Data Science

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  • Contains 2 Product(s)

    Apra is excited to bring you Apra Fundamentals: Prospect Research! Join us for online networking opportunities and learning exercises combined with additional learning in the weeks leading up to the event. You will not only have access to the online community of attendees and faculty experts, but also the opportunity to attend a virtual program taking place this Winter 2025: February 24, 26, and 28. The program focuses on the four key areas of prospect development: Campaigns, Prospect Research, Prospect Management, and Data Science. It also explores fundraising terms and technologies as well as techniques and resources for finding and analyzing biographical, background, and financial information; introduces participants to corporate and foundation research, and delves into how available data can be used to formulate gift capacities and inform fundraising operations. In addition, the program covers guiding concepts related to prospect research, such as navigating ethical considerations in conducting research, best practices for managing and reporting prospect data and creating quality research products.

    Apra is excited to bring you Apra Fundamentals: Prospect Research! Join us for online networking opportunities and learning exercises combined with additional learning in the weeks leading up to the event. You will not only have access to the online community of attendees and faculty experts, but also the opportunity to attend a virtual program taking place this Winter 2025: February 24, 26, and 28.  
     
    The program focuses on the four key areas of prospect development: Campaigns, Prospect Research, Prospect Management, and Data Science. It also explores fundraising terms and technologies as well as techniques and resources for finding and analyzing biographical, background, and financial information; introduces participants to corporate and foundation research, and delves into how available data can be used to formulate gift capacities and inform fundraising operations. In addition, the program covers guiding concepts related to prospect research, such as navigating ethical considerations in conducting research, best practices for managing and reporting prospect data and creating quality research products.

    All times are in the Central Time Zone. 

    Monday, February 24, 2025

    10:30 a.m. - 12:00 p.m.

    Welcome and Introduction

    Ethics, Privacy and Security Best Practices 

     Through the use of case studies, participants, and faculty will explore regulations, considerations, and best practices for responsibly using data for fundraising.

    Prospect Identification 

    Participants work in small groups to develop strategies to identify top prospects for assigned scenarios.

    12:00 p.m. - 12:30 p.m.

    Optional Q&A: What is your toughest prospecting challenge?

    Wednesday, February 26, 2025

    10:30 a.m. - 12:00 p.m.

    Working with Development Officers 

    Explore tried and true techniques for prioritizing research requests, establishing standard deliverables, and orienting fundraisers to what research is and your role in it. 

    Portfolio Management

    Faculty will share best practices for portfolio management and portfolio strategy meetings.

    12:00 p.m. - 12:30 p.m.

    Optional Q&A: What challenges have you experienced with development officers? Stump us!

    Friday, February 28, 2025

    10:30 a.m. - 12:00 p.m.

    Creating Research Profiles

     In this group exercise, we will all work together as a team to find available information and distill it in profile format.

     Capacity Ratings

    Learn about estimating wealth using 5% capacity ratings, real estate holdings, partnerships with vendors and screenings, plus common troubleshooting barriers.

    12:00 p.m. - 12:30 p.m.

    Final Q&A: Our panel of experts will round out the day by answering your toughest questions.

  • Contains 1 Component(s) Recorded On: 12/06/2024

    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 1 Component(s) Recorded On: 11/20/2024

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

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

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

    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 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