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  • Contains 32 Product(s)

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

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

    7 Steps to Elevating Prospect Research and Data-Driven Decisions to Achieve Fundraising Goals
    DON'T PANIC! A Panel Perspective on Adapting Advancement in COVID-19
    A Giving Pyramid Model: Wealth Screening to Strategy
    I'll Be There for You: Campaign Planning Partnerships
    Getting Everyone to Take an Interest in Interests
    Starting from Scratch: Building Thirty Portfolios in Six Weeks
    Leveraging Data to Improve Healthcare Fundraising Results
    Chasing Alpha with SEC Data
    Modernizing Moves Management with Data Visualization
    Boost Annual Fund Effectiveness with Python's Data Science Ecosystem
    The Metrics Gambit: Developing a Culture of Accountability During a Strategic Pivot
    Get in the Driver's Seat: Defining and Promoting Your Role as a Leader in Prospect Development
    Apra Talks: Communication can be hard. Words are important.
    Leadership in Diversity, Equity, & Inclusion: My Experience as a Case Study
    Want to be a Director? - Going from Researcher to Development Director 
    Use the Force! Insights, Intuition, and Trust
    President’s Panel: Apra Leaders reflect on the past and plan for the future
    Positioned For Success: Taking the leap from Salaried to Self-Employed
    News vs. Noise: Action-Oriented News Alerts 
    Diversity, Equity, and Inclusion for Prospect Researchers in Healthcare 
    A Survey of International Prospect Research Strategies and Context
    This is the Way: Developing a Proactive Prospecting Program
    Targeting Your Bullseyes: Inform Your Internal Prospecting
    The Great Balancing Act: How to run a database screen when you're a shop of one
    Designing a CFR Prospect Development Toolkit
    Don’t Stop Achievin’: A Goal Planning Journey
    Beyond Portfolios and Prospect Research
    KonMari Your Portfolio: Teaching Gift Officers the Life Changing Magic of Objective Portfolio Management
    Portfolio Reveals
    The Fundraiser Scorecard:  Simple, Effective Fundraising Metrics
    From Identification to Portfolio Action: A Blueprint for Creating a Proactive Prospect Identification and Pipeline Management Program 
    Meetings that Matter: Driving Fundraising Success through Deliberate Planning
  • Contains 1 Component(s)

    FREE RESOURCE FOR APRA PROFESSIONAL MEMBERS. Advocacy for our members and our profession is an urgent imperative, and this exclusive industry benchmark arms you with the data you need to advocate for your own compensation and benefits, set appropriate staffing levels at your organization, or simply see how you stack up in comparison to others.

    FREE RESOURCE FOR APRA PROFESSIONAL MEMBERS. Advocacy for our members and our profession is an urgent imperative, and this exclusive industry benchmark arms you with the data you need to advocate for your own compensation and benefits, set appropriate staffing levels at your organization, or simply see how you stack up in comparison to others.

  • Contains 34 Component(s), Includes Credits

    Length: approximately 4 hours The Apra Fundamentals: Prospect Research online learning modules focus 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.

    Length: approximately 4 hours

    The Apra Fundamentals: Prospect Research online learning modules focus 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. 

    The course contains 10 on-demand modules between 15-70 minutes each, online discussions and resources. If you upgrade to/purchase the course with the live component, it will include either 3 live webinars or 1 live in-person day. More information on live offerings can be found here

  • 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

    Chief Experience Officer

    Call Simulator, Inc.

    Lori Hood Lawson has spent nearly 25 years helping the fundraising sector adopt new technology to harness the power of actionable data leading to transformative insights. She recently joined Call Simulator, Inc. as the company’s Chief Experience Officer. Lori is the former Vice President of Advancement Insights for UC Innovation, for which she currently serves as an advisor to ascend AI, the product line she helped develop for UC Innovation clients. She co-founded WorkingPhilanthropy.com LLC and served as editor of several books, including Big Good: Philanthropy in the Age of Big Data & Cognitive Computing and The Nonprofit Buyer: Strategies for Success from a Nonprofit Technology Sales Veteran. She got her start in the fundraising sector at Florida State University Foundation, where she served as Associate Director of Prospect Research. She then joined Prospect Information Network (P!N) and had the opportunity to transition its flagship product, ProfileBuilder, to a SaaS CRM solution after Kintera’s acquisition of P!N. Many of her innovations, and those of her P!N team and colleagues, are still in use today. Lori is a long-time volunteer with both Apra and aasp. She is passionate about ethics and compliance, due diligence, data privacy and protection, and best practices in prospect development. You can find Lori on Twitter @workinglori. She lives with her husband David and their floofy corgi Cooper in Tallahassee, FL, while the kids are busy making our world a better place in various parts of the country.

    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 34 Product(s)

    Get 34 sessions offered at the Prospect Development 2023 Conference, held August 28 - 31, 2023.

    Get 34 sessions offered at the Prospect Development 2023 Conference, held August 28 - 31, 2023.
    • A Roadmap to Evaluating Staff  Performance -  Communicate Clear Expectations and Provide Helpful Feedback 
    • Apra Talks: Career Paths: How Did You Get Here? Where Can You Go?
    • Best Practices for Utilizing Social Media in Prospect Research
    • Better, Stronger, Faster: Rebuild Your Qualification Program
    • Closing Time: Calculating Risk to Encourage Proposal Velocity
    • Cost Per Dollar Raised (CPDR) or Return on Investment (ROI)? Two Sides of the Same Coin to Assist with Analyzing Fundraiser Performance and Supplementing Donor Pipelines
    • Create and Maintain a Prospect Referral Tracking System - Increase Qualification Visits, Track Success, and Connect Research Activity to Revenue
    • Creating Portfolios Categories that Reflect Reality: Alternatives to Tracking the Gift Cycle at the Prospect Level
    • Emerging Trends in AI and Beyond: A Partner Industry Panel
    • Focusing Prospect Development Efforts
    • From Scratch: Developing a New CRM Training Program to Engage Fundraisers
    • Gain Clarity, Create Efficiency, and Fuel Growth with Portfolio Optimization
    • How to Clean-Up Messy Data
    • How to Have Meetings that Don't Suck
    • Keynote Presentation: Being Fearlessly You: Valuing Everyone's Differences for Greatest Success!
    • Managing Organizational Change and Encouraging Collaboration Across Departments in a Complex University System
    • Maximizing Relationship Management: Data-Driven Patient Pipeline Analysis
    • Movers and Shakers: Why Prospect Development are the Influencers of any Development Team
    • Power BI: Excel's BFF
    • Prospecting in Indian Country: A Longitudinal Understanding of Tribal Nations in Research
    • Ready, Set, Go! Creating Prospect Management Department in a Remote Environment
    • Relationship Mapping - Finding a Path to Distant Prospects
    • SalesForce Reporting: Return of the...Data
    • Scaling Your Shop Toward Mega Philanthropy
    • Sprint Your Way to Sanity: Adapting Agile & Scrum for Prospect Development
    • Starting from Scratch: Building a Prospect Research Department from the Ground Up
    • Texas A&M Foundation: Data Driven Decision Making
    • The Marathon and the Sprint: Managing Campaigns with Data-Driven Strategy
    • Transition as Opportunity: Prospect Research Innovation in Times of Change
    • Volatile Opportunity: Cryptocurrency in Fundraising
    • We've Got the Guide! Now What?: A Case Study on Implementing the Apra DEI Data Guide at UNICEF USA
    • What's Holding Your Fundraising Back? Create a Strategy for Success!
    • Your Doctor, Anytime, Anywhere, All at Once: The Rise of Concierge Medicine
    • Your Mid-Level Donors and March Madness:  How to Organize the Tournament, Craft the Brackets and Play the Game