Data Science

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  • Partner Webinar: Giving Credit Where It’s Due: Incorporating Ethics and Due Diligence into Your Research

    Product not yet rated Contains 2 Component(s) Includes a Live Web Event on 10/20/2021 at 2:00 PM (EDT)

    The Helen Brown Group and iWave are happy to present this webinar to you. Ethics and due diligence are more important than ever in prospect research. The Sackler and Epstein scandals of the past few years are bringing ethics and risk management to the forefront. As donors and their gifts come from an ever-wider net, how is your team (and their leadership) keeping potential risks in mind? We will discuss potential pitfalls of due diligence, how to adhere to APRA’s Code of Ethics (no matter how small or large your shop is) and what to do if you come across some risky business (including examples in our own work). We will clarify the key differences between prospect research and due diligence research and give some tips and tricks to go about it in an efficient and ethical way. After our discussion, attendees should feel empowered to draft a due diligence policy for their organization (or to encourage other to do so), and have greater knowledge of the best resources to complete this work. They will also have a greater understand of the differences between prospect research and due diligence research. The ethics needed and risks involved with completing due diligence work will also be discussed. This webinar is worth (1) CFRE point.

    The Helen Brown Group and iWave are happy to present this webinar to you. Ethics and due diligence are more important than ever in prospect research. The Sackler and Epstein scandals of the past few years are bringing ethics and risk management to the forefront. As donors and their gifts come from an ever-wider net, how is your team (and their leadership) keeping potential risks in mind? We will discuss potential pitfalls of due diligence, how to adhere to APRA’s Code of Ethics (no matter how small or large your shop is) and what to do if you come across some risky business (including examples in our own work).  We will clarify the key differences between prospect research and due diligence research and give some tips and tricks to go about it in an efficient and ethical way.

    After our discussion, attendees should feel empowered to draft a due diligence policy for their organization (or to encourage other to do so), and have greater knowledge of the best resources to complete this work. They will also have a greater understand of the differences between prospect research and due diligence research. The ethics needed and risks involved with completing due diligence work will also be discussed.


    This webinar is worth (1) CFRE point.

    Jayme Klein

    Helen Brown Group

    Jayme began her career in development in 2008 at the Rutgers University Foundation, where she spent the next seven years, first in prospect management and then prospect research. She spent several years at Monmouth University as their senior prospect research analyst, working with the fundraising staff, university president, and top leadership. She has worked as both a volunteer and consultant for non-profits in the areas of research and writing. She earned a bachelor of arts degree from Drew University and a master of communication and information sciences from Rutgers University. She is a member of APRA’s Online Content Committee. Jayme joined The Helen Brown Group in April 2019.

    Michele Borucki

    Helen Brown Group

    Michele began her career in development in 2012 as a Development Analyst with the University of California, Berkeley Corporate and Foundation Relations team. She served as a Prospect Analyst at University of California, Davis and then as a Senior Prospect Analyst at the George Washington University. Michele is a member of NEDRA, Apra Florida, and Apra International and previously served as the Social Media Chair for Apra Metro DC. She received her BA in creative writing from Florida State University and studied higher education leadership at California State University, Sacramento. She currently lives in Tampa, FL with her husband and two children. Michele joined the Helen Brown Group in July 2018.

  • Live DEI Data Guide Webinar: How to Ethically Collect, Store, and Use Identity Data

    Product not yet rated Contains 2 Component(s) Includes a Live Web Event on 09/29/2021 at 1:00 PM (EDT)

    Apra’s Ethics & Compliance Committee recently published a DEI Data Guide, covering the ethical ways of collecting, storing, and using diversity, equity, and inclusion data, which can be sensitive information.

    Apra’s Ethics & Compliance Committee recently published a DEI Data Guide, covering the ethical ways of collecting, storing, and using diversity, equity, and inclusion data, which can be sensitive information. The presentation will discuss the main elements of the Data Guide, and have a live Q&A to answer questions related to the complexities of DEI data. Participants can expect to take away best practices of working with DEI data, and how to implement them in their own shops. The information is relevant to anyone in the fundraising sector. This webinar is worth (1) CFRE point.

    Lori Hood Lawson

    Vice President, Advancement Insights, UC Innovation and Co-Founder

    WorkingPhilanthropy.com

    Lori Hood Lawson is the Vice President of Advancement Insights for UC Innovation, a CRM Solutions & Services company with extensive expertise in Salesforce implementations and building managed products on Salesforce for Higher Education organizations. Lori is also the Co-Founder of WorkingPhilanthropy.com LLC. Lori is a member of aasp, where she has served on the Prospect Development Best Practices Committee, and Apra, where she has served with the Florida chapter as a board member and as president. Lori volunteers with Apra through serving on the Ethics and Compliance Committee. She has served on the Body of Knowledge Committee and is a former chair and co-chair for the Ethics and Compliance Committee and Online Curriculum Committee. She holds a master's degree from The Florida State University School of Information and a bachelor's degree from Emory University.

    Megan Horton

    Prospect Management & Research Analyst

    UC San Diego

    Megan has been working with UC San Diego Advancement since 2015 where she has worked with campaign operations, Corporate & Foundation Relations, and is now involved in both Prospect Research and Prospect Management. She currently serves as Chair of the Apra Ethics & Compliance Committee, and has presented at several conferences including Apra Prospect Development, AFP ICON, and CARA. Before coming to San Diego, she worked in El Salvador and Washington, D.C. where she worked in violence prevention and Latin American social justice nonprofits. Megan has a BA in International Affairs from George Washington University, and an MA in Latin American Studies from UC San Diego. 

    Erin Osborn

    Prospect Development Director

    Children’s Hospital Colorado Foundation

    Erin Osborn is the Prospect Development Director at Children’s Hospital Colorado Foundation. She started at the Foundation in 1997, working as a coordinator in a variety of departments, including planned giving, major gifts and special events. Erin has worked in prospect research since 2001.  She is a past president of Apra-Rocky Mountains and has presented for Apra, Apra-Rocky Mountains, AFP Colorado, AHP Rockies & Southwest and other groups like Community Shares of Colorado and the Aspen Development Group.

  • Apra Partner Webinar: Why Feature Engineering is Vital for AI

    Product not yet rated Contains 1 Component(s) Recorded On: 09/08/2021

    Machine learning & AI can be powerful tools for enabling data-driven fundraising, but they can also be incredibly complex. Join Windfall’s Arup Banerjee for a deep dive into feature engineering. In this session, Arup will examine the nuances of machine learning models and the important role that feature engineering plays. Hosted with APRA, this session explores: • How machine learning helps nonprofit organizations • What feature engineering is and how you can leverage it • Important advantages, drawbacks, and gotchas around feature engineering • Simple steps to leverage feature engineering today • How to implement machine learning models This webinar is worth (1) CFRE point.

    Machine learning & AI can be powerful tools for enabling data-driven fundraising, but they can also be incredibly complex. 

    Join Windfall’s Arup Banerjee for a deep dive into feature engineering. In this session, Arup will examine the nuances of machine learning models and the important role that feature engineering plays.  

    Hosted with APRA, this session explores:
    • How machine learning helps nonprofit organizations
    • What feature engineering is and how you can leverage it
    • Important advantages, drawbacks, and gotchas around feature engineering
    • Simple steps to leverage feature engineering today 
    • How to implement machine learning models

    This webinar is worth (1) CFRE point.

    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

    Chris Ferraioli

    Staff Data Scientist

    Windfall

    Chris has been at Windfall since May 2020, where he is a Staff Data Scientist. Much of his time is dedicated to developing machine learning models to help Windfall's customers meet their goals. Chris now lives in the Bay Area, but grew up in New Jersey and has lived in various places in between New York and DC. Before Windfall, he was employed in a variety of different fields including chemistry, nuclear physics, and autonomous vehicles.

  • PD 2021 Conference Highlights Bundle

    Product not yet rated Contains 10 Product(s)

    Get 10 of the most popular sessions from the Prospect Development 2021, on a variety of topics.

    Get 10 of the most popular sessions from the Prospect Development 2021, on a variety of topics.

    Leadership in Diversity, Equity, & Inclusion: My Experience as a Case Study
    The Fundraiser Scorecard: Simple, Effective Fundraising Metrics
    Starting from Scratch: Building Thirty Portfolios in Six Weeks
    Meetings that Matter: Driving Fundraising Success through Deliberate Planning
    The Metrics Gambit: Developing a Culture of Accountability During a Strategic Pivot
    Creating a Cultural Shift: 7 Steps to Elevating Prospect Research and Data-Driven Decisions to Achieve Fundraising Goals
    Modernizing Moves Management with Data Visualization
    The Great Balancing Act: How to run a database screen when you're a shop of one
    Diversity, Equity, and Inclusion for Prospect Researchers in Healthcare
    Chasing Alpha with SEC Data
  • PD 2021 Full Conference Bundle

    Product not yet rated Contains 32 Product(s)

    Purchase the Prospect Development 2021 conference bundle for 30+ educational recordings on a variety of topics.

    Get the Prospect Development 2021 conference bundle for 30+ educational recordings on a variety of topics.

    7 Steps to Elevating Prospect Research and Data-Driven Decisions to Achieve Fundraising Goals
    DON'T PANIC! A Panel Perspective on Adapting Advancement in COVID-19
    A Giving Pyramid Model: Wealth Screening to Strategy
    I'll Be There for You: Campaign Planning Partnerships
    Getting Everyone to Take an Interest in Interests
    Starting from Scratch: Building Thirty Portfolios in Six Weeks
    Leveraging Data to Improve Healthcare Fundraising Results
    Chasing Alpha with SEC Data
    Modernizing Moves Management with Data Visualization
    Boost Annual Fund Effectiveness with Python's Data Science Ecosystem
    The Metrics Gambit: Developing a Culture of Accountability During a Strategic Pivot
    Get in the Driver's Seat: Defining and Promoting Your Role as a Leader in Prospect Development
    Apra Talks: Communication can be hard. Words are important.
    Leadership in Diversity, Equity, & Inclusion: My Experience as a Case Study
    Want to be a Director? - Going from Researcher to Development Director 
    Use the Force! Insights, Intuition, and Trust
    President’s Panel: Apra Leaders reflect on the past and plan for the future
    Positioned For Success: Taking the leap from Salaried to Self-Employed
    News vs. Noise: Action-Oriented News Alerts 
    Diversity, Equity, and Inclusion for Prospect Researchers in Healthcare 
    A Survey of International Prospect Research Strategies and Context
    This is the Way: Developing a Proactive Prospecting Program
    Targeting Your Bullseyes: Inform Your Internal Prospecting
    The Great Balancing Act: How to run a database screen when you're a shop of one
    Designing a CFR Prospect Development Toolkit
    Don’t Stop Achievin’: A Goal Planning Journey
    Beyond Portfolios and Prospect Research
    KonMari Your Portfolio: Teaching Gift Officers the Life Changing Magic of Objective Portfolio Management
    Portfolio Reveals
    The Fundraiser Scorecard:  Simple, Effective Fundraising Metrics
    From Identification to Portfolio Action: A Blueprint for Creating a Proactive Prospect Identification and Pipeline Management Program 
    Meetings that Matter: Driving Fundraising Success through Deliberate Planning
  • Boost Annual Fund Effectiveness with Python's Data Science Ecosystem

    Product not yet rated Contains 1 Component(s) Recorded On: 07/28/2021

    Annual funds often are troubled by external issues—the need to activate lapsed donors, gift sizes not increasing alongside capacity, secular decline in participation rates—that threaten the health of the fundraising pipeline. Annual giving is instrumental to a development office since the appeals they work on raise current use dollars while keeping donors engaged with the organization. Consistent annual giving helps to establish giving patterns that will ultimately result in donors progressing through the pipeline to become major gift prospects. This presentation demonstrates the ways in which researchers can mitigate these challenges through data science, distilling actionable insights from our databases to help improve annual fund efforts.

    Annual funds often are troubled by external issues—the need to activate lapsed donors, gift sizes not increasing alongside capacity, secular decline in participation rates—that threaten the health of the fundraising pipeline. Annual giving is instrumental to a development office since the appeals they work on raise current use dollars while keeping donors engaged with the organization. Consistent annual giving helps to establish giving patterns that will ultimately result in donors progressing through the pipeline to become major gift prospects. This presentation demonstrates the ways in which researchers can mitigate these challenges through data science, distilling actionable insights from our databases to help improve annual fund efforts.

    Annual fund teams already use data on a daily basis to help formulate strategy so they are open to higher levels of analysis. This session will walk through how to clean, explore, and model annual giving data using Python and select open source libraries in pursuit of two main goals: one, identifying donors most likely to churn (i.e. not give next year); and two, identifying current donors most likely to move up a giving tier. With these groups of donors identified, annual fund teams can tailor messaging more precisely to reduce donor churn, increase participation, and boost revenue.

    Attendees will have access to the code used in this project, as well as a curated list of resources to get started with the powerful Python data science ecosystem.

    This webinar is worth (1) CFRE point.

    Evan Williams

    Georgetown University Law Center

    Joseph Debraggio

    Georgetown University

  • Modernizing Moves Management with Data Visualization

    Product not yet rated Contains 1 Component(s) Recorded On: 07/28/2021

    Join us for a candid discussion as we share how we modernized our moves management from Excel spreadsheets, reports and confusing processes to dynamic dashboards and clear expectations. We will also share how we brought our frontline fundraisers along with this transformation. And, we will discuss how we embarked on this journey and navigated all of this with a small team.

    Join us for a candid discussion as we share how we modernized our moves management from Excel spreadsheets, reports and confusing processes to dynamic dashboards and clear expectations. We will also share how we brought our frontline fundraisers along with this transformation. And, we will discuss how we embarked on this journey and navigated all of this with a small team.

    This webinar is worth (1) CFRE point.

    Kristin Burgarello

    University of Nevada, Reno

    Elisa Davis

    MPA

    University of Nevada, Reno

    Anna Jakubowski

    University of Nevada, Reno

  • Chasing Alpha with SEC Data

    Product not yet rated Contains 1 Component(s) Recorded On: 07/28/2021

    The SEC makes publicly available a vast amount of data that is very important to prospect development. The large amount of information makes it challenging to quickly digest and analyze it for individual analysts, however. In this session, we'll review several sources of SEC data (e.g. Form 4, Form DEF14) and how data scientists can programmatically extract value from it for prospecting, research, or modeling purposes.

    The SEC makes publicly available a vast amount of data that is very important to prospect development. The large amount of information makes it challenging to quickly digest and analyze it for individual analysts, however. In this session, we'll review several sources of SEC data (e.g. Form 4, Form DEF14) and how data scientists can programmatically extract value from it for prospecting, research, or modeling purposes.

    This webinar is worth (1.25) CFRE points. 

    David Schemitsch

    Data Science Engineer

    Columbia University

  • Leveraging Data to Improve Healthcare Fundraising Results

    Product not yet rated Contains 1 Component(s) Recorded On: 07/28/2021

    ​Join us for a discussion with Mount Sinai Health System, Einstein Healthcare Network, and The Pursuant Group / Advizor Solutions and learn how they and other healthcare fundraisers are using data from their patient and advancement systems in their day to day operations.

    Join us for a discussion with Mount Sinai Health System, Einstein Healthcare Network, and The Pursuant Group / Advizor Solutions and learn how they and other healthcare fundraisers are using data from their patient and advancement systems in their day to day operations.

    In 2013, HIPPA drastically changed the regulations for patient encounter data accessibility. This unprecedented change has opened the door of opportunity for Fundraising Teams. In this session we’ll discuss how leading providers are blending patient data with advancement data to create key indices such as:
    • Patient Connection (High, Medium, Low)
    • Fundraising Engagement (Highly Engaged, Engaged, Detached, Disconnected)
    • Capacity (wealth levels; combination of wealth screening data, zip code rankings, research validated ratings, employment job titles, etc.)

    These three indices are not only useful for prioritizing prospects, but they make all the difference when assessing Potential Ask Levels and engaging with provider staff and research leads.   Join us to learn more about:
    • What data can you work with
    • What do you do with it … how do we create these indices
    • The role of predictive modeling in all of this
    • What challenges to expect
    • How to get started!

    The interactive panel discussion will last 45 minutes, and will be followed by a general question time. 

    This webinar is worth (1) CFRE point.

    Doug Cogswell

    The Pursuant Group, Inc.

    Lauren Montenegro

    Einstein Healthcare Network

    Eugenie Packer

    Mount Sinai Health System

  • The State of Consumer Wealth in 2021 & How to Engage with High Net Worth Households

    Product not yet rated Contains 1 Component(s) Recorded On: 07/14/2021

    Since the beginning of the global pandemic, consumer behavior has been extremely volatile. The impact on consumer wealth, and therefore philanthropy, are also uncertain. Prospect researchers and major gift officers are struggling to identify, understand, and engage high net worth individuals. Understanding the overall landscape and shifts in consumer wealth, geographic locations, and behavior will dramatically alter organizations’ ability to leverage data to drive outcomes. In this session, presented by Arup Banerjee, CEO of Windfall, he will be covering: ● Current macroeconomic environment and changes in wealth over the past year ● Looking to past trends to uncover potential views into future shifts in consumer behavior ● The impact to philanthropy and how organizations can leverage better data for prospecting and research ● The fundamental building blocks for data-driven fundraising, and the opportunities the current macro environment present This webinar is worth (1) CFRE point.

    Since the beginning of the global pandemic, consumer behavior has been extremely volatile. The impact on consumer wealth, and therefore philanthropy, are also uncertain. Prospect researchers and major gift officers are struggling to identify, understand, and engage high net worth individuals.

     

    Understanding the overall landscape and shifts in consumer wealth, geographic locations, and behavior will dramatically alter organizations’ ability to leverage data to drive outcomes. In this session, presented by Arup Banerjee, CEO of Windfall, he will be covering:

     

    1. Current macroeconomic environment and changes in wealth over the past year
    2. Looking to past trends to uncover potential views into future shifts in consumer behavior
    3. The impact to philanthropy and how organizations can leverage better data for prospecting and research
    4. The fundamental building blocks for data-driven fundraising, and the opportunities the current macro environment present


    This webinar is worth (1) CFRE point.

    Arup Banerjee

    CEO & Co-founder

    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.