Join your peers at Apra's signature virtual event, Plug In to Technology, unfolding over two dynamic days on May 21-22, 2024, featuring diverse sessions aimed at harnessing the power of technology in the nonprofit sector. Join industry leaders and experts in an interactive webinar format as they explore AI and its impact on fundraising and prospect identification. Uncover the secrets of successful CRM conversions, change management, and consolidation, concluding with the essential skill of building metrics for your CRM. Don't miss this exclusive opportunity to revolutionize your organization’s technological landscape. Register now and Plug In for a future of amplified impact! #PlugInTech2024

Prospect Development is the Engine Driving Fundraising!

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

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

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

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

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

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

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

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

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

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

This session explores:

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

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

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

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

In this webinar we will explore:

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

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

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

In this webinar, you will learn:

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

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

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

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

Learning Objectives:

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

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

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

Build a report from scratch and learn tips to help get the right report type from the start. Learn about a free SalesForce add-on to help access data you don't have permission to view. #AllthePower Formulas, graphs, buckets, and trailhead oh my.

This presentation covers the last two years of progress as the Texas A&M Foundation has improved portfolio management and data presentation to drive organizational success. Accomplished through a new portfolio process and customer relationship platform (CRM), our research team now uses our internal data to inform and enable decision making ranging from the individual fundraiser and their engagements to the executive level for long term planning. This has enabled three research analysts to support a development staff of over 100 which resulted in an annual fundraising total of $297 million* with $149 million** pipelined in advance of the following fiscal year. Our research team will discuss a brief history of where we were, the tools used, key challenges overcome, and a dive into how we use data to enable our organizations success. Specifically, we will present each of the four levels of dashboards to support the daily fundraising efforts of our development staff, their leaders in managing teams, our vice presidents in resourcing their teams and predicting future challenges, and organizational management as a whole at the executive level. We look forward to engaging with the community on these common challenges we all face and how data and information systems can enable small teams to have tremendous impact. *not representative of the total annual fundraising of the organization **pipeline is not representative of total planning, but as a subset representing already input expectations on future gifts

A successful fundraising campaign or initiative is driven by a broad understanding of an organization's constituency and the opportunities it presents. Major gift fundraising is only one piece of the strategy when thinking of overall campaign success. Understanding how to segment constituencies for all levels of fundraising, from annual to principal, sets an organization up for success in both the short-term and long-term: the marathon and the sprint.

How can your organization raise more major gift dollars with the same number of frontline fundraisers and roughly the same number of donors? Can your Prospect Development team help? Hear members of the LSU Foundation's PD and Information and Technology Services teams discuss how they partnered to apply benchmarks derived from historical data to identify high-risk proposals and encourage movement through the proposal pipeline. Attendees will take away inspiration for how advancement services teams can impact pipeline and fundraising dollars; insight into how to formulate velocity benchmarks for your organization; and actionable steps for how to visualize proposal risk for your team.