Prospect Research

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  • Contains 9 Component(s) Includes Multiple Live Events. The next is on 11/06/2024 at 11:00 AM (EST)

    Plug In to Due Diligence at Apra's annual virtual two-day event, November 6 and 7. This year's event spotlights the critical role of due diligence in prospect development, offering an array of sessions that will sharpen your skills and expand your toolkit.

    Plug In to Due Diligence at Apra's annual virtual two-day event, November 6 and 7. This year's event spotlights the critical role of due diligence in prospect development, offering an array of sessions that will sharpen your skills and expand your toolkit.

    Over two days of flexible learning, you'll dive deep into:

    • Crafting robust due diligence policies
    • Harnessing cutting-edge technologies for donor vetting
    • Navigating ethical challenges in prospect research
    • Leveraging AI and machine learning to revolutionize your practices

    Connect with fellow professionals, gain actionable insights, and stay ahead of emerging trends in our rapidly evolving field. Whether you're new to due diligence or looking to refine your approach, this event is your gateway to excellence in prospect development.

    Mark your calendars for November 6-7 and prepare to Plug In!

    Click the contents tab above for more details about the agenda.

    Courtney Cutler

    Due Diligence Specialist

    Stanford University

    Courtney has helped build comprehensive due diligence programs at MIT and UC Berkeley, and most recently worked with Stanford University to assess and refine their existing due diligence processes. Prior to due diligence, Courtney worked in prospect development at MIT and the Appalachian Mountain Club in Boston. They currently split their time between Colorado and Idaho and can often be found climbing or running through the mountains with their dog, Stanley.

    Molly Johnson

    Senior Director of Prospect Development

    Massachusetts Institute of Technology

    Molly Johnson is the Senior Director of Prospect Development at MIT where she leads the prospect research, prospect management, and philanthropic due diligence functions.

    Her journey in higher education fundraising has been iterative, from prospect researcher to campaign volunteer manager to fundraiser to AI start up to her current role at MIT. The hallmark of Molly’s career is her ability to employ design thinking to identify problems, develop unique solutions, and co-create value. This highly collaborative style enabled Molly to tackle several complex organizational challenges, including individualized performance metrics with the School of Engineering, which culminated in the Leader of the Year award.

    Today Molly is excited to share her expertise in creating, developing, and sustaining a responsive program to help you assess risk and make decisions that support your organization’s mission.

    Beca Daniel

    Account Executive

    Xapien

    Beca is an Account Executive at Xapien, having worked across customer success, sales and product development, all focused on the non profit and fundraising sector. She now leads on the higher education sector at Xapien.

    During her time at Xapien, Beca has been involved in various aspects of developing the product to better serve universities and nonprofits, acting as a liaison between customers and the product team. Her work has often been focused on adapting the product to the changing world, including integrating fully up-to-date sanctions and watchlist data after the Russian invasion of Ukraine, and adapting adverse media categories to align with the reputational risks universities and nonprofits face in a changing world.

    Beca has a background in research and higher education, with a first class degree in English Literature and an MA in Literature, Criticism and Culture from the University of Cambridge.

    Catherine Flaatten

    Associate Vice President of Prospect Development

    Catherine Flaatten, MPH, CFRE, is the associate vice president of prospect development at BWF where she partners with clients to develop creative solutions to their prospect development challenges. Previously, she served in various roles at The George Washington University, most recently as the managing director of research and relationship management. Catherine has also worked in prospect development at Share Our Strength/No Kid Hungry, the National Psoriasis Foundation, and the BrightFocus Foundation. A regular speaker and author, Catherine currently serves on Apra’s Board of Directors, Fundamentals Committee, and Foundation Board of Trustees. Former volunteer roles include serving as president and programming chair of Apra Metro DC, chairing the aasp Best Practices in Prospect Development and Apra Membership Committees, and serving on Apra’s Body of Knowledge and PD Curriculum Planning Committees. Catherine holds a BA in International Affairs and an MPH in Maternal and Child Health, both from The George Washington University.

    Charles Latham

    Senior Research Analyst, Principal Gifts

    Duke University

    Currently the Senior Research Analyst specializing in Principal Gifts ($10M+ capacity) for Duke Health Development and Alumni Affairs, I have been a prospect researcher for nearly two decades, having started my career at Penn Medicine in Philadelphia, PA in 2007. I joined Duke Health in 2014.  In 2021, working directly with the Vice President, I developed a presentation on reputational risk and due diligence in response to incidents at peer and other institutions, and am currently collaborating with our Stewardship team and Duke University’s development team to craft a robust program for identifying “red flags” and protecting the reputation of Duke Health. I received my B.A. in English w/Cultural and Community Studies with honors from the University of Sussex in Brighton, E. Sussex, UK. I reside in Durham, NC and like to play music in my free time and to practice target archery with my English longbow.

    Kerry Rock

    Chief Executive

    Prospecting for Gold

    Kerry is the Chief Executive of Prospecting for Gold. She has over 30 years’ experience in research, policy and management. She joined Prospecting for Gold in 2012 and currently leads our research consultancy and data protection work. She also runs our training programme, sharing her expertise in webinars and seminars. Before she moved to the UK from Australia in 2005, Kerry worked in the water industry then ran her own research and communication consultancy, supporting leading companies within the research industry. A career highlight was providing customer insights to help determine the future of Australia’s largest water company. Kerry also ran an independent film production company and wrote and produced a feature film that was selected for the Cannes Film Festival. Kerry has written hundreds of user-friendly reports and presented to wide-ranging audiences at national and international conferences, seminars, and board meetings. Kerry volunteers both within the charity sector and in her local community. She is a trustee of Cure Parkinson’s and sits on the Chartered Institute for Fundraising’s Consultants Special Interest Group committee. She is a member of the Market Research Society and president of the UK branch of the University of Melbourne’s Alumni Association. Closer to home, Kerry is a volunteer citizen scientist, helping to protect her local river, the Chess.

    Maria Jornet Escuer

    Researcher

    Prospecting for Gold

    Maria started her career in the financial sector as a risk-based researcher and due diligence specialist. After 10 years at Dow Jones she moved to the charity sector as an independent consultant to support charities on their ethical fundraising and conducting ethical checks.

    Thanks to her background in translation she is fluent in five languages and specifically trained in conducting due diligence across different jurisdictions.

    She joined Prospecting for Gold in June 2024 as a Researcher to add to the company’s due diligence and corporate and trust research services. As a polyglot and food lover, she enjoys travelling to practise her language skills and exploring new cuisines.

    Bethany Andorfer Morley

    Director of Prospect Strategy and Research

    West Chester University Foundation

    Bethany Andorfer Morley works at the West Chester University Foundation as the Director of Prospect Strategy and Research. Driven by a passion for learning new tools and creating innovative systems and strategies, she enjoys collaborating with fundraisers and prospect development professionals. With nearly 20 years of experience in the non-profit sector, including a decade as a frontline fundraiser, she has worked in higher education, health and human services and arts and culture.

    Kevin Vaughn

    Corporate and Foundation Relations Research Analyst

    Notre Dame

    Kevin Vaughn is a Research Analyst in the Department of Development at the University of Notre Dame, where he specializes in prospect research and strategy for the Corporate and Foundation Relations team. He also plays a key role in developing due diligence policies and procedures in collaboration with other university departments. Prior to joining Development, Kevin held administrative roles in graduate programs across the humanities and global affairs. Alongside his expertise in higher education, he holds advanced degrees in music performance.

    Michael J. Foote

    Assistant Vice President, Development Operations and Performance

    Dartmouth College

    Michael (Mike) Foote joined Dartmouth’s Advancement team in 2001 and currently serves as the Assistant Vice President of Development Operations and Performance. In this role, Mike collaborates closely with senior leadership to drive strategic initiatives that enhance fundraising effectveness and operational excellence. He plays a key role in shaping best practices across the department to maximize the impact of Dartmouth’s fundraising efforts.


    Mike also leads Dartmouth’s Research and Prospect Management team, overseeing the identification and cultivation of high-potential donors in alignment with the college’s fundraising priorities. He has held
    Additional roles in his time with Dartmouth included oversight of donor engagement and interim director of Dartmouth’s recognition and stewardship team, where he strengthened the college’s donor-centric approach to relationship-building and stewardship.

    Before transitioning to the non-profit sector, Mike spent five years with the National Basketball Association (NBA), where he directed research initiatives and provided strategic insights for marketing and media sales teams. His work supported the NBA’s domestic and global positioning through client-targeted research. Prior to the NBA, Mike held various roles at Nielsen Media Research, where he focused on television ratings and audience analysis.

    Mike earned a Bachelor of Arts in Quantitative Analysis from St. John’s University and an MBA from the Lubin School of Business at Pace University. He is an active speaker in the development research community, has contributed to the APRA International Conference curriculum committee, and is a member of both APRA and NEDRA.

    Megan Tedeschi

    Managing Director, Prospect Development

    UNICEF USA

    Megan Tedeschi is the Managing Director, Prospect Development for UNICEF USA where establishes the priorities and vision for the prospect development area including moves management, pipeline development, prospect research, data hygiene and reporting standards to drive data-informed fundraising. Working in Prospect Development for over 10 years, Megan has gained expertise in due diligence best practices, corporate and institutional research, philanthropic trend analysis, team building and project management. She previously held Prospect Development roles at The George Washington University, Johnson & Wales University, and the Museum of Fine Arts, Boston. Megan holds a BA in Art History from Boston University. She lives in Portland on an apple orchard with her family.

    John Sammis

    Senior Vice President, Data Analytics

    CCS Fundraising

    John is a Senior Data Scientist for CCS and brings more than 25 years of experience with statistical analysis and predictive modeling. He has devoted more than 10 years of his career to charities, universities, hospitals and other nonprofit institutions, helping them produce models and use the results to achieve their fundraising goals. At CCS, John helps philanthropy and fundraising professionals apply leading-edge data analytics tools to address specific organizational objectives. He is constantly reviewing the latest statistics tools and innovations to ensure that CCS applies the best approach for each client.

    John is part of the CCS Analytics team and is the primary producer of customized predictive models for CCS clients. He is an expert in the areas of exploratory data analysis, interactive model building, model diagnostics and data vetting and cleaning. 

  • Contains 2 Component(s)

    Using wealth screening to identify major gift prospects among new student families is an indispensable part of the back-to-school prospecting process. Beyond that, though, there is opportunity to leverage internal data, relationships, and early outreach to further clarify your prospect list. In fact, sometimes these other inputs provide insights that wealth screening cannot. Join us to hear from a group of institutions representing elementary, secondary, and higher education on their tips for a holistic approach to this busy and vital season in a smaller-sized shop.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

    Using wealth screening to identify major gift prospects among new student families is an indispensable part of the back-to-school prospecting process. Beyond that, though, there is opportunity to leverage internal data, relationships, and early outreach to further clarify your prospect list. In fact, sometimes these other inputs provide insights that wealth screening cannot.  Join us to hear from a group of institutions representing elementary, secondary, and higher education on their tips for a holistic approach to this busy and vital season in a smaller-sized shop.*


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

    Leah Payne

    Director of Prospect Management and Research

    Longwood University

    Leah Payne is the Director of Prospect Management & Research at Longwood University, a small comprehensive public university in Virginia founded in 1839. Leah has served in her current role for over 15 years and has a breath of higher education experience. She spearheads moves management, prospect research, major gift pipeline development, internal prospect giving analytics and external wealth screenings.

    Before finding her latest passion in fundraising, Leah served as an assistance dean of students. Her exposure to financial aid, admissions, student conduct and student advocacy deepened her appreciation for the crucial role philanthropy plays in the success of higher education and non-profit organizations in general. Leah earned a Bachelor of Science in Business Administration from Longwood University and a Master of Education from Virginia Tech. 

    Adri Viswanatha

    Director of Donor Research

    Macalester College

    Adri Viswanatha is the Director of Donor Research at Macalester College, where she is responsible for prospect strategy and portfolio management. Prior to joining the team at Mac, she worked as a prospect researcher at Children’s Cancer Research Fund. Adri began her fundraising career in Wisconsin where she worked on political campaigns at the state and national level. Adri is the current president of Apra-Minnesota.

    Vidya Kagan

    Director of Development Services

    Menlo School

    Vidya Kagan has worked in development for 20 years, specifically in higher education and independent schools. She started her career in Harvard Law School’s development office, where she was responsible for annual giving, reunion fundraising, volunteer management, donor relations, and events.  At Noble & Greenough School, she served as the Director of Annual Giving for 3 years and as the Director of Major Gifts & Campaigns for 2 years. Her responsibilities included leadership solicitations, campaign planning, and volunteer management. She joined Menlo School’s development team in 2013 and is responsible for advancement services, which includes their Salesforce implementation and use, prospect research, and gift processing. Vidya has volunteered for and presented at many industry conferences and webinars, and has written articles related to data, databases, and research. She has collaborated with iWave, Salesforce, Cloud for Good, aasp, CASE, AFP, and Women in Development (Boston, MA).

    Karl Sissman

    Director of Philanthropic Strategy

    Latin School of Chicago

    Karl Sissman currently serves as the Director of Philanthropic Strategy at the Latin School of Chicago. In this role he oversees the annual fund, development operations, and special events. Prior to Latin, Karl held multiple roles supporting fundraising at some of Chicago's most beloved performing arts institutions including Grant Park Music Festival and Chicago Shakespeare Theater. Karl began his career as a licensed educator following the completion of a BM in Music Education from Miami University. Additionally, he is nearing the completion of his MBA at The University of Chicago's Booth School of Business. Outside of work and school, Karl loves exploring Chicago's rich food and beverage scene, seeing live theater, and traveling to see friends and family around the world.

    Katelyn Martin (Moderator)

    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. 

  • Contains 1 Component(s) Recorded On: 08/27/2024

    Want to win more funding for your nonprofit? The first step to success is being able to find good fit funders. In this workshop, you’ll learn how to get “in” with institutional funders and double the number of funding opportunities in your pipeline. By the end of this webinar, you will: - Gain insights into funder perspectives and how to align proposals with funder priorities to increase success rates - Learn effective best practices for prospecting, both in research and evaluation of prospective funders - Hear 7 strategies for initiating and maintaining communication with funders throughout the grant lifecycle. - See how Instrumentl can help you save up to 15 hours per week on finding & tracking new funding opportunities Plus, all of our live attendees get special perks: - Earn 1.0 CFRE point - Personalized funder recommendations for your nonprofit - Access to freebies & resources connected to course content - Win exciting raffle prizes - Build community with like-minded peers in your field - All registrants will receive a recording and copy of the presentation slides after the workshop. *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

    Want to win more funding for your nonprofit? The first step to success is being able to find good fit funders. In this workshop, you’ll learn how to get “in” with institutional funders and double the number of funding opportunities in your pipeline.

    By the end of this webinar, you will:

    • Gain insights into funder perspectives and how to align proposals with funder priorities to increase success rates
    • Learn effective best practices for prospecting, both in research and evaluation of prospective funders
    • Hear 7 strategies for initiating and maintaining communication with funders throughout the grant lifecycle.
    • See how Instrumentl can help you save up to 15 hours per week on finding & tracking new funding opportunities

    Plus, all of our live attendees get special perks:

    • Earn 1.0 CFRE point
    • Personalized funder recommendations for your nonprofit
    • Access to freebies & resources connected to course content
    • Win exciting raffle prizes
    • Build community with like-minded peers in your field

    All registrants will receive a recording and copy of the presentation slides after the workshop.

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

    Rachel Fidler Cannella

    Events & Community Manager

    Instrumentl

    Rachel Fidler Cannella is a skilled educator & nonprofit professional with over a decade in the Arts & Culture sector.

    Prior to joining the team at Instrumentl, Rachel served as Senior Manager of School & Teacher Programs at the Natural History Museums of Los Angeles County, leading educational programming for 150,000+ annual school visitors at two county museum sites. She has also directed creative arts programming for teens & elders at Holocaust Museum LA and designed environmental education courses for early learners at the Portland Children’s Museum, in partnership with the Oregon Zoo.


  • Contains 39 Product(s)

    Get 39 sessions offered at the Prospect Development 2024 Conference, held August 21 - 23, 2024.

    Get 39 sessions offered at the Prospect Development 2024 Conference, held August 21 - 23, 2024. 

    • A KPI Journey - Creating Metrics and Changing Culture with Institutional Fundraisers
    • AI and PD – How All Areas Can Ensure Ethical Practices for AI (Ask the Ethicist Live)
    • Apra Talks: We're All Data Scientists
    • Bridging Eras: Integrating AI with Tried and True Screening Methods
    • Building a Career Pathway Program: A Roadmap to Growing Opportunities for our Teams
    • Building a Prospect Management System as a Team of One
    • Designing Your Own Crystal Ball: From Revenue Forecasting to a Long-Term Growth Model
    • Finding Your (Donor’s) Roots: Practical Applications for Genealogy in Development
    • From Service Provider to Strategic Partner: The Trusted Advisor Journey
    • General Session - Partner Industry Panel
    • How to turn your Database into an Asset
    • Identifying the Next Generation of Principal Gift Prospects
    • In My Teaching Era: Training and Learning in a Small Shop
    • In my Wellness Era: How a Wellness Skeptic Became a Convert
    • It Takes a Village: Expanding the Donor Pipeline through Strategic Partnerships
    • It's Not Just the Numbers! - Income, Psychology, and Giving Behavior  
    • Keynote Presentation: Humanity in Fundraising: Revolutionizing Donor Engagement
    • Lighting Your Own Way – Using Vision to Find Professional Growth Opportunities in Challenging Times
    • Microdata:  Your Key to the Prospects Hidden in Plain Sight
    • Moving from the Cubicle to the Kitchen Table: Pivoting to Remote Work
    • Navigating Inclusive Philanthropy: Addressing Historical and System Biases in Prospect Development and Data Tracking and Reporting
    • Oh the Places You’ll Go: Using Data and Reporting to Inform A Holistic Travel Strategy
    • Optimizing Fundraising Success: A Deep Dive into Performance Metrics
    • Partners in Fundraising: Facilitating an Effective and Collaborative Portfolio Review Meeting
    • Portfolio Health: Your Portfolio Fitness Tracker
    • Prospect Management as the Keystone for Radical Change in Portfolio Management and Fundraiser Performance Management
    • Protecting Our Institutions: Due Diligence and Risk Management Trends and Insights
    • Revolutionize Your Database: Fix Messy Data and Build a Strong Foundation
    • Sailing Through Stock Research
    • Small and Mighty-- Leveraging the Unique Strengths and Challenges of Smaller Shops
    • The (Hidden) Wealth of Nations: Perils, Pitfalls and Opportunities in Using Data to Estimate Gift Capacity
    • The ABCs and 123s of DAFs
    • The Wheels on the Bus: Using Data & Process to Drive a Public-Phase Campaign Prospect Pipeline
    • Unlocking Fundraising Success: Powering Discovery and Referrals with Goal Motivation
    • Unlocking Hidden Potential: How Indiana University Health Foundation's Mid-Level Giving Program Generated Over $93,000 in Six Months
    • Using Analytics to Drive Dynamic Major and Principal Giving Pipeline Development
    • What to Expect When You’re Expecting (a Salesforce CRM)!
    • What's Your Red Flag? Reputational Risk and Philanthropic Due Diligence Best Practices
    • You CAN Have It All:  Building a Proactive Lead Program That Works for Everyone
  • Contains 1 Component(s)

    In this session, Ben lays out some of these challenges and suggest practical ways to address them so your team can understand the scale of the potential in your current or prospective major donor audiences.

    We often hear of the potential and promise of data to boost major gifts, and the need to be data-led in all we do. But published reports, research and datasets used for gift capacity ratings are often based on (very) small samples (and so underestimate the scale of HNW populations), contain important omissions and gaps, or use broadly journalistic methods. Added to this, net-worth figures are often revised significantly (up or down) using undisclosed sources, overlook key asset holdings such as diversified investments, and vary hugely across publications, with figures in Forbes, Bloomberg, Hurun etc., differing by multiple billions of dollars. On top of all this, data on philanthropic giving is extremely limited, or absent, in many global jurisdictions, hampering efforts to scope market potential, benchmark effectively or to create solid business-plans. 

    In this session, Ben lays out some of these challenges and suggest practical ways to address them so your team can understand the scale of the potential in your current or prospective major donor audiences. He describes strategies for prospect research teams to make realistic and ambitious gift capacity numbers for their teams, and draws on his fifteen-year career with European and global nonprofits (big and small!) to suggest innovative solutions to strengthen our ability to aim higher, more consistently in our major and principal gifts work, and ultimately to raise more funds, more often, from high-value constituencies.

    Learning Objectives:

    • Attendees will gain confidence and competence in constructing data-led gift capacity estimates for their teams across the value range - at mid-, major and principal-gift levels.
    • Attendees will learn of the global context for data-led philanthropy and take away specific, actionable strategies to access/analyse data to build more consistent/ambitious gift ratings.

    Ben Rymer

    Senior Manager - Prospect Research & Portfolio Management

    Aga Khan University

  • Contains 1 Component(s)

    This session will discuss the fundamentals of philanthropic due diligence, outline industry best practices, discuss various case studies, and highlight available resources for prospect development professionals.

    Is your organization concerned about reputational or legal risk in engaging or accepting gifts from potential donors? Is your organization looking to establish philanthropic due diligence processes and procedures? This session will discuss the fundamentals of philanthropic due diligence, outline industry best practices, discuss various case studies, and highlight available resources for prospect development professionals.

    Learning Objectives: 

    • Attendees will receive an overview of philanthropic due diligence strategies and learn about emerging best practices.
    • Attendees will have an opportunity to discuss various case studies relating to philanthropic due diligence that can be applied at their organization.

    Gareth Griffin

    Senior Director of Prospect Development

    Massachusetts Institute of Technology

    Gareth Griffin is the Senior Director of Prospect Development at MIT, where he leads the institute's prospect research, prospect management, philanthropic due diligence, and prospect data integrity programs. Prior to heading back east, he was the Senior Director of Prospect Management & Analytics at Santa Clara University and Assistant Director of Prospect Management at UC Berkeley. Before heading west to California, he served as a Prospect Research Analyst at Clemson University. He currently serves as a Trustee of the Apra Foundation and was previously the Chair of Apra’s Ethics & Compliance Committee.

    Charles Latham

    Senior Research Analyst, Principal Gifts

    Duke University

    Currently the Senior Research Analyst specializing in Principal Gifts ($10M+ capacity) for Duke Health Development and Alumni Affairs, I have been a prospect researcher for nearly two decades, having started my career at Penn Medicine in Philadelphia, PA in 2007. I joined Duke Health in 2014.  In 2021, working directly with the Vice President, I developed a presentation on reputational risk and due diligence in response to incidents at peer and other institutions, and am currently collaborating with our Stewardship team and Duke University’s development team to craft a robust program for identifying “red flags” and protecting the reputation of Duke Health. I received my B.A. in English w/Cultural and Community Studies with honors from the University of Sussex in Brighton, E. Sussex, UK. I reside in Durham, NC and like to play music in my free time and to practice target archery with my English longbow.

  • Contains 1 Component(s)

    Join a seasoned researcher/enthusiastic genealogist to learn the basics of family research.

    Join a seasoned researcher/enthusiastic genealogist to learn the basics of family research. Genealogy can have applications to donor stewardship, capital project planning, and vetting of prospects. Explore ways genealogy methods can answer tricky questions in development, and provide valuable insight for development teams.

    Learning Objectives:

    • Attendees will compare tools for genealogical research.
    • Attendees can identify donor family members using genealogical methods.

    Sarah Hughes Daly

    Director of Prospect Development

    Southern Methodist University

  • Contains 1 Component(s)

    Just as the Puget Sound's waters are filled with hidden depths, so too are SEC files brimming with invaluable insights on wealth, stock holdings, and executive journeys. This presentation will equip you with the compass needed to navigate the complex currents of financial data.

    Set sail on the emerald waters of prospect research with 'Sailing Through Stock Research,' your navigational chart through the tumultuous seas of SEC files. Just as the Puget Sound's waters are filled with hidden depths, so too are SEC files brimming with invaluable insights on wealth, stock holdings, and executive journeys. This presentation will equip you with the compass needed to navigate the complex currents of financial data. You'll learn how to harness the power of SEC forms to identify and capitalize on key wealth events such as IPOs, corporate mergers, and pivotal career changes, ensuring you know precisely when to unfurl your sails and approach prospects. 

    Dive deeper as we explore the intricate art of deciphering stock and salary information, guiding you through the murky waters of beneficial ownership and income reporting. With a sprinkle of Seattle's famed coffee to keep us alert, and the occasional sighting of a financial orca in the form of a major wealth event, we'll ensure you're well-prepared to anchor down on the most promising prospects.

    Learning Objectives:

    • Attendees will gain proficiency in leveraging SEC filings to discern pivotal wealth events, including IPOs, mergers, and executive transitions, enhancing their strategic timing for engagement.
    • Attendees will learn techniques for decoding beneficial stock ownership, executive compensation structures, and significant wealth or life events.

    Michie Adams

  • Contains 1 Component(s)

    Donor Advised Funds (DAFs) are transforming the landscape of nonprofit fundraising, influencing donor behavior, shaping studies like Giving USA, drawing attention on Capitol Hill and changing the way that we approach prospect research. But what are they? Why are they growing so quickly? What should we be thinking about when we are researching a prospect with a DAF?

    Donor Advised Funds (DAFs) are transforming the landscape of nonprofit fundraising, influencing donor behavior, shaping studies like Giving USA, drawing attention on Capitol Hill and changing the way that we approach prospect research. But what are they? Why are they growing so quickly? What should we be thinking about when we are researching a prospect with a DAF? We will explore all of these questions in this session.

    Learning Objectives:

    • Attendees can describe the fundamentals of DAFs including the mechanics and logistics of how they function, and the various players within the DAF ecosystem.
    • Attendees can explain how giving to and through DAFs are impacting the philanthropic landscape using facts, figures, trends and research.

    Melissa Bank Stepno

    Director, Analytics & Business Consulting Services

    Blackbaud, Inc.

  • Contains 1 Component(s)

    Identifying the Next Generation of Principal Gift Prospects will explain how to identify prospects that could develop Principal Gift capacity, long before they've done so.

    "Identifying the Next Generation of Principal Gift Prospects" will explain how to identify prospects that could develop Principal Gift capacity, long before they've done so. The University of North Carolina at Chapel Hill'0s Principal Gift Research team will discuss where to find these prospects and how to valuate them. Attendees will also learn how and why to build a similar program, as well as mistakes to avoid while doing so.

    Learning Objectives:

    • Attendees will develop methods to identify Ultra High Net Worth career archetypes.
    • Attendees will identify common mistakes to avoid in program development.

    Z.B. Haislip

    Diane Hummelbrunner

    Keiler Pulling

    Jenny Peterson