Relationship Management
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Apra is excited to bring you Apra Fundamentals: Prospect Research! Join us for online networking opportunities and learning exercises combined with additional learning in the weeks leading up to the event. You will not only have access to the online community of attendees and faculty experts, but also the opportunity to attend a virtual program taking place this Winter 2025: February 24, 26, and 28. The program focuses on the four key areas of prospect development: Campaigns, Prospect Research, Prospect Management, and Data Science. It also explores fundraising terms and technologies as well as techniques and resources for finding and analyzing biographical, background, and financial information; introduces participants to corporate and foundation research, and delves into how available data can be used to formulate gift capacities and inform fundraising operations. In addition, the program covers guiding concepts related to prospect research, such as navigating ethical considerations in conducting research, best practices for managing and reporting prospect data and creating quality research products.
Apra is excited to bring you Apra Fundamentals: Prospect Research! Join us for online networking opportunities and learning exercises combined with additional learning in the weeks leading up to the event. You will not only have access to the online community of attendees and faculty experts, but also the opportunity to attend a virtual program taking place this Winter 2025: February 24, 26, and 28.
The program focuses on the four key areas of prospect development: Campaigns, Prospect Research, Prospect Management, and Data Science. It also explores fundraising terms and technologies as well as techniques and resources for finding and analyzing biographical, background, and financial information; introduces participants to corporate and foundation research, and delves into how available data can be used to formulate gift capacities and inform fundraising operations. In addition, the program covers guiding concepts related to prospect research, such as navigating ethical considerations in conducting research, best practices for managing and reporting prospect data and creating quality research products.All times are in the Central Time Zone.
Monday, February 24, 2025
10:30 a.m. - 12:00 p.m.
Welcome and Introduction
Ethics, Privacy and Security Best Practices
Through the use of case studies, participants, and faculty will explore regulations, considerations, and best practices for responsibly using data for fundraising.
Prospect Identification
Participants work in small groups to develop strategies to identify top prospects for assigned scenarios.
12:00 p.m. - 12:30 p.m.
Optional Q&A: What is your toughest prospecting challenge?
Wednesday, February 26, 2025
10:30 a.m. - 12:00 p.m.
Working with Development Officers
Explore tried and true techniques for prioritizing research requests, establishing standard deliverables, and orienting fundraisers to what research is and your role in it.
Portfolio Management
Faculty will share best practices for portfolio management and portfolio strategy meetings.
12:00 p.m. - 12:30 p.m.
Optional Q&A: What challenges have you experienced with development officers? Stump us!
Friday, February 28, 2025
10:30 a.m. - 12:00 p.m.
Creating Research Profiles
In this group exercise, we will all work together as a team to find available information and distill it in profile format.
Capacity Ratings
Learn about estimating wealth using 5% capacity ratings, real estate holdings, partnerships with vendors and screenings, plus common troubleshooting barriers.
12:00 p.m. - 12:30 p.m.
Final Q&A: Our panel of experts will round out the day by answering your toughest questions.
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- Non-member - $610
- Professional Member - $475
- Associate Member - $475
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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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- Non-member - $42
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- Associate Member - Free!
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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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- Non-member - $42
- Professional Member - Free!
- Associate Member - Free!
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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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- Non-member - $42
- Professional Member - Free!
- Associate Member - Free!
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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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- Non-member - $42
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Contains 8 Component(s)
Access the complete collection of recordings from Plug In to Due Diligence, Apra's virtual event dedicated to the essential practice of due diligence in prospect development. This bundle includes expert-led sessions designed to enhance your skills, broaden your toolkit, and keep you informed on best practices in the field.
Access the complete collection of recordings from Plug In to Due Diligence, Apra's virtual event dedicated to the essential practice of due diligence in prospect development. This bundle includes expert-led sessions designed to enhance your skills, broaden your toolkit, and inform you on best practices in the field. This package contains eight recordings from the two-day event.
Courtney Cutler
Due Diligence Specialist
Stanford University
Courtney has helped build comprehensive due diligence programs at MIT and UC Berkeley, and most recently worked with Stanford University to assess and refine their existing due diligence processes. Prior to due diligence, Courtney worked in prospect development at MIT and the Appalachian Mountain Club in Boston. They currently split their time between Colorado and Idaho and can often be found climbing or running through the mountains with their dog, Stanley.
Molly Johnson
Senior Director of Prospect Development
Massachusetts Institute of Technology
Molly Johnson is the Senior Director of Prospect Development at MIT where she leads the prospect research, prospect management, and philanthropic due diligence functions.
Her journey in higher education fundraising has been iterative, from prospect researcher to campaign volunteer manager to fundraiser to AI start up to her current role at MIT. The hallmark of Molly’s career is her ability to employ design thinking to identify problems, develop unique solutions, and co-create value. This highly collaborative style enabled Molly to tackle several complex organizational challenges, including individualized performance metrics with the School of Engineering, which culminated in the Leader of the Year award.
Today Molly is excited to share her expertise in creating, developing, and sustaining a responsive program to help you assess risk and make decisions that support your organization’s mission.
Beca Daniel
Account Executive
Xapien
Beca is an Account Executive at Xapien, having worked across customer success, sales and product development, all focused on the non profit and fundraising sector. She now leads on the higher education sector at Xapien.
During her time at Xapien, Beca has been involved in various aspects of developing the product to better serve universities and nonprofits, acting as a liaison between customers and the product team. Her work has often been focused on adapting the product to the changing world, including integrating fully up-to-date sanctions and watchlist data after the Russian invasion of Ukraine, and adapting adverse media categories to align with the reputational risks universities and nonprofits face in a changing world.
Beca has a background in research and higher education, with a first class degree in English Literature and an MA in Literature, Criticism and Culture from the University of Cambridge.
Krista Pierce
Senior Associate Director of Due Diligence Research
Tufts University
Krista Pierce is the Senior Associate Director of Due Diligence Research at Tufts University, where she joined the prospect development team in 2015. Since assuming her current role in 2021, Krista has helped to create the University’s first in-house due diligence program, which included developing a new policy and procedure, research reports, and risk analysis scoring. In addition to managing the due diligence program’s day-to-day operations, Krista has also acted as a subject expert to peer institutions and colleagues, and, most recently, gave a comprehensive workshop on due diligence at APRA’s Prospect Development 2023.
Prior to her due diligence work, Krista served in a variety of roles at Tufts, where her responsibilities were divided between prospect management and prospect research, with a particular expertise in international prospect research. Krista came to Tufts from Tufts Medical Center, where she helped to develop the fundraising office’s first prospect research program. Krista graduated from Saint Anselm College in Manchester, NH with a B.A. in English.
Catherine Flaatten
Associate Vice President of Prospect Development
Catherine Flaatten, MPH, CFRE, is the associate vice president of prospect development at BWF where she partners with clients to develop creative solutions to their prospect development challenges. Previously, she served in various roles at The George Washington University, most recently as the managing director of research and relationship management. Catherine has also worked in prospect development at Share Our Strength/No Kid Hungry, the National Psoriasis Foundation, and the BrightFocus Foundation. A regular speaker and author, Catherine currently serves on Apra’s Board of Directors, Fundamentals Committee, and Foundation Board of Trustees. Former volunteer roles include serving as president and programming chair of Apra Metro DC, chairing the aasp Best Practices in Prospect Development and Apra Membership Committees, and serving on Apra’s Body of Knowledge and PD Curriculum Planning Committees. Catherine holds a BA in International Affairs and an MPH in Maternal and Child Health, both from The George Washington University.
Charles Latham
Senior Research Analyst, Principal Gifts
Duke University
Currently the Senior Research Analyst specializing in Principal Gifts ($10M+ capacity) for Duke Health Development and Alumni Affairs, I have been a prospect researcher for nearly two decades, having started my career at Penn Medicine in Philadelphia, PA in 2007. I joined Duke Health in 2014. In 2021, working directly with the Vice President, I developed a presentation on reputational risk and due diligence in response to incidents at peer and other institutions, and am currently collaborating with our Stewardship team and Duke University’s development team to craft a robust program for identifying “red flags” and protecting the reputation of Duke Health. I received my B.A. in English w/Cultural and Community Studies with honors from the University of Sussex in Brighton, E. Sussex, UK. I reside in Durham, NC and like to play music in my free time and to practice target archery with my English longbow.
Kerry Rock
Chief Executive
Prospecting for Gold
Kerry is the Chief Executive of Prospecting for Gold. She has over 30 years’ experience in research, policy and management. She joined Prospecting for Gold in 2012 and currently leads our research consultancy and data protection work. She also runs our training programme, sharing her expertise in webinars and seminars. Before she moved to the UK from Australia in 2005, Kerry worked in the water industry then ran her own research and communication consultancy, supporting leading companies within the research industry. A career highlight was providing customer insights to help determine the future of Australia’s largest water company. Kerry also ran an independent film production company and wrote and produced a feature film that was selected for the Cannes Film Festival. Kerry has written hundreds of user-friendly reports and presented to wide-ranging audiences at national and international conferences, seminars, and board meetings. Kerry volunteers both within the charity sector and in her local community. She is a trustee of Cure Parkinson’s and sits on the Chartered Institute for Fundraising’s Consultants Special Interest Group committee. She is a member of the Market Research Society and president of the UK branch of the University of Melbourne’s Alumni Association. Closer to home, Kerry is a volunteer citizen scientist, helping to protect her local river, the Chess.
Maria Jornet Escuer
Researcher
Prospecting for Gold
Maria started her career in the financial sector as a risk-based researcher and due diligence specialist. After 10 years at Dow Jones she moved to the charity sector as an independent consultant to support charities on their ethical fundraising and conducting ethical checks.
Thanks to her background in translation she is fluent in five languages and specifically trained in conducting due diligence across different jurisdictions.
She joined Prospecting for Gold in June 2024 as a Researcher to add to the company’s due diligence and corporate and trust research services. As a polyglot and food lover, she enjoys travelling to practise her language skills and exploring new cuisines.
Bethany Andorfer Morley
Director of Prospect Strategy and Research
West Chester University Foundation
Bethany Andorfer Morley works at the West Chester University Foundation as the Director of Prospect Strategy and Research. Driven by a passion for learning new tools and creating innovative systems and strategies, she enjoys collaborating with fundraisers and prospect development professionals. With nearly 20 years of experience in the non-profit sector, including a decade as a frontline fundraiser, she has worked in higher education, health and human services and arts and culture.
John Sammis
Senior Vice President, Data Analytics
CCS Fundraising
John Sammis is a Senior Vice President of Data Analytics for CCS Fundraising. He brings more than 30 years of experience with statistical analysis and predictive modeling. John has devoted more than 20 years of his career to charities, universities, hospitals, and other nonprofit institutions, helping them produce models and use the results to achieve their fundraising goals. At CCS, John leads the Data Analytics team, which helps philanthropy and fundraising professionals apply cutting-edge data analytics tools to address specific organizational objectives. John is constantly reviewing the latest statistics tools and innovations to ensure that CCS applies the best approach for each client. John has a BS in Chemical Engineering from Clarkson University and an MBA from Cornell University.
Lindsey Nadeau (Moderator)
Vice President, Data, Insight and Campaigns
UNICEF USA
Lindsey Nadeau is vice president of data, insight, and campaigns at UNICEF USA, where she guides the philanthropy division toward data-driven decision-making and automation across campaign planning, prospect research, relationship management, database management, reporting, analytics, gift processing, and record management. She has previously held advancement services roles at The George Washington University, the Center for American Progress, The American University, and Public Citizen. Lindsey is Secretary of Apra International’s board of directors, where she has held multiple volunteer roles including chairing the 2020 Prospect Development conference. She previously chaired aasp’s Prospect Development Best Practices committee, co-chaired CASE’s Prospect Development conference, and contributed to CASE’s 2023 book Advancement Strategies: A Reference Guide for Advancement Services Professionals, 4th Edition. Lindsey holds a BA in economics from The American University.
Michael J. Foote
Assistant Vice President, Development Operations and Performance
Dartmouth College
Michael (Mike) Foote joined Dartmouth’s Advancement team in 2001 and currently serves as the Assistant Vice President of Development Operations and Performance. In this role, Mike collaborates closely with senior leadership to drive strategic initiatives that enhance fundraising effectveness and operational excellence. He plays a key role in shaping best practices across the department to maximize the impact of Dartmouth’s fundraising efforts.
Mike also leads Dartmouth’s Research and Prospect Management team, overseeing the identification and cultivation of high-potential donors in alignment with the college’s fundraising priorities. He has held
Additional roles in his time with Dartmouth included oversight of donor engagement and interim director of Dartmouth’s recognition and stewardship team, where he strengthened the college’s donor-centric approach to relationship-building and stewardship.Before transitioning to the non-profit sector, Mike spent five years with the National Basketball Association (NBA), where he directed research initiatives and provided strategic insights for marketing and media sales teams. His work supported the NBA’s domestic and global positioning through client-targeted research. Prior to the NBA, Mike held various roles at Nielsen Media Research, where he focused on television ratings and audience analysis.
Mike earned a Bachelor of Arts in Quantitative Analysis from St. John’s University and an MBA from the Lubin School of Business at Pace University. He is an active speaker in the development research community, has contributed to the APRA International Conference curriculum committee, and is a member of both APRA and NEDRA.
Megan Tedeschi
Managing Director, Prospect Development
UNICEF USA
Megan Tedeschi is the Managing Director, Prospect Development for UNICEF USA where establishes the priorities and vision for the prospect development area including moves management, pipeline development, prospect research, data hygiene and reporting standards to drive data-informed fundraising. Working in Prospect Development for over 10 years, Megan has gained expertise in due diligence best practices, corporate and institutional research, philanthropic trend analysis, team building and project management. She previously held Prospect Development roles at The George Washington University, Johnson & Wales University, and the Museum of Fine Arts, Boston. Megan holds a BA in Art History from Boston University. She lives in Portland on an apple orchard with her family.
Kevin Vaughn
Corporate and Foundation Relations Research Analyst
Notre Dame
Kevin Vaughn is a Research Analyst in the Department of Development at the University of Notre Dame, where he specializes in prospect research and strategy for the Corporate and Foundation Relations team. He also plays a key role in developing due diligence policies and procedures in collaboration with other university departments. Prior to joining Development, Kevin held administrative roles in graduate programs across the humanities and global affairs. Alongside his expertise in higher education, he holds advanced degrees in music performance.
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- Non-member - $429
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Contains 1 Component(s) Recorded On: 10/15/2024
Using wealth screening to identify major gift prospects among new student families is an indispensable part of the back-to-school prospecting process. Beyond that, though, there is opportunity to leverage internal data, relationships, and early outreach to further clarify your prospect list. In fact, sometimes these other inputs provide insights that wealth screening cannot. Join us to hear from a group of institutions representing elementary, secondary, and higher education on their tips for a holistic approach to this busy and vital season in a smaller-sized shop.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Using wealth screening to identify major gift prospects among new student families is an indispensable part of the back-to-school prospecting process. Beyond that, though, there is opportunity to leverage internal data, relationships, and early outreach to further clarify your prospect list. In fact, sometimes these other inputs provide insights that wealth screening cannot. Join us to hear from a group of institutions representing elementary, secondary, and higher education on their tips for a holistic approach to this busy and vital season in a smaller-sized shop.*
*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Leah Payne
Director of Prospect Management and Research
Longwood University
Leah Payne is the Director of Prospect Management & Research at Longwood University, a small comprehensive public university in Virginia founded in 1839. Leah has served in her current role for over 15 years and has a breath of higher education experience. She spearheads moves management, prospect research, major gift pipeline development, internal prospect giving analytics and external wealth screenings.
Before finding her latest passion in fundraising, Leah served as an assistance dean of students. Her exposure to financial aid, admissions, student conduct and student advocacy deepened her appreciation for the crucial role philanthropy plays in the success of higher education and non-profit organizations in general. Leah earned a Bachelor of Science in Business Administration from Longwood University and a Master of Education from Virginia Tech.
Adri Viswanatha
Director of Donor Research
Macalester College
Adri Viswanatha is the Director of Donor Research at Macalester College, where she is responsible for prospect strategy and portfolio management. Prior to joining the team at Mac, she worked as a prospect researcher at Children’s Cancer Research Fund. Adri began her fundraising career in Wisconsin where she worked on political campaigns at the state and national level. Adri is the current president of Apra-Minnesota.
Vidya Kagan
Director of Development Services
Menlo School
Vidya Kagan has worked in development for 20 years, specifically in higher education and independent schools. She started her career in Harvard Law School’s development office, where she was responsible for annual giving, reunion fundraising, volunteer management, donor relations, and events. At Noble & Greenough School, she served as the Director of Annual Giving for 3 years and as the Director of Major Gifts & Campaigns for 2 years. Her responsibilities included leadership solicitations, campaign planning, and volunteer management. She joined Menlo School’s development team in 2013 and is responsible for advancement services, which includes their Salesforce implementation and use, prospect research, and gift processing. Vidya has volunteered for and presented at many industry conferences and webinars, and has written articles related to data, databases, and research. She has collaborated with iWave, Salesforce, Cloud for Good, aasp, CASE, AFP, and Women in Development (Boston, MA).
Karl Sissman
Director of Philanthropic Strategy
Latin School of Chicago
Karl Sissman currently serves as the Director of Philanthropic Strategy at the Latin School of Chicago. In this role he oversees the annual fund, development operations, and special events. Prior to Latin, Karl held multiple roles supporting fundraising at some of Chicago's most beloved performing arts institutions including Grant Park Music Festival and Chicago Shakespeare Theater. Karl began his career as a licensed educator following the completion of a BM in Music Education from Miami University. Additionally, he is nearing the completion of his MBA at The University of Chicago's Booth School of Business. Outside of work and school, Karl loves exploring Chicago's rich food and beverage scene, seeing live theater, and traveling to see friends and family around the world.
Katelyn Martin (Moderator)
Managing Director, Strategic Information Services
Campbell & Company
Katelyn Martin is Managing Director, Strategic Information Services, at Campbell & Company, a national nonprofit consulting firm that helps organizations create greater impact through fundraising, communications, executive search, and strategic information services. In her 10 years with the firm, Katelyn has counseled clients across all sectors in roles ranging from strategic campaign counsel to interim development staff support. As the leader of the Strategic Information Services practice, Katelyn leverages her fundraising expertise and the advanced technical skills of her team to build the internal capacity of our clients to make data-driven decisions and build stronger donor relationships.
Prior to joining Campbell & Company, Katelyn worked in frontline and database roles with youth-serving organizations. Katelyn graduated with a Bachelor of Music in Arts Management from Northwestern University. She lives in Chicago with her husband and two children.
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Contains 1 Component(s) Recorded On: 08/27/2024
Want to win more funding for your nonprofit? The first step to success is being able to find good fit funders. In this workshop, you’ll learn how to get “in” with institutional funders and double the number of funding opportunities in your pipeline. By the end of this webinar, you will: - Gain insights into funder perspectives and how to align proposals with funder priorities to increase success rates - Learn effective best practices for prospecting, both in research and evaluation of prospective funders - Hear 7 strategies for initiating and maintaining communication with funders throughout the grant lifecycle. - See how Instrumentl can help you save up to 15 hours per week on finding & tracking new funding opportunities Plus, all of our live attendees get special perks: - Earn 1.0 CFRE point - Personalized funder recommendations for your nonprofit - Access to freebies & resources connected to course content - Win exciting raffle prizes - Build community with like-minded peers in your field - All registrants will receive a recording and copy of the presentation slides after the workshop. *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Want to win more funding for your nonprofit? The first step to success is being able to find good fit funders. In this workshop, you’ll learn how to get “in” with institutional funders and double the number of funding opportunities in your pipeline.
By the end of this webinar, you will:
- Gain insights into funder perspectives and how to align proposals with funder priorities to increase success rates
- Learn effective best practices for prospecting, both in research and evaluation of prospective funders
- Hear 7 strategies for initiating and maintaining communication with funders throughout the grant lifecycle.
- See how Instrumentl can help you save up to 15 hours per week on finding & tracking new funding opportunities
Plus, all of our live attendees get special perks:
- Earn 1.0 CFRE point
- Personalized funder recommendations for your nonprofit
- Access to freebies & resources connected to course content
- Win exciting raffle prizes
- Build community with like-minded peers in your field
All registrants will receive a recording and copy of the presentation slides after the workshop.
*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Rachel Fidler Cannella
Events & Community Manager
Instrumentl
Rachel Fidler Cannella is a skilled educator & nonprofit professional with over a decade in the Arts & Culture sector.
Prior to joining the team at Instrumentl, Rachel served as Senior Manager of School & Teacher Programs at the Natural History Museums of Los Angeles County, leading educational programming for 150,000+ annual school visitors at two county museum sites. She has also directed creative arts programming for teens & elders at Holocaust Museum LA and designed environmental education courses for early learners at the Portland Children’s Museum, in partnership with the Oregon Zoo.
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- Non-member - $42
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- Associate Member - Free!
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Contains 39 Product(s)
Get 39 sessions offered at the Prospect Development 2024 Conference, held August 21 - 23, 2024.
Get 39 sessions offered at the Prospect Development 2024 Conference, held August 21 - 23, 2024.
- A KPI Journey - Creating Metrics and Changing Culture with Institutional Fundraisers
- AI and PD – How All Areas Can Ensure Ethical Practices for AI (Ask the Ethicist Live)
- Apra Talks: We're All Data Scientists
- Bridging Eras: Integrating AI with Tried and True Screening Methods
- Building a Career Pathway Program: A Roadmap to Growing Opportunities for our Teams
- Building a Prospect Management System as a Team of One
- Designing Your Own Crystal Ball: From Revenue Forecasting to a Long-Term Growth Model
- Finding Your (Donor’s) Roots: Practical Applications for Genealogy in Development
- From Service Provider to Strategic Partner: The Trusted Advisor Journey
- General Session - Partner Industry Panel
- How to turn your Database into an Asset
- Identifying the Next Generation of Principal Gift Prospects
- In My Teaching Era: Training and Learning in a Small Shop
- In my Wellness Era: How a Wellness Skeptic Became a Convert
- It Takes a Village: Expanding the Donor Pipeline through Strategic Partnerships
- It's Not Just the Numbers! - Income, Psychology, and Giving Behavior
- Keynote Presentation: Humanity in Fundraising: Revolutionizing Donor Engagement
- Lighting Your Own Way – Using Vision to Find Professional Growth Opportunities in Challenging Times
- Microdata: Your Key to the Prospects Hidden in Plain Sight
- Moving from the Cubicle to the Kitchen Table: Pivoting to Remote Work
- Navigating Inclusive Philanthropy: Addressing Historical and System Biases in Prospect Development and Data Tracking and Reporting
- Oh the Places You’ll Go: Using Data and Reporting to Inform A Holistic Travel Strategy
- Optimizing Fundraising Success: A Deep Dive into Performance Metrics
- Partners in Fundraising: Facilitating an Effective and Collaborative Portfolio Review Meeting
- Portfolio Health: Your Portfolio Fitness Tracker
- Prospect Management as the Keystone for Radical Change in Portfolio Management and Fundraiser Performance Management
- Protecting Our Institutions: Due Diligence and Risk Management Trends and Insights
- Revolutionize Your Database: Fix Messy Data and Build a Strong Foundation
- Sailing Through Stock Research
- Small and Mighty-- Leveraging the Unique Strengths and Challenges of Smaller Shops
- The (Hidden) Wealth of Nations: Perils, Pitfalls and Opportunities in Using Data to Estimate Gift Capacity
- The ABCs and 123s of DAFs
- The Wheels on the Bus: Using Data & Process to Drive a Public-Phase Campaign Prospect Pipeline
- Unlocking Fundraising Success: Powering Discovery and Referrals with Goal Motivation
- Unlocking Hidden Potential: How Indiana University Health Foundation's Mid-Level Giving Program Generated Over $93,000 in Six Months
- Using Analytics to Drive Dynamic Major and Principal Giving Pipeline Development
- What to Expect When You’re Expecting (a Salesforce CRM)!
- What's Your Red Flag? Reputational Risk and Philanthropic Due Diligence Best Practices
- You CAN Have It All: Building a Proactive Lead Program That Works for Everyone
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Register
- Non-member - $700
- Professional Member - $530
- Associate Member - $530
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After years of unfocused strategy and travel to overcrowded markets, join the University of Denver's Strategic Analytics and Prospect Development team on our journey to use data-driven insights and prospect pool analyses to make recommendations for territory realignment, earn trust and buy-in from key stakeholders, and roll out a new travel planning dashboard to ensure the right fundraisers are seeing the right prospects.
While a significant portion of its nearly 150,000 alumni are local, 59% of University of Denver's alumni reside beyond the Denver-metro area. This presents an interesting challenge partnering with development leadership to develop a functional and effective travel strategy when all fundraisers want to visit regional prospects and feel as though they own a particular market or region. With both generalist and unit-based fundraisers eager to travel, DU must manage frontline travel effectively to ensure fundraisers target markets with strong prospect pools, supporting both individual and university-wide goals.
After years of unfocused strategy and travel to overcrowded markets, join the University of Denver's Strategic Analytics and Prospect Development team on our journey to use data-driven insights and prospect pool analyses to make recommendations for territory realignment, earn trust and buy-in from key stakeholders, and roll out a new travel planning dashboard to ensure the right fundraisers are seeing the right prospects.
Learning Objectives:
- Attendees will learn strategies to discuss and interpret prospect pool data to inform leadership decisions around regional market coverage.
- Attendees will learn how to leverage interactive dashboards using custom zip-code based boundaries and other filters for travel planning and list generation.
Peter Kotowski
Director, Prospect Development
University of Denver
Pete Kotowski is the Director of Prospect Development for the University of Denver. In this role, he is responsible for implementing a prospect management system, overseeing prospect identification processes and research efforts, and division-wide pipeline management as DU enters the public phase of its capital campaign. Prior to this, Pete held a number of roles on the Prospect Management & Research team at Loyola University Chicago, where he also serves as an adjunct professor in the Department of History. Pete has served in a number of volunteer rolls with Apra International and Apra-IL, including serving as a member of the Apra International Conference Planning Committee and as the current president of Apra-IL. Pete has a BA in History and Political Science from the University of Pittsburgh and a PhD in American History from Loyola University Chicago, where his research focused on the relationship between Quakerism, conceptions of manhood, and unfree labor in early Pennsylvania.
Nathan Zick-Smith
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Register
- Non-member - $110
- Professional Member - $65
- Associate Member - $65
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