Apra Fundamentals: Prospect Research Winter 2024 Live Virtual Event

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Note: Unless you are upgrading your previous purchase of the Apra Fundamentals Prospect Research Online Modules, this product is only available for purchase within the Winter 2024 Apra Fundamentals: Prospect Research bundle.

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 March 11, 13, 15. 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.

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Welcome and Orientation to Apra Fundamentals

Open to view video.

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Live Virtual Events

Day 1 - March 11th: Live Virtual Event

03/11/2024 at 11:30 AM (EDT) | Recorded On: 03/11/2024

03/11/2024 at 11:30 AM (EDT) | Recorded On: 03/11/2024 Monday, March 11, 2024 All times are in Central Time Zone. 10:30 a.m. - 12:00 p.m. - Welcome and Introduction - Ethics, Privacy, and Security Best Practices: Through case studies, participants and faculty will explore regulations, considerations, and best practices for responsibly using data for fundraising. - Prospect Identification: Using a provided data set, participants work in small groups to identify top prospects for assigned scenarios. 12:00 p.m. - 12:30 p.m. - Optional Q&A: What is your toughest prospecting challenge?

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Day 2 - March 13th: Live Virtual Event

03/13/2024 at 11:30 AM (EDT) | Recorded On: 03/13/2024

03/13/2024 at 11:30 AM (EDT) | Recorded On: 03/13/2024 Wednesday, March 13, 2024 All times are in Central Time Zone. 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. - 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. - Optional Q&A: What challenges have you experienced with development officers? Stump us!

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Day 3 - March 15th: Live Virtual Event

03/15/2024 at 11:30 AM (EDT) | Recorded On: 03/15/2024

03/15/2024 at 11:30 AM (EDT) | Recorded On: 03/15/2024 Friday, March 15, 2024 All times are in Central Time Zone. 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. - Portfolio Management: Faculty will share best practices for portfolio management, prospect identification, and portfolio meetings. 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.

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Post Event

Apra Fundamentals Post-Event Survey

8 Questions

8 Questions Please take a few moments to complete the survey. You must complete the survey to receive your certificate of completion.

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Course Completion Certificate

6.00 CFRE credits | Certificate available

6.00 CFRE credits | Certificate available Must have attended the live sessions and completed the post-course survey.

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