Prospect Research

Note some products are tagged by multiple domains and may display a different domain image. 

Search by Format
Search by Type
Sort By
  • Contains 2 Component(s) Includes a Live Web Event on 10/19/2022 at 1:00 PM (EDT)

    Please join Apra for another NERD (New, Engaging, Relevant Discussion) Talk. We will gather virtually to discuss all aspects of proactive research. Designed with both new and experienced researchers in mind, this roundtable discussion will be done in small groups with a facilitator in each group. Please bring your questions and ideas, frustrations and celebrations, and enjoy a lunch break chatting with your Apra peers.

    Please join Apra for another NERD (New, Engaging, Relevant Discussion) Talk. We will gather virtually to discuss all aspects of proactive research. Designed with both new and experienced researchers in mind, this roundtable discussion will be done in small groups with a facilitator in each group. Please bring your questions and ideas, frustrations and celebrations, and enjoy a lunch break chatting with your Apra peers.

  • Contains 1 Component(s)

    December is known as National Giving Month for good reason. More than 30% of giving takes place at the end of the year, with Giving Tuesday as an official kick-off. How do you make the most of this critical fundraising season? During our upcoming webinar with APRA, we’ll look at trends that could influence your fundraising and the benefits of expanding donor research across more sources beyond public records, including: -News and company information to help identify corporate donors whose environmental, social or governance (ESG) commitments align with your mission; -Company and executive data, including foundation information, for building executive lists for targeted engagement campaigns; -Wealth indicators to match donation requests to individuals’ priorities and propensity to give; -News and legal information to conduct donor due diligence to protect your organization from reputational damage; -Job histories, education backgrounds, memberships, and affiliations to capture a more complete view of prospective and current donors so you can personalize fundraising appeals; and -Donor profiles featuring visualizations to help you spot critical information faster.

    December is known as National Giving Month for good reason. More than 30% of giving takes place at the end of the year, with Giving Tuesday as an official kick-off. How do you make the most of this critical fundraising season?

    During our upcoming webinar with APRA, we’ll look at trends that could influence your fundraising and the benefits of expanding donor research across more sources beyond public records, including:

     -News and company information to help identify corporate donors whose environmental, social or governance (ESG) commitments align with your mission;

    -Company and executive data, including foundation information, for building executive lists for targeted engagement campaigns;

    -Wealth indicators to match donation requests to individuals’ priorities and propensity to give;

    -News and legal information to conduct donor due diligence to protect your organization from reputational damage;

    -Job histories, education backgrounds, memberships, and affiliations to capture a more complete view of prospective and current donors so you can personalize fundraising appeals; and

    -Donor profiles featuring visualizations to help you spot critical information faster.

    Brett Herzog

    Senior Product Manager

    LexisNexis

    Brett Herzog is a seasoned product development and technology professional – having served at industry-leading companies such as Thomson Reuters, Follett Corporation, and LexisNexis for the past 20 years. He brings a unique perspective to his role (product leader for Nexis® for Development Professionals) based on his experience working on the client and vendor side in legaltech, edtech, and most recently in non-profit and faith-based markets. He lives in Greenville, SC with his wife where they have become obsessed with pickleball as they transition to empty-nesters.

    Margaret Hart

    Customer Success Manager

    LexisNexis

    Margaret Hart has worked with thousands of philanthropic organizations, academic institutions, and businesses during her tenure at LexisNexis. As a Client Success Manager, she combines the knowledge gained as a prospect researcher and non-profit development officer, with an understanding of how development professionals need to use information to maximize donations and nurture relationships.

  • Contains 1 Component(s)

    The folx at Oregon Food Bank (OFB) are thinking a bit differently about their philanthropy approach as they decenter money and center love and equity. Historic performance metrics can influence if relationship managers remain in harmful relationships, feel valued/seen in their work, or stay in philanthropy at all. Hear from a small shop and caused-based organization about their methodology that has informed their donor prospecting, is transforming their fundraising to make it accessible to diverse fundraisers, and how they’re measuring love.

    The folx at Oregon Food Bank (OFB) are thinking a bit differently about their philanthropy approach as they decenter money and center love and equity. Historic performance metrics can influence if relationship managers remain in harmful relationships, feel valued/seen in their work, or stay in philanthropy at all. Hear from a small shop and caused-based organization about their methodology that has informed their donor prospecting, is transforming their fundraising to make it accessible to diverse fundraisers, and how they’re measuring love.

    Melissa Yale

    Prospect Research Developer

    Oregon Food Bank

    Melissa Yale (she/her/hers) is a Prospect Research and Management Developer. She has been in prospect development for 4 years and at Oregon Food Bank (OFB) for 8 years. Prior to joining the prospect development team, she was a frontline fundraiser working with affinity groups to coordinate and manage large annual fundraisers. She was a mechanical engineer developing technology consumer products for 14 years and earned her MBA from Portland State University before finding a profession that fit her purpose.

    Her work at OFB has allowed her to take the systems approach from engineering and apply it to evaluating supporters’ potential, allowing for the creation of new processes and evaluation tools while keeping the bigger picture of community centric philanthropy in mind. Plus, she loves data, making it engaging for all, and figuring out how we can use it to inform decisions.

    A 20 year Oregon transplant, Melissa enjoys spending time at the theater as a volunteer usher, growing tomatoes, cooking experiments, and planning for the next travel adventure around the Pacific Northwest when her parents visit.

    Brandon Baez

    Assistant Manager Prospect Research & Management

    Oregon Food Bank

  • Contains 15 Product(s)

    Get 15 sessions offered at the Prospect Development 2022 Conference, held July 27-29, 2022.

    Get 15 sessions offered at the Prospect Development 2022 Conference, held July 27-29, 2022.

    • PD 2022 Apra Talks: The Context of Change: Perspectives on Philanthropy
    • Advanced Fundraising Reporting
    • Revamping Portfolio Consultations
    • Pipelines and Metrics and Engagement! Oh, my! A Journey Down the Yellow Brick Road to Creating an Action-Driven Performance Development Reporting Suite
    • How to Convert to a New CRM in 4,000 Easy Steps
    • Enabling Advanced Analytic Tools and Access to Data: Bringing technology and people together for better analytics
    • Leadership Buy in through Design Thinking in Advancement
    • Lessons We Should Have Known, But COVID Had to Teach Us
    • Bon Appétit: How to Properly Digest Stock Form Alphabet Soup and Footnote Word Salad
    • Diversifying your Prospect Pool: Methods and Approaches to Social Inclusion in Prospecting
    • How Summa Health Engaged Retired Physicians as Partners in Fundraising
    • The Evolution of Due Diligence at Stanford: Building the Plane While Flying It
    • Free Solo: Campaign Planning On Your Own
    • Insights from a New Prospect Researcher
    • Building Relationships Based on Love
  • Contains 1 Component(s)

    While there are many ways to research net worth and find potential donors, there is an opportunity cost if the data is inaccurate, outdated, or limited to the ultra-wealthy. The University of Michigan's development team tested and measured multiple data vendors to evaluate quality with the goal of improving prospect research as well as DEI initiatives. In this webinar, you will hear what they learned and take away new methods for ensuring data quality and leveraging people insights for fundraising and other critical initiatives within your organization.

    While there are many ways to research net worth and find potential donors, there is an opportunity cost if the data is inaccurate, outdated, or limited to the ultra-wealthy. The University of Michigan's development team tested and measured multiple data vendors to evaluate quality with the goal of improving prospect research as well as DEI initiatives. In this webinar, you will hear what they learned and take away new methods for ensuring data quality and leveraging people insights for fundraising and other critical initiatives within your organization. 

    Craig Leonard

    Senior Director of Prospect Development and Analytics

    University of Michigan

    Craig Leonard is the Senior Director of Prospect Development and Analytics at University of Michigan. Craig provides vision and leadership for the development and execution of strategic and operational plans focused on philanthropic pipeline development. He and his team collaborate with all fundraising programs at the University of Michigan and Michigan Medicine to translate institutional goals into actionable plans. They examine industry trends to create insights that are focused on fundraising analytics, prospect identification, prospect and donor research, relationship management, and prospect coordination. In addition, he also has operational responsibility for campus-wide strategy sessions and the prospect coordination policies of the university.

    Kelli North

    Assistant Director of Development Research

    University of Michigan, DEI Initiatives

    Kelli North is the Assistant Director of Development Research, DEI Initiatives, at the University of Michigan. She assists multiple academic units, as well as the Alumni Association and the Office of Diversity, Equity, & Inclusion, with prospect research, prospecting, and fundraising strategy. Her current areas of focus are diversity, equity, and inclusion and NextGen fundraising. She is the President and former Advocacy Lead on the board of the APRA Michigan Chapter, a member of the FORUM Planning Committee and former Chair of the Research Committee for the Great Lakes Prospect Development Forum, and is also a founding member of APRA Great Lakes Collaborative.

    Mike Vincent

    VP of Customer Success and Growth

    Windfall

    Mike Vincent is Vice President of Customer Success and Growth at Windfall, where he leads all customer-facing initiatives. The Customer Success team pairs with each of Windfall’s customers to provide data-driven insights, strategies, and recommendations for leveraging Windfall’s products to achieve development goals. Mike’s background is in growth strategy at a variety of nonprofits and Fortune 500 organizations. He has also run a variety of fundraising initiatives including comprehensive campaigns, events, and annual funds as a development leader and board member.  

  • Contains 1 Component(s)

    University of Washington is undertaking a CRM conversion project, slated to go live in 2023. Prospect Development was the first area to define business requirements, which then paved the way for re-building reports, creating end-user trainings, and, most importantly, getting the PD team ready to go when the conversion becomes real. Jess will share lessons learned from this huge lift.

    University of Washington is undertaking a CRM conversion project, slated to go live in 2023. Prospect Development was the first area to define business requirements, which then paved the way for re-building reports, creating end-user trainings, and, most importantly, getting the PD team ready to go when the conversion becomes real. Jess will share lessons learned from this huge lift.

    Jessica Balsam

    Senior Director, Prospect Management

    University of Washington;

    Jessica is the Senior Director, Prospect Development at the University of Washington. She and her team of research strategists and prospect management strategists just closed out a ten year, $6.3B campaign. She is past president of Apra-NW and is the 2016 recipient of the Apra Distinguished Service Award.

  • Contains 1 Component(s)

    As prospect development professionals, we are often tasked with providing the most relevant insights into data, finding the “best” prospects, informing strategy, and conducting analyses. All of this is based in data – but are we managing this data, these recommendations, these insights as efficiently as we can? How do you as a prospect development professional or other partner provide actionable data? How do you ensure you’re analyzing the “right” things without wasting time? How do you encourage or influence your partners to ask strategic questions and ensure you can efficiently answer? How do you get access to data without needing customized reports or help from other areas of the organization? What datapoints have consistent definitions, and who decides what those definitions are? How do you tailor work to meet individual needs without overwhelming your team or other teams with personalization for different data? Do you empower gift officers or other partners to do their own research/reporting/analytics? What are the pros/cons of doing so? How do you manage that? Join Katie Princo, Research Team Lead, and Aron Sage, Business Intelligence Team Lead, as they delve into the data landscape at the University of Colorado. Though they will share stories and examples, this presentation will focus more on the philosophy and approach rather than pitching one solution or tool, striving to help attendees improve their own approaches to determine what makes the most sense at their organizations.

    As prospect development professionals, we are often tasked with providing the most relevant insights into data, finding the “best” prospects, informing strategy, and conducting analyses. All of this is based in data – but are we managing this data, these recommendations, these insights as efficiently as we can? How do you as a prospect development professional or other partner provide actionable data? How do you ensure you’re analyzing the “right” things without wasting time? How do you encourage or influence your partners to ask strategic questions and ensure you can efficiently answer? How do you get access to data without needing customized reports or help from other areas of the organization? What datapoints have consistent definitions, and who decides what those definitions are? How do you tailor work to meet individual needs without overwhelming your team or other teams with personalization for different data? Do you empower gift officers or other partners to do their own research/reporting/analytics? What are the pros/cons of doing so? How do you manage that? Join Katie Princo, Research Team Lead, and Aron Sage, Business Intelligence Team Lead, as they delve into the data landscape at the University of Colorado. Though they will share stories and examples, this presentation will focus more on the philosophy and approach rather than pitching one solution or tool, striving to help attendees improve their own approaches to determine what makes the most sense at their organizations.

    Kathryn Frances Princo

    Advancement Strategy Analyst

    University of Colorado

    I’m an Advancement Strategy Analyst who has been with the University of Colorado Strategy team since 2017.  I previously worked on the College of Music Advancement team on the CU Boulder campus.  I graduated with a bachelor's in music composition from the University of Michigan and a master's in music composition from the University of Colorado Boulder.  My primary passions are identifying new donors, building systems to forward on the best leads, and data analysis and integrity.  Outside of work I compose music, play the organ and piano, run, hike, cook, and read.

    Aron Sage

    Business Intelligence Team Lead

    University of Colorado

  • Contains 1 Component(s)

    As prospect researchers, our profession challenges us to recognize and clearly convey capacity-related nuances to frontline fundraisers, a skill that is becoming more valuable as we increasingly rely on automated tools to assist us with financial number crunching. This is perhaps nowhere more apparent than on securities reporting provided to the Securities Exchange Commission, which is frequently replete with seemingly esoteric and dense footnotes that modify the content in a manner that an algorithm is unable to detect. This presentation seeks to provide fellow researchers with a guide to recurring terminology and concepts that sometimes obscure the stock picture but that, when properly interpreted, can more accurately reflect a prospect’s stock related wealth. Think of it as a kind of Securities 102 lecture – we are going beyond describing what a Form 4 is, or how to value basic direct stock grants, and talking in-depth about elements of options conversions, alternative forms of equity compensation, and the great utility of the Code G transaction.

    As prospect researchers, our profession challenges us to recognize and clearly convey capacity-related nuances to frontline fundraisers, a skill that is becoming more valuable as we increasingly rely on automated tools to assist us with financial number crunching. This is perhaps nowhere more apparent than on securities reporting provided to the Securities Exchange Commission, which is frequently replete with seemingly esoteric and dense footnotes that modify the content in a manner that an algorithm is unable to detect. This presentation seeks to provide fellow researchers with a guide to recurring terminology and concepts that sometimes obscure the stock picture but that, when properly interpreted, can more accurately reflect a prospect’s stock related wealth. Think of it as a kind of Securities 102 lecture – we are going beyond describing what a Form 4 is, or how to value basic direct stock grants, and talking in-depth about elements of options conversions, alternative forms of equity compensation, and the great utility of the Code G transaction.

    Jonathan Keane

    Associate Director, Development

    Massachusetts General Hospital

    Since 2018, Jon has served as an Associate Director of Development with Massachusetts General Hospital. He previously worked as an Assistant Director of Research at Boston University. In way-back times, Jon resolved conflicts of interest at Bingham McCutchen LLP (now Morgan, Lewis & Bockius LLP) and, even more anciently, wrote reviews of greasy spoon diners and hole-in-the-wall pizza joints for the Valley Advocate. In his spare time, he loves practicing yoga, smoking beef brisket, and playing lots and lots of guitar, and he has done the latter at Boston area music venues that include the Sinclair, the Middle East, and ONCE Ballroom. Jon has a BA in English and Journalism from Commonwealth College at the University of Massachusetts, Amherst.

  • Contains 1 Component(s)

    The need for due diligence research in fundraising was widely recognized in late 2019, but there were few models for how this new research function would work. Join us to learn how Stanford University's Medical Center Development office worked to create methods, policies and procedures to limit Stanford’s reputational risk and build a robust, flexible due diligence program.

    The need for due diligence research in fundraising was widely recognized in late 2019, but there were few models for how this new research function would work. Join us to learn how Stanford University's Medical Center Development office worked to create methods, policies and procedures to limit Stanford’s reputational risk and build a robust, flexible due diligence program.

    Sandra Larkin

    Associate Director, Prospect Research and Due Diligence

    Stanford Medical Center Development

    Sandra Larkin is an Assistant Director of Prospect Research for Stanford University’s Medical Center Development Office, where she has led the research team’s due diligence program since April 2020. She joined Stanford in 2018 after many years as a consultant, working with nonprofits across the U.S. under the name Larkin Research Associates. A former board member of the New England Development Research Association (NEDRA), Sandra received its Ann Castle Award for her contributions in 2005. Sandra began her career at the Massachusetts Institute of Technology and Harvard University. She is a graduate of Emerson College and a published poet.

    Mavis Ntam

    Assistant Director, Prospect Research

    Stanford University

    Mavis Ntam serves as an Assistant Director, Prospect Research with Stanford University’s Medical Center Development team. Prior to joining Stanford, she served at George Washington University, where she was a Senior Prospect Analyst, and partnered with the medical school, basic sciences, and engineering.  Mavis began her development research career at Dartmouth College, where she also earned her bachelor’s degree.

  • Contains 1 Component(s)

    Free soloing is a form of technical rock climbing where the climbers climb alone without ropes, forcing them to rely entirely on their own individual preparation, strength, and skill. Similarly, in the past two years, the UNICEF USA Prospect Development team has conducted campaign planning, feasibility studies, and campaign prospecting solo - without traditional campaign planning support like external consultants, peer interviews, and other traditional planning methods. In this session, attendees will hear how UUSA launched three campaigns and fundraising initiatives with goals ranging from $3M to $175M and did it with internal resources only. This session is ideal for smaller organizations who do not have the resources for traditional campaign planning but have guts to go it alone!

    Free soloing is a form of technical rock climbing where the climbers climb alone without ropes, forcing them to rely entirely on their own individual preparation, strength, and skill. Similarly, in the past two years, the UNICEF USA Prospect Development team has conducted campaign planning, feasibility studies, and campaign prospecting solo - without traditional campaign planning support like external consultants, peer interviews, and other traditional planning methods. In this session, attendees will hear how UUSA launched three campaigns and fundraising initiatives with goals ranging from $3M to $175M and did it with internal resources only. This session is ideal for smaller organizations who do not have the resources for traditional campaign planning but have guts to go it alone!

    Megan Tedeschi

    Deputy Director, Prospect Intelligence

    UNICEF USA