Upcoming Webinars
Save the date for these education opportunities from the prospect development community and partners.
Upcoming Webinars
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Contains 2 Component(s) Includes a Live Web Event on 10/15/2024 at 12:00 PM (EDT)
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
Adri Viswanatha Director of Donor Research
Director of Donor Research
Macalester College
Vidya Kagan
Director of Development Services
Menlo School
Karl Sissman
Director of Philanthropic Strategy
Latin School of Chicago
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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Recordings
Below are a few recommended recordings for you based on your preferences.
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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
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- Non-member - $475
- Professional Member - $355
- Associate Member - $355
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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 -
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- Non-member - $690
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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.
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- Non-member - $250
- Professional Member - Free!
- Associate Member - $250
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Contains 1 Component(s)
FREE RESOURCE FOR APRA PROFESSIONAL MEMBERS. Conducted in the spring of 2024, the Salary Survey was a comprehensive assessment of compensation, benefits, workload and more in the prospect development field. The report equips you with the information 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. Join Apra as a Professional member to access the 2024 Salary Survey Report for free.
FREE RESOURCE FOR APRA PROFESSIONAL MEMBERS. Conducted in the spring of 2024, the Salary Survey was a comprehensive assessment of compensation, benefits, workload and more in the prospect development field. The report equips you with the information 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. Join Apra as a Professional member to access the 2024 Salary Survey Report for free.
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- Non-member - $275
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- Associate Member - $225
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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.
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- Non-member - $85
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- Associate Member - $50
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