Relationship Management

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  • Contains 1 Component(s) Recorded On: 02/03/2022

    Data enrichment is the lifeblood of an organization’s fundraising operations. Effective data enrichment providers offer not just quality, validated data, but a consultative approach, time-saving post-processing and insights into how to make your data as actionable as possible. In the age of automation, how can your organization deploy data enrichment to balance needs for efficiency and expectations of personalization? In this webinar, we’ll walk you through: ● SSB's holistic approach to data enrichment (and how we got here), ● How to build profiles that give you a 360-degree view of your constituents, and ● How to ready your organization for the Golden Record—the one true and complete record for every constituent in your database. We’ll offer tips on how to run quality assurance testing on vendor data and identify quality appends. In addition, we’ll also discuss the capabilities of SSB’s data analytics solutions and how you can better engage donors and close more major gifts with effective wealth and engagement scores. This webinar is worth (1) CFRE point.

    Data enrichment is the lifeblood of an organization’s fundraising operations. Effective data enrichment providers offer not just quality, validated data, but a consultative approach, time-saving post-processing and insights into how to make your data as actionable as possible. In the age of automation, how can your organization deploy data enrichment to balance needs for efficiency and expectations of personalization? In this webinar, we’ll walk you through:


    ● SSB's holistic approach to data enrichment (and how we got here),
    ● How to build profiles that give you a 360-degree view of your constituents, and
    ● How to ready your organization for the Golden Record—the one true and complete record for every constituent in your database.


    We’ll offer tips on how to run quality assurance testing on vendor data and identify quality appends. In addition, we’ll also discuss the capabilities of SSB’s data analytics solutions and how you can better engage donors and close more major gifts with effective wealth and engagement scores.

    This webinar is worth (1) CFRE point. 

    Rishika Kondaveeti

    Data Scientist

    SSB

    • Rishika Kondaveeti is a data scientist with more than five years of work experience in data analytics and quality assurance with alumni and constituent data. She develops custom data algorithms to match and aggregate data and analyzes data to generate trend and pattern analysis for prospect identification. Rishika is focused on solving data quality problems, effectively presenting actionable data insights to help advancement teams with alumni and donor relations. She holds an MS in Management Information Systems from the University of Illinois-Springfield, where she developed a passion for data analytics. She was awarded the highest recognition by the International Honor Society Beta Gamma Sigma.

    Theresa Voigt

    Product Owner

    SSB

    • Theresa Voigt has over 15 years’ experience as a project manager for events and engagement strategies that identify and cultivate non-profit and donor relationships. Recently, Theresa has focused on technology, data, and operational solutions for alumni relations and development teams looking to measure the quality of relationships, engagement opportunities, and their associated data points. After gaining firsthand experiences as the frontline officer, the project manager, and the vendor client manager, Theresa is dedicated to helping more organizations gain access to quality automated enrichment and analytics. Theresa has a bachelor’s degree from Beloit College and is an Annual Fellow of the Development Leadership Consortium.

    Wade Longmire

    Director of Collegiate Markets

    SSB

    • Wade Longmire joined SSB five years ago after working for the Athletic Department at the University of Texas and the Ticket Office at the Tennessee Titans. Wade has experienced firsthand how data can be leveraged to drive engagement with constituents and achieve business outcomes. He currently oversees all of SSB’s Higher Education Business Development and partners with universities to identify institutional goals and to align those goals with data strategy.

    Dr. Caitlin Scarano

    Director of Market Research

    SSB

    • Dr. Caitlin Scarano is a writer and researcher based in northwest Washington. She was able to earn her undergraduate degree at James Madison University through a donor-funded scholarship program that provided financial assistance and a multi-level academic support network. Since that time, Caitlin has been passionate about student affairs and philanthropy and the connections between them. Caitlin holds a PhD in English at the University of Wisconsin-Milwaukee and an MA in College Student Personnel from Bowling Green State University, where she worked in residence life and coordinated service-learning trips. She also holds an MFA in poetry from the University of Alaska Fairbanks.
  • Contains 1 Component(s) Recorded On: 12/08/2021

    ​“Big data” can help nonprofits predict future behavior precisely and provide an important competitive edge. But how do you prevent information overload and derive these insights efficiently? The key is to make “big data” more manageable. Data must predict things worth predicting, identify problems worth fixing, and opportunities worth pursuing. In this webinar, we discuss why wealth and predictive modeling are so powerful, how they interact, and the importance of considering a holistic approach to your segmentation strategy.

    “Big data” can help nonprofits predict future behavior precisely and provide an important competitive edge.

     But how do you prevent information overload and derive these insights efficiently?

     The key is to make “big data” more manageable. Data must predict things worth predicting, identify problems worth fixing, and opportunities worth pursuing.

     In this webinar, we discuss why wealth and predictive modeling are so powerful, how they interact, and the importance of considering a holistic approach to your segmentation strategy.

    This webinar is worth one (1) CFRE point.

    Katherine Swank

    Principal Strategic Consultant

    Blackbaud

    Katherine joined Blackbaud in 2007 and since has tenured her role in helping clients across all non-profit sectors better understand their constituent data and donor trends. She actively engages with client teams to provide guidance on data-informed strategic fundraising efforts, revenue growth and promoting long-term file health through her action-oriented facilitation. Her customer engagements include those using enterprise data intelligence packages. 

    Before assuming this role, Katherine served as the national director of major gift planning at the National Multiple Sclerosis Society home office, as a regional director of gift planning at the American Heart Association, as director of major and planned gifts at Colorado Public Radio, and was the annual fund director at Southwestern University School of Law. She raised over $200 million mission-related dollars during her 25-year career.

    She also served as an affiliate faculty member at Regis University for their Masters in Global Nonprofit Management degree program for 11 years. Before entering the not-for-profit field, Katherine practiced law in Arizona, managed a state-wide high school law-related education program and coordinated the National High School Mock Trial Competition. 

    Katherine is a past president of the Colorado Planned Giving Roundtable and is an active volunteer and advisor to a variety of organizations in her community and beyond. She is a frequent speaker at BBCON, NACGP, APRA, AFP, and other industry conferences.

    Katherine holds an Independent Studies degree from the University of Northern Colorado and received her Doctor of Jurisprudence at Drake University’s School of Law.

  • Contains 3 Product(s)

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

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

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

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

    November 16, 2021: Data Privacy and Ethics

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

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

  • Contains 1 Component(s) Recorded On: 11/10/2021

    As most prospect researchers and organizations know, 80% of donations often come from 1% of donors. Navigating these programs can be overwhelming, but with the proper data you can succeed in finding and retaining major donors. WealthEngine’s Dustin Kiernan will host a strategic panel with subject matter experts Eric White, Grace Hall, and David Garcia to discuss how to use your existing donor data to best prepare prospect researches to segment their donor base effectively and efficiently for their major gift officers. Be sure to register for exclusive access to WealthEngine’s Giving Tuesday Now Toolkit- A Complete Guide with templates for all your #GivingTuesday fundraising and promotional efforts. This webinar is worth (1) CFRE point.

    As most prospect researchers and organizations know, 80% of donations often come from 1% of donors. Navigating these programs can be overwhelming, but with the proper data you can succeed in finding and retaining major donors. WealthEngine’s Dustin Kiernan will host a strategic panel with subject matter experts Eric White, Grace Hall, and David Garcia to discuss how to use your existing donor data to best prepare prospect researches to segment their donor base effectively and efficiently for their major gift officers. Be sure to register for exclusive access to WealthEngine’s Giving Tuesday Now Toolkit- A Complete Guide with templates for all your #GivingTuesday fundraising and promotional efforts.

    This webinar is worth (1) CFRE point. 

    Dustin Kiernan

    Senior Director, Strategic Accounts

    WealthEngine and Wealth-X

    Dustin joined the WealthEngine sales team in 2015 and rapidly became a key player, receiving several “MVP” awards for exemplary

    customer service. Most recently he was named WE’s “Salesperson of the Year.” He has worked in a sales and account management capacity for a wide variety of organizations, from small startups to publicly-traded companies such as IBM, Sage, and Vocus. Most recently, Dustin served as Sr. Director of Sales with public relations & marketing software powerhouse, Cision. He is a graduate of Florida Atlantic University and in his free time, he enjoys spending time with his wife and two dogs, boating, skiing and motorcycle racing.

    Eric White

    Director of Client Engagement

    WealthEngine and Wealth-X

    Eric serves as the Director of Nonprofit Client Engagement, overseeing the professional services department and focuses on successful usage, service delivery and strategic growth for WealthEngine’s nonprofit clients. A WealthEngine team member since 2010, Eric, along with our engagement managers, provide fundraising intelligence through data driven consulting, analytics and predictive modeling. His leadership, in implementing evidenced-based solutions, equips organizations to identify and prioritize the right people for the right purpose.

    A native Southern Californian, Eric has been on the east coast (Washington DC and now upstate New York) for much of his career. While earning a BA in Sports Journalism from USC, he garnered All-American honors as a pole vaulter for the Trojans’ track team. Later, Eric went on to earn a MA degree from UCLA.  

    David Garcia

    Director, Business Development

    Wealth-X

    David Garcia serves as Director of Business Development at Wealth-X, working closely to support key clients in the not-for-profit sector, including top advocacy groups, healthcare organizations, and universities. The focus of his current role is to help Prospect Research and Development teams achieve their goals and objectives by leveraging the relevant suite of services that Wealth-X offers.


    David has a background in Research, Project Management, and Relationship Management, and prior to Wealth-X he worked for firms including Smith Barney, Guideline Research, Deloitte, and Capgemini.

    Grace Hall

    Senior Account Manager

    RelSci

  • Contains 2 Component(s)

    Diversity, Ethics and Inclusion (DEI) is a top-of-mind subject for many of us in the industry. This webinar will kick off with a panel discussion on talent management and inclusive leadership in your organization. Invited speaker, Sharon Parkinson will discuss the steps that Vassar College took as a campus community to become a more inclusive, just and diverse institution. Sharon will discuss how Vassar’s Advancement Office incorporated DEI into their office culture and the work that she did to “center” DEI within prospect development. Sharon’s presentation will leave you with critical tools and ideas to help you define how you want to transform your office culture! Attendees are also encouraged to utilize the new Apra DEI Data Guide. This webinar is worth (2) CFRE points.

    Diversity, Ethics and Inclusion (DEI) is a top-of-mind subject for many of us in the industry. This webinar will kick off with a panel discussion on talent management and inclusive leadership in your organization. Invited speaker, Sharon Parkinson will discuss the steps that Vassar College took as a campus community to become a more inclusive, just and diverse institution. Sharon will discuss how Vassar’s Advancement Office incorporated DEI into their office culture and the work that she did to “center” DEI within prospect development. Sharon’s presentation will leave you with critical tools and ideas to help you define how you want to transform your office culture! Attendees are also encouraged to utilize the new Apra DEI Data Guide.

    This webinar is worth (2) CFRE points.

    Kelli North

    Senior Development Research Analyst

    University of Michigan

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

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

    Cara Bradshaw

    Chief Impact Officer

    Family Promise

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

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

    Nedra Newton-Jones

    Executive Director of Research & Prospect Management

    University of Georgia

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

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

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

    Sharon Parkinson

    Senior Associate Director of Prospect Development and Research

    Vassar College

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

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

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

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

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

    April Genung

    Assistant Director of Development Research

    Bowdoin College

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

    Felice Gomez-Spencer

    Deputy Director of Development Research

    Earthjustice

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

  • Contains 1 Component(s) Recorded On: 10/20/2021

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

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

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


    This webinar is worth (1) CFRE point.

    Jayme Klein

    Helen Brown Group

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

    Michele Borucki

    Helen Brown Group

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

  • Contains 1 Component(s) Recorded On: 09/29/2021

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

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

    Lori Hood Lawson

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

    WorkingPhilanthropy.com

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

    Megan Horton

    Prospect Management & Research Analyst

    UC San Diego

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

    Erin Osborn

    Prospect Development Director

    Children’s Hospital Colorado Foundation

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

  • Contains 1 Component(s) Recorded On: 09/08/2021

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

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

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

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

    This webinar is worth (1) CFRE point.

    Arup Banerjee

    CEO

    Windfall

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

    Chris Ferraioli

    Staff Data Scientist

    Windfall

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

  • Contains 1 Component(s) Recorded On: 07/29/2021

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

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

    This webinar is worth (1.25) CFRE points.

    Erin Lynch Moran

    Partner

    The Solas Group

    David Lively

    Northwestern University

  • Contains 1 Component(s) Recorded On: 07/29/2021

    Are portfolios are a thing of the past? By rethinking traditional methods, you can take your fundraising efforts to the next level and forecast out several years. After determining that on average 36% of the prospects in portfolios at Utah State University had never been contacted it was determined that portfolios were blocking conversations with top prospects rather than encouraging them. Furthermore, portfolios and prospect stages made it difficult to forecast fundraising production and set goals. All portfolios were then dissolved. Our focus changed to proposals, contact guidelines, and principal gift donor strategy meetings to manage prospect coordination. Now everyone has a place at the table during strategy sessions for top donors, active engagement of top prospects, accountability to complete tasks, and effective goal setting.

    Are portfolios are a thing of the past? By rethinking traditional methods, you can take your fundraising efforts to the next level and forecast out several years. After determining that on average 36% of the prospects in portfolios at Utah State University had never been contacted it was determined that portfolios were blocking conversations with top prospects rather than encouraging them. Furthermore, portfolios and prospect stages made it difficult to forecast fundraising production and set goals.  All portfolios were then dissolved. Our focus changed to proposals, contact guidelines, and principal gift donor strategy meetings to manage prospect coordination. Now everyone has a place at the table during strategy sessions for top donors, active engagement of top prospects, accountability to complete tasks, and effective goal setting.

    This webinar is worth (1.25) CFRE points.

    Rachel Richards

    Development Director, Analyst

    Utah State University

    If it isn't in the database, it didn't happen! Proud USU alumna Rachel Richards joined the crusade for clean data in 2010 when she started in Advancement at USU. She is a fourth-generation Aggie who received both her bachelor's and master's from USU. A longtime member of CASE and Apra, she served as the President of Apra Utah from 2017-2019. She has presented at many conferences and is always happy to talk about the exciting work she and her amazing team of Development Officer Analysts are doing. 

    Matthew White

    Vice President for Advancement

    Utah State University

    Matt White: Matt White joined Utah State University in 2018 as the Vice President of Advancement and President of the USU Foundation. He is the chief fundraiser for the university, providing leadership and strategic direction for the university’s philanthropic endeavors. He leads the USU Foundation and provides direction to the USU Alumni Board, ensuring gratifying engagement experiences for USU’s stakeholders. He has worked in the fundraising field for over 17 years serving in various leadership roles. Matt received his bachelor’s degree from the University of Evansville, his master’s and Ph.D. from Saint Louis University in Higher Education and Administration and Public Policy.