Prospect Research

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  • Contains 1 Component(s) Includes a Live Web Event on 07/25/2024 at 12:00 PM (EDT)

    Explore exciting prospect development strategies as teams from the California Institute of Technology, Northern Illinois Food Bank, and the University of St. Thomas showcase their innovative dashboards. This webinar demonstrates how leading institutions leverage data visualization and analytics to enhance fundraising and advancement efforts.

    Explore exciting prospect development strategies as teams from the California Institute of Technology, Northern Illinois Food Bank, and the University of St. Thomas showcase their innovative dashboards. This webinar demonstrates how leading institutions leverage data visualization and analytics to enhance fundraising and advancement efforts.

    Priya Balachandran from the Northern Illinois Food Bank is excited to share the dashboards she developed to track her fundraiser's metrics. These dashboards accurately reflect the metrics they track in real time and are relatively simple to build without additional tools for NXT users. Creating and customizing these dashboards within the RE NXT platform requires only a few hours of the NXT advanced dashboard training (freely available to NXT clients) and some hands-on practice to learn the tricks. Her team has gained more timely insights with minimal time and effort with the new dashboards she has created to track their basic metrics, such as Meetings and Solicitations. Previously, these reports were prepared by someone else for several years manually using data extracted through RE queries each month, which was time-consuming and lacked real-time data accuracy.

    Joe and Paula from the University of St. Thomas will showcase a descriptive dashboard designed to provide comprehensive insight into the University of St. Thomas' constituency from a prospect pipeline perspective and describe the context for its development. Developed in Oracle APEX, their constituent matrix offers real-time views of our constituency by gift capacity band, capacity rating verification status, pipeline stage, and assignment status. The matrix segments constituents according to their philanthropic interests and prospect scoring/quality, and it offers robust filtering options across these views by geography, constituent type, interest area, donor type, solicitation readiness, and more.

    Last but not least, join the “Foundation for Mythical Creatures” (Kelly & Jen from Caltech) as they walk through a campaign planning project created as part of last year’s Apra Data Science Challenge.  The topics will range from analyzing historical giving and performing a wealth screening to building a donor pyramid, setting priorities, and conducting a feasibility study.  Through their dashboards, you’ll discover that campaign readiness isn’t just fantasy. 

    Kelly Douglas

    Associate Director of Prospect Analytics

    California Institute of Technology

    Kelly Douglas loves to advance fundraising efforts through data. Currently the associate director of prospect analytics, she has worked for more than a decade at the California Institute of Technology. She earned her master’s degree in data science from the University of Wisconsin. 

    Douglas has served on the Apra Data Science, Content Development and Awards Committees and on the Board of Directors of Apra’s California chapter. She was named Apra’s 2023 Margaret Fuhry Award recipient for industry leadership, mentorship and volunteerism. Her work has been recognized with multiple CASE awards and she is a winner of several dashboarding contests. Douglas also enjoys volunteering with the cats and dogs of Pasadena Humane.

    Jennifer Tan

    Assistant Director of Stewardship

    California Institute of Technology

    Jen is a project management professional with six years of stewardship experience in higher education. A detailed and analytical thought partner, she works towards finding sustainable solutions in her endeavors. She has a Master of Public Administration degree from the California State University, Northridge. And in her spare time, she enjoys taking long walks with her dog, outdoor sports, and growing vegetables.

    Paula Baingana

    Associate Director of Analytics

    University of St. Thomas

    Paula Baingana currently serves as the Associate Director of Analytics at the University of St. Thomas. She brings a wealth of experience in data science and analytics, supported by advanced degrees including a Master of Science in Data Science from the University of St. Thomas, an MBA from the East and Southern African Management Institute, and a Bachelor’s in Civil Engineering from the University of Pretoria. Paula's professional journey is marked by her passion for creative data solutions. She specializes in developing data engineering pipelines and reporting frameworks that support the prospect development team and front-end fundraisers. Additionally, she is dedicated to automating data entry for efficiency, improving data quality, and optimizing data reporting processes for end-users.

    Joe Hennen

    Prospect Research Analyst

    University of St. Thomas

    Joe Hennen is a Prospect Research Analyst at the University of St. Thomas in Minnesota, where he leads pipeline development, prospect identification, and prospect development analytics. Previously, he was a prospect researcher with Carleton College, where he supported all prospect development functions and led analytics initiatives during a comprehensive campaign. Prior to that, he served as a development specialist with a national K-12 educational social venture. Joe has also worked as a grantwriting and prospect development consultant, social program evaluator, and AmeriCorps VISTA. He earned his B.A. in philosophy from the University of Minnesota, Twin Cities and is pursuing an M.S. in Business Analytics from the University of St. Thomas. Joe served as Programming Co-Chair of Apra Minnesota in 2022 and as Vice President in 2023. He was selected as a winner/featured speaker for the 2022 Apra Data Science Now symposium.

    Priya Balachandran

    Prospect Research and Management Specialist

    Northern Illinois Food Bank

    Priya Balachandran is a Prospect Research & Management Specialist at Northern Illinois Food Bank, managing and overseeing all aspects of Prospect Development for the organization. She is a lifelong learner and volunteer who serves on the APRA Illinois board, the APRA International Fundamentals Committee, the Program Committee of the International Thiru Kural Conference, Northern Illinois Food Bank’s Diversity, Equity, and Inclusion Committee, and the Association of Fundraising Professionals (AFP) Continuous Learning Council.

  • Contains 2 Component(s) Includes a Live Web Event on 07/24/2024 at 12:00 PM (EDT)

    Every month, Leslie at Valley Hospital Foundation screens a list of inpatient prospects using Blackbaud's Grateful Patient Solution, ResearchPoint, and Raiser’s Edge NXT. This session maps out the methodology going from a list of over 18,000 patients to 10-20 names that are presented during monthly prospect management meetings. We’ll provide strategies on how to leverage this tool for any type of nonprofit that has a stream of non-donor prospects for potential donor conversion strategies such as a patients, members, ticket buyers, gift shop buyers at hospitals, health centers/associations, museums, athletic events, history centers, gardens/nature preserves, theatres and other performance groups, etc. Leslie will also provide information on how gift officers at the Foundation have had success using Blackbaud solutions and software towards a $125 million campaign goal for a new hospital, which in turn is applicable for capital campaigns with all of these types of organizations and 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.

    Every month, Leslie at Valley Hospital Foundation screens a list of inpatient prospects using Blackbaud's Grateful Patient Solution, ResearchPoint, and Raiser’s Edge NXT. This session maps out the methodology going from a list of over 18,000 patients to 10-20 names that are presented during monthly prospect management meetings. We’ll provide strategies on how to leverage this tool for any type of nonprofit that has a stream of non-donor prospects for potential donor conversion strategies such as a patients, members, ticket buyers, gift shop buyers at hospitals, health centers/associations, museums, athletic events, history centers, gardens/nature preserves,  theatres and other performance groups, etc.  Leslie will also provide information on how gift officers at the Foundation have had success using Blackbaud solutions and software towards a $125 million campaign goal for a new hospital, which in turn is applicable for capital campaigns with all of these types of organizations and 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. 

    Leslie Frucht

    Development Research Coordinator

    The Valley Hospital Foundation

    • Leslie Frucht is an accomplished donor database administrator and prospect researcher with more than 25 years of experience in non-profit fundraising across the healthcare, higher education, and private secondary education spaces. In her current role she is the development operations coordinator and prospect researcher for Ridgewood, NJ-based Valley Health System.  She has been a Raiser’s Edge user since 1996 and prospect researcher since 1999.  Presently she uses her expertise in proactive and reactive prospect research to identify prospects and propel her organization toward its goals – most recently to support a $125 million capital campaign for a new hospital’s construction in Paramus, NJ, which opened in Spring 2024. She has led successful database migrations from other platforms to Raiser’s Edge and has extensive experience in prospect research, database management, gift entry and acknowledgement, and development committee management. She earned an M.A. in Urban Affairs and Public Policy with a specialization in historic preservation, as well as a B.A. in Geography, both from the University of Delaware. She’s a member of the Association of Professional Researchers for Advancement and the Council for Advancement and Support of Education. 

    Carol Belair

    Strategic Consultant, Principal, Analytics Services

    Blackbaud, Inc.

    Carol Belair joined Blackbaud in 2003 and has been in non-profit fundraising, prospect research and analytics since 1995. She has worked with hundreds of clients, written papers, blogs and articles and spoken at many conferences and webinars, including BBCON, APRA and AHP with a focus on co-presenting with Blackbaud nonprofit clients.  She feels that nonprofit clients’ successful usage of Blackbaud analytics and software is where the “rubber meets the road.”  She feel so privileged to help nonprofit organizations on a day-to-day basis achieve their goals by using Blackbaud’s Data Intelligence solutions and ResearchPoint software.  She has a BA in Music from the University of Minnesota and completed graduate studies in marketing communications from University of St. Thomas in Minneapolis, MN.  She lives in a suburb of Minneapolis, MN and in the winter lives in the Space Coast of Florida.  

  • Contains 1 Component(s) Recorded On: 04/18/2024

    Prospect Development is the Engine Driving Fundraising! A comprehensive view of prospect development includes current and future constituents, non-donors, lapsed donors, and donors who have not reached their ultimate gift to your organization. To achieve greater results, it must break through organizational silos. It includes research, analytics, database management, engagement, and all fundraising activities. As a prospect development professional, can you, as a single practitioner or group of colleagues, control all these functions and activities? NO! However, through your diligent work and professionalism, you may lay a substantial foundation that supports greater fundraising ROI through gift maximization and programmatic efficiency. This webinar is all about best practices that you can adopt/adapt to prepare for ultimate giving success as collected and revised by a grizzled 40+ year veteran of nonprofit and higher education fundraising, who encourages you to bring your thoughts and questions to this discussion.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

    Prospect Development is the Engine Driving Fundraising!

    A comprehensive view of prospect development includes current and future constituents, non-donors, lapsed donors, and donors who have not reached their ultimate gift to your organization. To achieve greater results, it must break through organizational silos. It includes research, analytics, database management, engagement, and all fundraising activities.

    As a prospect development professional, can you, as a single practitioner or group of colleagues, control all these functions and activities? NO!

    However, through your diligent work and professionalism, you may lay a substantial foundation that supports greater fundraising ROI through gift maximization and programmatic efficiency. 

    This webinar is all about best practices that you can adopt/adapt to prepare for ultimate giving success as collected and revised by a grizzled 40+ year veteran of nonprofit and higher education fundraising, who encourages you to bring your thoughts and questions to this discussion.*

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

    Lawrence C. Henze, MPA, JD

    Analytics Architect and Senior Principal Consultant

    Blackbaud

    Lawrence Carroll Henze is the Analytics Architect, Senior Principal Consultant for Blackbaud Target Analytics. During his career at Blackbaud, he has worked with nonprofits, colleges, and universities in both consultative sales and consulting 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.

    Lawrence’s particular skill set is based on the use of organizational and third-party data to support strategy development and decision-making which creates a silo-free advancement operation.

    Finally, Lawrence has appeared at major and regional fundraising conferences – such as CASE, AHP, AFP, APRA, CGP – in the United States, Canada, and Australia.

  • Contains 1 Component(s)

    Determining capacity has long been the anchor of a prospect researcher’s role. We would argue that measuring engagement is equally critical to prospect prioritization and solicitation; it is also an important strategy for a more inclusive approach to Advancement and a way that we, prospect management professionals, can contribute to a more equitable sector. In this webinar, we will explore why your organization should consider investing more time and resources into measuring engagement and share examples of how we have worked with a range of clients to incorporate engagement into their prospect management process at the appropriate level for their operation.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification

    Determining capacity has long been the anchor of a prospect researcher’s role. We would argue that measuring engagement is equally critical to prospect prioritization and solicitation; it is also an important strategy for a more inclusive approach to Advancement and a way that we, prospect management professionals, can contribute to a more equitable sector. 

    In this webinar, we will explore why your organization should consider investing more time and resources into measuring engagement and share examples of how we have worked with a range of clients to incorporate engagement into their prospect management process at the appropriate level for their operation.*

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

    Katelyn Martin

    Managing Director, Strategic Information Services

    Campbell & Company

    Katelyn Martin is Managing Director, Strategic Information Services, at Campbell & Company, a national nonprofit consulting firm that helps organizations create greater impact through fundraising, communications, executive search, and strategic information services. In her 10 years with the firm, Katelyn has counseled clients across all sectors in roles ranging from strategic campaign counsel to interim development staff support. As the leader of the Strategic Information Services practice, Katelyn leverages her fundraising expertise and the advanced technical skills of her team to build the internal capacity of our clients to make data-driven decisions and build stronger donor relationships. 

    Prior to joining Campbell & Company, Katelyn worked in frontline and database roles with youth-serving organizations. Katelyn graduated with a Bachelor of Music in Arts Management from Northwestern University. She lives in Chicago with her husband and two children. 

    Carrie Dahlquist

    Senior Counsel

    Campbell & Company

    Carrie Dahlquist brings over 25 years of experience helping organizations use the power of data to drive strategy, provide accountability and ensure transparency. She founded Campbell & Company's Strategic Information Services practice in 2012. Prior to joining the firm, Carrie worked at the University of Chicago in a variety of leadership roles in advancement, including strategic planning, campaign management, annual giving, and major gifts. Her diverse experience and technical skill gives her a unique understanding of how complex information can impact the big picture.

    Carrie holds a Master of Business Administration from the University of Chicago’s Booth School of Business with concentrations in Econometrics, Strategy and Economics, and a bachelor’s degree in Human and Community Development from the University of Illinois at Urbana – Champaign.

  • Contains 1 Component(s)

    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.

    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

    Jess Denny

    Head of Comms & Marketing

    Xapien

    Jess is an experienced communications and strategy professional with a particular interest in corporate intelligence and how technology can enhance and transform working practices and outputs.

    Jess currently leads Xapien’s communications and marketing strategy. Xapien is AI-powered background research tool used by leading universities, colleges and non-profits for prospect research and due diligence. 

    Jess has hands on experience of using Xapien from her former role at international strategic communications company C|T Group where she specialised in complex open source intelligence investigations for corporate and government clients.

    During her seven years in strategic communications, Jess developed experience of all stages of political and corporate campaigns, from research and analysis to strategy development, coordination, implementation, and engagement. Her work has supported clients in complex disputes, investigations and litigation. She has worked on African, Middle Eastern, European and Latin American-focused projects.

    Jess speaks fluent French, has a degree in Philosophy and French from the University of Oxford.

    Tom Dredge

    NFPO Industry Lead

    Xapien

    Tom is an experienced sales and strategy lead who has a keen passion for understanding the place of AI in today’s complex and demanding world.

    Tom currently leads the sales and go to market strategy for the NFP sector Xapien is AI-powered background research tool used by leading universities, colleges and non-profits for prospect research and due diligence.

    Tom began his AI venture at Google where he was part of the original automation team and helped clients understand how to best utilise and work hand in hand with automated processes to enhance, not replace. Tom has since worked with several emerging technologies, launched and scaled go-to-market teams across EMEA.

  • Contains 1 Component(s)

    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

    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

    Chris Ferraioli

    Technical Data Science Manager

    Windfall

    Chris Ferraioli has been at Windfall since 2020, where he is a Technical Manager and Team Lead of Windfall’s Data Science team. 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 worked in data science at Cruise, an autonomous vehicle manufacturer. Chris holds a Ph.D from the University of Maryland.

    Laura Streeter

    Senior Customer Success Manager

    Windfall

    Laura Streeter is a Senior Nonprofit Customer Success Manager at Windfall. She helps her customers become more data-driven in their fundraising outreach and segmentation strategies. Laura has a deep healthcare philanthropy experience, most recently at the University of Colorado Anschutz Medical Campus. Laura enjoys bringing her diverse fundraising background to the table to help customers better leverage Windfall’s data.

  • Contains 1 Component(s)

    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

    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

    Marissa Maybee

    Director of Nonprofit Customer Success

    Windfall

    Marissa Maybee is the Director of Nonprofit Customer Success at Windfall. Her team helps Windfall’s 800+ nonprofit customers leverage the power of data science to design fundraising outreach and segmentation strategies. Marissa has more than a decade of experience working at the intersection of nonprofit strategy and data science and holds an MBA from Georgetown University.

    Kyle Curry

    Senior Director of Nonprofit Sales

    Windfall

    Kyle Curry is the Senior Director of Nonprofit Sales at Windfall, where he supports all sizes of nonprofit organizations as they explore wealth screening, AI, propensity modeling, and marketing lead generation. He has been working for and with nonprofits since 2006, as a fundraiser, event director, board member, and consultative sales leader with a speciality in technology, digital strategy, and data. Kyle

    holds a BA in English Writing from Millikin University.

  • Contains 1 Component(s)

    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. Don't miss this opportunity to take your nonprofit's research to the next level.

    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

    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.

    David Fox

    Product Marketing Manager

    LexisNexis

    David Fox is a Product Marketing Manager for the Nonprofit segment at LexisNexis, a leading provider of data and analytics solutions. Originally from New Jersey, David now lives in Washington DC with his wife, his dog Marco, and his cat Kennedy. David has volunteered with and donated to nonprofits for over 10 years, supporting social, educational, and global causes. With his experience in organizations like the Blackstone LaunchPad powered by Techstars and Memorial Sloan Kettering, David brings a world of innovation and technical knowledge to the nonprofit industry where he hopes to share insight and information that drives the fundraising success of organizations across the country.

  • Contains 1 Component(s)

    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.

    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.

    Stephanie Brouwer (Moderator)

    United Way of Central Indiana

    Chris Green

    Mr

    Xapien

    Chris has 25 years’ leadership experience in businesses providing data-driven insight across Government, Law Enforcement, National Security and Financial Services clients.

    He is currently co-founder and CEO of Xapien – an automated background research platform used by a number of leading universities and non-profits to distil insights from the vast and ever-expanding information space.

    Chris began his career at Detica (now BAE Systems) providing technology strategy advice to Central Government agencies in the aftermath of 9/11.

    He hence led a number of teams delivering fraud, compliance, cyber security and analytics systems into major private and public sector clients. His final role was Managing Director of the Financial Crime division, with 600 staff in 12 countries.

    He left BAE to spend 2 years as Chief Commercial Officer at CallCredit, the challenger credit reference agency, prior to its acquisition by TransUnion for £1Bn.

    Justine Griffin

    Segment General Manager

    Nexis Solutions

    Ashley Fitzgerald

    Strategic Partnership Manager

    Altrata

    Ashley spent ten years in the nonprofit sector and saw that the cold reality for nonprofit organizations is a lack of resources (both human and monetary), donor fatigue, and the ever-changing landscape of public opinion towards social services. She also saw professionals who were resourceful, creative, resilient, and relentless in their pursuit of social justice.

    With Ashley’s working knowledge of nonprofits, experience with fundraising, and technical savvy, she is afforded the privilege of working with CRMs and consultants who are on the cutting edge of data-driven fundraising. 

    When she stepped into a leadership role at a residential treatment facility, it was clear that there was much to learn more about the dynamic, far-reaching nonprofit sector. Ashley studied and graduated the University of San Diego’s master’s program for Nonprofit Management and Leadership. There, she worked with local nonprofits to develop fundraising plans, consult on board member duties, write budgets, and develop bylaws.

    Ashley is a big-picture thinker with an eye on charitable giving trends. 
    She has witnessed first-hand the power of wealth intelligence to help nonprofit organizations reach their fundraising goals.

  • Contains 1 Component(s)

    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.

    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.

    Bill Hamm

    Director of Prospect Research

    OU Foundation