
Relationship Management
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Contains 1 Component(s) Includes a Live Web Event on 09/10/2025 at 12:00 PM (EDT)
How should you prioritize and segment your wealth data in today’s AI-driven landscape? What role does Predictive AI play in surfacing high-potential prospects? How can you combine this with GenerativeAI to dramatically reduce time spent on manual tasks? In this session, we’ll walk through how AI is transforming the way fundraising teams analyze, segment, and act on wealth and career intelligence. From propensity modeling to AI-enable intelligent segmentation, we’ll show you how to apply data-driven strategies to uncover new donor insights, streamline workflows, and ensure your team is focused on the right prospects at the right time. In this webinar, we’ll cover: - Techniques for utilizing wealth intelligence and AI to reveal hidden donor potential across your database - Strategies for seamlessly incorporating AI-driven insights and wealth data directly into everyday fundraising workflows - Tools and key performance indicators for tracking the impact of AI-driven prospecting and improved workflows - BONUS: Some new Windfall SaaS & AI capabilities and our roadmap, including Windfall’s AI Copilot You’ll leave this session equipped with actionable strategies and tools to harness AI for expanding donor pipelines, increasing engagement at every giving level, and delivering measurable results in a rapidly changing fundraising environment. *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 in today’s AI-driven landscape? What role does Predictive AI play in surfacing high-potential prospects? How can you combine this with GenerativeAI to dramatically reduce time spent on manual tasks?
In this session, we’ll walk through how AI is transforming the way fundraising teams analyze, segment, and act on wealth and career intelligence. From propensity modeling to AI-enable intelligent segmentation, we’ll show you how to apply data-driven strategies to uncover new donor insights, streamline workflows, and ensure your team is focused on the right prospects at the right time.
In this webinar, we’ll cover: - Techniques for utilizing wealth intelligence and AI to reveal hidden donor potential across your database - Strategies for seamlessly incorporating AI-driven insights and wealth data directly into everyday fundraising workflows - Tools and key performance indicators for tracking the impact of AI-driven prospecting and improved workflows - BONUS: Some new Windfall SaaS & AI capabilities and our roadmap, including Windfall’s AI Copilot
You’ll leave this session equipped with actionable strategies and tools to harness AI for expanding donor pipelines, increasing engagement at every giving level, and delivering measurable results in a rapidly changing fundraising environment.
*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
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
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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- Non-member - $42
- Professional Member - Free!
- Associate Member - Free!
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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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- Non-member - $85
- Professional Member - Free!
- Associate Member - $52
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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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- Non-member - $42
- Professional Member - Free!
- Associate Member - Free!
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Contains 9 Component(s)
New to the team, role, industry, or looking to brush up on your management skills? The Apra Fundamental: Relationship Management course will teach you the skills and strategies required in today’s fast-paced fundraising environment. Learn how best to management key stakeholders throughout the cultivation cycle and more.
In today’s fast-paced fundraising environment, building and sustaining meaningful donor relationships is more than a skill—it’s a strategy. This course introduces the core principles of relationship management, equipping you with the tools to engage the right donors, forecast effectively, and manage portfolios with confidence.
Unlock the power of strategic relationship management to elevate your organization’s fundraising efforts and your career success. This course offers a practical, data-driven approach to managing donor relationships, optimizing portfolios, and forecasting revenue. Designed for new to the industry, transitioning professionals, and growing teams, it equips you with the tools and insights needed to build lasting donor connections, manage gift officers and drive organizational success.
What You’ll Learn:
- The fundamentals of relationship management and its role in fundraising
- How to identify healthy vs. unhealthy donor portfolios
- Forecasting techniques and data interpretation for smarter decision-making
- Best practices for onboarding and supporting frontline fundraisers
- Ethical data collection and donor qualification strategies
Who Should Enroll: Ideal for frontline fundraisers, new team members, and professionals with unique backgrounds looking to specialize in fundraising. Organizations of all sizes will benefit from standardized practices and improved team alignment.
Why It Matters: With high turnover of frontline fundraisers in their roles, strong relationship management practices are essential for reducing turnover, improving donor relations and increasing impact. This course bridges the gap between data and human connection, helping you raise more funds, build trust, and lead with confidence.
The course contains 7 on-demand modules that take learners 20 – 60 minutes each to complete. If you upgrade to/ purchase the course with the live workshop component, it will include 3 live webinars or 1 in-person workshop day prior to the annual conference.
Learn a bit more about each lesson of the course before signing up below:
Introduction:
Relationship management is more than a system—it's a strategic mindset that aligns people, processes, and data to drive transformational philanthropy. In this introductory module, you'll explore how this discipline serves as the connective tissue between operational excellence and frontline fundraising. By embracing a culture of collaboration, accountability, and insight-driven action, your organization can unlock its full potential in major-gift fundraising.
Relationship Management 101:
Effective relationship management begins with a clear understanding of the tools and terminology that shape fundraising strategy. In this lesson, you’ll lay the groundwork for optimizing portfolios by exploring key concepts from Apra’s Body of Knowledge, gaining a high-level view of portfolios, pipelines, and policies, and reviewing essential data points that guide team alignment and strategic decision-making.
Portfolio optimization:
Take your portfolio management skills to the next level with practical strategies and problem-solving techniques. In this lesson, you’ll explore the fundamentals of Portfolio 101, learn how to interpret portfolio data effectively, and apply strategic thinking to optimize portfolios of all sizes. Whether you're part of a large team or a small shop, you’ll gain actionable insights to build and maintain high-performing portfolios that support your fundraising goals.
Reinforcing portfolio optimization:
Building on the foundations of portfolio strategy, this lesson explores the essential components that drive effective portfolio management. Learn how internal advancement meetings, proposals, and prospect tracking intersect with key performance indicators to shape frontline success. By examining gift officer and prospect development metrics, you’ll gain the tools to evaluate performance, guide strategic conversations, and ensure your portfolios are aligned for maximum impact.
Data visualization:
Effective portfolio management relies on clear, compelling communication—and data visualization is a powerful tool to make that happen. In this lesson, you’ll learn what information is most valuable to share with development officers, how visual storytelling can drive strategic conversations, and how to transform basic data into a simple, actionable dashboard. Empower your team with visuals that clarify, engage, and inspire action.
Projections:
Projections help us estimate future outcomes using simple math and past performance—no complex models required. In this lesson, you’ll learn how to create straightforward, explainable projections that support decision-making across individuals, teams, and organizations. We’ll explore how to apply these techniques over different timeframes, from annual goals to multi-year campaigns, and how projections can inform staffing, resource allocation, and performance planning. Master the fundamentals that make your insights both powerful and easy to communicate.
Putting it all together:
In this last lesson you will learn how to incorporate automations into your systems, clearly articulate business needs to technical teams, and create relationship maps that visualize connections and opportunities. Finally, discover the power of storytelling to communicate impact, inspire action, and bring your data to life. This is where strategy, systems, and storytelling converge.
Sarah Cadbury
Executive Director of Prospect Research and Management
Temple University
Chris Copsey
Assistant Vice President, Prospect Development
UNC Health Foundation
Chris Copsey is the UNC Health Foundation's Assistant Vice President of Prospect Development. Since 2019, Chris has provided the Health Foundation with research and analytical support, mainly supporting grateful patient, cultivation, and solicitation activities. He is responsible for the management of all Prospect Development work for the Foundation and leads a small team that is in charge of researching prospects, providing analysis of prospect data, and performing portfolio management and optimization for a development officer staff of about 20 officers. He is also very active in Apra, serving currently as the President-Elect of Apra Carolinas., and is a member of the Apra EPD Committee.
Carrick Davis
Executive Director, Prospect Management & Research
University of California, Davis
Carrick Davis is the Executive Director for Prospect Management & Research at UC Davis. In this role, he works with groups across University Development to provide prospect intelligence for all campus units, the UC Davis Health System, and UC Davis School of Veterinary Medicine.
Carrick has worked exclusively in the non-profit sector. Before finding Advancement, he first worked with community non-profits mapping geospatial data to support successful grant applications. One summer he worked on a team that did a house-by-house survey of every residential parcel in the City of Detroit, mapping the prevalence of arson or abandoned houses.
Since discovering the fields of Prospect Development, he has worked at a variety of higher education institutions from small private faith-based colleges to large public land grant universities. As a well-known veteran in the field, Carrick has spoken on numerous topics underneath the data science and advancement umbrellas. A former Apra President, he considers both Apra Rocky Mountains and CARA to be his home chapters. He has a BA from Beloit College in Sociology and Health Economics and holds a Master's Degree in Urban Planning from the University of Michigan.
Laurie Holmes
Prospect Researcher
4-H Council
Laurie Holmes is a research and development professional with a background in prospect research, legal librarianship, and organizational leadership. Currently serving as Prospect Researcher at the National 4-H Council, Laurie brings over a decade of experience across higher education, legal services, and the nonprofit sector. Her expertise includes competitive intelligence, due diligence, strategic planning, and team leadership.
Laurie is pursuing a Doctorate in Organizational Leadership at the University of North Carolina at Chapel Hill. She holds an MLIS from Simmons University, a Paralegal Certificate from Boston University, and a BA in Writing, Literature, and Publishing from Emerson College. An active member and volunteer with Apra, Laurie also serves as a guide at the Saint Louis Art Museum (SLAM) and tutors in community literacy programs.
Tayler Lee
Director of Pipeline & Prospect Strategy
College of Agriculture and Life Sciences NC State University
Tayler Rhoades Lee serves as the Director of Pipeline & Prospect Strategy for NC State University's College of Agriculture and Life Sciences, bringing nine years of experience to her role in Higher Education Advancement. Tayler provides insights on College strategy and initiatives, special projects, campaign planning, and goal setting. She is responsible for developing and managing comprehensive prospect pipelines for the University's largest fundraising team, which contributed over $478 million to the university's last goal of $2 billion. She also served as a subject matter expert during the University's recent CRM conversion and currently serves on the CRM optimization steering committee, as NC State prepares for its next capital campaign.
Sarah Luckey
Sr. Associate Director, Prospect Development
The Ohio State University
Sarah Luckey is the Senior Associate Director, Prospect Development at The Ohio State University. She has been with Ohio State since 2012, during that time she has served on both the prospect research and prospect management sides of her team. Sarah is passionate about strategic data use, collaborative pipeline building, and empowering frontline fundraisers. She is fortunate to work with an amazing team of prospect development professionals. Sarah holds a Master’s degree in Public Administration from The Ohio State University and a Bachelor’s degree from the University of Mount Union. She resides in Dublin, Ohio with her husband and twin daughters.
Cynthia Mikimoto
Associate Director of Prospect Management
Caltech
Cynthia Mikimoto serves as Associate Director of Prospect Management at Caltech, where she partners with development officers to ensure their portfolios remain accurate, current, and strategically aligned. Cynthia plays an active role in onboarding new team members, and continues to meet regularly with frontline fundraisers to serve as their strategic partner. Collaborating with the information services team, she works to provide insights and the story within the data for fundraisers. Ms. Mikimoto brings more than 20 years’ experience in prospect management, prospect research, leadership briefings, donor relations and event management. At Caltech, she has implemented automations related to portfolio review notifications, list reviews and stage management. She has co-presented on the critical collaboration between fundraisers and prospect development at conferences in 2023 and 2024. In recognition of her leadership and contributions to the field, Cynthia was elected president of Apra’s California chapter, CARA, in 2025. She received her undergraduate degree in psychology from Loyola Marymount University.
Cal Sturgeon
Assistant Director, Prospect Development
City of Hope
Cal Sturgeon is the assistant director, prospect development at City of Hope. They joined the hospital after serving a decade at the Washburn University Alumni Association and Foundation, where they modernized the prospect development shop through innovative research and scoring techniques, portfolio optimization, and data analytics. Sturgeon has also created better communication channels with front-line fundraising staff, leading to higher fundraising outcomes.
Sturgeon is an active member of Apra. They currently proudly serve on the Board of Directors. Previously, they served on the content planning committee for Apra International, as the communication chair of the Apra Midwest conference planning committee, and as the communication director on the Apra Missouri/Kansas board. Sturgeon was accepted to present at several Apra and MIAA Advancement conferences.
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- Non-member - $495
- Professional Member - $375
- Associate Member - $375
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Contains 8 Component(s)
Plug In to Small Shops at Apra's annual virtual two-day event this coming Tuesday, May 20 and Wednesday, 21! The program will spotlight the critical role of small shops in prospect development, offering sessions that sharpen your skills and expand your toolkit.
Plug In to Small Shops at Apra's annual virtual two-day event this coming Tuesday, May 20 and Wednesday, 21! The program will spotlight the critical role of small shops in prospect development, offering sessions that sharpen your skills and expand your toolkit.
Over two days of flexible learning, you'll dive deep into:
- Scum and project management
- Data-driven insights for donor identification
- Strategic affinity scoring
- "Small Shop" Power - including unique strengths, starting from scratch, achieving big goals, and advocacy tips and tricks.
Connect with fellow professionals, gain actionable insights, and stay ahead of emerging trends in our rapidly evolving field. Whether you're new to due diligence or looking to refine your approach, this event is your gateway to excellence in prospect development. Speaker information coming soon!
Prisca Zaccaria (Moderator)
Executive Director, Prospect Development
University of South Carolina
Prisca Zaccaria is an accomplished leader in higher education advancement and a recognized expert in prospect development, with over 23 years of experience in the field. As the Executive Director for Prospect Development at the University of South Carolina, she plays a crucial role in driving fundraising success and aligning philanthropic strategies with the university's long-term objectives.|Before her position at USC, Prisca held a senior role in prospect development at the University of Georgia. There, she was instrumental in supporting two comprehensive fundraising campaigns. Her collaboration with cross-functional teams significantly enhanced donor pipelines and secured major and principal gifts, which greatly boosted UGA's fundraising efforts.
A key strength of Prisca's leadership is her emphasis on data-driven strategies to improve the productivity of prospect development teams and foster fundraising growth. She has led the integration of innovative processes and analytics, ensuring the identification and cultivation of high-potential donors. This approach has contributed to substantial increases in major gifts and overall fundraising success. Additionally, she has streamlined the metrics used to measure team impact and demonstrate how strategic prospect development drives successful fundraising campaigns and philanthropic initiatives.
Prisca's contributions extend beyond her institutional roles. She serves as the Program and social media Director for Apra-Georgia and has previously held the position of Award Committee Chair for Apra-PD. Her leadership experience also includes being the Education Chair for Apra-Carolinas, a Board Director for GEAC, an AFP and AASP Leadership Mentor, and a faculty member for CASE's Prospect Development training.|Her active involvement at both the regional and national levels, including presentations at conferences and contributions to various webinars and panels, highlights her commitment to advancing best practices in prospect development and fostering growth within the profession.
LaKeida Adams, PMP, CSM, MHRM
CEO & Founder
Unbiased Solutions LLC
LaKeida Adams (Luh-kee-da) is a visionary millennial leader with a proven track record of developing and executing strategic initiatives that align with organizational goals, fostering innovation, and driving business growth. She graduated from Indiana State University and earned a Bachelor of Science in Marketing. She also holds a Master of Arts in Human Resource Management and a Graduate Certificate in Business Administration. She is a certified Project Management Professional (PMP), Certified Scrum Master (CSM), and holds a Six Sigma Yellow Belt.
LaKeida Adams has a wealth of experience in various industries, including higher education, non-profit, and for-profit. She is a Consultant at the American Association of Blacks in Higher Education (AABHE) and with the Vincennes University Early College Program in Fort Wayne. She is also the CEO and Founder of Unbiased Solutions LLC. In addition to her professional accomplishments, LaKeida is also an active community member. She currently serves on the Board for APRA Indiana (Association of Professional Researchers for Advancement) and is a Project Management Institute Central Indiana member.
She is also a past presenter for Apra Indiana Fall 2023 Conference, as well as the Borrowers Defense to Repayment Application Discussion on Eventbrite and a Delta Sigma Pi alumn. She is a passionate advocate for diversity, equity, and inclusion and a firm believer in the power of technology to transform businesses and communities.Chris Copsey
Assistant Vice President, Prospect Development
UNC Health Foundation
Chris Copsey is the UNC Health Foundation's Assistant Vice President of Prospect Development. Since 2019, Chris has provided the Health Foundation with research and analytical support, mainly supporting grateful patient, cultivation, and solicitation activities. He is responsible for the management of all Prospect Development work for the Foundation and leads a small team that is in charge of researching prospects, providing analysis of prospect data, and performing portfolio management and optimization for a development officer staff of about 20 officers. He is also very active in Apra, serving currently as the President-Elect of Apra Carolinas., and is a member of the Apra EPD Committee.
Marianne M. Pelletier
Managing Director
Staupell Analytics Group
Marianne Pelletier has over 35 years of experience in fundraising, with the majority in prospect research and prospecting. She is one of the first adopters of donor modeling and data mining techniques, and is now a world-renown leader on this segment of the research profession. Her prospect research positions include analyst and department head for Harvard University, Lesley University, Carnegie Mellon University, and Cornell University.||Pelletier's career also includes running an annual giving program with average increased revenues of 27% per year and providing software consulting through the Datatel Corporation, teaching clients both how to use their new software and assisting them with better analysis and more efficient processing.||A recipient of a lifetime achievement award from the New England Development Research Association and a Woman of the Year designation by the National Association of Professional Women, Pelletier has served as a volunteer for both election campaigns and social service agencies. She most recently served on her local chapter of Habitat for Humanity and ended her board membership with the Finger Lakes chapter of AFP as president.||Pelletier is a graduate of Rockford University, and earned her MBA at Southern New Hampshire University. Her recent workbook, Building Your Analytics Shop: A Workbook for Nonprofits, is available both on Amazon.com and on this website.
Stephanie Willis
Senior Manager of Prospect Development
Creative Fundraising Advisors
Stephanie is the Senior Manager of Prospect Development at Creative Fundraising Advisors and is passionate about helping nonprofits understand the “science” of fundraising, and how to effectively use data and research to enhance the “art” of fundraising. Stephanie has over a decade of experience in prospect research, prospect management, and data analytics at both higher education and nonprofit organizations. Stephanie has been a loyal Apra member and volunteer since 2013. For six years, she served on the Apra Indiana Board in roles including webmaster, programming chair, treasurer, and vice president. In 2019, Stephanie co-founded the Apra Great Lakes chapter to launch a new regional experience for local state chapters. Stephanie has been a regular attendee and speaker at the annual Apra PD conference and served on the Curriculum Planning Committee for three years. In 2023, she was honored to serve as the chair of the Apra PD conference in Indianapolis and is currently a member of the Apra Board and the Apra Foundation. Stephanie has an undergraduate degree in education and a master’s degree in library science. She is certified in the Tessitura and Blackbaud Raiser’s Edge databases. Since 2010, Stephanie has been a Gallup-certified Strengths coach and has helped hundreds of people understand, apply, and integrate CliftonStrengths results into their lives and work. Originally from Detroit, Michigan, Stephanie recently moved from Indianapolis, Indiana to Three Rivers, Michigan.
Jessica Roberts
Vice President, Data Analytics
CCS Fundraising
Jessica joined CCS in 2015 and brings over two decades of experience in nonprofit fundraising management and consulting. As Vice President of Data Analytics, she has worked with approximately 1,000 clients worldwide, leveraging data-driven insights to develop tailored development strategies. Her expertise spans Annual and Major Giving, Donor Relations, Event Planning, and Data Analytics, allowing her to craft innovative solutions that enhance fundraising effectiveness. Jessica's passion for development began in college when she worked as a student caller and manager at Binghamton University. Before joining CCS, she served as the Director of Development at Columbia University, where she led strategic planning efforts and solicited major gifts. Prior to that, she was the Assistant Director of Annual Giving at Fordham University, managing a $1 million telemarketing program and overseeing engagement initiatives for an alumni network of over 120,000 individuals. She holds a Master of Science in Nonprofit & Fundraising Management from Columbia University and a Bachelor of Science in Management from Binghamton University. Jessica lives in Queens, NY, with her husband and nine-year-old son, and enjoys exploring the vibrant streets of NYC in her free time.
Lauren Woodring
Associate Director, High Net Worth
Yale University
Lauren Woodring is the Associate Director, High Net Worth at Yale University. She most recently was at the Philadelphia Museum of Art, where she had been the Director of Prospect Research and Management. She started her prospect development career at the Kimmel Center for Performing Arts (now Ensemble Arts Philly) before moving to the museum. Lauren is a member of the board of directors for Apra International. She has also served in leadership positions with Apra Pennsylvania and AASP. Lauren is a graduate of Lebanon Valley College, and has a MA in History from LaSalle University, and a M.Litt in Museum and Gallery Studies from St. Andrews University in the United Kingdom. Lauren lives in Philadelphia and New Haven with her partner and their cat, Mona.
Rachel Hammond (Moderator)
Donor Research Coordinator
Moody Bible Institute of Chicago
Rachel Hammond is the donor research coordinator for the Moody Bible Institute of Chicago. Starting her career in advancement services at her alma mater, Hammond learned the importance of donor cultivation, retention and engagement as a student caller, call center manager and advancement intern. As a student caller, she raised funds for scholarships by establishing relationships with alumni and friends of the college instilling in her a passion for cultivation. After one year of being a student caller and securing the largest gift during the spring giving season, she was promoted to be the student call center manager where she assigned calling pools, trained students in the calling program and mentored them as they finished out their college careers. Learning the value of retention in this role, Hammond strived to see her college colleagues succeed just as she did and continue the legacy of the student calling program.||As the advancement intern, Hammond harnessed her passion for engagement and development as she built the in-house calling program, implemented the student philanthropy association and learned about each role in advancement services. This experience led her to the position she holds today at Moody, where she harnesses all the skills she learned at her alma mater as well as the ability to uncover key wealth indicators and harness her research skills to find hidden gems in the CRM.||Hammond also has a passion for serving the Apra community! She is the secretary and communication chair for the Apra Indiana Board of Directors, as well as the chair of the Education and Professional Development (EPD) committee. She loves giving back to the Apra community as they have poured into her for the past three years!
Don Irwin
Senior Manager of Prospect Research and Strategy
Lutheran Social Service of Minnesota
Don is the Senior Manager of Prospect Research and Strategy at Lutheran Social Service of Minnesota. He earned his BA in History and Anthropology at the University of Minnesota Duluth and MSc in Science and Religion at the University of Edinburgh School of Divinity. He continued in graduate research and teaching History and Philosophy of Science at Arizona State University before moving back to Minnesota to raise his children close to family. Don joined Apra Minnesota and Apra International in 2018 and earned his CFRE in 2021. He is grateful for the support of the Apra community and enthusiastic about giving back as a board member and co-chair of the programming committee for Apra Minnesota.
Susan Quinn
Executive Director of Advancement Services and Campaign Manager
Lenoir-Rhyne University
Susan Quinn is an experienced leader in fundraising operations in large and small institutions. Today she is Executive Director of Advancement Services and Campaign Manager at Lenoir-Rhyne University in western North Carolina where she leads an agile team of four who provide research, analysis, data integrity and campaign support to LR's fundraising teams. At PD 2024, Susan co-presented ""Small & Mighty"" with Jon Kingzette of Campbell & Co. That presentation delivered survey results from practitioners in small shops who shared their challenges and strategies for success and professional growth.
Rachael Dietrich Walker
Donor Strategy Manager
St. Luke's Health Foundation
Rachael Dietrich Walker is entering her fifteenth year in prospect development. In June 2024, she joined St. Luke's Health Foundation as its first Donor Strategy Manager, where she is building a brand-new prospect development program. She comes to healthcare after a career spent in higher education. Rachael is a longtime member of the Apra Carolinas board and currently serves as its President; she has also served in several volunteer roles for Apra International, most recently on the Winter 2025 Apra Fundamentals Prospect Research faculty. She holds an MLIS from UNC-Greensboro and a BA from the University of Richmond
Brittani Williams
Director, Development Operations and Prospect Development
Houston Zoo
Brittani Williams, MBA, is a seasoned fundraising expert with extensive experience in development operations, prospect development, and fundraising strategy. Currently serving as the Director of Development Operations and Prospect Development at the Houston Zoo, Brittani brings over twenty years of fundraising expertise to her role.| |With a background deeply rooted in the philanthropic sector, Brittani has dedicated over eight years to the Houston Zoo, progressively advancing from Development Research Analyst to her current position as Director. In her current capacity, she spearheads strategic initiatives to drive philanthropic growth and engagement, leveraging her finely honed skills in prospect research, relationship management, and operational excellence. Her work is exemplified in the Houston Zoo's largest campaign in its history, the ""Keeping Our World Wild"" centennial campaign, which raised over $150 million dollars for the Zoo and its conservation partners worldwide.| |Prior to her tenure at the Zoo, Brittani made significant contributions to the University of Houston, where she served in various roles within the University Advancement division. Notably, she played a pivotal role in supporting the silent phase of the University's ""Here, We Go"" campaign contributing to the remarkable success of the $1.2 billion dollar fundraising effort. Prior to positions in the nonprofit realm, Brittani held roles in political consulting, political campaign fundraising, and congressional constituent relations. | |Brittani holds a BS in Political Science and Psychology (dual majors) and an MBA specializing in Global Management and Business Modeling & Decision Making, all from the University of Houston. ||Brittani has been a member of Apra International since 2016 and was elected to the Board of Directors in 2024. Previously she has served in several volunteer roles with Apra International, including with the Conference Planning Committee, Chapters Committee, Nominations Committee, Awards Committee and Campaigns Task Force. She previously served as a board member for Apra greater Houston and as a member of the best practices in prospect development committee with aasp. Brittani was a 2022 nominee for the Houston Business Journal's Women Who Mean Business award. |
Jennifer Schlager
Manager, Prospect Research & Data Analytics
Trinity Health
Jennifer Schlager embarked on her philanthropy journey during her time as a student at the University of Michigan - Dearborn in 2010. With a comprehensive background spanning various roles, she has demonstrated expertise in volunteer coordination, event management, front-line fundraising and currently works as the Manager, Prospect Research & Data Analytics at Trinity Health. She finds great joy and fulfillment in her work within philanthropy.||Schlager served on the Apra Ethics and Compliance Committee from 2020-2023 and is proudly serving on the committee once again. Outside of her professional endeavors, she finds joy in quality time with her husband and son, while also passionately supporting the Detroit Lions.
Elizabeth Cumbo (Moderator)
Development National Operations and Administration Manager
United States Holocaust Memorial Museum (USHMM)
Elizabeth is the development national operations and administration manager at the United States Holocaust Memorial Museum (USHMM) in Washington, DC. Previously, she worked as a contract prospect researcher at USHMM and in the Photographic History Collections at Smithsonian's National Museum of American History. She graduated summa cum laude in art history from Skidmore College. Elizabeth joined the APRA Metro DC Chapter in 2022, and she is thrilled to begin volunteering for APRA International.
Anne Brownlee (Moderator)
Apra President
Apra
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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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- Non-member - $85
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- Associate Member - $52
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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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