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 on March 11, 13, and 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.

All times are in the Central Time Zone. 

Monday, March 11, 2024

Wednesday, March 13, 2024

Friday, March 15, 2024

This event will showcase how the latest AI and large language model technologies can be used to build a genuine understanding about donors. 

The more you know and understand your donors the better you can drive deep, lasting relationships. This is an art as much as a science, so what role can AI play to help deliver true knowledge about an individual or an entity?

Join this webinar to hear from Tom Dredge and Jess Denny at Xapien, an AI-powered background research tool used by leading universities, colleges and non-profits for prospect research and due diligence.  They’ll explore:

1. What it really means to “know your donor” in 2024 
2. The role of AI 
3. Risks & opportunities with using generative AI 
4. A demonstration of how you AI can be used in prospect development 

Sign up now to hear from the experts and see the latest applications of generative AI to prospect research & due diligence in a live product demo. 

*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification

Does a static gift capacity measure or prospect rating drive your wealth screening? 

Accurately identifying top donor prospects is essential for development teams, but it can be very difficult to get a full understanding of an individual’s wealth profile, especially in today's volatile economic climate. The concept of wealth data is not new, but approaches to collecting and cultivating this data have evolved significantly in recent years. Join us to learn about new approaches to wealth data and why “getting it right” is so difficult.

In this webinar we will explore:

● Historical approaches to data and why some methodologies tend to be inaccurate
● The 4 V's of data and why it is challenging to maintain accuracy
● Examples of data sources that are tough to analyze or incorporate in to screenings
● Newer approaches to Wealth Screening that can supercharge your fundraising efforts
● The benefits of incorporating career intelligence into your fundraising strategy for a full view of your constituents’ affluence and influence

*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification

AI is a powerful tool that can help you cut through the noise to find the constituents most likely to give to

your cause. Unfortunately, most nonprofit organizations are not equipped to leverage AI or understand its
impact.
Join Windfall team members to hear their insights on how nonprofits can leverage AI to predict those
most likely to give to your organization. Our speakers will demystify common terms, explore the latest
hype cycle, and share how Windfall is making artificial intelligence more accessible to nonprofits without
sacrificing accuracy and quality. You’ll leave this session empowered to explore, implement, and measure
the results of AI initiatives for your organization.

This session explores:

● What AI is and what the hype is all about
● How Windfall makes AI more accessible to nonprofits
● How to map the existing market and solutions for AI
● Understanding the types of questions to ask vendors during evaluations
● Best practices around implementing AI models and measuring results

*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification

Join Nexis Solutions for an immersive webinar where we'll uncover emerging trends and insights that can safeguard your nonprofit organization from risks and supercharge your fundraising efforts with the power of trust-based relationships.

In this webinar, you will learn:

• What types of financial, legal, or reputational harm a donor, partner, or board member could bring into your nonprofit organization, and the resources that help to mitigate and prevent that risk.

• The importance of researching every aspect of your donor possible to find and confirm key information that contributes to success in your fundraising strategy.

• How to leverage tools and data to conduct comprehensive due diligence on your prospects, donors, partners, and board members, and to build trust-based relationships that lead to long-term support and impact.

Register now and get ready to take your nonprofit's research to the next level.

Learning Objectives:

1. Doing Your Due Diligence in Evaluating Risk: Understand what types of financial, legal, or reputational harm a donor, partner, or board member could bring into your nonprofit organization, and the sources that help to mitigate and prevent that risk.

2. Doing Your Due Diligence to Validate Information, Wealth, and Relationships: Discover the importance of researching every aspect of your donor possible to find and confirm key information that contributes to success in your fundraising strategy.

*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification

Join us for this highly anticipated prospect development industry event! Geared around thought leadership and growth within the prospect development space, the Partner Industry Panel will feature four thought leaders from various supporting organizations within the philanthropy space. The panelists will discuss the various trends they are seeing in the philanthropy world, ways to combat various challenges currently being faced by industry professionals and share tips based upon their own experiences. Moderated by Prospect Development 2023 Conference Planning Committee Chair Stephanie Brouwer (Creative Fundraising Advisors), this is an event you won’t want to miss.

Tribal nations in the US have long been misunderstood by the general public, so it's no great surprise that myths and questions persist even in the world of philanthropic fundraising. With 574 federally recognized tribes spread throughout the country, tribal nations constitute an overlooked and underutilized prospecting pool for institutional partnership and fundraising. From strategies to identify tribal philanthropic interests and giving capacity to historical and ethical considerations when working with tribes, this session will empower researchers and position institutions to better navigate relationships and fundraising with tribal nations in the US. Drawing upon the presenter's insights as an Osage tribal citizen and the University of Oklahoma Foundation's long-standing relationships with tribal nations in Oklahoma, attendees will learn about historical and contemporary tribal-federal relations that have economically positioned tribes where they are today, unique legal and business phenomenon that can be leveraged to identify tribal wealth and philanthropic indicators, and ethical and cultural factors that may illuminate pathways to connecting with tribes.

This session will introduce concierge medicine, one of the fastest-growing fields of medical practice, and the untapped potential this industry provides for prospect research professionals in the healthcare sector. The concierge medicine market was worth an estimated $6 billion in 2022 and is expected to reach $13.3 billion by 2030. An annual concierge retainer can start at $80,000/year and increase from there. This session will highlight my experience as a former assistant to a private practice concierge doctor in Beverly Hills, California. This includes having worked closely with the physicians and staff to provide personalized, high-level care. This highly tailored service also required conducting biographical and financial research on VIP patients. This experience serendipitously provided key/new insights in identifying high net worth individuals and organizations as a prospect researcher for the University of Southern California's Campaign for Health.

In 2021, cryptocurrency seemed to be at the top of the world. But with the recent bank failures and bankruptcies, it's hard not to wonder if this is the end of crypto? Or just another bubble? Or is this a merely correction? In this session, Elisa Shoenberger will why (or why not)nonprofits should think about crypto, and what researchers can do and what the future might be. Researchers will come away with a better understanding of what cryptocurrencies are, how they work, and how to think about them in fundraising.

In this breakout session, the presenters will describe how they built new prospect research and management programs at their respective institutions with a team of only one. They will discuss the best first steps to take, including an initial data review, wealth screening, educating other staff, and policy/procedure creation and implementation. The presentation will detail how to handle and prioritize wealth screening results, adapt industry best practices for a small organization, and work best with a Development team who may not have much experience with prospect research and management. The presenters will also discuss how to handle the challenges of being a solo researcher with a limited budget and limited time, in addition to overcoming resistance to procedural change.