Does a static gift capacity measure or prospect rating drive your wealth screening? 

Accurately identifying top donor prospects is essential for development teams, but it can be very difficult to get a full understanding of an individual’s wealth profile, especially in today's volatile economic climate. The concept of wealth data is not new, but approaches to collecting and cultivating this data have evolved significantly in recent years. Join us to learn about new approaches to wealth data and why “getting it right” is so difficult.

In this webinar we will explore:

● Historical approaches to data and why some methodologies tend to be inaccurate
● The 4 V's of data and why it is challenging to maintain accuracy
● Examples of data sources that are tough to analyze or incorporate in to screenings
● Newer approaches to Wealth Screening that can supercharge your fundraising efforts
● The benefits of incorporating career intelligence into your fundraising strategy for a full view of your constituents’ affluence and influence

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

Join Nexis Solutions for an immersive webinar where we'll uncover emerging trends and insights that can safeguard your nonprofit organization from risks and supercharge your fundraising efforts with the power of trust-based relationships.

In this webinar, you will learn:

• What types of financial, legal, or reputational harm a donor, partner, or board member could bring into your nonprofit organization, and the resources that help to mitigate and prevent that risk.

• The importance of researching every aspect of your donor possible to find and confirm key information that contributes to success in your fundraising strategy.

• How to leverage tools and data to conduct comprehensive due diligence on your prospects, donors, partners, and board members, and to build trust-based relationships that lead to long-term support and impact.

Register now and get ready to take your nonprofit's research to the next level.

Learning Objectives:

1. Doing Your Due Diligence in Evaluating Risk: Understand what types of financial, legal, or reputational harm a donor, partner, or board member could bring into your nonprofit organization, and the sources that help to mitigate and prevent that risk.

2. Doing Your Due Diligence to Validate Information, Wealth, and Relationships: Discover the importance of researching every aspect of your donor possible to find and confirm key information that contributes to success in your fundraising strategy.

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

Join us for this highly anticipated prospect development industry event! Geared around thought leadership and growth within the prospect development space, the Partner Industry Panel will feature four thought leaders from various supporting organizations within the philanthropy space. The panelists will discuss the various trends they are seeing in the philanthropy world, ways to combat various challenges currently being faced by industry professionals and share tips based upon their own experiences. Moderated by Prospect Development 2023 Conference Planning Committee Chair Stephanie Brouwer (Creative Fundraising Advisors), this is an event you won’t want to miss.

Tribal nations in the US have long been misunderstood by the general public, so it's no great surprise that myths and questions persist even in the world of philanthropic fundraising. With 574 federally recognized tribes spread throughout the country, tribal nations constitute an overlooked and underutilized prospecting pool for institutional partnership and fundraising. From strategies to identify tribal philanthropic interests and giving capacity to historical and ethical considerations when working with tribes, this session will empower researchers and position institutions to better navigate relationships and fundraising with tribal nations in the US. Drawing upon the presenter's insights as an Osage tribal citizen and the University of Oklahoma Foundation's long-standing relationships with tribal nations in Oklahoma, attendees will learn about historical and contemporary tribal-federal relations that have economically positioned tribes where they are today, unique legal and business phenomenon that can be leveraged to identify tribal wealth and philanthropic indicators, and ethical and cultural factors that may illuminate pathways to connecting with tribes.

Do you ever feel like you are drowning in projects? Do you often struggle to say "no" to taking on more? This is the path to burnout and unmet expectations. But don't fret! You can manage the volume and become a savvy negotiator while centering employee wellness. In three years, UNICEF USA honed a scrum-based agile project management approach to manage increasing workloads. With origins in software development, we tailored what worked for us: we created an integrated project management board in Trello, organized two-week "sprints", and customized "rituals" allowing us to purposefully plan and track our project work. In our third year, we set a data-driven KPI and dashboarded our expected vs. actual workload. This incentivizes individual accountability to not take too much on. When urgent projects emerge, we can assess bandwidth and are empowered with tools to deprioritize other projects. This approach provides greater visibility and collaboration opportunities across research, relationship management, data science, and campaign planning teams and integrates mindfulness techniques critical to our team culture. Let us help you maintain your sanity by learning about how to make project management more manageable.

In this session we will describe Northwestern Memorial Foundation's approach to optimizing their staffing model and relationship management coverage using a data driven methodology. In partnership with BWF, we evaluated pipeline flow, volume by medical department, and screened patient capacity, assessing estimated prospect and donor conversion rates from this population. NMF implemented the results of the analysis by realigning overall fundraising staff assignment of medical departments and physicians for more equitable and balanced pipeline coverage. In this presentation, we will also discuss the team building, communication, and change management necessary to successfully implement the assignment changes.

This session will introduce concierge medicine, one of the fastest-growing fields of medical practice, and the untapped potential this industry provides for prospect research professionals in the healthcare sector. The concierge medicine market was worth an estimated $6 billion in 2022 and is expected to reach $13.3 billion by 2030. An annual concierge retainer can start at $80,000/year and increase from there. This session will highlight my experience as a former assistant to a private practice concierge doctor in Beverly Hills, California. This includes having worked closely with the physicians and staff to provide personalized, high-level care. This highly tailored service also required conducting biographical and financial research on VIP patients. This experience serendipitously provided key/new insights in identifying high net worth individuals and organizations as a prospect researcher for the University of Southern California's Campaign for Health.

In 2021, cryptocurrency seemed to be at the top of the world. But with the recent bank failures and bankruptcies, it's hard not to wonder if this is the end of crypto? Or just another bubble? Or is this a merely correction? In this session, Elisa Shoenberger will why (or why not)nonprofits should think about crypto, and what researchers can do and what the future might be. Researchers will come away with a better understanding of what cryptocurrencies are, how they work, and how to think about them in fundraising.

Build a report from scratch and learn tips to help get the right report type from the start. Learn about a free SalesForce add-on to help access data you don't have permission to view. #AllthePower Formulas, graphs, buckets, and trailhead oh my.

Is your qualification program struggling to yield results? Are the basics you have in place just not cutting it? You're not alone! The efficient and effective qualification of new major gift prospects is paramount to fundraising success, but the process can be challenging for both prospect development professionals and their frontline partners. In this session, we will discuss common pain points and the distinct roles of analytics, prospect research, and relationship management in helping mitigate them. Attendees will come away with thoughtful strategies for providing their frontline partners with the information, motivation, and structure needed to take their qualification efforts to the next level.