
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
- Contains 4 Component(s)
Join us for an insightful webinar on how to successfully steer your nonprofit organization through economic volatility and uncertainty. Leverage strategies for building a resilient nonprofit team along tips for mastering donor research. Led by industry experts, this webinar will provide valuable insights and practical guidance for nonprofits looking to thrive in challenging times. *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification
Join us for our webinar on navigating nonprofit challenges in uncertain times. Discover how to leverage strategies for building a resilient team, and practical tips for mastering donor research. Led by industry experts and based on the latest trends and research, this session will equip you with practical tools and insights to successfully navigate your nonprofit through uncertain economic times.
In today's uncertain economy, nonprofit organizations face unique challenges when it comes to fundraising. With inflation reaching record highs, layoffs in the tech sector, and talks of a looming recession in 2023, it's crucial for nonprofit leaders to have a clear understanding of how to navigate these challenges and maximize donation opportunities.
Learn about key take away areas such as:
• The need for efficiency and depth of data in nonprofit operations.
• Strategies for hiring, retention, and employee empowerment to build a resilient nonprofit team.
• The importance of investing in resources and supplemental consulting to harness expert knowledge and insights.
• Offers practical tips on incorporating tools that add flexibility to employees and audience's workflow.
• The importance of taking care of nonprofit staff for enhanced performance and productivity.
• The significance of accurate donor data, including affiliation to issues, donor info, alumni tracking, and relationship mapping.
• Strategies for mastering donor research to ensure comprehensive and accurate donor data.*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification
Margaret Hart
Customer Success Manager
LexisNexis
Margaret Hart has worked with thousands of philanthropic organizations, academic institutions, and businesses during her tenure at LexisNexis. As a Client Success Manager, she combines the knowledge gained as a prospect researcher and non-profit development officer, with an understanding of how development professionals need to use information to maximize donations and nurture relationships.
Brett Herzog
Senior Product Manager
LexisNexis
Brett Herzog is a seasoned product development and technology professional – having served at industry-leading companies such as Thomson Reuters, Follett Corporation, and LexisNexis for the past 20 years. He brings a unique perspective to his role (product leader for Nexis® for Development Professionals) based on his experience working on the client and vendor side in legaltech, edtech, and most recently in non-profit and faith-based markets. He lives in Greenville, SC with his wife where they have become obsessed with pickleball as they transition to empty-nesters.
-
Register
- Non-member - $40
- Professional Member - Free!
- Associate Member - Free!
- More Information
-
Register
- Contains 1 Component(s)
Join Dhruv Sogani and Richard Kepple while they explore the importance of staying updated on news and information in the modern world. While it can be a near impossible task to keep up to date with the never-ending stream of information, technology is here to help! Hear from Carnegie Mellon University and AlmaConnect on current methods for maximizing prospect research in efficient manners – for both national and international prospects. *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification
Join Dhruv Sogani and Richard Kepple while they explore the importance of staying updated on news and information in the modern world. While it can be a near impossible task to keep up to date with the never-ending stream of information, technology is here to help! Hear from Carnegie Mellon University and AlmaConnect on current methods for maximizing prospect research in efficient manners – for both national and international prospects.
*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification
Richard Kepple
Director of Prospect Research
Carnegie Mellon University
Richard Kepple has been director of advancement research at Carnegie Mellon University since 2011. He has worked in the development field for more than 30 years as a prospect researcher and grant writer. He holds an M.A. and MBA from the University of Pittsburgh.
Dhruv Sogani
Co-founder
AlmaConnect
Dhruv Sogani is the co-founder of AlmaConnect and leads their Sales & Operations teams. AlmaConnect has been working with institutions of higher education, K-12 schools and not for profits since for a decade globally. Dhruv has previously run successful startups in the SaaS domain. His first venture, Innovese, was acquired by a German media conglomerate Berterlsmann. This process was also featured as a chapter in a book on entrepreneurship called Arise Awake. He has also run initiatives like MoFa (Medical Oxygen for all) during Covid that raised over $ million USD to help the needy across India.
-
Register
- Non-member - $40
- Professional Member - Free!
- Associate Member - Free!
- More Information
-
Register
- Contains 1 Component(s)
While it can be a challenge to identify potential donors who are likely and ready to donate, for healthcare organizations, identifying highly engaged families who may qualify for major gift programs can be especially difficult. Ann & Robert H. Lurie Children’s Hospital of Chicago has developed a data-driven approach to solving these challenges, leveraging machine learning and AI to focus their efforts and tee up the right individuals for Major Gift Officers and maximize the results of grateful patient programs. In this webinar, you will learn how Lurie Children’s has developed strategies for engaging highly rated, engaged families to fuel fundraising efforts and outcomes.
While it can be a challenge to identify potential donors who are likely and ready to donate, for healthcare organizations, identifying highly engaged families who may qualify for major gift programs can be especially difficult. Ann & Robert H. Lurie Children’s Hospital of Chicago has developed a data-driven approach to solving these challenges, leveraging machine learning and AI to focus their efforts and tee up the right individuals for Major Gift Officers and maximize the results of grateful patient programs. In this webinar, you will learn how Lurie Children’s has developed strategies for engaging highly rated, engaged families to fuel fundraising efforts and outcomes.
Laura Koo
Director of Prospect Development
Ann & Robert H Lurie Children’s Hospital of Chicago Foundation
Laura Koo is the Director of Prospect Development with the Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation. Since joining Lurie Children’s in 2017, Laura has overhauled the department’s research products, prospect management structure, and wealth screening process. Previously, Laura was the Director of Research & Prospect Management for the Art Institute of Chicago for five years, and she spent the early part of her fundraising career with social service organizations.
Marissa Maybee
Nonprofit Customer Success Team Lead
Windfall
Marissa Maybee is the Nonprofit Customer Success Team Lead at Windfall. She helps Windfall customers leverage their constituent intelligence and design fundraising outreach and segmentation strategies. Marissa has more than a decade of experience working at the intersection of nonprofits and data analytics and holds an MBA from Georgetown University.
-
Register
- Non-member - $40
- Professional Member - Free!
- Associate Member - Free!
- More Information
-
Register
- Contains 1 Component(s)
The philanthropic landscape has changed over the past couple years, creating urgency for nonprofit fundraisers to work smarter and faster in what is now a more competitive environment. Data and technology are no longer nice-to-haves, but must-haves to achieve your fundraising goals. Are you using technology to hyper-segment and hyper-personalize how you identify and engage donors? The way your nonprofit approaches this shift in the industry and other increasingly important fundraising strategies can set your team up to hit and exceed targets. Join us as we discuss the changing landscape, industry trends and how technology can innovate and boost your strategies forward for planned giving, foundation giving, and corporate fundraising.
The philanthropic landscape has changed over the past couple years, creating urgency for nonprofit fundraisers to work smarter and faster in what is now a more competitive environment. Data and technology are no longer nice-to-haves, but must-haves to achieve your fundraising goals. Are you using technology to hyper-segment and hyper-personalize how you identify and engage donors?
The way your nonprofit approaches this shift in the industry and other increasingly important fundraising strategies can set your team up to hit and exceed targets. Join us as we discuss the changing landscape, industry trends and how technology can innovate and boost your strategies forward for planned giving, foundation giving, and corporate fundraising.
You’ll learn how to:
• Use wealth screening to find top gift prospects who have the capacity to give, proven philanthropy and an affinity to your cause
• Search multiple wealth and philanthropic datasets simultaneously or do individual look-ups within 41 datasets to find donor information
• Generate detailed customizable prospect profiles quickly
• Generate lists of new prospects in real-time based on custom search criteria and filters
• Prioritize prospects using customizable scores and easy-to-understand analytics that provide actionable next steps
• View your donors using multiple lenses simultaneously to uncover new giving opportunities
You will not want to miss this session if you want to take your fundraising efforts to the next level in 2023!Robert MacKinnon
Senior Account Manager
iWave
Robert MacKinnon has been a Senior Account Executive with iWave for over 13 and a half years. I am involved with the Make a Wish local PEI Chapter and the alumni association of UPEI. I am passionate about working with nonprofits to help them increase their reach and goals.
-
Register
- Non-member - $40
- Professional Member - Free!
- Associate Member - Free!
- More Information
-
Register
- Contains 1 Component(s)
Political elections, economic recessions, and socio-political events all impact philanthropy. In what ways do any and all of these impact planned, annual, and major giving? How can fundraising professionals plan for and respond to the continued polarization of political and social viewpoints and donor perceptions? How should nonprofit leaders respond when new issues or trending topics in society divert a donor’s established funding passions? Please join expert industry leaders – Ann A. Deppman and Wayne Olson – in a timely panel discussion about these issues and more!
Political elections, economic recessions, and socio-political events all impact philanthropy. In what ways do any and all of these impact planned, annual, and major giving? How can fundraising professionals plan for and respond to the continued polarization of political and social viewpoints and donor perceptions? How should nonprofit leaders respond when new issues or trending topics in society divert a donor’s established funding passions? Please join expert industry leaders – Ann A. Deppman and Wayne Olson – in a timely panel discussion about these issues and more!
Ann A. Deppman, JD
Assistant Vice President of Planned Giving
Virginia Commonwealth University
Ann A. Deppman, J.D., serves as Assistant Vice President, Planned Giving at Virginia Commonwealth University. At VCU Ann has been charged with building the university’s first comprehensive gift planning program with an emphasis on collaborative fundraising in a highly matrixed organization. Previously, Ann led gift planning efforts at the MCV Foundation on VCU’s medical campus and at Oberlin College. At Oberlin, Ann oversaw a program that was consistently recognized as an industry leader with one of the highest constituent participation rates in planned giving among peer institutions. Ann’s prior experience at Oberlin includes serving as a dean, program director, and pre-law advisor. Ann began her career as general practice attorney. Ann graduated with a B.A. from Middlebury College and received her J.D. from Vermont Law School. She is member of the National Association of Charitable Gift Planners and a board member of the Virginia Gift Planning Council. In her free time Ann enjoys baking, walking her dogs, and spending time with her husband and children.
Wayne Olson, JD
Chief Development Officer
New Life Ministries
Wayne is the Chief Development Officer for New Life Ministries, a national charity devoted to helping people with mental health and life coaching from a Christian perspective. Wayne heads fundraising for the organization. Prior to that, Wayne headed planned giving for Intermountain Health Care Foundation, one of the largest healthcare systems in the world. He has served as a consultant to corporations and charities where he advised them on fundraising, sales, customer service and building stronger relationships with customers and constituents. He is a leading expert on planned giving and donor relations. An attorney with more than 20 years’ experience, he has worked with donors on tens of millions of dollars in donations and helped countless nonprofits build effective and dynamic fundraising and planned giving programs.
He is a sought-after trainer, consultant and speaker on motivation, customer service and leadership. In 2014, Fundraising Success Magazine honored him by awarding Wayne “The Most Inspirational Speaker of the Year.” Wayne is the author of six books including: Fundraising for Nonprofit Board Members, which is available on Amazon and at Wayneolson.com. His other works include: The Disney Difference, How to Give a Great Speech or Presentation, Big Gifts, Small Effort, and Think Like a Donor. His newest book, Words of Encouragement, is now available.
Wayne has worked as a consultant or trainer for dozens of charities in Canada and the U.S. Hundreds of charities depend on Wayne to broaden and grow their fundraising. They use his writing in their websites, magazines, brochures and newsletters. He has been published in many periodicals including Planned Giving Today, Advancing Philanthropy, Nonprofit Times, 256 Magazine, and has twice been featured in the Chronicle of Philanthropy.
Wayne has spoken to AFP International Conferences, Mensa, NASA, AFP Congress Toronto, Space and Missile Defense, Synovus Bank, Leadership Huntsville, Rotary conferences, Nonprofit University, National Philanthropy Day and many more.
Wayne has served on the boards of three charitable organizations and volunteers for several more. Wayne earned an undergraduate degree from the University of Florida and a law degree from Stetson University College of Law. He is an Eagle Scout and the father of two Eagle Scouts.
-
Register
- Non-member - $79
- Professional Member - Free!
- Associate Member - $49
- More Information
-
Register
- Contains 1 Component(s)
For 25 years predictive analytics has enabled nonprofits and higher education to identify planned giving prospects. As organizational data improves, the models become better as well as more targeted: bequest, annuity and CRT models are available for strategic prospect identification. This webinar will focus on the data behind these models, and the information you can use to better inform your institution of planned giving potential. We will recommend data to be collected, what to do with it, and related strategic implementation ideas to help your organization to increase planned giving revenue.
For 25 years predictive analytics has enabled nonprofits and higher education to identify planned giving prospects. As organizational data improves, the models become better as well as more targeted: bequest, annuity and CRT models are available for strategic prospect identification. This webinar will focus on the data behind these models, and the information you can use to better inform your institution of planned giving potential. We will recommend data to be collected, what to do with it, and related strategic implementation ideas to help your organization to increase planned giving revenue.
Katherine Swank
Principal Strategic Consultant
Blackbaud
I'm a consummate learner. I'm always learning something new and known for sharing what I’ve learned with others. From the practice of law to fundraising and management positions with Southwestern University School of Law, American Heart Association, Colorado Public Radio, National Multiple Sclerosis Society (HQ), and now at Blackbaud as a strategic analytics professional for 15 years, I've been learning about the planned gift donor and the data behind them. Planned gifts aren’t made in a vacuum; the speed of knowledge in our industry is increasing as are the tools we use to identify the best prospects for these gift types. Nothing is the same as it was when I started fundraising in 1989. Today, teams of data scientists combine thousands of bits of information with AI and robust analytics to understand the donors that make planned gifts. Lawrence and I are honored to share what we've found out to help us all better understand the planned gift donor and explore the data behind them.
Lawrence Henze
Senior Principal Analytics Architect
Blackbaud
I am committed to increasing the effectiveness and efficiency of fundraising and ancillary programs using data-driven strategies
Lawrence Henze is the Senior Principal Analytics Architect for Blackbaud. During his career at Blackbaud, he has worked with nonprofits, colleges, and universities in both consultative sales and strategic implementation roles to encourage and facilitate the use of predictive analytics and related tools to promote fundraising success.
Before joining Blackbaud, Lawrence founded Core Data Services, a groundbreaking analytics approach to fundraising, in 1998. (Blackbaud purchased Core Data in 2001, creating Blackbaud Analytics). Lawrence’s experience as a development officer at Carroll University (WI), the University of Wisconsin Foundation (Madison), and the University of Dayton provided the understanding and motivation to use statistics to challenge fundraising axioms and create data-driven solutions.
-
Register
- Non-member - $40
- Professional Member - Free!
- Associate Member - Free!
- More Information
-
Register
- Contains 1 Component(s)
Join Altrata Senior Director of Higher Education, Matt Thompson, as he demonstrates how Wealth-X and RelSci can help you run interest-based searches amongst your donor base while leveraging your organization’s relationships in higher education and beyond. We will also discuss how to utilize this data in your prospecting or donor engagement strategy from annual fund to major giving levels.
Join Altrata Senior Director of Higher Education, Matt Thompson, as he demonstrates how Wealth-X and RelSci can help you run interest-based searches amongst your donor base while leveraging your organization’s relationships in higher education and beyond. We will also discuss how to utilize this data in your prospecting or donor engagement strategy from annual fund to major giving levels.
Matt Thompson
Senior Director, Head of Education & Healthcare
Altrata
Matt Thompson is Senior Director and Head of Education & Healthcare at Altrata. Matt joined the Altrata team in 2019 and has excelled recognizing opportunities and maintaining long-lasting partnerships thanks to his comprehensive product knowledge and understanding of industry trends.
Matt has extensive sales experience having worked as a Strategic Account Executive for Blackbaud for more than 4 years.
Matt also holds a Bachelor’s in Psychology from the University of Iowa.
-
Register
- Non-member - $40
- Professional Member - Free!
- Associate Member - Free!
- More Information
-
Register
- Contains 8 Product(s)
Missed out on Plug In to Leadership's live sessions? Enjoy recordings of eight sessions designed to expand on Apra's Body of Knowledge Leadership domain that attendees rated an average of 4 stars out of five! Attendees had the following things to say: The speakers were "relatable and authentic" and by attending they "felt part of a community". "The DEIBJA sessions surprised me with its practical suggestions. Most DEI workshops do not do this or do it well." "The Ted Lasso-themed session was so good. I enjoyed the framework/hook and the content." "Apra is a special place for many of us as it shaped our career."
Missed out on Plug In to Leadership's live sessions? Enjoy recordings of eight sessions designed to expand on Apra's Body of Knowledge Leadership domain that attendees rated an average of 4 stars out of five!
Attendees had the following things to say:
The speakers were "relatable and authentic" and by attending they "felt part of a community".
"The DEIBJA sessions surprised me with its practical suggestions. Most DEI workshops do not do this or do it well."
"The Ted Lasso-themed session was so good. I enjoyed the framework/hook and the content."
"Apra is a special place for many of us as it shaped our career."The following sessions were recorded as part of Plug In to Leadership:
- Opening Keynote: Achieving Your Leadership Potential with Jenea Oliver Ph.D., Senior Vice President and Chief Development Officer at Children's Mercy Kansas City.
- Lassoing Your Leadership: Using Emotional Intelligence to Build Influence & Drive Change with Emily Walsh, COO at the Community Foundation for Southern Arizona.
- Growing Success - How to Have a Voice at the Table and Advocate for Yourself and Your Team! with Prisca Zaccaria, Senior Director of Prospect Development at the University of Georgia.
- Apra’s Body of Knowledge: Making the New Leadership Domain Work For You with Jon Garrow, Director of Prospect Research & Development at Willamette University.
- Get in the Driver's Seat - Defining and Promoting Your Role as a Leader in Prospect Development with Beth Trammell Inman, Senior Director, Prospect and Donor Research at Shriners Children’s.
- Cultivating Diversity, Equity, Inclusion, Belonging, Justice and Access (DEIBJA) in Your Workplace with Suzi Elzie-Tuttle, Senior Prospect Analyst at UC Berkeley, Teri Brickey, Senior Manager for Individual Giving, Acquisition & Growth at the National MS Society, and Hodan Hassan, Assistant Dean for Advancement at Stony Brook University.
- Workshop: Giving and Getting Feedback with Janice Cunning and Margaret Katz Cann of Fundraising Leadership
- Saying Yes, Being Apprehensive and Lifelong Learning: Tips for Leaders from a Retiring One with Diane Crane, Former Associate Vice President of Strategic Engagement at Oklahoma State University Foundation, and Courtney Wolfe MacNelly, Assistant Director of Development for Academic and Student Affairs at Oklahoma State University Foundation.
-
Register
- Non-member - $350
- Professional Member - $245
- Associate Member - $350
- More Information
- Contains 1 Component(s)
December is known as National Giving Month for good reason. More than 30% of giving takes place at the end of the year, with Giving Tuesday as an official kick-off. How do you make the most of this critical fundraising season? During our upcoming webinar with APRA, we’ll look at trends that could influence your fundraising and the benefits of expanding donor research across more sources beyond public records, including: -News and company information to help identify corporate donors whose environmental, social or governance (ESG) commitments align with your mission; -Company and executive data, including foundation information, for building executive lists for targeted engagement campaigns; -Wealth indicators to match donation requests to individuals’ priorities and propensity to give; -News and legal information to conduct donor due diligence to protect your organization from reputational damage; -Job histories, education backgrounds, memberships, and affiliations to capture a more complete view of prospective and current donors so you can personalize fundraising appeals; and -Donor profiles featuring visualizations to help you spot critical information faster.
December is known as National Giving Month for good reason. More than 30% of giving takes place at the end of the year, with Giving Tuesday as an official kick-off. How do you make the most of this critical fundraising season?
During our upcoming webinar with APRA, we’ll look at trends that could influence your fundraising and the benefits of expanding donor research across more sources beyond public records, including:
-News and company information to help identify corporate donors whose environmental, social or governance (ESG) commitments align with your mission;
-Company and executive data, including foundation information, for building executive lists for targeted engagement campaigns;
-Wealth indicators to match donation requests to individuals’ priorities and propensity to give;
-News and legal information to conduct donor due diligence to protect your organization from reputational damage;
-Job histories, education backgrounds, memberships, and affiliations to capture a more complete view of prospective and current donors so you can personalize fundraising appeals; and
-Donor profiles featuring visualizations to help you spot critical information faster.
Brett Herzog
Senior Product Manager
LexisNexis
Brett Herzog is a seasoned product development and technology professional – having served at industry-leading companies such as Thomson Reuters, Follett Corporation, and LexisNexis for the past 20 years. He brings a unique perspective to his role (product leader for Nexis® for Development Professionals) based on his experience working on the client and vendor side in legaltech, edtech, and most recently in non-profit and faith-based markets. He lives in Greenville, SC with his wife where they have become obsessed with pickleball as they transition to empty-nesters.
Margaret Hart
Customer Success Manager
LexisNexis
Margaret Hart has worked with thousands of philanthropic organizations, academic institutions, and businesses during her tenure at LexisNexis. As a Client Success Manager, she combines the knowledge gained as a prospect researcher and non-profit development officer, with an understanding of how development professionals need to use information to maximize donations and nurture relationships.
-
Register
- Non-member - $40
- Professional Member - Free!
- Associate Member - Free!
- More Information
-
Register
- Contains 1 Component(s)
Questions and discussions about new officer roles in leadership or mid-level giving have certainly increased over the past few years. Since many of the new officers hold portfolios, we wanted to explore if there was any data indicating a difference in how portfolios are managed between mid-level officers and major giving officers. In this session, we will look at how we got to this point and how these new roles are important in building a sustainable pipeline. We will also look at initial metrics and data from 150+ higher education institutions to discover trends that could help inform best practices in portfolio management for these new officer roles. We’ll finish with a summary and future research considerations.
Questions and discussions about new officer roles in leadership or mid-level giving have certainly increased over the past few years. Since many of the new officers hold portfolios, we wanted to explore if there was any data indicating a difference in how portfolios are managed between mid-level officers and major giving officers. In this session, we will look at how we got to this point and how these new roles are important in building a sustainable pipeline. We will also look at initial metrics and data from 150+ higher education institutions to discover trends that could help inform best practices in portfolio management for these new officer roles. We’ll finish with a summary and future research considerations.
Michael Van Dyke
Strategic Consultant
Blackbaud
Michael has worked with higher education institutions as a trainer and strategic consultant for the past six years. Michael has over 12 years of experience in the world of fundraising 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 coming to Blackbaud, 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. 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.
-
Register
- Non-member - $40
- Professional Member - Free!
- Associate Member - Free!
- More Information
-
Register
Access Date | Quiz Result | Score | Actions |
---|