Relationship Management

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  • Apra Premier Webinars Bundle

    Product not yet rated Contains 3 Product(s)

    Check out all three of Apra's Premier Webinars with this exclusive bundle package! This bundle is worth up to (6) CFRE points.

    Check out all three of Apra's Premier Webinars with this exclusive bundle package!

    November 2, 2021: Building Community: A Culture of DEI in the Workplace

    November 9, 2021: Building a High Performing Team in the New Normal

    November 16, 2021: Data Privacy and Ethics

    All three webinars taking place 2pm-4pm EST. 

    This bundle is worth up to (6) CFRE points.

  • Apra Premier Webinar: Building Community: A Culture of DEI in the Workplace

    Product not yet rated Contains 2 Component(s) Includes a Live Web Event on 11/02/2021 at 2:00 PM (EDT)

    Diversity, Ethics and Inclusion (DEI) is a top-of-mind subject for many of us in the industry. Register for the first Apra Premier Webinar in our series on November 2nd to dive into DEI with fellow Apra members and special guest speakers. This webinar will kick off with a panel discussion on talent management and inclusive leadership in your organization. Invited speaker, Sharon Parkinson will also cover the topic of organizational culture. Afterwards, attendees will go into breakout rooms to further discuss DEI topics including microaggressions, exclusion, disabilities, mental health, economic status, employee recruitment, hiring and retaining diverse teams. Attendees are also encouraged to utilize the new Apra DEI Data Guide. This webinar is worth (2) CFRE points.

    Diversity, Ethics and Inclusion (DEI) is a top-of-mind subject for many of us in the industry. Register for the first Apra Premier Webinar in our series on November 2nd to dive into DEI with fellow Apra members and special guest speakers. This webinar will kick off with a panel discussion on talent management and inclusive leadership in your organization. Invited speaker, Sharon Parkinson will also cover topic of organizational culture. Afterwards, attendees will go into breakout rooms to further discuss DEI topics including microaggressions, exclusion, disabilities, mental health, economic status, employee recruitment, hiring and retaining diverse teams. Attendees are also encouraged to utilize the new Apra DEI Data Guide. 

    Panel: Kelli North (University of Michigan), Cara Bradshaw (Family Promise), Nedra Newton-Jones (University of Georgia)

    Presenter: Sharon Parkinson (Vassar College)

    Breakout Room Facilitators: April Genung (Bowdoin College), Felice Gomez-Spencer (Earthjustice)


    This webinar is worth (2) CFRE points.

    Kelli North

    Senior Development Research Analyst

    University of Michigan

    Kelli North is a Senior Development Research Analyst at the University of Michigan, where she assists multiple academic units as well as the Alumni Association and the Office of Diversity, Equity, & Inclusion with prospect research, prospecting, and fundraising strategy. Her current areas of focus are diversity, equity, and inclusion and NextGen fundraising. She tries to bring her social justice education and experience as a first-generation college student to her work. She is the Advocacy Lead on the board of the APRA Michigan Chapter as well as a member of the FORUM Planning Committee and former Chair of the Research Committee for the Great Lakes Prospect Development FORUM. She is also a member of the planning committee for the APRA Great Lakes Conference.

    She has presented at several conferences including APRA-International, APRA-Michigan, and the Great Lakes Prospect Development ForUM. She has also presented webinars for CASE, APRA-Pennsylvania, APRA-Ohio, and APRA-Michigan.

    Cara Bradshaw

    Chief Impact Officer

    Family Promise

    Cara Bradshaw is a communications and fundraising professional who has worked on communications and fundraising teams at international humanitarian organizations, in higher education, and in the media to promote social justice and community engagement. Cara studied Political Science and Spanish at Drew University in Madison, NJ and International Affairs and Media at The New School in Manhattan.

    She currently serves as Chief Impact Officer at Family Promise, a national non-profit that provides community-based solutions to empower working families. With a dedicated team at Family Promise, Cara works to elevate the Family Promise brand, engage stakeholders through powerful storytelling, and deliver long-lasting social change through meaningful philanthropy. Cara’s curiosity about good leadership and organizational development inspires her work. An outdoor enthusiast, Cara lives in Brevard, NC with her family and enjoys mountain biking and hiking with her dog, Blu.

    Nedra Newton-Jones

    Executive Director of Research & Prospect Management

    University of Georgia

    Nedra serves as Executive Director of Research & Prospect Management for the University of Georgia’s Development and Alumni Relations division since November 2018. Before that, she served as Senior Director of Development Research and Prospect Management for Georgia State University’s Development and Alumni Affairs division. During her tenure at GSU, she provided leadership in critical areas of prospect development. She partnered with senior advancement leadership to support a $300 million campaign, including developing prospect pools, managing the prospect management system, and conducting fundraising performance analysis.

    Nedra is a fundraising and development professional with more than 25 years of experience in philanthropic fundraising and non-profit management, including all aspects of prospect development (prospect management, prospect research, information engagement, and data mining/analytics).  

    Previously, she served as Manager of Prospect Research at Boys & Girls Clubs of America, where she worked for more than 14 years. In addition, Nedra has been an active member and volunteer of Apra and served as President of the local Apra-Georgia Chapter.

    Sharon Parkinson

    Senior Associate Director of Prospect Development and Research

    Vassar College

    Sharon Parkinson (pronouns: she/her/hers) is Senior Associate Director of Prospect Development and Research at Vassar College, which stands on Wappingers, Stockbridge-Munsee, and Delaware Indigenous peoples’ homelands. She collaborates with the Associate Vice President for Individual Giving and the fundraising and engagement teams to plan and implement research projects designed to identify new donors and build a robust pipeline of potential campaign donors.

    Sharon provides strategic guidance to fundraising program directors and gift officers on assessment and qualification of newly discovered prospects, portfolio management, and cultivation strategies through consultations and training sessions.  She oversees professional development and manages research projects assigned to PDR’s Research Specialist and freelance Research Analyst.

    A key component of Sharon’s role is to create a more diverse, inclusive, and equitable work environment for the Prospect Development and Research team and other Advancement colleagues.  She plans and facilitates team retreats and serves on the Diversity, Equity, Inclusion, and Belonging (DEIB) staff development group within Advancement. Sharon is also a steering committee member of the Carolyn Grant ‘36 Endowment. This committee reviews applications and provides Vassar faculty and staff funding to integrate expressive and experiential processes into their teaching and work, including movement, drawing, meditative arts, group process and dialogue, and other creative models of instruction and expression. 

    In partnership with the Office of Campus Life and Diversity, Sharon facilitated a Conversation Dinner, “Creating Contemplative Community,” and a workshop for All College Day, “Using Contemplative Practices to Navigate Life at Vassar.”  She is one of several administrators who provides resources and support to Vassar's first-generation, low-income, and undocumented students involved in the Transitions program.  Her favorite time spent with students is during Transition’s Wisdom Dinners, which provide opportunities for students and employees to bond together over their shared identities.

    Sharon holds an undergraduate degree in Communication with a second major in Business Administration and advanced degrees in Organizational Communication and Sociology. She is a long-time member of the Apra New York chapter whose mantra is “Share the Knowledge.”  Sharon served as the chapter’s Social Media Sage and as a board member for several years.  She has also been a member of the Apra Greater New York chapter and facilitated a workshop, “Envisioning Change: Transforming Prospect Development Offices,” for Apra GNY’s ProspectCon. Sharon also participates in the Liberal Arts Colleges Racial Equity Leadership Alliance and the Mid-Hudson Association of Women in Higher Education. 

    April Genung

    Assistant Director of Development Research

    Bowdin College

    April is Assistant Director of Development Research at Bowdoin College. Before joining Bowdoin in 2018 she was Senior Research Analyst for the University of California, Davis, and began her career in prospect research at Amherst College. A California native, April holds an undergraduate degree from UC Davis and an MA in English literature from the University of Massachusetts, Amherst. April has served in volunteer roles for NEDRA since 2019 and was elected to the NEDRA Board in July 2021. She additionally co-chairs the Diversity, Equity, and Inclusion working group in Bowdoin’s office of Development and Alumni Relations. When not working April enjoys exploring Maine with her husband and two little boys.

    Felice Gomez-Spencer

    Deputy Director of Development Research

    Earthjustice

    Felice Gomez-Spencer is the Deputy Director of Development Research at Earthjustice, where she oversees the organization’s prospect development arm. Felice joined Earthjustice in 2013 after earning a master’s degree in library and information science and has over 20 years of nonprofit fundraising experience. Prior to Earthjustice, she worked in prospect development and corporate and foundation relations for the University of California, Berkeley. Felice began her career as a grant writer for community health centers in Tucson, AZ, and San Francisco, CA. She has worked for a number of arts, education and health organizations in the Bay Area, as well as for a Hispanic marketing agency. Felice holds a BA in anthropology from the University of Arizona

  • Partner Webinar: Giving Credit Where It’s Due: Incorporating Ethics and Due Diligence into Your Research

    Product not yet rated Contains 2 Component(s) Includes a Live Web Event on 10/20/2021 at 2:00 PM (EDT)

    The Helen Brown Group and iWave are happy to present this webinar to you. Ethics and due diligence are more important than ever in prospect research. The Sackler and Epstein scandals of the past few years are bringing ethics and risk management to the forefront. As donors and their gifts come from an ever-wider net, how is your team (and their leadership) keeping potential risks in mind? We will discuss potential pitfalls of due diligence, how to adhere to APRA’s Code of Ethics (no matter how small or large your shop is) and what to do if you come across some risky business (including examples in our own work). We will clarify the key differences between prospect research and due diligence research and give some tips and tricks to go about it in an efficient and ethical way. After our discussion, attendees should feel empowered to draft a due diligence policy for their organization (or to encourage other to do so), and have greater knowledge of the best resources to complete this work. They will also have a greater understand of the differences between prospect research and due diligence research. The ethics needed and risks involved with completing due diligence work will also be discussed. This webinar is worth (1) CFRE point.

    The Helen Brown Group and iWave are happy to present this webinar to you. Ethics and due diligence are more important than ever in prospect research. The Sackler and Epstein scandals of the past few years are bringing ethics and risk management to the forefront. As donors and their gifts come from an ever-wider net, how is your team (and their leadership) keeping potential risks in mind? We will discuss potential pitfalls of due diligence, how to adhere to APRA’s Code of Ethics (no matter how small or large your shop is) and what to do if you come across some risky business (including examples in our own work).  We will clarify the key differences between prospect research and due diligence research and give some tips and tricks to go about it in an efficient and ethical way.

    After our discussion, attendees should feel empowered to draft a due diligence policy for their organization (or to encourage other to do so), and have greater knowledge of the best resources to complete this work. They will also have a greater understand of the differences between prospect research and due diligence research. The ethics needed and risks involved with completing due diligence work will also be discussed.


    This webinar is worth (1) CFRE point.

    Jayme Klein

    Helen Brown Group

    Jayme began her career in development in 2008 at the Rutgers University Foundation, where she spent the next seven years, first in prospect management and then prospect research. She spent several years at Monmouth University as their senior prospect research analyst, working with the fundraising staff, university president, and top leadership. She has worked as both a volunteer and consultant for non-profits in the areas of research and writing. She earned a bachelor of arts degree from Drew University and a master of communication and information sciences from Rutgers University. She is a member of APRA’s Online Content Committee. Jayme joined The Helen Brown Group in April 2019.

    Michele Borucki

    Helen Brown Group

    Michele began her career in development in 2012 as a Development Analyst with the University of California, Berkeley Corporate and Foundation Relations team. She served as a Prospect Analyst at University of California, Davis and then as a Senior Prospect Analyst at the George Washington University. Michele is a member of NEDRA, Apra Florida, and Apra International and previously served as the Social Media Chair for Apra Metro DC. She received her BA in creative writing from Florida State University and studied higher education leadership at California State University, Sacramento. She currently lives in Tampa, FL with her husband and two children. Michele joined the Helen Brown Group in July 2018.

  • Live DEI Data Guide Webinar: How to Ethically Collect, Store, and Use Identity Data

    Product not yet rated Contains 2 Component(s) Includes a Live Web Event on 09/29/2021 at 1:00 PM (EDT)

    Apra’s Ethics & Compliance Committee recently published a DEI Data Guide, covering the ethical ways of collecting, storing, and using diversity, equity, and inclusion data, which can be sensitive information.

    Apra’s Ethics & Compliance Committee recently published a DEI Data Guide, covering the ethical ways of collecting, storing, and using diversity, equity, and inclusion data, which can be sensitive information. The presentation will discuss the main elements of the Data Guide, and have a live Q&A to answer questions related to the complexities of DEI data. Participants can expect to take away best practices of working with DEI data, and how to implement them in their own shops. The information is relevant to anyone in the fundraising sector. This webinar is worth (1) CFRE point.

    Lori Hood Lawson

    Vice President, Advancement Insights, UC Innovation and Co-Founder

    WorkingPhilanthropy.com

    Lori Hood Lawson is the Vice President of Advancement Insights for UC Innovation, a CRM Solutions & Services company with extensive expertise in Salesforce implementations and building managed products on Salesforce for Higher Education organizations. Lori is also the Co-Founder of WorkingPhilanthropy.com LLC. Lori is a member of aasp, where she has served on the Prospect Development Best Practices Committee, and Apra, where she has served with the Florida chapter as a board member and as president. Lori volunteers with Apra through serving on the Ethics and Compliance Committee. She has served on the Body of Knowledge Committee and is a former chair and co-chair for the Ethics and Compliance Committee and Online Curriculum Committee. She holds a master's degree from The Florida State University School of Information and a bachelor's degree from Emory University.

    Megan Horton

    Prospect Management & Research Analyst

    UC San Diego

    Megan has been working with UC San Diego Advancement since 2015 where she has worked with campaign operations, Corporate & Foundation Relations, and is now involved in both Prospect Research and Prospect Management. She currently serves as Chair of the Apra Ethics & Compliance Committee, and has presented at several conferences including Apra Prospect Development, AFP ICON, and CARA. Before coming to San Diego, she worked in El Salvador and Washington, D.C. where she worked in violence prevention and Latin American social justice nonprofits. Megan has a BA in International Affairs from George Washington University, and an MA in Latin American Studies from UC San Diego. 

    Erin Osborn

    Prospect Development Director

    Children’s Hospital Colorado Foundation

    Erin Osborn is the Prospect Development Director at Children’s Hospital Colorado Foundation. She started at the Foundation in 1997, working as a coordinator in a variety of departments, including planned giving, major gifts and special events. Erin has worked in prospect research since 2001.  She is a past president of Apra-Rocky Mountains and has presented for Apra, Apra-Rocky Mountains, AFP Colorado, AHP Rockies & Southwest and other groups like Community Shares of Colorado and the Aspen Development Group.

  • Apra Partner Webinar: Why Feature Engineering is Vital for AI

    Product not yet rated Contains 1 Component(s) Recorded On: 09/08/2021

    Machine learning & AI can be powerful tools for enabling data-driven fundraising, but they can also be incredibly complex. Join Windfall’s Arup Banerjee for a deep dive into feature engineering. In this session, Arup will examine the nuances of machine learning models and the important role that feature engineering plays. Hosted with APRA, this session explores: • How machine learning helps nonprofit organizations • What feature engineering is and how you can leverage it • Important advantages, drawbacks, and gotchas around feature engineering • Simple steps to leverage feature engineering today • How to implement machine learning models This webinar is worth (1) CFRE point.

    Machine learning & AI can be powerful tools for enabling data-driven fundraising, but they can also be incredibly complex. 

    Join Windfall’s Arup Banerjee for a deep dive into feature engineering. In this session, Arup will examine the nuances of machine learning models and the important role that feature engineering plays.  

    Hosted with APRA, this session explores:
    • How machine learning helps nonprofit organizations
    • What feature engineering is and how you can leverage it
    • Important advantages, drawbacks, and gotchas around feature engineering
    • Simple steps to leverage feature engineering today 
    • How to implement machine learning models

    This webinar is worth (1) CFRE point.

    Arup Banerjee

    CEO

    Windfall

    Arup Banerjee is the CEO and Co-Founder of Windfall, a data company that helps nonprofits identify, understand, and engage the affluent. Arup has over 15 years of experience building data-related technology companies. Prior to Windfall, Arup served as SVP, Product at Radius, a B2B predictive marketing company that raised over $125 million. Earlier in his career, Arup helped build out technical infrastructure and analytics frameworks at GoodData, a cloud-based business intelligence company based out of San Francisco. Arup holds degrees in Computer Science and Economics from Duke University and an MBA from the Haas School of Business, UC Berkeley

    Chris Ferraioli

    Staff Data Scientist

    Windfall

    Chris has been at Windfall since May 2020, where he is a Staff Data Scientist. Much of his time is dedicated to developing machine learning models to help Windfall's customers meet their goals. Chris now lives in the Bay Area, but grew up in New Jersey and has lived in various places in between New York and DC. Before Windfall, he was employed in a variety of different fields including chemistry, nuclear physics, and autonomous vehicles.

  • PD 2021 Conference Highlights Bundle

    Product not yet rated Contains 10 Product(s)

    Get 10 of the most popular sessions from the Prospect Development 2021, on a variety of topics.

    Get 10 of the most popular sessions from the Prospect Development 2021, on a variety of topics.

    Leadership in Diversity, Equity, & Inclusion: My Experience as a Case Study
    The Fundraiser Scorecard: Simple, Effective Fundraising Metrics
    Starting from Scratch: Building Thirty Portfolios in Six Weeks
    Meetings that Matter: Driving Fundraising Success through Deliberate Planning
    The Metrics Gambit: Developing a Culture of Accountability During a Strategic Pivot
    Creating a Cultural Shift: 7 Steps to Elevating Prospect Research and Data-Driven Decisions to Achieve Fundraising Goals
    Modernizing Moves Management with Data Visualization
    The Great Balancing Act: How to run a database screen when you're a shop of one
    Diversity, Equity, and Inclusion for Prospect Researchers in Healthcare
    Chasing Alpha with SEC Data
  • PD 2021 Full Conference Bundle

    Product not yet rated Contains 32 Product(s)

    Purchase the Prospect Development 2021 conference bundle for 30+ educational recordings on a variety of topics.

    Get the Prospect Development 2021 conference bundle for 30+ educational recordings on a variety of topics.

    7 Steps to Elevating Prospect Research and Data-Driven Decisions to Achieve Fundraising Goals
    DON'T PANIC! A Panel Perspective on Adapting Advancement in COVID-19
    A Giving Pyramid Model: Wealth Screening to Strategy
    I'll Be There for You: Campaign Planning Partnerships
    Getting Everyone to Take an Interest in Interests
    Starting from Scratch: Building Thirty Portfolios in Six Weeks
    Leveraging Data to Improve Healthcare Fundraising Results
    Chasing Alpha with SEC Data
    Modernizing Moves Management with Data Visualization
    Boost Annual Fund Effectiveness with Python's Data Science Ecosystem
    The Metrics Gambit: Developing a Culture of Accountability During a Strategic Pivot
    Get in the Driver's Seat: Defining and Promoting Your Role as a Leader in Prospect Development
    Apra Talks: Communication can be hard. Words are important.
    Leadership in Diversity, Equity, & Inclusion: My Experience as a Case Study
    Want to be a Director? - Going from Researcher to Development Director 
    Use the Force! Insights, Intuition, and Trust
    President’s Panel: Apra Leaders reflect on the past and plan for the future
    Positioned For Success: Taking the leap from Salaried to Self-Employed
    News vs. Noise: Action-Oriented News Alerts 
    Diversity, Equity, and Inclusion for Prospect Researchers in Healthcare 
    A Survey of International Prospect Research Strategies and Context
    This is the Way: Developing a Proactive Prospecting Program
    Targeting Your Bullseyes: Inform Your Internal Prospecting
    The Great Balancing Act: How to run a database screen when you're a shop of one
    Designing a CFR Prospect Development Toolkit
    Don’t Stop Achievin’: A Goal Planning Journey
    Beyond Portfolios and Prospect Research
    KonMari Your Portfolio: Teaching Gift Officers the Life Changing Magic of Objective Portfolio Management
    Portfolio Reveals
    The Fundraiser Scorecard:  Simple, Effective Fundraising Metrics
    From Identification to Portfolio Action: A Blueprint for Creating a Proactive Prospect Identification and Pipeline Management Program 
    Meetings that Matter: Driving Fundraising Success through Deliberate Planning
  • Meetings that Matter: Driving Fundraising Success through Deliberate Planning

    Product not yet rated Contains 1 Component(s) Recorded On: 07/29/2021

    Do you struggle with meeting fatigue within your development shop? In pandemic-times, this fatigue moved fully into the virtual space and only intensified. Missouri State University’s one-person prospect development shop used this as an opportunity to re-think their approach to discussing prospect strategies, balanced portfolios, and proposals in the pipeline as a development shop and in 1:1 partnership with gift officers. Join Jacqui and Bond as they discuss roadblocks and success towards this new approach and give practical advice for how to set your organization up for success, including strategies to gain buy in and report examples.

    Do you struggle with meeting fatigue within your development shop? In pandemic-times, this fatigue moved fully into the virtual space and only intensified. Missouri State University’s one-person prospect development shop used this as an opportunity to re-think their approach to discussing prospect strategies, balanced portfolios, and proposals in the pipeline as a development shop and in 1:1 partnership with gift officers. Join Jacqui and Bond as they discuss roadblocks and success towards this new approach and give practical advice for how to set your organization up for success, including strategies to gain buy in and report examples.

    This webinar is worth (1) CFRE point. 

    Bond T. Lammey

    Senior Vice President of Prospect Development

    Bentz Whaley Flessner

    Jacqui Coones

    Missouri State University

  • From Identification to Portfolio Action: A Blueprint for Creating a Proactive Prospect Identification and Pipeline Management Program

    Product not yet rated Contains 1 Component(s) Recorded On: 07/29/2021

    Are you tasked with providing frontline fundraisers with new prospect leads? Do you struggle to get gift officers to act on new prospect leads you generate? Are you interested in learning how to ensure those leads are consistently acted upon? See how prospect researchers at the Smithsonian Institution worked with development colleagues to create a process for identifying and reviewing proactive leads from monthly donor screenings, which has provided a valuable pipeline of new donors for their centralized Major Gifts and Discovery Team. See how working with the Team’s Manager of Operations held gift officers accountable for taking action on research generated leads. Attendees of this session will learn how to put into place a process for identifying new prospects on a monthly basis and engage in quarterly reviews to encourage action and keep gift officer portfolios fresh. See how collaboration among various parties in the central development office led to a strategic process in discovering new and recent donors with Major Gift, Principal Gift, Gift Planning, and membership upgrade potential.

    Are you tasked with providing frontline fundraisers with new prospect leads? Do you struggle to get gift officers to act on new prospect leads you generate? Are you interested in learning how to ensure those leads are consistently acted upon? See how prospect researchers at the Smithsonian Institution worked with development colleagues to create a process for identifying and reviewing proactive leads from monthly donor screenings, which has provided a valuable pipeline of new donors for their centralized Major Gifts and Discovery Team. See how working with the Team’s Manager of Operations held gift officers accountable for taking action on research generated leads. Attendees of this session will learn how to put into place a process for identifying new prospects on a monthly basis and engage in quarterly reviews to encourage action and keep gift officer portfolios fresh. See how collaboration among various parties in the central development office led to a strategic process in discovering new and recent donors with Major Gift, Principal Gift, Gift Planning, and membership upgrade potential.  

    This webinar is worth (1) CFRE point.

    Grace Dulanto

    Smithsonian Institution

    Justin Williams

    Smithsonian Institution

    Lauren Turner

    Stand Together

  • The Fundraiser Scorecard: Simple, Effective Fundraising Metrics

    Product not yet rated Contains 1 Component(s) Recorded On: 07/29/2021

    In this session, David Lively, Senior Associate VP and Campaign Manager at Northwestern University, and Erin Lynch Moran, Partner at The Solas Group, will present The Fundraiser Scorecard, a tool that Northwestern University uses to help development officers track their progress and improve their ability to attain goals.

    In this session, David Lively, Senior Associate VP and Campaign Manager at Northwestern University, and Erin Lynch Moran, Partner at The Solas Group, will present The Fundraiser Scorecard, a tool that Northwestern University uses to help development officers track their progress and improve their ability to attain goals.

    This webinar is worth (1.25) CFRE points.

    Erin Lynch Moran

    Partner

    The Solas Group

    David Lively

    Northwestern University