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  • Contains 42 Product(s) 42 new product(s) added recently

    Get 42 sessions offered at the Prospect Development 2025 Conference, held August 19 - 22, 2025.

    Get 42 sessions offered at the Prospect Development 2025 Conference, held August 19 - 22, 2025.

    • Keynote Presentation: The Recovery Blueprint: Implementing Resets, Personal Data, and Self-Connection to Sustain Success
    • A Diversity, Equity, and Inclusion Initiative: A Journey to both diversifying pipelines and portfolios and communicating findings to external stakeholders
    • Doing More With Less: Taking Care of Your Team During Turnover
    • From Overlooked to Engaged: Capturing Hidden, Forgotten, and Untapped Prospects with a Referral Tracking System That Drives Fundraising Success Transforming Prospect Discovery and Qualification Through Data and Accountability
    • From Stagnant to Strategic: Transforming Portfolio Management in Small Shops
    • Partner Industry Panel: Generative AI: More Than a Buzzword
    • Breaking it Down - A Different Way to Approach Portfolio Pipelines and Movement
    • Making the Case for More Staff: A Comprehensive Guide to Demonstrating the Need for Additional Staff to Enhance Productivity, Efficiency, and Employee Well-being
    • PROST! PRoactive, STrategic Research - a $1 Billion Tool for Cultural Transformation
    • What Makes a Good Fundraiser: Is the Devil in the Details?
    • Building the Foundations of a Prospect Development Program in a Solo Shop
    • Don't Assume!
    • Portfolio Horror Stories! Using Data-Driven Insights to Transform Frightening into Fantastic
    • The Journey Unfolds: Choosing a Career Path in Prospect Development
    • Apra Talks: Sailing through the Storm: Navigating and Growing from a Challenging Work Environment
    • Beyond Buy-In: Driving Lasting Change in Prospect Development & Data Management
    • Connection Capital: Activating Ultra High Net Worth Prospects in a New Market
    • Designing an Excel-lent Prospect Management Revamp
    • Major Gifts, Smarter Research: The AI Advantage Explained
    • Ask the Ethicist: When Donor Behavior is an Organizational Risk; How to Protect Your Organization and Your Staff
    • Consultant Mastery: Hire Smart, Utilize Wisely
    • From Excel to Python - A Journey in Name Matching Techniques
    • Partners That Align: Due Diligence Strategies for Corporate and Foundation Relations
    • Can ChatGPT Write My Profile?
    • Decoding the SEC's Alphabet Soup for Dollars
    • Getting Started with R for Data Science: A Non-Expert's Guide
    • Enhancing Fundraising Efficiency through Tiered Services
    • From 0 to 100: A Newbie's Journey in Power BI
    • From Solo to Duo: Designing and Scaling an Effective Prospect Management System for a Growing Team
    • Hidden Figures: Identifying High Net Worth Prospects of Color Through Non-Bias Screening Techniques
    • Apra Debates: 2025 Edition
    • Championing Collective Success: Leadership Through Managing Up, Down, and Across
    • From Chaos to Clarity: Change Management Strategies for Prospect Development Teams
    • Reeling in Results: Turning Portfolio Reviews into Fundraising Strategy
    • Planting the Seeds of Philanthropy: A Stardew Valley Approach to Discovery Management
    • Researching Land Investments and LLCs
    • She Doesn't Even Go Here!: Researching Outside of the Lines
    • What's in a Model? The Inner Workings of LLMs
    • An Exploratory Approach to Predictive Modeling
    • Navigating Transitions: Effective Change Management and CRM Transformation
    • Sailing the Seas of Success: Charting the Course with Prospect Research in Healthcare
    • The Prospect Strategy Puzzle
  • Contains 1 Component(s)

    In this session, get a high-level overview of the science and technology behind GPT, DeepSeek and other large language models.

    In this session, get a high-level overview of the science and technology behind GPT, DeepSeek and other large language models. We'll take a look at the history of deep learning and some of the concepts that have made recent leaps in artificial intelligence possible. We'll also see that understanding how these models are created offers insights into how to overcome some of their limitations for prospect research-based tasks. This is a technical talk (there is some high school math mentioned) presented for a non-technical audience.

    Matthew Charters

  • Contains 1 Component(s)

    Learn step-by-step how I leveled up from Power BI newbie to super user in 12 months.

    Learn step-by-step how I leveled up from Power BI newbie to super user in 12 months. I'll share with you my self-directed learning plan as well as my project management approach to develop and implement a proposal pipeline dashboard for our fundraising team. This presentation will highlight the necessary resources and partnerships needed to undertake a project of this kind and demonstrate how to navigate potential roadblocks and incorporate feedback. I'll show you how to leverage your newfound skills to create an impactful dashboard that supports fundraisers' data management needs and leadership's access to pipeline data.

    Janelle Wilson

  • Contains 1 Component(s)

    I'll share my experience making that leap as a graduate student in data science, the benefits of learning a program like R, and some demonstration of what it can do.

    Making the leap from spreadsheets to specialized data science programs can be challenging: Writing code, unfamiliar software, and how to even share your work. In this session I'll share my experience making that leap as a graduate student in data science, the benefits of learning a program like R, and some demonstration of what it can do. Attendees will learn basic terminology, where to find free open-source software, and how to get started on some simple projects. I'll include recommendations for training and support, as well as how to get AI to write your code.

    Jon Garrow

    Director of Prospect Development

    Willamette University

  • Contains 1 Component(s)

    Using several projects as examples, this presentation will walk through different approaches to name matching techniques that are accessible to everyone.

    University of Chicago Prospect Development is often asked to match event attendance lists with prospects in our database. Instead of manually searching each attendee in our database, we asked ourselves: how can we do this more efficiently?

    Using several projects as examples, this presentation will walk through different approaches to name matching techniques that are accessible to everyone. While we will start using spreadsheet software like Excel and end using simple Python Scripts. Through this process, this presentation will also show why you shouldn't assume coding is beyond your abilities.

    Jack Pitfield

  • Contains 1 Component(s) Recorded On: 09/10/2025

    How should you prioritize and segment your wealth data in today’s AI-driven landscape? What role does Predictive AI play in surfacing high-potential prospects? How can you combine this with GenerativeAI to dramatically reduce time spent on manual tasks? In this session, we’ll walk through how AI is transforming the way fundraising teams analyze, segment, and act on wealth and career intelligence. From propensity modeling to AI-enable intelligent segmentation, we’ll show you how to apply data-driven strategies to uncover new donor insights, streamline workflows, and ensure your team is focused on the right prospects at the right time. In this webinar, we’ll cover: - Techniques for utilizing wealth intelligence and AI to reveal hidden donor potential across your database - Strategies for seamlessly incorporating AI-driven insights and wealth data directly into everyday fundraising workflows - Tools and key performance indicators for tracking the impact of AI-driven prospecting and improved workflows - BONUS: Some new Windfall SaaS & AI capabilities and our roadmap, including Windfall’s AI Copilot You’ll leave this session equipped with actionable strategies and tools to harness AI for expanding donor pipelines, increasing engagement at every giving level, and delivering measurable results in a rapidly changing fundraising environment. *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

    How should you prioritize and segment your wealth data in today’s AI-driven landscape? What role does Predictive AI play in surfacing high-potential prospects? How can you combine this with GenerativeAI to dramatically reduce time spent on manual tasks?

    In this session, we’ll walk through how AI is transforming the way fundraising teams analyze, segment, and act on wealth and career intelligence. From propensity modeling to AI-enable intelligent segmentation, we’ll show you how to apply data-driven strategies to uncover new donor insights, streamline workflows, and ensure your team is focused on the right prospects at the right time.

    In this webinar, we’ll cover: - Techniques for utilizing wealth intelligence and AI to reveal hidden donor potential across your database - Strategies for seamlessly incorporating AI-driven insights and wealth data directly into everyday fundraising workflows - Tools and key performance indicators for tracking the impact of AI-driven prospecting and improved workflows - BONUS: Some new Windfall SaaS & AI capabilities and our roadmap, including Windfall’s AI Copilot

    You’ll leave this session equipped with actionable strategies and tools to harness AI for expanding donor pipelines, increasing engagement at every giving level, and delivering measurable results in a rapidly changing fundraising environment.

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

    Arup Banerjee

    CEO

    Windfall

    Arup Banerjee is the CEO and Co-Founder of Windfall, a data company that helps nonprofits identify, understand, and engage the affluent. Arup has over 15 years of experience building data-related technology companies. Prior to Windfall, Arup served as SVP, Product at Radius, a B2B predictive marketing company that raised over $125 million. Earlier in his career, Arup helped build out technical infrastructure and analytics frameworks at GoodData, a cloud-based business intelligence company based out of San Francisco. Arup holds degrees in Computer Science and Economics from Duke University and an MBA from the Haas School of Business, UC Berkeley

    Kyle Curry

    Senior Director of Nonprofit Sales

    Windfall

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

  • Contains 1 Component(s)

    In this presentation, we will look at how the principles of Exploratory Data Analysis (EDA) help build better models.

    There has been increased interest in leveraging predictive AI by non-profits to generate new major and legacy gift prospects and for improving annual fund prioritization. In this presentation, we will look at how the principles of Exploratory Data Analysis (EDA) help build better models. We will also dig into exploring diagnostic tools such as residual plots, leverage plots and partial regression plots. We'll also discuss approaches for effectively activating the results. Come see how we can make statistical modeling fun.

    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.

  • Contains 8 Component(s)

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

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

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

    • Scum and project management
    • Data-driven insights for donor identification
    • Strategic affinity scoring
    • "Small Shop" Power - including unique strengths, starting from scratch, achieving big goals, and advocacy tips and tricks. 

    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. Speaker information coming soon!

    Prisca Zaccaria (Moderator)

    Executive Director, Prospect Development

    University of South Carolina

    Prisca Zaccaria is an accomplished leader in higher education advancement and a recognized expert in prospect development, with over 23 years of experience in the field. As the Executive Director for Prospect Development at the University of South Carolina, she plays a crucial role in driving fundraising success and aligning philanthropic strategies with the university's long-term objectives.|Before her position at USC, Prisca held a senior role in prospect development at the University of Georgia. There, she was instrumental in supporting two comprehensive fundraising campaigns. Her collaboration with cross-functional teams significantly enhanced donor pipelines and secured major and principal gifts, which greatly boosted UGA's fundraising efforts.

    A key strength of Prisca's leadership is her emphasis on data-driven strategies to improve the productivity of prospect development teams and foster fundraising growth. She has led the integration of innovative processes and analytics, ensuring the identification and cultivation of high-potential donors. This approach has contributed to substantial increases in major gifts and overall fundraising success. Additionally, she has streamlined the metrics used to measure team impact and demonstrate how strategic prospect development drives successful fundraising campaigns and philanthropic initiatives.

    Prisca's contributions extend beyond her institutional roles. She serves as the Program and social media Director for Apra-Georgia and has previously held the position of Award Committee Chair for Apra-PD. Her leadership experience also includes being the Education Chair for Apra-Carolinas, a Board Director for GEAC, an AFP and AASP Leadership Mentor, and a faculty member for CASE's Prospect Development training.|Her active involvement at both the regional and national levels, including presentations at conferences and contributions to various webinars and panels, highlights her commitment to advancing best practices in prospect development and fostering growth within the profession.

    LaKeida Adams, PMP, CSM, MHRM

    CEO & Founder

    Unbiased Solutions LLC

    LaKeida Adams (Luh-kee-da) is a visionary millennial leader with a proven track record of developing and executing strategic initiatives that align with organizational goals, fostering innovation, and driving business growth. She graduated from Indiana State University and earned a Bachelor of Science in Marketing. She also holds a Master of Arts in Human Resource Management and a Graduate Certificate in Business Administration. She is a certified Project Management Professional (PMP), Certified Scrum Master (CSM), and holds a Six Sigma Yellow Belt.

    LaKeida Adams has a wealth of experience in various industries, including higher education, non-profit, and for-profit. She is a Consultant at the American Association of Blacks in Higher Education (AABHE) and with the Vincennes University Early College Program in Fort Wayne. She is also the CEO and Founder of Unbiased Solutions LLC. In addition to her professional accomplishments, LaKeida is also an active community member. She currently serves on the Board for  APRA Indiana (Association of Professional Researchers for Advancement) and is a Project Management Institute Central Indiana member.

    She is also a past presenter for Apra Indiana Fall 2023 Conference, as well as the Borrowers Defense to Repayment Application Discussion on Eventbrite and a Delta Sigma Pi alumn. She is a passionate advocate for diversity, equity, and inclusion and a firm believer in the power of technology to transform businesses and communities.

    Chris Copsey

    Assistant Vice President, Prospect Development

    UNC Health Foundation

    Chris Copsey is the UNC Health Foundation's Assistant Vice President of Prospect Development. Since 2019, Chris has provided the Health Foundation with research and analytical support, mainly supporting grateful patient, cultivation, and solicitation activities. He is responsible for the management of all Prospect Development work for the Foundation and leads a small team that is in charge of researching prospects, providing analysis of prospect data, and performing portfolio management and optimization for a development officer staff of about 20 officers. He is also very active in Apra, serving currently as the President-Elect of Apra Carolinas., and is a member of the Apra EPD Committee.

    Marianne M. Pelletier

    Managing Director

    Staupell Analytics Group

    Marianne Pelletier has over 35 years of experience in fundraising, with the majority in prospect research and prospecting. She is one of the first adopters of donor modeling and data mining techniques, and is now a world-renown leader on this segment of the research profession. Her prospect research positions include analyst and department head for Harvard University, Lesley University, Carnegie Mellon University, and Cornell University.||Pelletier's career also includes running an annual giving program with average increased revenues of 27% per year and providing software consulting through the Datatel Corporation, teaching clients both how to use their new software and assisting them with better analysis and more efficient processing.||A recipient of a lifetime achievement award from the New England Development Research Association and a Woman of the Year designation by the National Association of Professional Women, Pelletier has served as a volunteer for both election campaigns and social service agencies. She most recently served on her local chapter of Habitat for Humanity and ended her board membership with the Finger Lakes chapter of AFP as president.||Pelletier is a graduate of Rockford University, and earned her MBA at Southern New Hampshire University. Her recent workbook, Building Your Analytics Shop: A Workbook for Nonprofits, is available both on Amazon.com and on this website.

    Stephanie Willis

    Senior Manager of Prospect Development

    Creative Fundraising Advisors

    Stephanie is the Senior Manager of Prospect Development at Creative Fundraising Advisors and is passionate about helping nonprofits understand the “science” of fundraising, and how to effectively use data and research to enhance the “art” of fundraising. Stephanie has over a decade of experience in prospect research, prospect management, and data analytics at both higher education and nonprofit organizations. Stephanie has been a loyal Apra member and volunteer since 2013. For six years, she served on the Apra Indiana Board in roles including webmaster, programming chair, treasurer, and vice president. In 2019, Stephanie co-founded the Apra Great Lakes chapter to launch a new regional experience for local state chapters. Stephanie has been a regular attendee and speaker at the annual Apra PD conference and served on the Curriculum Planning Committee for three years. In 2023, she was honored to serve as the chair of the Apra PD conference in Indianapolis and is currently a member of the Apra Board and the Apra Foundation. Stephanie has an undergraduate degree in education and a master’s degree in library science. She is certified in the Tessitura and Blackbaud Raiser’s Edge databases. Since 2010, Stephanie has been a Gallup-certified Strengths coach and has helped hundreds of people understand, apply, and integrate CliftonStrengths results into their lives and work. Originally from Detroit, Michigan, Stephanie recently moved from Indianapolis, Indiana to Three Rivers, Michigan. 

    Jessica Roberts

    Vice President, Data Analytics

    CCS Fundraising

    Jessica joined CCS in 2015 and brings over two decades of experience in nonprofit fundraising management and consulting. As Vice President of Data Analytics, she has worked with approximately 1,000 clients worldwide, leveraging data-driven insights to develop tailored development strategies. Her expertise spans Annual and Major Giving, Donor Relations, Event Planning, and Data Analytics, allowing her to craft innovative solutions that enhance fundraising effectiveness. Jessica's passion for development began in college when she worked as a student caller and manager at Binghamton University. Before joining CCS, she served as the Director of Development at Columbia University, where she led strategic planning efforts and solicited major gifts. Prior to that, she was the Assistant Director of Annual Giving at Fordham University, managing a $1 million telemarketing program and overseeing engagement initiatives for an alumni network of over 120,000 individuals. She holds a Master of Science in Nonprofit & Fundraising Management from Columbia University and a Bachelor of Science in Management from Binghamton University. Jessica lives in Queens, NY, with her husband and nine-year-old son, and enjoys exploring the vibrant streets of NYC in her free time.

    Lauren Woodring

    Associate Director, High Net Worth

    Yale University

    Lauren Woodring is the Associate Director, High Net Worth at Yale University. She most recently was at the Philadelphia Museum of Art, where she had been the Director of Prospect Research and Management. She started her prospect development career at the Kimmel Center for Performing Arts (now Ensemble Arts Philly) before moving to the museum. Lauren is a member of the board of directors for Apra International.  She has also served in leadership positions with Apra Pennsylvania and AASP. Lauren is a graduate of Lebanon Valley College, and has a MA in History from LaSalle University, and a M.Litt in Museum and Gallery Studies from St. Andrews University in the United Kingdom. Lauren lives in Philadelphia and New Haven with her partner and their cat, Mona.

    Rachel Hammond (Moderator)

    Donor Research Coordinator

    Moody Bible Institute of Chicago

    Rachel Hammond is the donor research coordinator for the Moody Bible Institute of Chicago. Starting her career in advancement services at her alma mater, Hammond learned the importance of donor cultivation, retention and engagement as a student caller, call center manager and advancement intern. As a student caller, she raised funds for scholarships by establishing relationships with alumni and friends of the college instilling in her a passion for cultivation. After one year of being a student caller and securing the largest gift during the spring giving season, she was promoted to be the student call center manager where she assigned calling pools, trained students in the calling program and mentored them as they finished out their college careers. Learning the value of retention in this role, Hammond strived to see her college colleagues succeed just as she did and continue the legacy of the student calling program.||As the advancement intern, Hammond harnessed her passion for engagement and development as she built the in-house calling program, implemented the student philanthropy association and learned about each role in advancement services. This experience led her to the position she holds today at Moody, where she harnesses all the skills she learned at her alma mater as well as the ability to uncover key wealth indicators and harness her research skills to find hidden gems in the CRM.||Hammond also has a passion for serving the Apra community! She is the secretary and communication chair for the Apra Indiana Board of Directors, as well as the chair of the Education and Professional Development (EPD) committee. She loves giving back to the Apra community as they have poured into her for the past three years!

    Don Irwin

    Senior Manager of Prospect Research and Strategy

    Lutheran Social Service of Minnesota

    Don is the Senior Manager of Prospect Research and Strategy at Lutheran Social Service of Minnesota. He earned his BA in History and Anthropology at the University of Minnesota Duluth and MSc in Science and Religion at the University of Edinburgh School of Divinity. He continued in graduate research and teaching History and Philosophy of Science at Arizona State University before moving back to Minnesota to raise his children close to family. Don joined Apra Minnesota and Apra International in 2018 and earned his CFRE in 2021. He is grateful for the support of the Apra community and enthusiastic about giving back as a board member and co-chair of the programming committee for Apra Minnesota.

    Susan Quinn

    Executive Director of Advancement Services and Campaign Manager

    Lenoir-Rhyne University

    Susan Quinn is an experienced leader in fundraising operations in large and small institutions.  Today she is Executive Director of Advancement Services and Campaign Manager at Lenoir-Rhyne University in western North Carolina where she leads an agile team of four who provide research, analysis, data integrity and campaign support to LR's fundraising teams. At PD 2024, Susan co-presented ""Small & Mighty"" with Jon Kingzette of Campbell & Co. That presentation delivered survey results from practitioners in small shops who shared their challenges and strategies for success and professional growth. 

    Rachael Dietrich Walker

    Donor Strategy Manager

    St. Luke's Health Foundation

    Rachael Dietrich Walker is entering her fifteenth year in prospect development. In June 2024, she joined St. Luke's Health Foundation as its first Donor Strategy Manager, where she is building a brand-new prospect development program. She comes to healthcare after a career spent in higher education. Rachael is a longtime member of the Apra Carolinas board and currently serves as its President; she has also served in several volunteer roles for Apra International, most recently on the Winter 2025 Apra Fundamentals Prospect Research faculty.  She holds an MLIS from UNC-Greensboro and a BA from the University of Richmond

     

    Brittani Williams

    Director, Development Operations and Prospect Development

    Houston Zoo

    Brittani Williams, MBA, is a seasoned fundraising expert with extensive experience in development operations, prospect development, and fundraising strategy. Currently serving as the Director of Development Operations and Prospect Development at the Houston Zoo, Brittani brings over twenty years of fundraising expertise to her role.| |With a background deeply rooted in the philanthropic sector, Brittani has dedicated over eight years to the Houston Zoo, progressively advancing from Development Research Analyst to her current position as Director. In her current capacity, she spearheads strategic initiatives to drive philanthropic growth and engagement, leveraging her finely honed skills in prospect research, relationship management, and operational excellence. Her work is exemplified in the Houston Zoo's largest campaign in its history, the ""Keeping Our World Wild"" centennial campaign, which raised over $150 million dollars for the Zoo and its conservation partners worldwide.| |Prior to her tenure at the Zoo, Brittani made significant contributions to the University of Houston, where she served in various roles within the University Advancement division. Notably, she played a pivotal role in supporting the silent phase of the University's ""Here, We Go"" campaign contributing to the remarkable success of the $1.2 billion dollar fundraising effort. Prior to positions in the nonprofit realm, Brittani held roles in political consulting, political campaign fundraising, and congressional constituent relations. | |Brittani holds a BS in Political Science and Psychology (dual majors) and an MBA specializing in Global Management and Business Modeling & Decision Making, all from the University of Houston.  ||Brittani has been a member of Apra International since 2016 and was elected to the Board of Directors in 2024. Previously she has served in several volunteer roles with Apra International, including with the Conference Planning Committee, Chapters Committee, Nominations Committee, Awards Committee and Campaigns Task Force. She previously served as a board member for Apra greater Houston and as a member of the best practices in prospect development committee with aasp. Brittani was a 2022 nominee for the Houston Business Journal's Women Who Mean Business award. |

    Jennifer Schlager

    Manager, Prospect Research & Data Analytics

    Trinity Health

    Jennifer Schlager embarked on her philanthropy journey during her time as a student at the University of Michigan - Dearborn in 2010. With a comprehensive background spanning various roles, she has demonstrated expertise in volunteer coordination, event management, front-line fundraising and currently works as the Manager, Prospect Research & Data Analytics at Trinity Health. She finds great joy and fulfillment in her work within philanthropy.||Schlager served on the Apra Ethics and Compliance Committee from 2020-2023 and is proudly serving on the committee once again. Outside of her professional endeavors, she finds joy in quality time with her husband and son, while also passionately supporting the Detroit Lions.

    Elizabeth Cumbo (Moderator)

    Development National Operations and Administration Manager

    United States Holocaust Memorial Museum (USHMM)

    Elizabeth is the development national operations and administration manager at the United States Holocaust Memorial Museum (USHMM) in Washington, DC. Previously, she worked as a contract prospect researcher at USHMM and in the Photographic History Collections at Smithsonian's National Museum of American History. She graduated summa cum laude in art history from Skidmore College. Elizabeth joined the APRA Metro DC Chapter in 2022, and she is thrilled to begin volunteering for APRA International.

    Anne Brownlee (Moderator)

    Apra President

    Apra

  • Contains 1 Component(s) Recorded On: 05/14/2025

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

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

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

    T. Clay Buck

    Lead Fundraising Coach

    Kindsight

    Clay (the “T.” is silent) has been developing organizations and advancing missions for over thirty years. He’s held just about every position in nonprofit fundraising and communications from Grant Writer to Chief Development Officer and everything in between. He’s a wide-eyed optimist about the power of generosity to change the world and focuses primarily on individual giving, strategic planning, teaching and training, storytelling, and building systems that support and empower successful, ethical fundraising. Clay is the founder and principal of TCB Fundraising, creator of the Fundraiser’s Planner, and co-host of the #1 ranked fundraising podcast “Fundraising is Funny.”

  • Contains 1 Component(s) Recorded On: 04/09/2025

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

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

    Cannon Brooke

    Founder

    BROOKE Solutions

    Cannon Brooke, founder of BROOKE Solutions, specializes in data-driven insights for nonprofits of all sizes. Building on his extensive experience, he integrates creativity and analytics to offer prospect identification, wealth analysis, giving trends, and engagement strategy services to organizations throughout the United States. Cannon has served in leadership roles at Chapman University, the University of Hawaii Foundation, and Hawaii Pacific Health, where he spearheaded successful prospect research for annual giving programs, capital projects, comprehensive campaigns, and legacy giving. He's been a guest on several podcasts and webinars, featured in publications like The Major Gifts Reports and Successful Fundraising, and is a board member of The California Advancement Researchers Association and Chairs APRA's Executive Leadership Cohort committee.