Prospect Research

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

  • Apra Premier Webinar: Data Privacy and Ethics

    Product not yet rated Contains 2 Component(s) Includes a Live Web Event on 11/16/2021 at 2:00 PM (EST)

    Join us for the final installment of our special Apra Premier Webinar Series, on the topic of Data Privacy and Ethics, taking place November 16th. This webinar will kick off with an overview of the ethics and data privacy landscape, domestic and international privacy laws, ethical considerations, data privacy, challenges, and more. Attendees will then go into breakout rooms based on their organization type to discuss challenges with ethics, due diligence and data privacy in their sector of the industry. After breakout sessions, Sarah Balogh (New York University) will join the group to talk about how they shaped an ethics/due diligence program at their organization with time for a Q&A with attendees. Finally, we will share an overview of the Apra DEI Data Guide Toolkit and how attendees can apply that within their own work. This webinar is worth (2) CFRE points.

    Join us for the final installment of our special Apra Premier Webinar Series, on the topic of Data Privacy and Ethics, taking place November 16th. This webinar will kick off with an overview of the ethics and data privacy landscape, domestic and international privacy laws, ethical considerations, data privacy, challenges, and more. Attendees will then go into breakout rooms based on their organization type to discuss challenges with ethics, due diligence and data privacy in their sector of the industry. After breakout sessions, Sarah Balogh (New York University) will join the group to talk about how they shaped an ethics/due diligence program at their organization with time for a Q&A with attendees. Finally, we will share an overview of the Apra DEI Data Guide Toolkit and how attendees can apply that within their own work.

    Overview Presenter: Giuliana Bighi (New York University)

    Breakout Room Facilitators: Mary Kiolbasa (Vanderbilt University), Erynn Sarno (Mount Sinai Health System), Laura Owen (UNICEF)

    Case Study Presenter: Sarah Balogh (New York University)

    DEI Data Guide Presenter: Megan Horton (UC San Diego)

    This webinar is worth (2) CFRE points.

    Giuliana Bighi

    Assistant Director of Prospect Research

    New York University

    Giuliana Bighi is an Assistant Director of Prospect Research at New York University, where she leads prospect research for the Faculty of Arts and Science, the Steinhardt School of Culture, Education, and Human Development, the Courant Institute of Mathematical Sciences, and the university's Provost Initiatives. She also leads and manages the team's suite of prospect research trainings for development staff. Prior to NYU, Giuliana held prospect research positions at The New School and City Harvest. She is a member of Apra's Online Content Committee, and previously served as treasurer of Apra of Greater New York, where she also co-chaired ProspectCon 2019, the chapter's annual conference.

    Sarah Balogh

    Sarah Balogh is an Assistant Director of Alumni Programs at NYU, previously serving as a Senior Research Analyst on NYU's Strategic Planning and Analytics team. Sarah holds an MPA in policy analysis and program evaluation from Baruch College and a BA in political science from Bridgewater State University. In a past life, Sarah was broadway-bound! In her spare time, you can find her belting in the practice rooms of NYU, hiking the 'hills' of Queens with her pup Archie, and inhaling as many dumplings as possible during friendly debates about NYC politics.

    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. 

    Mary Kiolbasa

    Director of Research Project, Development and Alumni Relations

    Vanderbilt University

    Mary Kiolbasa is the director of the Research Projects team in the Development and Alumni Relations department at Vanderbilt University. This team identifies potential donors to Vanderbilt University, primarily determining the donor capacity of undergraduate parents. Mary manages other special projects and is a subject matter expert in public records research. 

    Mary began her career with Vanderbilt in June 2015 as a research specialist. Previously, she was a research analyst in the executive intelligence division at HireRight (formerly Kroll Background America), an international background screening company where she performed in-depth investigations and case management. She held a private investigator license with the Tennessee Private Investigator and Polygraph Commission from 2012 to 2015.

    Mary received a B.A. in creative writing and classics from Knox College and an MFA in writing from the School of the Art Institute of Chicago.

    Erynn Sarno

    Senior Director, Prospect Research

    Mount Sinai Health System

    Erynn Sarno has more than a decade of experience in prospect development. As the Senior Director of Prospect Research at Mount Sinai Health System, Erynn and her team are responsible for building the pipeline for the health system’s $2 billion campaign. This is Erynn’s second campaign with Mount Sinai; she had been part of its first campaign which exceeded its initial goal by more than $500M. Erynn loves campaigns, and was part of the planning and silent phases of Northwell Health’s $1B campaign. She has also worked with international science and technology non-profits in China and the Netherlands, where she wrote grants, edited manuscripts, and researched potential donors.

    Laura Owen

    UNICEF

    Laura is a Prospect Research Manager at UNICEF UK and was the Data Protection Officer for the Researchers in Fundraising Committee from April 2016 to November 2019. She has spoken at several RiF and Apra events and is a member of Apra’s Ethics & Compliance Committee. 

  • Apra Premier Webinars Bundle

    Product not yet rated Contains 3 Product(s)

    Check out all three of Apra's Premier Webinars with this exclusive bundle package! This bundle is worth up to (6) CFRE points.

    Check out all three of Apra's Premier Webinars with this exclusive bundle package!

    November 2, 2021: Building Community: A Culture of DEI in the Workplace

    November 9, 2021: Building a High Performing Team in the New Normal

    November 16, 2021: Data Privacy and Ethics

    All three webinars taking place 2pm-4pm EST. 

    This bundle is worth up to (6) CFRE points.

  • 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.

  • Prospect Pools: Diving Into the Deep End

    Product not yet rated Contains 1 Component(s) Recorded On: 09/15/2021

    What do you do when gift officers come to you looking for new prospects? At VCU new leadership charged the prospect research teams with creating self-serve discovery pools that gift officers could come to when they needed fresh prospects. Having a prospect pool creates a pipeline for your gift officers that is continually refreshed and doesn’t require responding piecemeal to individual requests. Attendees of this session will learn how these two institutions developed and organized their prospect pools. Researchers from both institutions will discuss how to ensure data quality, accurate tracking of prospects through the pipeline, and a steady flow of new prospects. Learn from experienced researchers about the opportunities and challenges of creating a prospect pool for your gift officers. This webinar is worth (1) CFRE point.

    What do you do when gift officers come to you looking for new prospects? At VCU new leadership charged the prospect research teams with creating self-serve discovery pools that gift officers could come to when they needed fresh prospects. Having a prospect pool creates a pipeline for your gift officers that is continually refreshed and doesn’t require responding piecemeal to individual requests. Attendees of this session will learn how these two institutions developed and organized their prospect pools. Researchers from both institutions will discuss how to ensure data quality, accurate tracking of prospects through the pipeline, and a steady flow of new prospects. Learn from experienced researchers about the opportunities and challenges of creating a prospect pool for your gift officers.

    This webinar is worth (1) CFRE point. 

    Benjamin Bromely

    Associate Director of Prospect Research

    Virginia Commonwealth University

    Ben Bromley is the Associate Director of Prospect Research at Virginia Commonwealth University, a position he has held since November 2019. Prior to that, he was the Assistant Director of Prospect Research, a Development Research Analyst at VCU, a State Records Archivist at the Library of Virginia, and a Public Services Archives Specialist at the College of William & Mary. He holds a BA in History and Religious Studies from the College of William & Mary and a MSIS from the University of North Carolina at Chapel Hill.

    Adrienne Robertson

    Senior Prospect Research Analyst

    Virginia Commonwealth University

    Adrienne Robertson is a Senior Prospect Research Analyst at Virginia Commonwealth University, a position she has held since March 2018. Prior to that, she was a museum educator at The Library of Virginia and Henricus Historical Park, as well as managing the lumber department at Lowes. She received a BA in History and Women’s Studies from Furman University and an MA in American History from the University of Richmond. She recently received a Certificate in Nonprofit Management from The L. Douglas Wilder School of Government and Public Affairs at VCU. 

  • 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.

  • Reputational Risk Research Tools

    Product not yet rated Contains 1 Component(s) Recorded On: 08/23/2021

    Prior to her work in higher education, Mary spent several years working for one of America's leading background screening firms, HireRight. As an industry expert, she will offer practical tips and training for how to complete public records searches in-house. The session will include an overview of the complex court structure in the U.S., as well as a live demonstration of how to perform online court record searches and analyze sample cases. Attendees will be able to identify opportunities to expand their existing research products with free resources for public records data. This webinar is worth (1) CFRE point.

    Prior to her work in higher education, Mary spent several years working for one of America's leading background screening firms, HireRight. As an industry expert, she will offer practical tips and training for how to complete public records searches in-house. The session will include an overview of the complex court structure in the U.S., as well as a live demonstration of how to perform online court record searches and analyze sample cases. Attendees will be able to identify opportunities to expand their existing research products with free resources for public records data.


    This webinar is worth (1) CFRE point.

    Mary Kiolbasa

    Director of Research Project, Development and Alumni Relations

    Vanderbilt University

    Mary Kiolbasa is the director of the Research Projects team in the Development and Alumni Relations department at Vanderbilt University. This team identifies potential donors to Vanderbilt University, primarily determining the donor capacity of undergraduate parents. Mary manages other special projects and is a subject matter expert in public records research. 

    Mary began her career with Vanderbilt in June 2015 as a research specialist. Previously, she was a research analyst in the executive intelligence division at HireRight (formerly Kroll Background America), an international background screening company where she performed in-depth investigations and case management. She held a private investigator license with the Tennessee Private Investigator and Polygraph Commission from 2012 to 2015.

    Mary received a B.A. in creative writing and classics from Knox College and an MFA in writing from the School of the Art Institute of Chicago.

  • This is the Way: Developing a Proactive Prospecting Program

    Product not yet rated Contains 1 Component(s) Recorded On: 07/29/2021

    ​Learn about the recent initiatives introduced by our prospect research team to shift the focus from reactive to proactive work in order to build the prospect pipeline as we finish out our current campaign and look ahead to the next.

    Learn about the recent initiatives introduced by our prospect research team to shift the focus from reactive to proactive work in order to build the prospect pipeline as we finish out our current campaign and look ahead to the next.

    Initiatives include: periodical review, alerts, and prospect information dissemination; monthly prospect referrals and tracking; and specialized prospect identification meetings for principal gifts team and international prospect program.

    This webinar is worth (1) CFRE point. 

    Amanda LeGasse

    JD/MLS

    University at Buffalo

  • News vs. Noise: Action-Oriented News Alerts

    Product not yet rated Contains 1 Component(s) Recorded On: 07/29/2021

    With so many different news sources to scour, many tracking tools and subscriptions at our fingertips - what’s the best way to filter the news from the noise? Once we’ve done that, how can we push our alerts into action items for development officers, without falling into information overload? Join us for a session on how to set yourself up for success with strategic news alerts. We will share our process and guidelines for how to set up alerts on top prospects, the importance of defining news alert categories and appropriate distribution groups, as well as how to capture development officers’ attention with direct, to-the-point action items. This session will show simple, effective techniques for how Prospect Development can drive action through alerts, put our recommendations front-and-center and build trust with development officers.

    With so many different news sources to scour, many tracking tools and subscriptions at our fingertips - what’s the best way to filter the news from the noise? Once we’ve done that, how can we push our alerts into action items for development officers, without falling into information overload? Join us for a session on how to set yourself up for success with strategic news alerts. We will share our process and guidelines for how to set up alerts on top prospects, the importance of defining news alert categories and appropriate distribution groups, as well as how to capture development officers’ attention with direct, to-the-point action items. This session will show simple, effective techniques for how Prospect Development can drive action through alerts, put our recommendations front-and-center and build trust with development officers. 

    This webinar is worth (1) CFRE point.

    Jenny Ma

    MSKCC

    Brianna Chew

    University of California Irvine

  • Diversity, Equity, and Inclusion for Prospect Researchers in Healthcare

    Product not yet rated Contains 1 Component(s) Recorded On: 07/29/2021

    ​Many hospitals and healthcare organizations are beginning to explore how to more authentically represent the communities and patients they serve. This includes examining fundraising practices with the goal of becoming more inclusive and welcoming to a variety of donors. As such, how to meaningfully incorporate principles of diversity, equity, and inclusion has become an increasingly significant question for prospect researchers. Prospect researchers at healthcare institutions have many opportunities to drive change in fundraising practices at their organizations in this area. At the same time, to make progress, healthcare fundraising shops and prospect researchers must be prepared to tangle with tough questions and issues.

    Many hospitals and healthcare organizations are beginning to explore how to more authentically represent the communities and patients they serve. This includes examining fundraising practices with the goal of becoming more inclusive and welcoming to a variety of donors. As such, how to meaningfully incorporate principles of diversity, equity, and inclusion has become an increasingly significant question for prospect researchers. Prospect researchers at healthcare institutions have many opportunities to drive change in fundraising practices at their organizations in this area. At the same time, to make progress, healthcare fundraising shops and prospect researchers must be prepared to tangle with tough questions and issues.

    This session will review strategies and ideas for incorporating diversity, equity, and inclusion principles in prospect development practices at healthcare organizations. It will examine:
    • diversifying donor pools and boards
    • refining research and portfolio management tactics to address unconscious bias
    • benchmarking and goalsetting 

    This session will also highlight and discuss some of the challenges encountered by prospect researchers in healthcare fundraising shops in diversity, equity, and inclusion work, as well as potential approaches for managing these challenges. This includes:
    • acknowledging the larger context that fundraising is taking place in, including understanding the historic distrust of healthcare institutions among certain populations
    • defining prospect research's role in organizational change
    • navigating privacy laws and the ethical collection and storage of data

    This webinar is worth (1) CFRE point.

    Kristal Enter

    Massachusetts General Hospital