Prospect Research

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  • Contains 1 Component(s)

    In this insightful panel, industry leaders Dondi Cupp, Matt White, and Rachel Richards will be sharing their insights on maximizing prospect development's organizational impact. With Rachel Brandell-Mayers moderating, we'll be diving into the VP of development's perspective on development officer effectiveness and portfolios, as well as the role of prospect development overall. The panel will also be discussing data and information in the fundraising process, as well as where fundraising is headed in the future. *This webinar is worth (1) CFRE Point

    In this insightful panel, industry leaders Dondi Cupp, Matt White, and Rachel Richards will be sharing their insights on maximizing prospect development's organizational impact. With Rachel Brandell-Mayers moderating, we'll be diving into the VP of development's perspective on development officer effectiveness and portfolios, as well as the role of prospect development overall. The panel will also be discussing data and information in the fundraising process, as well as where fundraising is headed in the future.

    *This webinar is worth (1) CFRE Point

    Dondi Cupp

    Sr. Vice President of Development

    Oregon Health & Science University Foundation

    A veteran of public higher education fundraising, Dondi Cupp serves as senior vice president of development at the OHSU Foundation where he is responsible for leading comprehensive fundraising activities and strategic philanthropic initiatives that support OHSU’s multi-faceted mission and advance a broad range of education, research, and clinical activities.    

    Before joining OHSU, Cupp served as associate vice president at the University of Michigan, where he played a leadership role in the Victors for Michigan campaign, the first campaign at a public university to raise $5 billion.  At Michigan he led the national major gifts team and supervised constituency fundraising programs including annual giving, foundation relations, parent and family giving, student life, and the Business Engagement Center.  He also led the operations teams including finance and administration and talent management.  

    Cupp came to Michigan from the University of Washington, where he led the office of corporate and foundation relations and advancement teams in the health sciences. He joined the University of Washington in 1999 as director of development for the sciences. While at the Washington, Cupp founded the Advancement Leadership Class, a comprehensive leadership development program for advancement staff. In 2012, he was nominated by his peers for the UW's David B. Thorud Leadership Award. In 2006, he received the Marilyn Batt Dunn Endowed Award for Excellence in University Advancement.

    Earlier in his career, Cupp served as associate director of the Western Washington University Foundation and as director of the annual fund at his alma mater, the University of Oklahoma.   Dondi holds a bachelor's degree in journalism and public relations.  He is a fellow of the Advancement Leadership Academy and a CASE Laureate.

    Matthew White

    Vice President for Advancement

    Utah State University

    Matt White: Matt White joined Utah State University in 2018 as the Vice President of Advancement and President of the USU Foundation. He is the chief fundraiser for the university, providing leadership and strategic direction for the university’s philanthropic endeavors. He leads the USU Foundation and provides direction to the USU Alumni Board, ensuring gratifying engagement experiences for USU’s stakeholders. He has worked in the fundraising field for over 17 years serving in various leadership roles. Matt received his bachelor’s degree from the University of Evansville, his master’s and Ph.D. from Saint Louis University in Higher Education and Administration and Public Policy.


    Rachel Richards

    Development Director, Analyst

    Utah State University

    If it isn't in the database, it didn't happen! Proud USU alumna Rachel Richards joined the crusade for clean data in 2010 when she started in Advancement at USU. She is a fourth-generation Aggie who received both her bachelor's and master's from USU. A longtime member of CASE and Apra, she served as the President of Apra Utah from 2017-2019. She has presented at many conferences and is always happy to talk about the exciting work she and her amazing team of Development Officer Analysts are doing. 

  • Contains 1 Component(s)

    Join your colleagues at MIT for a discussion on reputational risk and philanthropic due diligence, including firsthand experience creating a new program, lessons learned, and research tips and resources.

    Join your colleagues at MIT for a discussion on reputational risk and philanthropic due diligence, including firsthand experience creating a new program, lessons learned, and research tips and resources. 

    Courtney Cutler

    Philanthropic Due Diligence Analyst II

    MIT

    Courtney has been working in fundraising for the majority of her career and currently serves as the Philanthropic Due Diligence Analyst II at MIT. She initially joined MIT in 2015 as a Sr. Research Analyst, first working primarily with the School of Engineering and later focusing on principal giving. She took a brief hiatus in 2019 to travel the country and rock climb, but returned in early 2020 as MIT’s second hire on their Philanthropic Due Diligence team. Prior to MIT, Courtney worked in various development roles and in prospect research at the Appalachian Mountain Club. In her spare time, you can find her climbing in the Rockies or trying to keep up with her Australian Cattle dog, Stanley, in the foothills of the Front Range. 

  • Contains 1 Component(s) Recorded On: 02/03/2022

    Data enrichment is the lifeblood of an organization’s fundraising operations. Effective data enrichment providers offer not just quality, validated data, but a consultative approach, time-saving post-processing and insights into how to make your data as actionable as possible. In the age of automation, how can your organization deploy data enrichment to balance needs for efficiency and expectations of personalization? In this webinar, we’ll walk you through: ● SSB's holistic approach to data enrichment (and how we got here), ● How to build profiles that give you a 360-degree view of your constituents, and ● How to ready your organization for the Golden Record—the one true and complete record for every constituent in your database. We’ll offer tips on how to run quality assurance testing on vendor data and identify quality appends. In addition, we’ll also discuss the capabilities of SSB’s data analytics solutions and how you can better engage donors and close more major gifts with effective wealth and engagement scores. This webinar is worth (1) CFRE point.

    Data enrichment is the lifeblood of an organization’s fundraising operations. Effective data enrichment providers offer not just quality, validated data, but a consultative approach, time-saving post-processing and insights into how to make your data as actionable as possible. In the age of automation, how can your organization deploy data enrichment to balance needs for efficiency and expectations of personalization? In this webinar, we’ll walk you through:


    ● SSB's holistic approach to data enrichment (and how we got here),
    ● How to build profiles that give you a 360-degree view of your constituents, and
    ● How to ready your organization for the Golden Record—the one true and complete record for every constituent in your database.


    We’ll offer tips on how to run quality assurance testing on vendor data and identify quality appends. In addition, we’ll also discuss the capabilities of SSB’s data analytics solutions and how you can better engage donors and close more major gifts with effective wealth and engagement scores.

    This webinar is worth (1) CFRE point. 

    Rishika Kondaveeti

    Data Scientist

    SSB

    • Rishika Kondaveeti is a data scientist with more than five years of work experience in data analytics and quality assurance with alumni and constituent data. She develops custom data algorithms to match and aggregate data and analyzes data to generate trend and pattern analysis for prospect identification. Rishika is focused on solving data quality problems, effectively presenting actionable data insights to help advancement teams with alumni and donor relations. She holds an MS in Management Information Systems from the University of Illinois-Springfield, where she developed a passion for data analytics. She was awarded the highest recognition by the International Honor Society Beta Gamma Sigma.

    Theresa Voigt

    Product Owner

    SSB

    • Theresa Voigt has over 15 years’ experience as a project manager for events and engagement strategies that identify and cultivate non-profit and donor relationships. Recently, Theresa has focused on technology, data, and operational solutions for alumni relations and development teams looking to measure the quality of relationships, engagement opportunities, and their associated data points. After gaining firsthand experiences as the frontline officer, the project manager, and the vendor client manager, Theresa is dedicated to helping more organizations gain access to quality automated enrichment and analytics. Theresa has a bachelor’s degree from Beloit College and is an Annual Fellow of the Development Leadership Consortium.

    Wade Longmire

    Director of Collegiate Markets

    SSB

    • Wade Longmire joined SSB five years ago after working for the Athletic Department at the University of Texas and the Ticket Office at the Tennessee Titans. Wade has experienced firsthand how data can be leveraged to drive engagement with constituents and achieve business outcomes. He currently oversees all of SSB’s Higher Education Business Development and partners with universities to identify institutional goals and to align those goals with data strategy.

    Dr. Caitlin Scarano

    Director of Market Research

    SSB

    • Dr. Caitlin Scarano is a writer and researcher based in northwest Washington. She was able to earn her undergraduate degree at James Madison University through a donor-funded scholarship program that provided financial assistance and a multi-level academic support network. Since that time, Caitlin has been passionate about student affairs and philanthropy and the connections between them. Caitlin holds a PhD in English at the University of Wisconsin-Milwaukee and an MA in College Student Personnel from Bowling Green State University, where she worked in residence life and coordinated service-learning trips. She also holds an MFA in poetry from the University of Alaska Fairbanks.
  • Contains 1 Component(s) Recorded On: 12/08/2021

    ​“Big data” can help nonprofits predict future behavior precisely and provide an important competitive edge. But how do you prevent information overload and derive these insights efficiently? The key is to make “big data” more manageable. Data must predict things worth predicting, identify problems worth fixing, and opportunities worth pursuing. In this webinar, we discuss why wealth and predictive modeling are so powerful, how they interact, and the importance of considering a holistic approach to your segmentation strategy.

    “Big data” can help nonprofits predict future behavior precisely and provide an important competitive edge.

     But how do you prevent information overload and derive these insights efficiently?

     The key is to make “big data” more manageable. Data must predict things worth predicting, identify problems worth fixing, and opportunities worth pursuing.

     In this webinar, we discuss why wealth and predictive modeling are so powerful, how they interact, and the importance of considering a holistic approach to your segmentation strategy.

    This webinar is worth one (1) CFRE point.

    Katherine Swank

    Principal Strategic Consultant

    Blackbaud

    Katherine joined Blackbaud in 2007 and since has tenured her role in helping clients across all non-profit sectors better understand their constituent data and donor trends. She actively engages with client teams to provide guidance on data-informed strategic fundraising efforts, revenue growth and promoting long-term file health through her action-oriented facilitation. Her customer engagements include those using enterprise data intelligence packages. 

    Before assuming this role, Katherine served as the national director of major gift planning at the National Multiple Sclerosis Society home office, as a regional director of gift planning at the American Heart Association, as director of major and planned gifts at Colorado Public Radio, and was the annual fund director at Southwestern University School of Law. She raised over $200 million mission-related dollars during her 25-year career.

    She also served as an affiliate faculty member at Regis University for their Masters in Global Nonprofit Management degree program for 11 years. Before entering the not-for-profit field, Katherine practiced law in Arizona, managed a state-wide high school law-related education program and coordinated the National High School Mock Trial Competition. 

    Katherine is a past president of the Colorado Planned Giving Roundtable and is an active volunteer and advisor to a variety of organizations in her community and beyond. She is a frequent speaker at BBCON, NACGP, APRA, AFP, and other industry conferences.

    Katherine holds an Independent Studies degree from the University of Northern Colorado and received her Doctor of Jurisprudence at Drake University’s School of Law.

  • Contains 3 Product(s)

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

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

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

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

    November 16, 2021: Data Privacy and Ethics

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

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

  • Contains 2 Component(s)

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

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

    Overview Presenter: Giuliana Bighi (New York University)

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

    Case Study Presenter: Sarah Balogh (New York University)

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

    This webinar is worth (2) CFRE points.

    Giuliana Bighi

    Assistant Director of Prospect Research

    New York University

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

    Sarah Balogh

    Sarah Balogh is an Assistant Director of Alumni Programs at NYU. She previously served as a Senior Research Analyst on NYU's Strategic Planning and Analytics team and chaired the Ethics and Due Diligence committee. Sarah holds an MPA in policy analysis and program evaluation from Baruch College and a BA in political science from Bridgewater State University. From 2018-2020, Sarah served as the Director of Programming and Communications for Apra of Greater New York, where her events were synonymous with high/low charcuterie plates and strengthening collaborations between prospect research and the advancement field at large. In her spare time, you can find her inhaling as many dumplings as humanly possible.

    Megan Horton

    Prospect Management & Research Analyst

    UC San Diego

    Megan has been working with UC San Diego Advancement since 2015 where she has worked with campaign operations, Corporate & Foundation Relations, and is now involved in both Prospect Research and Prospect Management. She currently serves as Chair of the Apra Ethics & Compliance Committee, and has presented at several conferences including Apra Prospect Development, AFP ICON, and CARA. Before coming to San Diego, she worked in El Salvador and Washington, D.C. where she worked in violence prevention and Latin American social justice nonprofits. Megan has a BA in International Affairs from George Washington University, and an MA in Latin American Studies from UC San Diego. 

    Mary Kiolbasa

    Director of Research Project, Development and Alumni Relations

    Vanderbilt University

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

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

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

    Erynn Sarno

    Senior Director, Prospect Research

    Mount Sinai Health System

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

    Laura Owen

    UNICEF

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

  • Contains 1 Component(s) Recorded On: 11/10/2021

    As most prospect researchers and organizations know, 80% of donations often come from 1% of donors. Navigating these programs can be overwhelming, but with the proper data you can succeed in finding and retaining major donors. WealthEngine’s Dustin Kiernan will host a strategic panel with subject matter experts Eric White, Grace Hall, and David Garcia to discuss how to use your existing donor data to best prepare prospect researches to segment their donor base effectively and efficiently for their major gift officers. Be sure to register for exclusive access to WealthEngine’s Giving Tuesday Now Toolkit- A Complete Guide with templates for all your #GivingTuesday fundraising and promotional efforts. This webinar is worth (1) CFRE point.

    As most prospect researchers and organizations know, 80% of donations often come from 1% of donors. Navigating these programs can be overwhelming, but with the proper data you can succeed in finding and retaining major donors. WealthEngine’s Dustin Kiernan will host a strategic panel with subject matter experts Eric White, Grace Hall, and David Garcia to discuss how to use your existing donor data to best prepare prospect researches to segment their donor base effectively and efficiently for their major gift officers. Be sure to register for exclusive access to WealthEngine’s Giving Tuesday Now Toolkit- A Complete Guide with templates for all your #GivingTuesday fundraising and promotional efforts.

    This webinar is worth (1) CFRE point. 

    Dustin Kiernan

    Senior Director, Strategic Accounts

    WealthEngine and Wealth-X

    Dustin joined the WealthEngine sales team in 2015 and rapidly became a key player, receiving several “MVP” awards for exemplary

    customer service. Most recently he was named WE’s “Salesperson of the Year.” He has worked in a sales and account management capacity for a wide variety of organizations, from small startups to publicly-traded companies such as IBM, Sage, and Vocus. Most recently, Dustin served as Sr. Director of Sales with public relations & marketing software powerhouse, Cision. He is a graduate of Florida Atlantic University and in his free time, he enjoys spending time with his wife and two dogs, boating, skiing and motorcycle racing.

    Eric White

    Director of Client Engagement

    WealthEngine and Wealth-X

    Eric serves as the Director of Nonprofit Client Engagement, overseeing the professional services department and focuses on successful usage, service delivery and strategic growth for WealthEngine’s nonprofit clients. A WealthEngine team member since 2010, Eric, along with our engagement managers, provide fundraising intelligence through data driven consulting, analytics and predictive modeling. His leadership, in implementing evidenced-based solutions, equips organizations to identify and prioritize the right people for the right purpose.

    A native Southern Californian, Eric has been on the east coast (Washington DC and now upstate New York) for much of his career. While earning a BA in Sports Journalism from USC, he garnered All-American honors as a pole vaulter for the Trojans’ track team. Later, Eric went on to earn a MA degree from UCLA.  

    David Garcia

    Director, Business Development

    Wealth-X

    David Garcia serves as Director of Business Development at Wealth-X, working closely to support key clients in the not-for-profit sector, including top advocacy groups, healthcare organizations, and universities. The focus of his current role is to help Prospect Research and Development teams achieve their goals and objectives by leveraging the relevant suite of services that Wealth-X offers.


    David has a background in Research, Project Management, and Relationship Management, and prior to Wealth-X he worked for firms including Smith Barney, Guideline Research, Deloitte, and Capgemini.

    Grace Hall

    Senior Account Manager

    RelSci

  • Contains 1 Component(s) Recorded On: 10/20/2021

    The Helen Brown Group and iWave are happy to present this webinar to you. Ethics and due diligence are more important than ever in prospect research. The Sackler and Epstein scandals of the past few years are bringing ethics and risk management to the forefront. As donors and their gifts come from an ever-wider net, how is your team (and their leadership) keeping potential risks in mind? We will discuss potential pitfalls of due diligence, how to adhere to APRA’s Code of Ethics (no matter how small or large your shop is) and what to do if you come across some risky business (including examples in our own work). We will clarify the key differences between prospect research and due diligence research and give some tips and tricks to go about it in an efficient and ethical way. After our discussion, attendees should feel empowered to draft a due diligence policy for their organization (or to encourage other to do so), and have greater knowledge of the best resources to complete this work. They will also have a greater understand of the differences between prospect research and due diligence research. The ethics needed and risks involved with completing due diligence work will also be discussed. This webinar is worth (1) CFRE point.

    The Helen Brown Group and iWave are happy to present this webinar to you. Ethics and due diligence are more important than ever in prospect research. The Sackler and Epstein scandals of the past few years are bringing ethics and risk management to the forefront. As donors and their gifts come from an ever-wider net, how is your team (and their leadership) keeping potential risks in mind? We will discuss potential pitfalls of due diligence, how to adhere to APRA’s Code of Ethics (no matter how small or large your shop is) and what to do if you come across some risky business (including examples in our own work).  We will clarify the key differences between prospect research and due diligence research and give some tips and tricks to go about it in an efficient and ethical way.

    After our discussion, attendees should feel empowered to draft a due diligence policy for their organization (or to encourage other to do so), and have greater knowledge of the best resources to complete this work. They will also have a greater understand of the differences between prospect research and due diligence research. The ethics needed and risks involved with completing due diligence work will also be discussed.


    This webinar is worth (1) CFRE point.

    Jayme Klein

    Helen Brown Group

    Jayme began her career in development in 2008 at the Rutgers University Foundation, where she spent the next seven years, first in prospect management and then prospect research. She spent several years at Monmouth University as their senior prospect research analyst, working with the fundraising staff, university president, and top leadership. She has worked as both a volunteer and consultant for non-profits in the areas of research and writing. She earned a bachelor of arts degree from Drew University and a master of communication and information sciences from Rutgers University. She is a member of APRA’s Online Content Committee. Jayme joined The Helen Brown Group in April 2019.

    Michele Borucki

    Helen Brown Group

    Michele began her career in development in 2012 as a Development Analyst with the University of California, Berkeley Corporate and Foundation Relations team. She served as a Prospect Analyst at University of California, Davis and then as a Senior Prospect Analyst at the George Washington University. Michele is a member of NEDRA, Apra Florida, and Apra International and previously served as the Social Media Chair for Apra Metro DC. She received her BA in creative writing from Florida State University and studied higher education leadership at California State University, Sacramento. She currently lives in Tampa, FL with her husband and two children. Michele joined the Helen Brown Group in July 2018.

  • Contains 1 Component(s) Recorded On: 09/29/2021

    Apra’s Ethics & Compliance Committee recently published a DEI Data Guide, covering the ethical ways of collecting, storing, and using diversity, equity, and inclusion data, which can be sensitive information.

    Apra’s Ethics & Compliance Committee recently published a DEI Data Guide, covering the ethical ways of collecting, storing, and using diversity, equity, and inclusion data, which can be sensitive information. The presentation will discuss the main elements of the Data Guide, and have a live Q&A to answer questions related to the complexities of DEI data. Participants can expect to take away best practices of working with DEI data, and how to implement them in their own shops. The information is relevant to anyone in the fundraising sector. This webinar is worth (1) CFRE point.

    Lori Hood Lawson

    Vice President, Advancement Insights, UC Innovation and Co-Founder

    WorkingPhilanthropy.com

    Lori Hood Lawson is the Vice President of Advancement Insights for UC Innovation, a CRM Solutions & Services company with extensive expertise in Salesforce implementations and building managed products on Salesforce for Higher Education organizations. Lori is also the Co-Founder of WorkingPhilanthropy.com LLC. Lori is a member of aasp, where she has served on the Prospect Development Best Practices Committee, and Apra, where she has served with the Florida chapter as a board member and as president. Lori volunteers with Apra through serving on the Ethics and Compliance Committee. She has served on the Body of Knowledge Committee and is a former chair and co-chair for the Ethics and Compliance Committee and Online Curriculum Committee. She holds a master's degree from The Florida State University School of Information and a bachelor's degree from Emory University.

    Megan Horton

    Prospect Management & Research Analyst

    UC San Diego

    Megan has been working with UC San Diego Advancement since 2015 where she has worked with campaign operations, Corporate & Foundation Relations, and is now involved in both Prospect Research and Prospect Management. She currently serves as Chair of the Apra Ethics & Compliance Committee, and has presented at several conferences including Apra Prospect Development, AFP ICON, and CARA. Before coming to San Diego, she worked in El Salvador and Washington, D.C. where she worked in violence prevention and Latin American social justice nonprofits. Megan has a BA in International Affairs from George Washington University, and an MA in Latin American Studies from UC San Diego. 

    Erin Osborn

    Prospect Development Director

    Children’s Hospital Colorado Foundation

    Erin Osborn is the Prospect Development Director at Children’s Hospital Colorado Foundation. She started at the Foundation in 1997, working as a coordinator in a variety of departments, including planned giving, major gifts and special events. Erin has worked in prospect research since 2001.  She is a past president of Apra-Rocky Mountains and has presented for Apra, Apra-Rocky Mountains, AFP Colorado, AHP Rockies & Southwest and other groups like Community Shares of Colorado and the Aspen Development Group.

  • Contains 1 Component(s) Recorded On: 09/15/2021

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

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

    This webinar is worth (1) CFRE point. 

    Benjamin Bromely

    Associate Director of Prospect Research

    Virginia Commonwealth University

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

    Adrienne Robertson

    Senior Prospect Research Analyst

    Virginia Commonwealth University

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