Recordings

Past conference sessions and webinar recordings make it easy for you to reference learnings from over the years. Stay on top of industry trends and changes by exploring these resources.

Recordings

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  • Contains 1 Component(s) Recorded On: 07/08/2025

    In the evolving world of prospect development, managing competing requests and complex projects across prospect research, prospect management, and analytics requires strategic systems. This webinar highlights how professionals leverage tools like Agile methodology, Microsoft Planner, CRM-integrated apps, and custom tracking sheets to drive results. Learn how teams are innovating, adapting, and even pivoting away from certain platforms to find what truly works for them. Hear from peers who’ve transformed their workflows and gain inspiration for yourself and your team. * *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

    In the evolving world of prospect development, managing competing requests and complex projects across prospect research, prospect management, and analytics requires strategic systems. This webinar highlights how professionals leverage tools like Agile methodology, Microsoft Planner, CRM-integrated apps, and custom tracking sheets to drive results. Learn how teams are innovating, adapting, and even pivoting away from certain platforms to find what truly works for them. Hear from peers who’ve transformed their workflows and gain inspiration for yourself and your team. *

     

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

    Dana Nehme

    Development Researcher

    Lehigh University

    Laura Webb

    Senior Research Associate

    Bates College

    Laura is a senior research analyst at Bates College. She started at Bates in a Gift Planning role in 2016, then transferred to the Research Department in 2018, although she still supports and collaborates with her Gift Planning colleagues as their assigned researcher. NEDRA awarded her the Heather Reisz Memorial Scholarship Award in 2019. She lives in Auburn, Maine, with her cat Dolly. 

    Jennifer Huebner (Moderator)

    Program Director, Prospect Research

    Humane World for Animals

    Jennifer has worked in philanthropy full-time since 2011, after first being introduced to fundraising as a student caller at the College of William and Mary. She held various roles within prospect research and management, program administration and leadership annual giving at the University of Virginia and George Washington University, and within prospect research and stewardship at Episcopal High School in Alexandria, VA before beginning her current role as Program Director, Prospect Research with Humane World for Animals (then called the Humane Society of the United States) in September 2023. Prospect research has been Jennifer’s primary professional interest and area of specialization for a total of 11 years. At Humane World for Animals, Jennifer leads the Prospect Development team in providing donor intelligence to the CEO, senior staff and frontline fundraisers in a variety of formats, while supporting prospect discovery efforts and the team’s overall strategy.

    Jennifer has been involved with Apra’s Content Development Committee and its predecessor committees for a total of eight years, beginning in 2013. Outside of work, Jennifer adores spending time with her rescued toy poodle, Debbie (estimated to be 14 years old) and her fiance, Michael.

    Candra Ilse

    Lead Prospect Researcher + Consultant

    Fundwell Solutions

    Candra Ilse (she/her) has 15+ years of experience providing donor intelligence and streamlining fundraising operations. During her 12 years at the International Rescue Committee, she led teams across prospect research and prospect management supporting revenue growth of high-value fundraising teams from $60M to $280M+ annually. Now through her consultancy, Fundwell Solutions, she brings that experience to mission-driven organizations, partnering to provide research and insights and build scalable, strategic prospect development systems. Candra attended Bucknell University and received an MLIS from LIU. She is a champion of spontaneous dance parties, lover of running, and proud wife and mom of three.

  • Contains 1 Component(s) Recorded On: 06/25/2025

    Identification – Qualification – Cultivation – Solicitation – Stewardship. Fundraisers may know the five stages of moves management but is your fundraising organization making the most of the process? Effective moves management requires a shared definition of each stage amongst teams, as well as intentional management of stage data. With these shared definitions comes a set of key policies that should be established to maintain consistent movement of prospects along the continuum. In this session, Michael will share best practices in defining the stages and you’ll learn underlying practices and processes in each stage that support efficiency in converting prospects into donors.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

    Identification – Qualification – Cultivation – Solicitation – Stewardship. Fundraisers may know the five stages of moves management but is your fundraising organization making the most of the process? Effective moves management requires a shared definition of each stage amongst teams, as well as intentional management of stage data. With these shared definitions comes a set of key policies that should be established to maintain consistent movement of prospects along the continuum. In this session, Michael will share best practices in defining the stages and you’ll learn underlying practices and processes in each stage that support efficiency in converting prospects into donors.* 

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

    Michael Van Dyke

    Principal Strategic Consultant

    Blackbaud

    Michael has worked with higher education institutions as a fundraising trainer and consultant for the past 10 years. Michael has over 10 years of direct fundraising experience holding a variety of roles, from director of development to grant writer to donor relations, but the majority of her time was spent in the prospect research/manager role. She has also worked with a variety of organizations, ranging from non-profits to faith-based to higher education. Taking a break from fundraising before her current position, she taught Information Literacy and Research Skills at the community college level. With her background in library and information science and prospect research, Michael has honed the skills of organizing information and resources to help create more streamlined processes and develop improved best practices. Throughout her career, she has remained passionate about empowering people to use technology and information to make better decisions and drive towards improved results. Michael holds a B.A. in communications from Saginaw Valley State University and Masters in Library and Information Science from Dominican University/St. Catherine University. She served on the Apra-MN chapter board from 2021-2023.

  • Contains 1 Component(s) Recorded On: 05/14/2025

    We are entering new worlds in fundraising and prospect development with the exponential growth of AI - more focus on data privacy and security and higher-than-ever demands on identifying new donors and expanding existing relationships. As a profession, we're also seeing declines in overall giving and in trust in nonprofits. In this session, we'll explore current trends in the sector, data-led approaches to building and maintaining trust and how we can respond to the current landscape in ways that encourage and foster trust, reciprocity and shared goals for future fundraising. * *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

    We are entering new worlds in fundraising and prospect development with the exponential growth of AI - more focus on data privacy and security and higher-than-ever demands on identifying new donors and expanding existing relationships.  As a profession, we're also seeing declines in overall giving and in trust in nonprofits. In this session, we'll explore current trends in the sector, data-led approaches to building and maintaining trust and how we can respond to the current landscape in ways that encourage and foster trust, reciprocity and shared goals for future fundraising. * 

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

    T. Clay Buck

    Lead Fundraising Coach

    Kindsight

    Clay (the “T.” is silent) has been developing organizations and advancing missions for over thirty years. He’s held just about every position in nonprofit fundraising and communications from Grant Writer to Chief Development Officer and everything in between. He’s a wide-eyed optimist about the power of generosity to change the world and focuses primarily on individual giving, strategic planning, teaching and training, storytelling, and building systems that support and empower successful, ethical fundraising. Clay is the founder and principal of TCB Fundraising, creator of the Fundraiser’s Planner, and co-host of the #1 ranked fundraising podcast “Fundraising is Funny.”

  • Contains 1 Component(s) Recorded On: 04/09/2025

    Proof Fundraising: Harnessing the Power of Generative AI." This session is tailored for prospect researchers and fundraisers, focusing on the practical use of ChatGPT. The presentation will highlight how this advanced AI platform can enhance efficiency and effectiveness in prospect research and fundraising activities. In addition to a live demonstration of ChatGPT, the updated slides now include GPT's latest release details and a bonus section for those interested in hosting their LLM. Audience participation is encouraged to experience these AI tools' capabilities and benefits.

    Proof Fundraising: Harnessing the Power of Generative AI." This session is tailored for prospect researchers and fundraisers, focusing on the practical use of ChatGPT. The presentation will highlight how this advanced AI platform can enhance efficiency and effectiveness in prospect research and fundraising activities. In addition to a live demonstration of ChatGPT, the updated slides now include GPT's latest release details and a bonus section for those interested in hosting their LLM. Audience participation is encouraged to experience these AI tools' capabilities and benefits.

    Cannon Brooke

    Founder

    BROOKE Solutions

    Cannon Brooke, founder of BROOKE Solutions, specializes in data-driven insights for nonprofits of all sizes. Building on his extensive experience, he integrates creativity and analytics to offer prospect identification, wealth analysis, giving trends, and engagement strategy services to organizations throughout the United States. Cannon has served in leadership roles at Chapman University, the University of Hawaii Foundation, and Hawaii Pacific Health, where he spearheaded successful prospect research for annual giving programs, capital projects, comprehensive campaigns, and legacy giving. He's been a guest on several podcasts and webinars, featured in publications like The Major Gifts Reports and Successful Fundraising, and is a board member of The California Advancement Researchers Association and Chairs APRA's Executive Leadership Cohort committee.

  • Contains 1 Component(s) Recorded On: 02/20/2025

    This webinar will focus on how to determine which KPI’s should be covered and the front-end design that makes them easy to read and stand out. Through this session, attendees will learn the basics of how to use Power BI including where to upload data, how to create interactive buttons, how to customize charts and graphs, along with other handle beginner and intermediate tools that will enhance the visualization of KPI tracking.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

    This webinar will focus on how to determine which KPI’s should be covered and the front-end design that makes them easy to read and stand out. Through this session, attendees will learn the basics of how to use Power BI including where to upload data, how to create interactive buttons, how to customize charts and graphs, along with other handle beginner and intermediate tools that will enhance the visualization of KPI tracking.*

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

    John Whitney

    Development Innovation & Operations Manager

    TMS Global

  • Contains 1 Component(s) Recorded On: 12/19/2024

    Portfolio review can be a stressful time for both prospect developers (researchers, managers, etc.) and frontline fundraisers. While their goals intertwine, the methods and information required to meet these goals aren't always in line. In this session, we will explore the differences between what makes a great prospect developers versus a great fundraiser in an attempt to bridge the gap between the two groups and make the portfolio review process less stressful.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

    Portfolio review can be a stressful time for both prospect developers (researchers, managers, etc.) and frontline fundraisers. While their goals intertwine, the methods and information required to meet these goals aren't always in line. In this session, we will explore the differences between what makes a great prospect developers versus a great fundraiser in an attempt to bridge the gap between the two groups and make the portfolio review process less stressful.*

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

    Lauren Enlow

    Strategic Consultant

    Blackbaud

    Lauren has been a member of the Data Intelligence team at Blackbaud for the last three and a half years as a Sr. Strategic Consultant. She previously served as the Associate Director of Alumni Relations and Annual Giving at Penn State University, Abington Campus.  She has enjoyed a 16-year career in development, specializing in both K-12 and higher education.  Driven by a deep passion for education, she believes in making education more accessible and affordable for all students. Throughout her career she has remained focused on increasing donor participation and retention through intentional relationship building, impactful event production, donor database management, and donor stewardship. 

    Lauren holds her undergraduate degree in Political Science from The George Washington University, and a master’s degree from Ashford University in Public Administration. She also holds a certificate in Nonprofit Management from Harvard University. In her downtime, Lauren enjoys spending time with family, including her ornery dog Gigi, and volunteering with her sorority, Delta Sigma Theta Sorority, Inc.  

  • Contains 1 Component(s) Recorded On: 12/11/2024

    How should you prioritize and segment your wealth data? What are the best practices for data analysis? And how can you save time with automation and CRM imports? When you properly organize and analyze your constituent wealth data, you can empower your team to make data-driven decisions and increase the efficiency of your development efforts. Proper data segmentation allows you to reduce manual calculation and data entry, uncover hidden prospect and donor insights, and ensure your team is allocating resources to the highest-value prospects and donors. Join us for an interactive, step-by-step overview of how to prioritize and segment your wealth data like a pro.* In this webinar we will explore: - How to make data-driven decisions - New ideas for segmenting donors and prospects - How to use wealth data alongside your CRM - How to make your segmentation process more efficient *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

    How should you prioritize and segment your wealth data? What are the best practices for data analysis? And how can you save time with automation and CRM imports? When you properly organize and analyze your constituent wealth data, you can empower your team to make data-driven decisions and increase the efficiency of your development efforts. Proper data segmentation allows you to reduce manual calculation and data entry, uncover hidden prospect and donor insights, and ensure your team is allocating resources to the highest-value prospects and donors. Join us for an interactive, step-by-step overview of how to prioritize and segment your wealth data like a pro.*

    In this webinar we will explore: 
    - How to make data-driven decisions 
    - New ideas for segmenting donors and prospects 
    - How to use wealth data alongside your CRM 
    - How to make your segmentation process more efficient

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

    Lauren Taylor

    Customer Success Manager

    Windfall

    Lauren Taylor serves as a customer success manager at Windfall, where she leverages her expertise in partner success and client strategy. With over two years at Windfall, Taylor has played key roles in customer and partner management.

      Prior to Windfall, she held senior positions at FreeWill and Fred Hutch, specializing in planned giving and outreach. Taylor holds a degree in Spanish and communication studies from Central College, enriching her diverse experience in customer success and nonprofit partnerships.

    Dan Hoff

    Senior Product Manager

    Windfall

    Dan Hoff is a skilled senior product manager at Windfall, where he leads the development of innovative wealth intelligence solutions. With a focus on driving product initiatives, Hoff works closely with cross-functional teams to enhance customer experience and operational efficiency.

      His background in biomedical engineering and product management enables him to create solutions that address customer needs while optimizing business operations. Hoff holds a bachelor's degree in biomedical engineering from Brown University.

  • Contains 1 Component(s) Recorded On: 12/06/2024

    Data-driven strategies are essential for identifying the best legacy prospects. One key takeaway is the importance of avoiding assumptions about donor behavior based on surface-level data, such as age or income. Instead, fundraisers should use deeper insights—like donor engagement history, past giving patterns, and survey data on donor motivations—to create tailored approaches. By integrating analytics tools to segment donors and track trends over time, nonprofits can pinpoint those most likely to leave a legacy gift and build stronger, trust-based relationships that resonate long-term. This session will explore data points that can help you uncover those legacy gems.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

    Data-driven strategies are essential for identifying the best legacy prospects. One key takeaway is the importance of avoiding assumptions about donor behavior based on surface-level data, such as age or income. Instead, fundraisers should use deeper insights—like donor engagement history, past giving patterns, and survey data on donor motivations—to create tailored approaches.

    By integrating analytics tools to segment donors and track trends over time, nonprofits can pinpoint those most likely to leave a legacy gift and build stronger, trust-based relationships that resonate long-term. This session will explore data points that can help you uncover those legacy gems.*

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

    Ligia Peña

    CFRE and AFP Master Trainer; International Legacy Consultant

    GlobetrottingFundraiser

    Ligia’s superpower is helping nonprofits design data-driven and evidence-based legacy strategies so they may raise more funds for their mission. She has held her CFRE designation since 2007 and is President of GlobetrottingFundraiser where she merges her passion for travel, capacity building, and legacy fundraising by working with charities around the globe.

    Ligia is also pursuing a Ph.D. at the University of Kent where she is researching the role that trust and confidence plays in legacy fundraising. As an AFP Master Trainer, she’s trained countless fundraisers around the globe by enthusiastically sharing her knowledge by empowering nonprofit professionals to think about legacies differently through creativity and innovation. 

  • Contains 1 Component(s) Recorded On: 11/20/2024

    Are you using gift capacity in your wealth screening? Does it rely too much on real estate? Are you finding issues with assigning the right assets to the right individual? Knowing which constituents have the most potential is essential for nonprofits to focus their fundraising efforts. Unfortunately, it can be very difficult to get a full understanding of an individual’s wealth profile, especially in today's volatile economic climate. In this webinar we will explore: - Historical approaches to data and why some screenings tend to be inaccurate - The "four Vs" of data and why it is challenging to maintain accuracy - Examples of data sources that are tough to analyze or incorporate in screenings - Newer approaches to Wealth Screening and how to supercharge your fundraising efforts - Bonus: Discover the benefits of incorporating career intelligence into your fundraising strategy, as well as leveraging Windfall’s Wealth Analytics Report to better identify, understand, and engage your donors.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

    Are you using gift capacity in your wealth screening? Does it rely too much on real estate? Are you finding issues with assigning the right assets to the right individual? Knowing which constituents have the most potential is essential for nonprofits to focus their fundraising efforts. Unfortunately, it can be very difficult to get a full understanding of an individual’s wealth profile, especially in today's volatile economic climate. In this webinar we will explore: - Historical approaches to data and why some screenings tend to be inaccurate - The "four Vs" of data and why it is challenging to maintain accuracy - Examples of data sources that are tough to analyze or incorporate in screenings - Newer approaches to Wealth Screening and how to supercharge your fundraising efforts - Bonus: Discover the benefits of incorporating career intelligence into your fundraising strategy, as well as leveraging Windfall’s Wealth Analytics Report to better identify, understand, and engage your donors.*

    *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 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

    Gabriella Snow

    Account Executive

    Windfall

    Gabriella Snow is an Account Executive at Windfall, collaborating with clients to harness data-driven insights for their success. With six years of SaaS sales experience in various roles, she has developed a comprehensive understanding of the sales process. Gabriella is committed to empowering organizations through innovative solutions and holds a B.A. from the University of Chicago. 

  • Contains 8 Component(s)

    Access the complete collection of recordings from Plug In to Due Diligence, Apra's virtual event dedicated to the essential practice of due diligence in prospect development. This bundle includes expert-led sessions designed to enhance your skills, broaden your toolkit, and keep you informed on best practices in the field.

    Access the complete collection of recordings from Plug In to Due Diligence, Apra's virtual event dedicated to the essential practice of due diligence in prospect development. This bundle includes expert-led sessions designed to enhance your skills, broaden your toolkit, and inform you on best practices in the field. This package contains eight recordings from the two-day event. 

    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.

    Krista Pierce

    Senior Associate Director of Due Diligence Research

    Tufts University

    Krista Pierce is the Senior Associate Director of Due Diligence Research at Tufts University, where she joined the prospect development team in 2015. Since assuming her current role in 2021, Krista has helped to create the University’s first in-house due diligence program, which included developing a new policy and procedure, research reports, and risk analysis scoring. In addition to managing the due diligence program’s day-to-day operations, Krista has also acted as a subject expert to peer institutions and colleagues, and, most recently, gave a comprehensive workshop on due diligence at APRA’s Prospect Development 2023.

     Prior to her due diligence work, Krista served in a variety of roles at Tufts, where her responsibilities were divided between prospect management and prospect research, with a particular expertise in international prospect research. Krista came to Tufts from Tufts Medical Center, where she helped to develop the fundraising office’s first prospect research program. Krista graduated from Saint Anselm College in Manchester, NH with a B.A. in English.

    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.

    John Sammis

    Senior Vice President, Data Analytics

    CCS Fundraising

    John Sammis is a Senior Vice President of Data Analytics for CCS Fundraising. He brings more than 30 years of experience with statistical analysis and predictive modeling. John has devoted more than 20 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 leads the Data Analytics team, which helps philanthropy and fundraising professionals apply cutting-edge data analytics tools to address specific organizational objectives. John is constantly reviewing the latest statistics tools and innovations to ensure that CCS applies the best approach for each client. John has a BS in Chemical Engineering from Clarkson University and an MBA from Cornell University.

    Lindsey Nadeau (Moderator)

    Vice President, Data, Insight and Campaigns

    UNICEF USA

    Lindsey Nadeau is vice president of data, insight, and campaigns at UNICEF USA, where she guides the philanthropy division toward data-driven decision-making and automation across campaign planning, prospect research, relationship management, database management, reporting, analytics, gift processing, and record management. She has previously held advancement services roles at The George Washington University, the Center for American Progress, The American University, and Public Citizen. Lindsey is Secretary of Apra International’s board of directors, where she has held multiple volunteer roles including chairing the 2020 Prospect Development conference. She previously chaired aasp’s Prospect Development Best Practices committee, co-chaired CASE’s Prospect Development conference, and contributed to CASE’s 2023 book Advancement Strategies: A Reference Guide for Advancement Services Professionals, 4th Edition. Lindsey holds a BA in economics from The American University. 


    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.

    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.