
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: 07/23/2025
Join Hatch CEO Moshe Hecht, who's helped nonprofits raise over $3 billion, for 'A New Dawn of Prospect Research: How Hatch’s AI-Powered Scoring & Insights Transforms Donor Intelligence.' Explore how AI is revolutionizing donor intelligence beyond traditional wealth screening methods. Learn about the shift from basic wealth screening to dynamic, AI-driven strategies that reveal hidden gems and maximize fundraising impact. Discover the power of explainable scores, advanced affinity analysis, and predictive modeling in identifying and engaging high-potential and best-fit donors. This session is a deep dive into the transformative potential of AI in prospect research. Moshe will share insights on leveraging AI to create a more precise, transparent, and effective approach to prospect development, ushering in a new era for nonprofits.* *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 Hatch CEO Moshe Hecht, who's helped nonprofits raise over $3 billion, for 'A New Dawn of Prospect Research: How Hatch’s AI-Powered Scoring & Insights Transforms Donor Intelligence.' Explore how AI is revolutionizing donor intelligence beyond traditional wealth screening methods. Learn about the shift from basic wealth screening to dynamic, AI-driven strategies that reveal hidden gems and maximize fundraising impact. Discover the power of explainable scores, advanced affinity analysis, and predictive modeling in identifying and engaging high-potential and best-fit donors. This session is a deep dive into the transformative potential of AI in prospect research. Moshe will share insights on leveraging AI to create a more precise, transparent, and effective approach to prospect development, ushering in a new era for nonprofits.*
*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Moshe Hecht
CEO & Founder
Hatch
Moshe Hecht is a philanthropic futurist and innovator who has made significant contributions to the world of charitable giving through technology. As a co-founder of a global crowdfunding platform, he helped over 8,000 organizations raise more than $3 billion.
In 2021, Moshe founded HATCH.AI, the first-of-its-kind Giving Intelligence Platform. HATCH is an AI-powered portal for Nonprofits to streamline and maximize their impact in the world of giving. The company uses Altruistic Intelligence™, leveraging publicly available 3rd party data, machine learning, and AI predictive modeling to generate comprehensive donor profiles.
Moshe's dedication to advancing philanthropy through technology has earned him recognition, including the Nonprofit Technology Professional of the Year award from Nonprofit Pro. His insights on the future of giving have been published in prominent publications such as Forbes, Guidestar, Nonprofit Pro, Nonprofit Quarterly, and eJewishPhilanthropy.
Throughout his career, Moshe has worked with some of the world's most prominent nonprofits to revolutionize their digital donation infrastructures. He also makes angel investments in technology that services the nonprofit and corporate giving markets.
HATCH has raised $5 million in seed funding from prominent investors. The company's mission is to create a society of intelligent contributors who perpetually add value to individual, communal, and societal life.
Moshe is known for his innovative thinking and describes himself as "delusional, passionate, and driven". Outside of his professional endeavors, he is an aspiring triathlete and marathoner, having completed two half Ironman races and numerous marathons. He often combines his athletic pursuits with fundraising efforts for his favorite charities.
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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.
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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.
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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.”
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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.
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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
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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.
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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.
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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.
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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.
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