Data Science

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  • What Motivates your Donor: Understanding Interests, Passions, and Hobbies

    Product not yet rated Contains 2 Component(s) Includes a Live Web Event on 05/26/2021 at 2:00 PM (EDT)

    Supported by our most recent report, we will explore how understanding major donors’ interests, passions, and hobbies can bridge the gap from a cold outreach to targeted and effective engagements. Our experts will discuss trends among the UHNW and VHNW populations and what these groups are interested and involved in, and how to use this data to best inform your organization’s strategies. They will also explain how this data and insight can be integrated into your workflows through the Wealth-X database. ​This webinar is worth (1) CFRE point.

    Supported by our most recent report, we will explore how understanding major donors’ interests, passions, and hobbies can bridge the gap from a cold outreach to targeted and effective engagements. Our experts will discuss trends among the UHNW and VHNW populations and what these groups are interested and involved in, and how to use this data to best inform your organization’s strategies. They will also explain how this data and insight can be integrated into your workflows through the Wealth-X database. 

    This webinar is worth (1) CFRE point. 

    Harrison Kobb

    Director, Business Development

    Wealth-X

    Harrison Kobb joined Wealth-X in 2019 after working in non-profit fundraising for over 10 years. A majority of that time was spent as an international major gifts officer where he worked closely with deans, faculty and development staff to manage global revenue development and cultivate top-tier client relationships with both domestic and international donors. He has managed many volunteer committees and partnered with prospect researchers to build a strong portfolio of major donors.  

    He brings his experience in the prospect research and fundraising space to his higher education and non-profit clients, helping his clients develop and refine their cultivation strategies when they are engaging with the world’s wealthiest individuals.

    Maeen Shaban

    Director of Research & Data Analytics

    Wealth-X

  • Understanding the Impact of Prospect Development

    Product not yet rated Contains 2 Component(s) Includes a Live Web Event on 05/19/2021 at 1:00 PM (EDT)

    Learn how to identify, develop, and report on significant metrics in prospect research and relationship management to better understand how your work impacts your organization.

    A recent academic study in the UK showed that the majority of prospect development professionals do not measure the impact of their work, nor analyze the contribution that their work has on their organization's bottom line. This leaves prospect research shops unable to report on their contributions to fundraising efficiency and effectiveness, or to highlight and resolve inefficiencies in ways of working. 

    This webinar aims to address this issue by looking at how we can identify, develop, and report on significant metrics in prospect research and relationship management.  We will explore the processes, methods, and techniques for evaluating the impact of our work, starting with an examination of why it is important to identify, track, and report on metrics for prospect development work. We will then look at practical examples of how to get started with devising and setting metrics that link to your organization’s strategic objectives, before exploring some of the common metrics used to track and report on impact, versus activity.


    This webinar is worth (1) CFRE point.

    Helen Brown

    President

    The Helen Brown Group

    Helen is president of The Helen Brown Group LLC, a fundraising intelligence consulting firm based in Watertown, Massachusetts. She is co-author of the book, Prospect Research for Fundraisers; the essential handbook (Wiley). Helen is a past board member and longtime volunteer for both Apra and NEDRA, and a frequent speaker for Apra and its chapters as well as other fundraising professional associations. Helen is Special Advisor on Fundraising to the board of the North American Foundation for the University of Manchester, and a Fellow of the Royal Society for Arts & Manufactures (RSA) in London. Helen was honored to receive the NEDRA Ann Castle Award for service to the prospect research community in 2006 and the Apra Distinguished Service Award in 2017.

    Catherine Flaatten

    Director of Relationship Management

    The George Washington University

    Catherine is the Director of Research & Relationship Management at The George Washington University. Setting relationship management policy, procedure and protocol at the macro level for the division of Development and Alumni Relations, she works to enable fundraisers to reach new heights of success. Previously, Catherine served as the Manager of Prospect Research at Share Our Strength, a national organization working to end childhood hunger in the United States. Prior to that, she worked in prospect research at the BrightFocus Foundation and the National Psoriasis Foundation.

    A regular speaker and author within the local, national, and international prospect development communities, Catherine serves as President of Apra Metro DC, Chair of the Apra Membership Committee, and Chair of the AASP Best Practices in Prospect Development Committee. Residing in Northern Virginia with her partner and their spoiled cat, Catherine spends her free time singing in the Alexandria Choral Society, providing pro bono fundraising consulting to the Alexandria Kinderchoir, and contributing to the DC Liberating Structures working group.

    Catherine holds a BA in International Affairs and an MPH in Maternal and Child Health, both from The George Washington University.

    Nicola Williams

    Acting Head of Fundraising Intelligence

    Cancer Research UK

    Nicola works at Cancer Research UK (CRUK), the world's largest cancer charity dedicated to saving lives through research and supporting the work of over 4,000 scientists, doctors & nurses. At CRUK Nicola is currently Acting Head of Fundraising Intelligence responsible for prospect research, prospect and donor due diligence, database management, data analytics and performance insight & reporting, 

    Prior to CRUK, Nicola was Research Director at The Factary, a UK-based prospect research and major donor fundraising consultancy working across Europe. Whilst at Factary, she consulted with a wide variety of clients from across the non-profit sector to ensure prospect development was used strategically to meet operational objectives, improve donor retention/relationships and to underpin income generation. She was also the lead consultant on GDPR and data protection. 

    Nicola regularly speaks at events for CASE and RiF and has been a lecturer for the IoF’s Diploma in Fundraising in the UK. She also completed an MA in Philanthropic Studies at the University of Kent in 2018.

  • Mapping Strategies for Inclusive Prospect Development - PART II

    Product not yet rated Contains 2 Component(s) Includes a Live Web Event on 05/12/2021 at 2:00 PM (EDT)

    Prospect Development plays a critical role in fundraising. We see the big picture. We identify not only prospects, but patterns in constituent behavior. We utilize best practices to optimize portfolios and map strategies to enhance quantitative outcomes. But what happens when our best practices create awareness gaps that result in missed opportunity? And how do we respond to the imperative to shift our lenses and expand our repertoires to promote inclusion? We know that diversity, equity and inclusion is a better practice strategy. What may be more elusive is how to apply DEI to prospect development methodologies in tangible ways. This two-part webinar series will provide a step-by-step guide to imbed DEI principles across each of the Body of Knowledge domains. Participants will learn practical tips and tactics that build on industry core competencies to drive inclusive better practices for prospect development.

    Prospect Development plays a critical role in fundraising. We see the big picture. We identify not only prospects, but patterns in constituent behavior. We utilize best practices to optimize portfolios and map strategies to enhance quantitative outcomes. But what happens when our best practices create awareness gaps that result in missed opportunity? And how do we respond to the imperative to shift our lenses and expand our repertoires to promote inclusion?  

    We know that diversity, equity and inclusion is a better practice strategy. What may be more elusive is how to apply DEI to prospect development methodologies in tangible ways. This two-part webinar series will provide a step-by-step guide to imbed DEI principles across each of the Body of Knowledge domains. Participants will learn practical tips and tactics that build on industry core competencies to drive inclusive better practices for prospect development. 

    This webinar is worth (1) CFRE point.

    Chandra Montgomery

    Director, Health Sciences Prospect Development & Co-Chair, University Advancement DEI Council

    University of Southern California

    Chandra Montgomery is a veteran advancement strategist and certified diversity, equity, and inclusion (DEI) speaker and practitioner. Her background in philanthropy spans academic medicine, higher education, public media, and social services. She currently serves as chair of Apra’s Advocacy Committee and is a member of Apra’s DEI Committee. Additional commitment to Apra includes service as Membership Chair, PD Conference Planning Committee member, Apra VA Board of Directors, Relationship Management Body of Knowledge Committee, and MARC conference volunteer. She is also a member of CASE’s Minority Advancement Institute 2019 Cohort. Chandra has presented on DEI and philanthropy topics for CASE, Apra NY, Apra Carolinas, Apra MN, and Meeting of the Minds West.

    In addition to Apra, she is a member of AASP, CASE, African American Development Officers Network (AADO), Women of Color in Philanthropy (WOC), and the National Association of Diversity Officers in Higher Education (NADOHE). Chandra is co-chair of the University Advancement DEI Council at the University of Southern California where she is the director of pipeline and prospect development for Health Sciences. Prior to USC, she led prospect development teams at National Public Radio and Virginia Commonwealth University.

    Chandra holds a BA from Hampton University and is pursuing a master’s degree at USC’s Gould School of Law.

  • How Big Data Changed Your Donors’ Expectations, And What You Need To Do Now

    Contains 1 Component(s)

    Something changed our donors’ expectations over the last several years, and we as non-profits have been late to react. It's BIG DATA. Facebook, Amazon, and a growing number of successful companies have been able to leverage that data to hyper-personalize how they connect and engage with people. And those people are our donors. Now, our donors are expecting that same type of communication from the non-profits they support. Have you been able to make the pivot? It's critical that you jump on this trend, or you will be left seeming stale and out-of-date to the very people you are trying to engage. Join us as we discuss the changing landscape and expectations of donors and share insights into how you can personalize communication at scale for your organization to meet the changing expectations of your donors and prospects.

    Something changed our donors’ expectations over the last several years, and we as non-profits have been late to react. It's BIG DATA. Facebook, Amazon, and a growing number of successful companies have been able to leverage that data to hyper-personalize how they connect and engage with people. And those people are our donors. Now, our donors are expecting that same type of communication from the non-profits they support. Have you been able to make the pivot? 

    It's critical that you jump on this trend, or you will be left seeming stale and out-of-date to the very people you are trying to engage.  Join us as we discuss the changing landscape and expectations of donors and share insights into how you can personalize communication at scale for your organization to meet the changing expectations of your donors and prospects.

    This webinar is worth (1) CFRE point.

    Dawn Galasso

    Senior Enterprise Account Executive

    iWave

    With nearly a decade in the nonprofit technology space, Dawn specializes in providing her clients with the best and most innovative products available in the everchanging philanthropy space. Her love of all things data has focused her career in analytic technology, including working for WealthEngine for many years. She joined iWave at the beginning of 2020 to share their new state of the art technology that she knows will help her clients understand how to engage and leverage their database to get them to mission success more quickly. After all, what other industry measures success by how many great things we can do to help others and our world?

  • Mapping Strategies for Inclusive Prospect Development - PART I

    Contains 1 Component(s) Recorded On: 04/28/2021

    Prospect Development plays a critical role in fundraising. We see the big picture. We identify not only prospects, but patterns in constituent behavior. We utilize best practices to optimize portfolios and map strategies to enhance quantitative outcomes. But what happens when our best practices create awareness gaps that result in missed opportunity? And how do we respond to the imperative to shift our lenses and expand our repertoires to promote inclusion? We know that diversity, equity and inclusion is a better practice strategy. What may be more elusive is how to apply DEI to prospect development methodologies in tangible ways. This two-part webinar series will provide a step-by-step guide to imbed DEI principles across each of the Body of Knowledge domains. Participants will learn practical tips and tactics that build on industry core competencies to drive inclusive better practices for prospect development.

    Prospect Development plays a critical role in fundraising. We see the big picture. We identify not only prospects, but patterns in constituent behavior. We utilize best practices to optimize portfolios and map strategies to enhance quantitative outcomes. But what happens when our best practices create awareness gaps that result in missed opportunity? And how do we respond to the imperative to shift our lenses and expand our repertoires to promote inclusion?  

    We know that diversity, equity and inclusion is a better practice strategy. What may be more elusive is how to apply DEI to prospect development methodologies in tangible ways. This two-part webinar series will provide a step-by-step guide to imbed DEI principles across each of the Body of Knowledge domains. Participants will learn practical tips and tactics that build on industry core competencies to drive inclusive better practices for prospect development.

    This webinar is worth (1) CFRE point. 

    Chandra Montgomery

    Director, Health Sciences Prospect Development & Co-Chair, University Advancement DEI Council

    University of Southern California

    Chandra Montgomery is a veteran advancement strategist and certified diversity, equity, and inclusion (DEI) speaker and practitioner. Her background in philanthropy spans academic medicine, higher education, public media, and social services. She currently serves as chair of Apra’s Advocacy Committee and is a member of Apra’s DEI Committee. Additional commitment to Apra includes service as Membership Chair, PD Conference Planning Committee member, Apra VA Board of Directors, Relationship Management Body of Knowledge Committee, and MARC conference volunteer. She is also a member of CASE’s Minority Advancement Institute 2019 Cohort. Chandra has presented on DEI and philanthropy topics for CASE, Apra NY, Apra Carolinas, Apra MN, and Meeting of the Minds West.

    In addition to Apra, she is a member of AASP, CASE, African American Development Officers Network (AADO), Women of Color in Philanthropy (WOC), and the National Association of Diversity Officers in Higher Education (NADOHE). Chandra is co-chair of the University Advancement DEI Council at the University of Southern California where she is the director of pipeline and prospect development for Health Sciences. Prior to USC, she led prospect development teams at National Public Radio and Virginia Commonwealth University.

    Chandra holds a BA from Hampton University and is pursuing a master’s degree at USC’s Gould School of Law.

  • Body of Knowledge

    Product not yet rated Contains 2 Component(s)

    FREE RESOURCE FOR APRA MEMBERS. Last updated February 2019. Developed by Apra volunteers in each area, this comprehensive tool helps individuals and their managers identify growth opportunities and ensure they have the knowledge and resources needed to excel in their current positions or assume new responsibilities at their organizations. The Body of Knowledge (BOK) also helps prospect development professionals demonstrate the breadth of their knowledge to those who are less familiar with their role.

    FREE RESOURCE FOR APRA MEMBERS. Last updated February 2019.  Developed by Apra volunteers in each area, this comprehensive tool helps individuals and their managers identify growth opportunities and ensure they have the knowledge and resources needed to excel in their current positions or assume new responsibilities at their organizations. The Body of Knowledge (BOK) also helps prospect development professionals demonstrate the breadth of their knowledge to those who are less familiar with their role.

  • 2020 Data Science Now Recordings Bundle

    Product not yet rated Contains 10 Product(s)

    Get 10 educational recordings including peer case studies that address all aspects of successful data science integration in development offices, including best practices, project design, resource utilization, and cutting edge applications.

    Get 10 educational recordings including peer case studies that address all aspects of successful data science integration in development offices, including best practices, project design, resource utilization, and cutting edge applications. Sessions include:

    • Fits Just Right: Creating an Analytics Program That is Right-Sized to Your Needs, Talent and Data
    • Case Studies: X Never Marks the Spot/Feedback
    • Pandemic Perspective: Early Indications and Long-Term Implications for the Data Science Profession
    • Building Revenue Forecasts When Your Assumptions No Longer Apply 
    • Case Studies: Roadmap to Enhanced RFM/Amazon SageMaker
    • Data Science Now Panel
    • Excel to R: Upgrade Your Skills and Improve Your Workflow<
    • Case Studies: NLP/Text Mining in Excel
    • Utilizing Data Analytics to Drive Campaign Planning & Beyond
    • Case Studies: Mapping in Power BI/Randomistas Deconstructed
  • Creating an Analytics Program That is Right-Sized to Your Needs, Talent and Data

    Product not yet rated Contains 1 Component(s)

    A reality for many organizations is pursuit of analytics-driven by new data, technology or technical skills. This often results in creating something interesting, but not very impactful: it was created from excitement to innovate and not always aligned with organizational needs. In this session, we will explore an assessment approach that includes reviewing data structures and existing reports, stakeholder perceptions and needs and leadership vision that will help you develop and implement an analytics road map that’s right for your organization. Once true needs and capabilities are determined and prioritized, a road map to impactful and scalable analytics development can emerge and drive a thoughtful culture of adoption.

    A reality for many organizations is pursuit of analytics-driven by new data, technology or technical skills. This often results in creating something interesting, but not very impactful: it was created from excitement to innovate and not always aligned with organizational needs. In this session, we will explore an assessment approach that includes reviewing data structures and existing reports, stakeholder perceptions and needs and leadership vision that will help you develop and implement an analytics road map that’s right for your organization. Once true needs and capabilities are determined and prioritized, a road map to impactful and scalable analytics development can emerge and drive a thoughtful culture of adoption.

    This webinar is worth (1) CFRE point.

    This session is part of the Data Science Now 2020 Bundle

    Alexander Oftelie

    Senior Vice President, Decision Science

    BWF

    Alex Oftelie is a Senior Vice President of Decision Science. He oversees all analytics engagements, workshops and training and product implementation. His specific areas of expertise include predictive modeling, business impact analysis, survey design and sampling methodology, analytics training and analytics implementation. Prior to his work with BWF, Alex worked as a non-profit subject matter expert for IBM and advanced analytics consultant for Gallup. He is a recognized leader, speaker and trainer for CASE, AHP and Apra, and holds a Bachelor of Arts from St. Olaf College and a Masters of Public Affairs from the University of Minnesota.

    Charlene Harner

    Director, Development Services

    University Hospitals

  • Case Studies: NLP/Text Mining with Excel

    Product not yet rated Contains 1 Component(s) Recorded On: 10/07/2020

    Natural Language Processing for Text Analytics Pavel Rutherford, Associate Director of Prospect Management and Analytics, Santa Clara University; Adarsh Salapaka, Student Assistant – Prospect Management and Analytics, Santa Clara University The Prospect Management and Analytics team at Santa Clara University is analyzing communications with its constituents to measure what truly matters to them. This is being accomplished by understanding the sentiment from their responses to various marketing campaigns. In leveraging Natural Language Processing (NLP), we have identified a way to infer where a prospect actually resides in the cultivation cycle and how to optimize their overall cultivation. Not All Heroes Wear Capes: Text Mining for Philanthropic Interests with Excel Rachel Veron, Ph.D., Director of Analytics, LSU Foundation An easy first-step into prospecting for a new fundraising project is scouring the information your organization has stored in contact reports. But how can we do this with super-human speed? Enter fundraising analytics and text mining. Join Rachel Veron, Director of Analytics at the LSU Foundation, to learn about a collaborative special project led by Analytics at the LSU Foundation that developed a text mining system.

    Natural Language Processing for Text Analytics

    Pavel Rutherford, Associate Director of Prospect Management and Analytics, Santa Clara University; Adarsh Salapaka, Student Assistant – Prospect Management and Analytics, Santa Clara University

    The Prospect Management and Analytics team at Santa Clara University is analyzing communications with its constituents to measure what truly matters to them. This is being accomplished by understanding the sentiment from their responses to various marketing campaigns. In leveraging Natural Language Processing (NLP), we have identified a way to infer where a prospect actually resides in the cultivation cycle and how to optimize their overall cultivation.

    Not All Heroes Wear Capes: Text Mining for Philanthropic Interests with Excel

    Rachel Veron, Ph.D., Director of Analytics, LSU Foundation

    An easy first-step into prospecting for a new fundraising project is scouring the information your organization has stored in contact reports. But how can we do this with super-human speed? Enter fundraising analytics and text mining. Join Rachel Veron, Director of Analytics at the LSU Foundation, to learn about a collaborative special project led by Analytics at the LSU Foundation that developed a text mining system.

    This session is part of the Data Science Now 2020 Bundle.

    Pavel Rutherford

    Associate Director, Prospect Management & Analytics

    Santa Clara University

    Pavel Rutherford is a campaign strategist with 14 years of experience in the realm of prospect development and analytics. He presently works as an Associate Director of Prospect Management and Analytics at Santa Clara University where he is involved in establishing the use of Deep Learning and AI. He attended Southern Adventist University where he studied music (viola performance) and Spanish. Pavel completed his MBA at La Sierra University. His master’s thesis is focused on measuring the factors that increase resonance between a brand and its audience/customers.

    Adarsh Salapaka

    Student Assistant – Prospect Management and Analytics

    Santa Clara University

    Rachel Veron

    Social Scientist Fundraising Analytics

    LSU Foundation

    Rachel Veron is a social scientist who directs fundraising analytics for LSU. Rachel has worked for 15 years on public policy issues ranging from poverty and child welfare to economic development and workforce to higher education advancement. In her role leading a small, start-up analytics shop at the LSU Foundation, she has focused on applying data and analysis to improving data quality, forecasting, and executive reporting and building new data products and evaluation frameworks for prospecting, fundraising, and stewardship programs. She loves to chat methods, data viz, and data ethics. Rachel lives in Baton Rouge and finds joy in family adventures with her daughter Carolyn and partner Evan.

  • Data Science Now Panel

    Product not yet rated Contains 1 Component(s) Recorded On: 10/07/2020

    Putting the “now” in Data Science Now, this discussion will focus on the current environment prospect development professionals are facing. Panelists will explore the fundraising outlook, covering topics on impactful and actionable diversity and inclusion initiatives, staffing and hiring challenges, and being asked to do more with decreased resources.

    Putting the “now” in Data Science Now, this discussion will focus on the current environment prospect development professionals are facing. Panelists will explore the fundraising outlook, covering topics on impactful and actionable diversity and inclusion initiatives, staffing and hiring challenges, and being asked to do more with decreased resources.

    This webinar is worth (1) CFRE point.

    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. 

    Cara Giacomini

    Chief Research and Data Officer

    CASE

    Cara Giacomini is the new Chief Research & Data Officer for the Council for Advancement and Support of Education. In this role, she leads CASE’s AMAtlas initiative—a primary resource and service provider for data, benchmarking, analytics and original research to the educational advancement community worldwide, launched by CASE in 2018. Before starting at CASE this August, Cara spent 20 years at the University of Washington, most recently as the Director of Advancement Analytics. In University Advancement, she was instrumental in building a strong data culture where she improved donor outcomes at all levels and pioneered efforts to build infrastructure and expertise in digital analytics. She received her PhD in English and Textual Studies from the University of Washington in 2003.

    Lawrence Henze

    Principal Consultant

    Blackbaud Target Analytics

    Lawrence 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. 

    Tam Huynh

    Senior Associate Director of Prospect Research and Analysis

    Colby College

    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.