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.

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  • Contains 1 Component(s)

    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

    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

    Marissa Maybee

    Director of Nonprofit 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.

    Kyle Curry

    Senior Director of Nonprofit Sales

    Windfall

    Kyle Curry is the Senior Director of Nonprofit Sales at Windfall, where he supports all sizes of nonprofit organizations as they explore wealth screening, AI, propensity modeling, and marketing lead generation. He has been working for and with nonprofits since 2006, as a fundraiser, event director, board member, and consultative sales leader with a speciality in technology, digital strategy, and data. Kyle

    holds a BA in English Writing from Millikin University.

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    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. Don't miss this opportunity to take your nonprofit's research to the next level.

    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

    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.

    David Fox

    Product Marketing Manager

    LexisNexis

    David Fox is a Product Marketing Manager for the Nonprofit segment at LexisNexis, a leading provider of data and analytics solutions. Originally from New Jersey, David now lives in Washington DC with his wife, his dog Marco, and his cat Kennedy. David has volunteered with and donated to nonprofits for over 10 years, supporting social, educational, and global causes. With his experience in organizations like the Blackstone LaunchPad powered by Techstars and Memorial Sloan Kettering, David brings a world of innovation and technical knowledge to the nonprofit industry where he hopes to share insight and information that drives the fundraising success of organizations across the country.

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    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.

    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.

    Stephanie Brouwer (Moderator)

    United Way of Central Indiana

    Chris Green

    Mr

    Xapien

    Chris has 25 years’ leadership experience in businesses providing data-driven insight across Government, Law Enforcement, National Security and Financial Services clients.

    He is currently co-founder and CEO of Xapien – an automated background research platform used by a number of leading universities and non-profits to distil insights from the vast and ever-expanding information space.

    Chris began his career at Detica (now BAE Systems) providing technology strategy advice to Central Government agencies in the aftermath of 9/11.

    He hence led a number of teams delivering fraud, compliance, cyber security and analytics systems into major private and public sector clients. His final role was Managing Director of the Financial Crime division, with 600 staff in 12 countries.

    He left BAE to spend 2 years as Chief Commercial Officer at CallCredit, the challenger credit reference agency, prior to its acquisition by TransUnion for £1Bn.

    Justine Griffin

    Segment General Manager

    Nexis Solutions

    Ashley Fitzgerald

    Strategic Partnership Manager

    Altrata

    Ashley spent ten years in the nonprofit sector and saw that the cold reality for nonprofit organizations is a lack of resources (both human and monetary), donor fatigue, and the ever-changing landscape of public opinion towards social services. She also saw professionals who were resourceful, creative, resilient, and relentless in their pursuit of social justice.

    With Ashley’s working knowledge of nonprofits, experience with fundraising, and technical savvy, she is afforded the privilege of working with CRMs and consultants who are on the cutting edge of data-driven fundraising. 

    When she stepped into a leadership role at a residential treatment facility, it was clear that there was much to learn more about the dynamic, far-reaching nonprofit sector. Ashley studied and graduated the University of San Diego’s master’s program for Nonprofit Management and Leadership. There, she worked with local nonprofits to develop fundraising plans, consult on board member duties, write budgets, and develop bylaws.

    Ashley is a big-picture thinker with an eye on charitable giving trends. 
    She has witnessed first-hand the power of wealth intelligence to help nonprofit organizations reach their fundraising goals.

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    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.

    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.

    Bill Hamm

    Director of Prospect Research

    OU Foundation

  • Contains 1 Component(s)

    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.

    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.

    Lindsey Nadeau

    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. 


  • Contains 1 Component(s)

    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.

    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.

    Martha Rowe

    Program Director: Philanthropy

    Northwestern Memorial Foundation

    Martha Ortinau Rowe is a seasoned development professional with a career spanning over ten years, characterized by progressive leadership, operational excellence, and impactful fundraising across the healthcare, education, and nonprofit sectors. With a strong passion for program innovation and growth and a background in Prospect Research & Development, Annual Giving, and Major Gifts fundraising, Martha combines strategic vision with a deep understanding of data analytics and constituent relationships to achieve remarkable results. 

    While at Northwestern Memorial Foundation, Martha has developed the Prospect Research and Development department from one person to a dynamic five-person team responsible for supporting fundraising infrastructure as well as strategic partnerships with Principal Gifts, Major and Mid-Level Giving pipeline development, physician engagement, Events, Foundation Relations, and Corporate Giving. In addition to supporting the PR&D team, Martha drives NMF’s Strategic Initiatives and Special Projects through research, benchmarking, and implementation of key initiatives. 

    While not at work, Martha enjoys spending time with her husband, 18-month old daughter (endearingly dubbed “tiny monster”), and 10 year old “puppy” taking distracted hikes or watching shows on the couch while the tiny monster sleeps. 

    Emma Hinke

    Director of Data Science

    BWF

  • Contains 1 Component(s)

    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.

    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.

    Brandilyn Small

    University of Southern California

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    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.

    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.

    Elisa Shoenberger

    Research Consultant

    Aspire Research Group

  • Contains 1 Component(s)

    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.

    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.

    Sarah Richards

    Coord. Prospect Research

    The Dynamic Catholic Institute

    Joseph Hemmelgarn

    Prospect Research Analyst

    The Dynamic Catholic Institute

  • Contains 1 Component(s)

    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.

    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.

    Catherine Flaatten

    Associate Vice President of Prospect Development

    BWF

    Catherine Flaatten, MPH, CFRE, is the associate vice president of prospect development at BWF where she partners with clients to develop creative, bespoke solutions to all types of 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 within the prospect development community, Catherine currently serves as the immediate past president of Apra Metro DC, is a trustee of the Apra Foundation, and was recently elected to the Apra Board of Directors.

    Catherine holds a BA in International Affairs and an MPH in Maternal and Child Health, both from The George Washington University.

    Sarah Price

    Managing Director of Research Services

    BWF

    Abbey Bignell

    Senior Manager, Prospect Management

    Children's Hospital Colorado Foundation