Dashboards that Deliver: Apra Dashboard Showcase

Includes a Live Web Event on 07/25/2024 at 12:00 PM (EDT)

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Explore exciting prospect development strategies as teams from the California Institute of Technology, Northern Illinois Food Bank, and the University of St. Thomas showcase their innovative dashboards. This webinar demonstrates how leading institutions leverage data visualization and analytics to enhance fundraising and advancement efforts.

Priya Balachandran from the Northern Illinois Food Bank is excited to share the dashboards she developed to track her fundraiser's metrics. These dashboards accurately reflect the metrics they track in real time and are relatively simple to build without additional tools for NXT users. Creating and customizing these dashboards within the RE NXT platform requires only a few hours of the NXT advanced dashboard training (freely available to NXT clients) and some hands-on practice to learn the tricks. Her team has gained more timely insights with minimal time and effort with the new dashboards she has created to track their basic metrics, such as Meetings and Solicitations. Previously, these reports were prepared by someone else for several years manually using data extracted through RE queries each month, which was time-consuming and lacked real-time data accuracy.

Joe and Paula from the University of St. Thomas will showcase a descriptive dashboard designed to provide comprehensive insight into the University of St. Thomas' constituency from a prospect pipeline perspective and describe the context for its development. Developed in Oracle APEX, their constituent matrix offers real-time views of our constituency by gift capacity band, capacity rating verification status, pipeline stage, and assignment status. The matrix segments constituents according to their philanthropic interests and prospect scoring/quality, and it offers robust filtering options across these views by geography, constituent type, interest area, donor type, solicitation readiness, and more.

Last but not least, join the “Foundation for Mythical Creatures” (Kelly & Jen from Caltech) as they walk through a campaign planning project created as part of last year’s Apra Data Science Challenge.  The topics will range from analyzing historical giving and performing a wealth screening to building a donor pyramid, setting priorities, and conducting a feasibility study.  Through their dashboards, you’ll discover that campaign readiness isn’t just fantasy. 

Kelly Douglas

Associate Director of Prospect Analytics

California Institute of Technology

Kelly Douglas loves to advance fundraising efforts through data. Currently the associate director of prospect analytics, she has worked for more than a decade at the California Institute of Technology. She earned her master’s degree in data science from the University of Wisconsin. 

Douglas has served on the Apra Data Science, Content Development and Awards Committees and on the Board of Directors of Apra’s California chapter. She was named Apra’s 2023 Margaret Fuhry Award recipient for industry leadership, mentorship and volunteerism. Her work has been recognized with multiple CASE awards and she is a winner of several dashboarding contests. Douglas also enjoys volunteering with the cats and dogs of Pasadena Humane.

Jennifer Tan

Assistant Director of Stewardship

California Institute of Technology

Jen is a project management professional with six years of stewardship experience in higher education. A detailed and analytical thought partner, she works towards finding sustainable solutions in her endeavors. She has a Master of Public Administration degree from the California State University, Northridge. And in her spare time, she enjoys taking long walks with her dog, outdoor sports, and growing vegetables.

Paula Baingana

Associate Director of Analytics

University of St. Thomas

Paula Baingana currently serves as the Associate Director of Analytics at the University of St. Thomas. She brings a wealth of experience in data science and analytics, supported by advanced degrees including a Master of Science in Data Science from the University of St. Thomas, an MBA from the East and Southern African Management Institute, and a Bachelor’s in Civil Engineering from the University of Pretoria. Paula's professional journey is marked by her passion for creative data solutions. She specializes in developing data engineering pipelines and reporting frameworks that support the prospect development team and front-end fundraisers. Additionally, she is dedicated to automating data entry for efficiency, improving data quality, and optimizing data reporting processes for end-users.

Joe Hennen

Prospect Research Analyst

University of St. Thomas

Joe Hennen is a Prospect Research Analyst at the University of St. Thomas in Minnesota, where he leads pipeline development, prospect identification, and prospect development analytics. Previously, he was a prospect researcher with Carleton College, where he supported all prospect development functions and led analytics initiatives during a comprehensive campaign. Prior to that, he served as a development specialist with a national K-12 educational social venture. Joe has also worked as a grantwriting and prospect development consultant, social program evaluator, and AmeriCorps VISTA. He earned his B.A. in philosophy from the University of Minnesota, Twin Cities and is pursuing an M.S. in Business Analytics from the University of St. Thomas. Joe served as Programming Co-Chair of Apra Minnesota in 2022 and as Vice President in 2023. He was selected as a winner/featured speaker for the 2022 Apra Data Science Now symposium.

Priya Balachandran

Prospect Research and Management Specialist

Northern Illinois Food Bank

Priya Balachandran is a Prospect Research & Management Specialist at Northern Illinois Food Bank, managing and overseeing all aspects of Prospect Development for the organization. She is a lifelong learner and volunteer who serves on the APRA Illinois board, the APRA International Fundamentals Committee, the Program Committee of the International Thiru Kural Conference, Northern Illinois Food Bank’s Diversity, Equity, and Inclusion Committee, and the Association of Fundraising Professionals (AFP) Continuous Learning Council.

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Dashboards that Deliver: Apra Dashboard Showcase
07/25/2024 at 12:00 PM (EDT)  |  60 minutes
07/25/2024 at 12:00 PM (EDT)  |  60 minutes Explore exciting prospect development strategies as teams from the California Institute of Technology, Northern Illinois Food Bank, and the University of St. Thomas showcase their innovative dashboards. This webinar demonstrates how leading institutions leverage data visualization and analytics to enhance fundraising and advancement efforts. Priya Balachandran from the Northern Illinois Food Bank is excited to share the dashboards she developed to track her fundraiser's metrics. These dashboards accurately reflect the metrics they track in real time and are relatively simple to build without additional tools for NXT users. Creating and customizing these dashboards within the RE NXT platform requires only a few hours of the NXT advanced dashboard training (freely available to NXT clients) and some hands-on practice to learn the tricks. Her team has gained more timely insights with minimal time and effort with the new dashboards she has created to track their basic metrics, such as Meetings and Solicitations. Previously, these reports were prepared by someone else for several years manually using data extracted through RE queries each month, which was time-consuming and lacked real-time data accuracy. Joe and Paula from the University of St. Thomas will showcase a descriptive dashboard designed to provide comprehensive insight into the University of St. Thomas' constituency from a prospect pipeline perspective and describe the context for its development. Developed in Oracle APEX, their constituent matrix offers real-time views of our constituency by gift capacity band, capacity rating verification status, pipeline stage, and assignment status. The matrix segments constituents according to their philanthropic interests and prospect scoring/quality, and it offers robust filtering options across these views by geography, constituent type, interest area, donor type, solicitation readiness, and more. Last but not least, join the “Foundation for Mythical Creatures” (Kelly & Jen from Caltech) as they walk through a campaign planning project created as part of last year’s Apra Data Science Challenge. The topics will range from analyzing historical giving and performing a wealth screening to building a donor pyramid, setting priorities, and conducting a feasibility study. Through their dashboards, you’ll discover that campaign readiness isn’t just fantasy.