Winter 2025 Apra Fundamentals: Prospect Research
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Register
- Non-member - $610
- Professional Member - $475
- Associate Member - $475
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 this Winter 2025: February 24, 26, and 28.
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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Contains 6 Component(s), Includes Credits Includes Multiple Live Events. The next is on 02/24/2025 at 11:30 AM (EST)
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 2025 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 this Winter 2025. Exact dates will be forthcoming shortly. 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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Contains 34 Component(s), Includes Credits
Length: approximately 4 hours The Apra Fundamentals: Prospect Research online learning modules focus 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.
All times are in the Central Time Zone.
Monday, February 24, 2025
10:30 a.m. - 12:00 p.m. | Welcome and Introduction Ethics, Privacy and Security Best Practices Through the use of case studies, participants, and faculty will explore regulations, considerations, and best practices for responsibly using data for fundraising. Prospect Identification Participants work in small groups to develop strategies to identify top prospects for assigned scenarios. |
12:00 p.m. - 12:30 p.m. | Optional Q&A: What is your toughest prospecting challenge? |
Wednesday, February 26, 2025
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. Portfolio Management Faculty will share best practices for portfolio management and portfolio strategy meetings. |
12:00 p.m. - 12:30 p.m. | Optional Q&A: What challenges have you experienced with development officers? Stump us! |
Friday, February 28, 2025
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. Capacity Ratings 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. |