Prospect Research

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  • Contains 9 Product(s)

    Are you a prospect development professional looking to level up your metrics game? Apra's premier virtual event, Plug In to Metrics, is just what you need! On November 1 and 2, immerse yourself in two full days of expert-led learning and networking that will take your skills to the next level. Our faculty of seasoned experts will provide comprehensive sessions on the hottest topics in prospect development metrics, including how to shape metrics that measure pipeline growth and performance, identify optimal performance metrics, implement systems to track critical campaign metrics and organize visualized metrics into useful delivery systems. Plus, you'll learn how to effectively communicate and analyze metrics to provide valuable insight. The best part? Since Plug In to Metrics is a virtual event, it's easy to participate from anywhere without any travel involved. Don't miss out on this unique opportunity to connect with other professionals in your field and enhance your skills. Stay tuned for more information, including details about our education and speaker lineup. In the meantime, secure your seat by registering for the event and use #PlugIn23 to share your excitement about the excellent education you'll receive. Don't wait – register now!

    Are you a prospect development professional looking to level up your metrics game? Apra's premier virtual event, Plug In to Metrics, is just what you need! On November 1 and 2, immerse yourself in two full days of expert-led learning and networking that will take your skills to the next level.

    Our faculty of seasoned experts will provide comprehensive sessions on the hottest topics in prospect development metrics, including how to shape metrics that measure pipeline growth and performance, identify optimal performance metrics, implement systems to track critical campaign metrics and organize visualized metrics into useful delivery systems. Plus, you'll learn how to effectively communicate and analyze metrics to provide valuable insight.

    The best part? Since Plug In to Metrics is a virtual event, it's easy to participate from anywhere without any travel involved. Don't miss out on this unique opportunity to connect with other professionals in your field and enhance your skills.

    Stay tuned for more information, including details about our education and speaker lineup. In the meantime, secure your seat by registering for the event and use #PlugIn23 to share your excitement about the excellent education you'll receive. Don't wait – register now!

    Schedule of Events:

    All times are in Central Standard Time

    Additional Session Details are to be added as confirmed

    Wednesday, November 1, 2023

    10:15 a.m. - 11:00 a.m.

    Opening Keynote

    11:10 a.m. - 12:00 p.m.

    Education Session

    Education Session

    1:30 p.m. - 2:30 p.m.

    Education Session

    Education Session

    2:40 p.m. - 3:30 p.m.

    Closing Session

    Thursday, November 2, 2023

    10:00 a.m. - 10:50 a.m.

    Education Session

    Education Session

    12:25 p.m. - 1:00 p.m.

    Closing Session

  • Contains 2 Component(s) Includes a Live Web Event on 07/11/2023 at 2:00 PM (EDT)

    Join us for a panel featuring professionals from two universities and a performing arts organization about challenges and successes in the diversity, equity, inclusion, belonging, justice, and access space. Topics covered will include general practices and lessons learned that attendees can consider applying to their organizations: • Alumni and Constituent Relations • Data Governance • Marketing • Prospecting and Prospect Research • Diversity in Portfolios

    Join us for a panel featuring professionals from two universities and a performing arts organization about challenges and successes in the diversity, equity, inclusion, belonging, justice, and access space. Topics covered will include general practices and lessons learned that attendees can consider applying to their organizations:

    Alumni and Constituent Relations

    Data Governance 

    Marketing 

    Prospecting and Prospect Research 

    Diversity in Portfolios

    Kate McConnell (Moderator)

    Associate Director, Prospect Management

    Planned Parenthood Federation of America

    Casey Hayes-Deats

    General Manager and Lead Grant Writer

    Contemporary American Theater Festival

    Vicki Willman

    Director of Development

    Contemporary American Theater Festival

    Kelli North

    Assistant Director of Development Research, DEI Initiatives

    University of Michigan

    Val Cushman

    Sr. Director of Alumni Engagement & Inclusion Initiatives

    William and Mary

    Kat Walsh

    Senior Executive Director, Diversity, Equity, and Inclusion

    University of Michigan

    Ryann Greifenburger

    Interim Director of Gift Administration

    William and Mary

    Matthew Lambert

    Vice President for University Advancement

    William and Mary

  • Contains 2 Component(s) Includes a Live Web Event on 06/20/2023 at 12:30 PM (EDT)

    Generative AI will have a pronounced impact on fundraisers' work, particularly those who work with data and do prospect research leading to a donor cultivation strategy. The technology has many benefits, for example saving time by automating a lot of tasks such as customizing communication, prospect research, and creating a donor stewardship schedule. It will also open up many dilemmas and questions about responsible use. Join presenters Allison Fine and Beth Kanter to gain an understanding of the new suite of digital tools for fundraising and a discussion about how fundraisers can adopt AI in a knowledgeable, reflective, and ethical way.

    Generative AI will have a pronounced impact on fundraisers' work, particularly those who work with data and do prospect research leading to a donor cultivation strategy. The technology has many benefits, for example saving time by automating a lot of tasks such as customizing communication, prospect research, and creating a donor stewardship schedule. It will also open up many dilemmas and questions about responsible use. 

     

    Join presenters Allison Fine and Beth Kanter to gain an understanding of the new suite of digital tools for fundraising and a discussion about how fundraisers can adopt AI in a knowledgeable, reflective, and ethical way.

     

    Allison Fine

    President

    Every.org

    Allison Fine is a trailblazing force in the realm of technology for social good. Allison has been at the forefront of leveraging digital networks to ignite social change. As the President of www.every.org, she spearheads a movement of generosity and philanthropy that ignites a profound transformation in communities. Drawing from her acclaimed co-authored works, including the groundbreaking "The Smart Nonprofit: Staying Human Centered in an Automated World" co-authored with Beth Kanter, and the award-winning "Momentum: Igniting Social Change in the Connected Age," Allison fearlessly navigates the cutting edge of digital networks. Her insights and strategies empower organizations to harness the power of technology to reshape the world and create lasting impact.

    Beth Kanter

    Facilitator, Trainer, Author

    Beth Kanter is an internationally recognized thought leader  and trainer in digital transformation and well-being in the nonprofit workplace. She is the co-author of the award-winning Happy Healthy Nonprofit: Impact without Burnout and co-author with Allison Fine of The Smart Nonprofit.  Named one of the most influential women in technology by Fast Company and recipient of the NTEN Lifetime Achievement Award, she has over three decades of experience in designing and delivering training programs for nonprofits and foundations. As a sought-after keynote speaker and workshop leader, she has presented at nonprofit conferences around the world to thousands of nonprofits. Learn more about Beth at www.bethkanter.org.

  • Contains 4 Component(s)

    Join us for an insightful webinar on how to successfully steer your nonprofit organization through economic volatility and uncertainty. Leverage strategies for building a resilient nonprofit team along tips for mastering donor research. Led by industry experts, this webinar will provide valuable insights and practical guidance for nonprofits looking to thrive in challenging times. *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 our webinar on navigating nonprofit challenges in uncertain times. Discover how to leverage strategies for building a resilient team, and practical tips for mastering donor research. Led by industry experts and based on the latest trends and research, this session will equip you with practical tools and insights to successfully navigate your nonprofit through uncertain economic times.

    In today's uncertain economy, nonprofit organizations face unique challenges when it comes to fundraising. With inflation reaching record highs, layoffs in the tech sector, and talks of a looming recession in 2023, it's crucial for nonprofit leaders to have a clear understanding of how to navigate these challenges and maximize donation opportunities.

    Learn about key take away areas such as:

    • The need for efficiency and depth of data in nonprofit operations.
    • Strategies for hiring, retention, and employee empowerment to build a resilient nonprofit team.
    • The importance of investing in resources and supplemental consulting to harness expert knowledge and insights.
    • Offers practical tips on incorporating tools that add flexibility to employees and audience's workflow.
    • The importance of taking care of nonprofit staff for enhanced performance and productivity.
    • The significance of accurate donor data, including affiliation to issues, donor info, alumni tracking, and relationship mapping.
    • Strategies for mastering donor research to ensure comprehensive and accurate donor data.

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

    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.

    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.

  • Contains 1 Component(s)

    Join Dhruv Sogani and Richard Kepple while they explore the importance of staying updated on news and information in the modern world. While it can be a near impossible task to keep up to date with the never-ending stream of information, technology is here to help! Hear from Carnegie Mellon University and AlmaConnect on current methods for maximizing prospect research in efficient manners – for both national and international prospects. *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 Dhruv Sogani and Richard Kepple while they explore the importance of staying updated on news and information in the modern world. While it can be a near impossible task to keep up to date with the never-ending stream of information, technology is here to help! Hear from Carnegie Mellon University and AlmaConnect on current methods for maximizing prospect research in efficient manners – for both national and international prospects.

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

    Richard Kepple

    Director of Prospect Research

    Carnegie Mellon University

    Richard Kepple has been director of advancement research at Carnegie Mellon University since 2011.  He has worked in the development field for more than 30 years as a prospect researcher and grant writer.   He holds an M.A. and MBA from the University of Pittsburgh.

    Dhruv Sogani

    Co-founder

    AlmaConnect

    Dhruv Sogani is the co-founder of AlmaConnect and leads their Sales & Operations teams. AlmaConnect has been working with institutions of higher education, K-12 schools and not for profits since for a decade globally. Dhruv has previously run successful startups in the SaaS domain. His first venture, Innovese, was acquired by a German media conglomerate Berterlsmann. This process was also featured as a chapter in a book on entrepreneurship called Arise Awake. He has also run initiatives like MoFa (Medical Oxygen for all) during Covid that raised over $ million USD to help the needy across India.  

      

  • Contains 1 Component(s)

    While it can be a challenge to identify potential donors who are likely and ready to donate, for healthcare organizations, identifying highly engaged families who may qualify for major gift programs can be especially difficult. Ann & Robert H. Lurie Children’s Hospital of Chicago has developed a data-driven approach to solving these challenges, leveraging machine learning and AI to focus their efforts and tee up the right individuals for Major Gift Officers and maximize the results of grateful patient programs. In this webinar, you will learn how Lurie Children’s has developed strategies for engaging highly rated, engaged families to fuel fundraising efforts and outcomes.

    While it can be a challenge to identify potential donors who are likely and ready to donate, for healthcare organizations, identifying highly engaged families who may qualify for major gift programs can be especially difficult. Ann & Robert H. Lurie Children’s Hospital of Chicago has developed a data-driven approach to solving these challenges, leveraging machine learning and AI to focus their efforts and tee up the right individuals for Major Gift Officers and maximize the results of grateful patient programs. In this webinar, you will learn how Lurie Children’s has developed strategies for engaging highly rated, engaged families to fuel fundraising efforts and outcomes.

    Laura Koo

    Director of Prospect Development

    Ann & Robert H Lurie Children’s Hospital of Chicago Foundation

    Laura Koo is the Director of Prospect Development with the Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation. Since joining Lurie Children’s in 2017, Laura has overhauled the department’s research products, prospect management structure, and wealth screening process. Previously, Laura was the Director of Research & Prospect Management for the Art Institute of Chicago for five years, and she spent the early part of her fundraising career with social service organizations.

    Marissa Maybee

    Nonprofit Customer Success Team Lead

    Windfall

    Marissa Maybee is the Nonprofit Customer Success Team Lead at Windfall. She helps Windfall customers leverage their constituent intelligence and design fundraising outreach and segmentation strategies. Marissa has more than a decade of experience working at the intersection of nonprofits and data analytics and holds an MBA from Georgetown University.

  • Contains 1 Component(s)

    The philanthropic landscape has changed over the past couple years, creating urgency for nonprofit fundraisers to work smarter and faster in what is now a more competitive environment. Data and technology are no longer nice-to-haves, but must-haves to achieve your fundraising goals. Are you using technology to hyper-segment and hyper-personalize how you identify and engage donors? The way your nonprofit approaches this shift in the industry and other increasingly important fundraising strategies can set your team up to hit and exceed targets. Join us as we discuss the changing landscape, industry trends and how technology can innovate and boost your strategies forward for planned giving, foundation giving, and corporate fundraising.

    The philanthropic landscape has changed over the past couple years, creating urgency for nonprofit fundraisers to work smarter and faster in what is now a more competitive environment. Data and technology are no longer nice-to-haves, but must-haves to achieve your fundraising goals. Are you using technology to hyper-segment and hyper-personalize how you identify and engage donors?

    The way your nonprofit approaches this shift in the industry and other increasingly important fundraising strategies can set your team up to hit and exceed targets. Join us as we discuss the changing landscape, industry trends and how technology can innovate and boost your strategies forward for planned giving, foundation giving, and corporate fundraising.
    You’ll learn how to:


    • Use wealth screening to find top gift prospects who have the capacity to give, proven philanthropy and an affinity to your cause
    • Search multiple wealth and philanthropic datasets simultaneously or do individual look-ups within 41 datasets to find donor information
    • Generate detailed customizable prospect profiles quickly
    • Generate lists of new prospects in real-time based on custom search criteria and filters
    • Prioritize prospects using customizable scores and easy-to-understand analytics that provide actionable next steps
    • View your donors using multiple lenses simultaneously to uncover new giving opportunities
    You will not want to miss this session if you want to take your fundraising efforts to the next level in 2023!

    Robert MacKinnon

    Senior Account Manager

    iWave

    Robert MacKinnon has been a Senior Account Executive with iWave for over 13 and a half years. I am involved with the Make a Wish local PEI Chapter and the alumni association of UPEI. I am passionate about working with nonprofits to help them increase their reach and goals.  

  • Contains 1 Component(s)

    Political elections, economic recessions, and socio-political events all impact philanthropy. In what ways do any and all of these impact planned, annual, and major giving? How can fundraising professionals plan for and respond to the continued polarization of political and social viewpoints and donor perceptions? How should nonprofit leaders respond when new issues or trending topics in society divert a donor’s established funding passions? Please join expert industry leaders – Ann A. Deppman and Wayne Olson – in a timely panel discussion about these issues and more!

    Political elections, economic recessions, and socio-political events all impact philanthropy. In what ways do any and all of these impact planned, annual, and major giving? How can fundraising professionals plan for and respond to the continued polarization of political and social viewpoints and donor perceptions? How should nonprofit leaders respond when new issues or trending topics in society divert a donor’s established funding passions? Please join expert industry leaders – Ann A. Deppman and Wayne Olson – in a timely panel discussion about these issues and more! 

    Ann A. Deppman, JD

    Assistant Vice President of Planned Giving

    Virginia Commonwealth University

    Ann A. Deppman, J.D., serves as Assistant Vice President, Planned Giving at Virginia Commonwealth University.  At VCU Ann has been charged with building the university’s first comprehensive gift planning program with an emphasis on collaborative fundraising in a highly matrixed organization. Previously, Ann led gift planning efforts at the MCV Foundation on VCU’s medical campus and at Oberlin College. At Oberlin, Ann oversaw a program that was consistently recognized as an industry leader with one of the highest constituent participation rates in planned giving among peer institutions. Ann’s prior experience at Oberlin includes serving as a dean, program director, and pre-law advisor. Ann began her career as general practice attorney. Ann graduated with a B.A. from Middlebury College and received her J.D. from Vermont Law School. She is member of the National Association of Charitable Gift Planners and a board member of the Virginia Gift Planning Council. In her free time Ann enjoys baking, walking her dogs, and spending time with her husband and children.

    Wayne Olson, JD

    Chief Development Officer

    New Life Ministries

    Wayne is the Chief Development Officer for New Life Ministries, a national charity devoted to helping people with mental health and life coaching from a Christian perspective. Wayne heads fundraising for the organization. Prior to that, Wayne headed planned giving for Intermountain Health Care Foundation, one of the largest healthcare systems in the world. He has served as a consultant to corporations and charities where he advised them on fundraising, sales, customer service and building stronger relationships with customers and constituents. He is a leading expert on planned giving and donor relations. An attorney with more than 20 years’ experience, he has worked with donors on tens of millions of dollars in donations and helped countless nonprofits build effective and dynamic fundraising and planned giving programs.

     

    He is a sought-after trainer, consultant and speaker on motivation, customer service and leadership. In 2014, Fundraising Success Magazine honored him by awarding Wayne “The Most Inspirational Speaker of the Year.” Wayne is the author of six books including: Fundraising for Nonprofit Board Members, which is available on Amazon and at Wayneolson.com. His other works include: The Disney Difference, How to Give a Great Speech or Presentation, Big Gifts, Small Effort, and Think Like a Donor. His newest book, Words of Encouragement, is now available.

     

    Wayne has worked as a consultant or trainer for dozens of charities in Canada and the U.S. Hundreds of charities depend on Wayne to broaden and grow their fundraising. They use his writing in their websites, magazines, brochures and newsletters. He has been published in many periodicals including Planned Giving Today, Advancing Philanthropy, Nonprofit Times, 256 Magazine, and has twice been featured in the Chronicle of Philanthropy.

     

    Wayne has spoken to AFP International Conferences, Mensa, NASA, AFP Congress Toronto, Space and Missile Defense, Synovus Bank, Leadership Huntsville, Rotary conferences, Nonprofit University, National Philanthropy Day and many more.

     

    Wayne has served on the boards of three charitable organizations and volunteers for several more. Wayne earned an undergraduate degree from the University of Florida and a law degree from Stetson University College of Law. He is an Eagle Scout and the father of two Eagle Scouts.

     

  • Contains 1 Component(s)

    For 25 years predictive analytics has enabled nonprofits and higher education to identify planned giving prospects. As organizational data improves, the models become better as well as more targeted: bequest, annuity and CRT models are available for strategic prospect identification. This webinar will focus on the data behind these models, and the information you can use to better inform your institution of planned giving potential. We will recommend data to be collected, what to do with it, and related strategic implementation ideas to help your organization to increase planned giving revenue.

    For 25 years predictive analytics has enabled nonprofits and higher education to identify planned giving prospects.  As organizational data improves, the models become better as well as more targeted: bequest, annuity and CRT models are available for strategic prospect identification.  This webinar will focus on the data behind these models, and the information you can use to better inform your institution of planned giving potential.  We will recommend data to be collected, what to do with it, and related strategic implementation ideas to help your organization to increase planned giving revenue.

    Katherine Swank

    Principal Strategic Consultant

    Blackbaud

    I'm a consummate learner. I'm always learning something new and known for sharing what I’ve learned with others. From the practice of law to fundraising and management positions with Southwestern University School of Law, American Heart Association, Colorado Public Radio, National Multiple Sclerosis Society (HQ), and now at Blackbaud as a strategic analytics professional for 15 years, I've been learning about the planned gift donor and the data behind them. Planned gifts aren’t made in a vacuum; the speed of knowledge in our industry is increasing as are the tools we use to identify the best prospects for these gift types. Nothing is the same as it was when I started fundraising in 1989. Today, teams of data scientists combine thousands of bits of information with AI and robust analytics to understand the donors that make planned gifts. Lawrence and I are honored to share what we've found out to help us all better understand the planned gift donor and explore the data behind them.

    Lawrence Henze

    Senior Principal Analytics Architect

    Blackbaud

    I am committed to increasing the effectiveness and efficiency of fundraising and ancillary programs using data-driven strategies

     

    Lawrence Henze is the Senior Principal Analytics Architect for Blackbaud. During his career at Blackbaud, he has worked with nonprofits, colleges, and universities in both consultative sales and strategic implementation roles to encourage and facilitate the use of predictive analytics and related tools to promote fundraising success.

     

    Before joining Blackbaud, Lawrence founded Core Data Services, a groundbreaking analytics approach to fundraising, in 1998. (Blackbaud purchased Core Data in 2001, creating Blackbaud Analytics). Lawrence’s experience as a development officer at Carroll University (WI), the University of Wisconsin Foundation (Madison), and the University of Dayton provided the understanding and motivation to use statistics to challenge fundraising axioms and create data-driven solutions.

  • 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.