorado and Idaho and can often be found climbing or running through the mountains with their dog, Stanley.

    Molly Johnson

    Senior Director of Prospect Development

    Massachusetts Institute of Technology

    Molly Johnson is the Senior Director of Prospect Development at MIT where she leads the prospect research, prospect management, and philanthropic due diligence functions.

    Her journey in higher education fundraising has been iterative, from prospect researcher to campaign volunteer manager to fundraiser to AI start up to her current role at MIT. The hallmark of Molly’s career is her ability to employ design thinking to identify problems, develop unique solutions, and co-create value. This highly collaborative style enabled Molly to tackle several complex organizational challenges, including individualized performance metrics with the School of Engineering, which culminated in the Leader of the Year award.

    Today Molly is excited to share her expertise in creating, developing, and sustaining a responsive program to help you assess risk and make decisions that support your organization’s mission.

    Beca Daniel

    Account Executive

    Xapien

    Beca is an Account Executive at Xapien, having worked across customer success, sales and product development, all focused on the non profit and fundraising sector. She now leads on the higher education sector at Xapien.

    During her time at Xapien, Beca has been involved in various aspects of developing the product to better serve universities and nonprofits, acting as a liaison between customers and the product team. Her work has often been focused on adapting the product to the changing world, including integrating fully up-to-date sanctions and watchlist data after the Russian invasion of Ukraine, and adapting adverse media categories to align with the reputational risks universities and nonprofits face in a changing world.

    Beca has a background in research and higher education, with a first class degree in English Literature and an MA in Literature, Criticism and Culture from the University of Cambridge.

    Krista Pierce

    Senior Associate Director of Due Diligence Research

    Tufts University

    Krista Pierce is the Senior Associate Director of Due Diligence Research at Tufts University, where she joined the prospect development team in 2015. Since assuming her current role in 2021, Krista has helped to create the University’s first in-house due diligence program, which included developing a new policy and procedure, research reports, and risk analysis scoring. In addition to managing the due diligence program’s day-to-day operations, Krista has also acted as a subject expert to peer institutions and colleagues, and, most recently, gave a comprehensive workshop on due diligence at APRA’s Prospect Development 2023.

     Prior to her due diligence work, Krista served in a variety of roles at Tufts, where her responsibilities were divided between prospect management and prospect research, with a particular expertise in international prospect research. Krista came to Tufts from Tufts Medical Center, where she helped to develop the fundraising office’s first prospect research program. Krista graduated from Saint Anselm College in Manchester, NH with a B.A. in English.

    Catherine Flaatten

    Associate Vice President of Prospect Development

    Catherine Flaatten, MPH, CFRE, is the associate vice president of prospect development at BWF where she partners with clients to develop creative solutions to their prospect development challenges. Previously, she served in various roles at The George Washington University, most recently as the managing director of research and relationship management. Catherine has also worked in prospect development at Share Our Strength/No Kid Hungry, the National Psoriasis Foundation, and the BrightFocus Foundation. A regular speaker and author, Catherine currently serves on Apra’s Board of Directors, Fundamentals Committee, and Foundation Board of Trustees. Former volunteer roles include serving as president and programming chair of Apra Metro DC, chairing the aasp Best Practices in Prospect Development and Apra Membership Committees, and serving on Apra’s Body of Knowledge and PD Curriculum Planning Committees. Catherine holds a BA in International Affairs and an MPH in Maternal and Child Health, both from The George Washington University.

    Charles Latham

    Senior Research Analyst, Principal Gifts

    Duke University

    Currently the Senior Research Analyst specializing in Principal Gifts ($10M+ capacity) for Duke Health Development and Alumni Affairs, I have been a prospect researcher for nearly two decades, having started my career at Penn Medicine in Philadelphia, PA in 2007. I joined Duke Health in 2014.  In 2021, working directly with the Vice President, I developed a presentation on reputational risk and due diligence in response to incidents at peer and other institutions, and am currently collaborating with our Stewardship team and Duke University’s development team to craft a robust program for identifying “red flags” and protecting the reputation of Duke Health. I received my B.A. in English w/Cultural and Community Studies with honors from the University of Sussex in Brighton, E. Sussex, UK. I reside in Durham, NC and like to play music in my free time and to practice target archery with my English longbow.

    Kerry Rock

    Chief Executive

    Prospecting for Gold

    Kerry is the Chief Executive of Prospecting for Gold. She has over 30 years’ experience in research, policy and management. She joined Prospecting for Gold in 2012 and currently leads our research consultancy and data protection work. She also runs our training programme, sharing her expertise in webinars and seminars. Before she moved to the UK from Australia in 2005, Kerry worked in the water industry then ran her own research and communication consultancy, supporting leading companies within the research industry. A career highlight was providing customer insights to help determine the future of Australia’s largest water company. Kerry also ran an independent film production company and wrote and produced a feature film that was selected for the Cannes Film Festival. Kerry has written hundreds of user-friendly reports and presented to wide-ranging audiences at national and international conferences, seminars, and board meetings. Kerry volunteers both within the charity sector and in her local community. She is a trustee of Cure Parkinson’s and sits on the Chartered Institute for Fundraising’s Consultants Special Interest Group committee. She is a member of the Market Research Society and president of the UK branch of the University of Melbourne’s Alumni Association. Closer to home, Kerry is a volunteer citizen scientist, helping to protect her local river, the Chess.

    Maria Jornet Escuer

    Researcher

    Prospecting for Gold

    Maria started her career in the financial sector as a risk-based researcher and due diligence specialist. After 10 years at Dow Jones she moved to the charity sector as an independent consultant to support charities on their ethical fundraising and conducting ethical checks.

    Thanks to her background in translation she is fluent in five languages and specifically trained in conducting due diligence across different jurisdictions.

    She joined Prospecting for Gold in June 2024 as a Researcher to add to the company’s due diligence and corporate and trust research services. As a polyglot and food lover, she enjoys travelling to practise her language skills and exploring new cuisines.

    Bethany Andorfer Morley

    Director of Prospect Strategy and Research

    West Chester University Foundation

    Bethany Andorfer Morley works at the West Chester University Foundation as the Director of Prospect Strategy and Research. Driven by a passion for learning new tools and creating innovative systems and strategies, she enjoys collaborating with fundraisers and prospect development professionals. With nearly 20 years of experience in the non-profit sector, including a decade as a frontline fundraiser, she has worked in higher education, health and human services and arts and culture.

    John Sammis

    Senior Vice President, Data Analytics

    CCS Fundraising

    John Sammis is a Senior Vice President of Data Analytics for CCS Fundraising. He brings more than 30 years of experience with statistical analysis and predictive modeling. John has devoted more than 20 years of his career to charities, universities, hospitals, and other nonprofit institutions, helping them produce models and use the results to achieve their fundraising goals. At CCS, John leads the Data Analytics team, which helps philanthropy and fundraising professionals apply cutting-edge data analytics tools to address specific organizational objectives. John is constantly reviewing the latest statistics tools and innovations to ensure that CCS applies the best approach for each client. John has a BS in Chemical Engineering from Clarkson University and an MBA from Cornell University.

    Lindsey Nadeau (Moderator)

    Vice President, Data, Insight and Campaigns

    UNICEF USA

    Lindsey Nadeau is vice president of data, insight, and campaigns at UNICEF USA, where she guides the philanthropy division toward data-driven decision-making and automation across campaign planning, prospect research, relationship management, database management, reporting, analytics, gift processing, and record management. She has previously held advancement services roles at The George Washington University, the Center for American Progress, The American University, and Public Citizen. Lindsey is Secretary of Apra International’s board of directors, where she has held multiple volunteer roles including chairing the 2020 Prospect Development conference. She previously chaired aasp’s Prospect Development Best Practices committee, co-chaired CASE’s Prospect Development conference, and contributed to CASE’s 2023 book Advancement Strategies: A Reference Guide for Advancement Services Professionals, 4th Edition. Lindsey holds a BA in economics from The American University. 


    Michael J. Foote

    Assistant Vice President, Development Operations and Performance

    Dartmouth College

    Michael (Mike) Foote joined Dartmouth’s Advancement team in 2001 and currently serves as the Assistant Vice President of Development Operations and Performance. In this role, Mike collaborates closely with senior leadership to drive strategic initiatives that enhance fundraising effectveness and operational excellence. He plays a key role in shaping best practices across the department to maximize the impact of Dartmouth’s fundraising efforts.


    Mike also leads Dartmouth’s Research and Prospect Management team, overseeing the identification and cultivation of high-potential donors in alignment with the college’s fundraising priorities. He has held
    Additional roles in his time with Dartmouth included oversight of donor engagement and interim director of Dartmouth’s recognition and stewardship team, where he strengthened the college’s donor-centric approach to relationship-building and stewardship.

    Before transitioning to the non-profit sector, Mike spent five years with the National Basketball Association (NBA), where he directed research initiatives and provided strategic insights for marketing and media sales teams. His work supported the NBA’s domestic and global positioning through client-targeted research. Prior to the NBA, Mike held various roles at Nielsen Media Research, where he focused on television ratings and audience analysis.

    Mike earned a Bachelor of Arts in Quantitative Analysis from St. John’s University and an MBA from the Lubin School of Business at Pace University. He is an active speaker in the development research community, has contributed to the APRA International Conference curriculum committee, and is a member of both APRA and NEDRA.

    Megan Tedeschi

    Managing Director, Prospect Development

    UNICEF USA

    Megan Tedeschi is the Managing Director, Prospect Development for UNICEF USA where establishes the priorities and vision for the prospect development area including moves management, pipeline development, prospect research, data hygiene and reporting standards to drive data-informed fundraising. Working in Prospect Development for over 10 years, Megan has gained expertise in due diligence best practices, corporate and institutional research, philanthropic trend analysis, team building and project management. She previously held Prospect Development roles at The George Washington University, Johnson & Wales University, and the Museum of Fine Arts, Boston. Megan holds a BA in Art History from Boston University. She lives in Portland on an apple orchard with her family.

    Kevin Vaughn

    Corporate and Foundation Relations Research Analyst

    Notre Dame

    Kevin Vaughn is a Research Analyst in the Department of Development at the University of Notre Dame, where he specializes in prospect research and strategy for the Corporate and Foundation Relations team. He also plays a key role in developing due diligence policies and procedures in collaboration with other university departments. Prior to joining Development, Kevin held administrative roles in graduate programs across the humanities and global affairs. Alongside his expertise in higher education, he holds advanced degrees in music performance.

  • 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.


  • Contains 39 Product(s)

    Get 39 sessions offered at the Prospect Development 2024 Conference, held August 21 - 23, 2024.

    Get 39 sessions offered at the Prospect Development 2024 Conference, held August 21 - 23, 2024. 

    • A KPI Journey - Creating Metrics and Changing Culture with Institutional Fundraisers
    • AI and PD – How All Areas Can Ensure Ethical Practices for AI (Ask the Ethicist Live)
    • Apra Talks: We're All Data Scientists
    • Bridging Eras: Integrating AI with Tried and True Screening Methods
    • Building a Career Pathway Program: A Roadmap to Growing Opportunities for our Teams
    • Building a Prospect Management System as a Team of One
    • Designing Your Own Crystal Ball: From Revenue Forecasting to a Long-Term Growth Model
    • Finding Your (Donor’s) Roots: Practical Applications for Genealogy in Development
    • From Service Provider to Strategic Partner: The Trusted Advisor Journey
    • General Session - Partner Industry Panel
    • How to turn your Database into an Asset
    • Identifying the Next Generation of Principal Gift Prospects
    • In My Teaching Era: Training and Learning in a Small Shop
    • In my Wellness Era: How a Wellness Skeptic Became a Convert
    • It Takes a Village: Expanding the Donor Pipeline through Strategic Partnerships
    • It's Not Just the Numbers! - Income, Psychology, and Giving Behavior  
    • Keynote Presentation: Humanity in Fundraising: Revolutionizing Donor Engagement
    • Lighting Your Own Way – Using Vision to Find Professional Growth Opportunities in Challenging Times
    • Microdata:  Your Key to the Prospects Hidden in Plain Sight
    • Moving from the Cubicle to the Kitchen Table: Pivoting to Remote Work
    • Navigating Inclusive Philanthropy: Addressing Historical and System Biases in Prospect Development and Data Tracking and Reporting
    • Oh the Places You’ll Go: Using Data and Reporting to Inform A Holistic Travel Strategy
    • Optimizing Fundraising Success: A Deep Dive into Performance Metrics
    • Partners in Fundraising: Facilitating an Effective and Collaborative Portfolio Review Meeting
    • Portfolio Health: Your Portfolio Fitness Tracker
    • Prospect Management as the Keystone for Radical Change in Portfolio Management and Fundraiser Performance Management
    • Protecting Our Institutions: Due Diligence and Risk Management Trends and Insights
    • Revolutionize Your Database: Fix Messy Data and Build a Strong Foundation
    • Sailing Through Stock Research
    • Small and Mighty-- Leveraging the Unique Strengths and Challenges of Smaller Shops
    • The (Hidden) Wealth of Nations: Perils, Pitfalls and Opportunities in Using Data to Estimate Gift Capacity
    • The ABCs and 123s of DAFs
    • The Wheels on the Bus: Using Data & Process to Drive a Public-Phase Campaign Prospect Pipeline
    • Unlocking Fundraising Success: Powering Discovery and Referrals with Goal Motivation
    • Unlocking Hidden Potential: How Indiana University Health Foundation's Mid-Level Giving Program Generated Over $93,000 in Six Months
    • Using Analytics to Drive Dynamic Major and Principal Giving Pipeline Development
    • What to Expect When You’re Expecting (a Salesforce CRM)!
    • What's Your Red Flag? Reputational Risk and Philanthropic Due Diligence Best Practices
    • You CAN Have It All:  Building a Proactive Lead Program That Works for Everyone
  • Contains 1 Component(s)

    This presentation will cover a review of post-campaign gift officer activity data analysis alongside how prospect development policies and practices evolved and formalized over the course of a campaign.

    Through organizational growth and lessons learned during a comprehensive campaign, the South Dakota State University Foundation has evolved rapidly with data and relationship management best practices. In collaboration with BWF, the SDSU Foundation is now equipped to utilize data analysis to gain insight to truly understand activities and practices that drove fundraiser performance, resulted in top gifts, and influenced donor journeys. This presentation will cover a review of post-campaign gift officer activity data analysis alongside how prospect development policies and practices evolved and formalized over the course of a campaign. This session will include emphasis on exploring how to prioritize data clean up, sustaining data maintenance efforts, selecting the right data to look at closely, and conducting meaningful analysis. Examples of data visualization, detailed analytical techniques, and relationship management practices will be offered to guide discussion.

    Learning Objectives:

    • Identify key data and analytical techniques assessing fundraiser performance and relationship management. Participants will learn tangible tactical applications for their existing program structures and practices.
    • Implement data visualization reporting to complement robust portfolio management practices. Participants will learn to discuss and apply these techniques within their own organizational journey.

    Emma Hinke

    Director of Data Science

    BWF

    Emma L. Hinke is a director of data science with BWF specializing in analytics and implementation. She provides prospect development consulting, research and analytics training, and counsel in performance metrics and portfolio optimization. Prior to joining BWF, Emma was the lead data scientist in prospect development for Johns Hopkins University, where she worked with development leadership and fundraising units to create analytical solutions that add strategic value to fundraising operations.

    Emma is a recognized leader in prospect development and analytics, and highly regarded as a thought leader through her service to the Apra community as a past program chair, speaker, and president of the Maryland chapter. She received her bachelor’s degree in applied mathematics from Rochester Institute of Technology.

    Maggie Miller

  • Contains 1 Component(s)

    From wealth screening & data appends, to data visualizations, to driving strategy, this session will showcase the steps taken to develop and bring a public-phase campaign pipeline to life at an arts & cultural organization.

    From wealth screening & data appends, to data visualizations, to driving strategy, this session will showcase the steps taken to develop and bring a public-phase campaign pipeline to life at an arts & cultural organization. We’ll highlight the tools used, process, workflow, and communication strategies that allow for clear and robust discussions with leadership and fundraisers alike. Learn how to bring a wealth screening to life by layering in organization-specific data and visualizing via business intelligence tools such as Power BI or Excel. Prioritize travel planning, suspect qualification, outreach and campaign events through insights gleaned from your data. Presented as a mid-campaign case study, real-life successes and setbacks will be shared to help attendees develop a data-driven prospecting structure that works for their organization.

    Learning Objectives:

    • Attendees can develop a multi-step, integrated plan for effective data use in prospect identification and outreach.
    • Attendees can generate ideas and strategies for communicating effectively across the organization with board members, executive leadership, and fundraisers to accomplish shared goals.

    Nicole Szydlo

    Wendy Saam

    Elaine Hooker

  • Contains 1 Component(s)

    In a competitive fundraising environment it can be challenging to build a pipelineof future donors, but some of your best prospects might be hiding in your database.

    Do you trust the data quality of your database? Do you ever pull a list of donors and question the validity or accuracy of the data? You are not alone. In a competitive fundraising environment it can be challenging to build a pipeline of future donors, but some of your best prospects might be hiding in your database. In this hands-on workshop, attendees will be guided through ways to identify messy data, how to build a plan for cleaning the data, and strategies for building processes and procedures for not only keeping data clean, but using it to prospect for new donors. This presentation is based on the work the speaker did with the Lincoln Center Theater to clean their entire database and prepare for the Theater's 40th anniversary. Participants will be challenged to think about ROI of cleaning certain aspects of the database, no matter what database system they use.

    Learning Objectives:

    • Attendees will create a plan for cleaning and maintaining the data in their database.
    • Attendees will create a plan for how to use their data to effectively mine for new prospects.

    Stephanie Brouwer

    United Way of Central Indiana

  • Contains 1 Component(s)

    Is your CRM data helping or hindering your fundraising efforts? Learn how to overcome common database challenges and optimize your CRM for success.

    Is your CRM data helping or hindering your fundraising efforts? Learn how to overcome common database challenges and optimize your CRM for success. Our session covers strategies for maximizing data efficiency and identifying new donors. Discover how to spot hidden major donors in your CRM using advanced analytics, real-world examples, and best practice tips for identifying individuals who support similar causes but aren't yet on your radar. Gain the knowledge and tools to transform your CRM data a valuable fundraising asset.

    Learning Objectives:

    • The ability to uncover major donors who might be hidden in your CRM.
    • Find creative solutions to combat issues such as data inconsistency.

    Jessica Roberts

    Vice President, Data Analytics

    CCS Fundraising

    Jessica joined CCS in 2015 and has 20 years of experience in nonprofit fundraising management and consulting. She has held leadership roles in Annual and Major Giving, Donor Relations, Event Planning, and Data Analytics. She is currently the Vice President, Data Analytics. Jessica has worked with so many outstanding clients all over the world. Since her time at CCS, Jessica has worked with over 1,000 clients to effectively utilize data analytics for strategic fundraising.

    Development is a career path she has chosen to follow since college. She worked her way up from a student caller and manager at Binghamton University. Jessica holds an M.S. in Nonprofit & Fundraising Management from Columbia University. She has a B.S. in Management, with concentrations in Marketing and Consulting & Organizational Leadership, from Binghamton University

    Nicholas Huron

    Data Scientist

    CCS Fundraising

    Reginald Reyes

  • Contains 1 Component(s)

    This year, we've gathered speakers from around the industry to share how data science shows up in their work as prospect development professionals.

    Apra Talks has long been one of the most versatile sessions at the conference. Over the years it has been delivered as TED-style talks, friendly debates, and panel discussions on important and timely topics. No matter the format, Apra Talks has always been about connecting with and learning from varying perspectives within our prospect development community. This year, we've gathered speakers from around the industry to share how data science shows up in their work as prospect development professionals. More and more as an industry, we are being asked to incorporate data science into all aspects of our work, whether you are in a one-person shop, at a large organization with a dedicated analysis team, or fall somewhere in-between. Many of us may be looking for inspiration to take our own first steps into the data science world. In this panel, other professionals will share their (sometimes unexpected) journeys as data scientists and reflect on the ways - both large and small - that data science has become the foundation of the toolkit and value proposition that prospect development brings to our organizations.

    Rachel Walker

    Barron Cato

    Associate Director of Advancement Data Science

    University of Washington

    Barron Cato is Associate Director of Advancement Data Science at the University of Washington. His 20+ years in non-profit development work has focused on fundraising, prospect research, and analytics. Barron has served on the Northwest Development Officers Association Board (NDOA), the Apra Data Analytics Symposium Committee and as chair of the Apra Awards Committee. He currently serves on the Apra International Board and is board liaison to Apra's Data Science Committee. Barron has presented on prospect research and analytics at NDOA, UW fundraising certificate courses, Apra-NW, Apra Data Analytics Symposium, Apra OverDrive, and contributed to Apra Connections. Barron received the Apra Margret Furhy Award in 2014. 

    Annie Pollock