Upcoming Webinars

Save the date for these education opportunities from the prospect development community and partners.

Upcoming Webinars

Search by Category
Search by Format
Sort By
  • Contains 2 Component(s) Includes a Live Web Event on 07/24/2024 at 12:00 PM (EDT)

    Every month, Leslie at Valley Hospital Foundation screens a list of inpatient prospects using Blackbaud's Grateful Patient Solution, ResearchPoint, and Raiser’s Edge NXT. This session maps out the methodology going from a list of over 18,000 patients to 10-20 names that are presented during monthly prospect management meetings. We’ll provide strategies on how to leverage this tool for any type of nonprofit that has a stream of non-donor prospects for potential donor conversion strategies such as a patients, members, ticket buyers, gift shop buyers at hospitals, health centers/associations, museums, athletic events, history centers, gardens/nature preserves, theatres and other performance groups, etc. Leslie will also provide information on how gift officers at the Foundation have had success using Blackbaud solutions and software towards a $125 million campaign goal for a new hospital, which in turn is applicable for capital campaigns with all of these types of organizations and prospects.* *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

    Every month, Leslie at Valley Hospital Foundation screens a list of inpatient prospects using Blackbaud's Grateful Patient Solution, ResearchPoint, and Raiser’s Edge NXT. This session maps out the methodology going from a list of over 18,000 patients to 10-20 names that are presented during monthly prospect management meetings. We’ll provide strategies on how to leverage this tool for any type of nonprofit that has a stream of non-donor prospects for potential donor conversion strategies such as a patients, members, ticket buyers, gift shop buyers at hospitals, health centers/associations, museums, athletic events, history centers, gardens/nature preserves,  theatres and other performance groups, etc.  Leslie will also provide information on how gift officers at the Foundation have had success using Blackbaud solutions and software towards a $125 million campaign goal for a new hospital, which in turn is applicable for capital campaigns with all of these types of organizations and prospects.* 

    *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification. 

    Leslie Frucht

    Development Research Coordinator

    The Valley Hospital Foundation

    • Leslie Frucht is an accomplished donor database administrator and prospect researcher with more than 25 years of experience in non-profit fundraising across the healthcare, higher education, and private secondary education spaces. In her current role she is the development operations coordinator and prospect researcher for Ridgewood, NJ-based Valley Health System.  She has been a Raiser’s Edge user since 1996 and prospect researcher since 1999.  Presently she uses her expertise in proactive and reactive prospect research to identify prospects and propel her organization toward its goals – most recently to support a $125 million capital campaign for a new hospital’s construction in Paramus, NJ, which opened in Spring 2024. She has led successful database migrations from other platforms to Raiser’s Edge and has extensive experience in prospect research, database management, gift entry and acknowledgement, and development committee management. She earned an M.A. in Urban Affairs and Public Policy with a specialization in historic preservation, as well as a B.A. in Geography, both from the University of Delaware. She’s a member of the Association of Professional Researchers for Advancement and the Council for Advancement and Support of Education. 

    Carol Belair

    Strategic Consultant, Principal, Analytics Services

    Blackbaud, Inc.

    Carol Belair joined Blackbaud in 2003 and has been in non-profit fundraising, prospect research and analytics since 1995. She has worked with hundreds of clients, written papers, blogs and articles and spoken at many conferences and webinars, including BBCON, APRA and AHP with a focus on co-presenting with Blackbaud nonprofit clients.  She feels that nonprofit clients’ successful usage of Blackbaud analytics and software is where the “rubber meets the road.”  She feel so privileged to help nonprofit organizations on a day-to-day basis achieve their goals by using Blackbaud’s Data Intelligence solutions and ResearchPoint software.  She has a BA in Music from the University of Minnesota and completed graduate studies in marketing communications from University of St. Thomas in Minneapolis, MN.  She lives in a suburb of Minneapolis, MN and in the winter lives in the Space Coast of Florida.  

  • Contains 1 Component(s) Includes a Live Web Event on 07/25/2024 at 12:00 PM (EDT)

    Explore exciting prospect development strategies as teams from the California Institute of Technology, Northern Illinois Food Bank, and the University of St. Thomas showcase their innovative dashboards. This webinar demonstrates how leading institutions leverage data visualization and analytics to enhance fundraising and advancement efforts.

    Explore exciting prospect development strategies as teams from the California Institute of Technology, Northern Illinois Food Bank, and the University of St. Thomas showcase their innovative dashboards. This webinar demonstrates how leading institutions leverage data visualization and analytics to enhance fundraising and advancement efforts.

    Priya Balachandran from the Northern Illinois Food Bank is excited to share the dashboards she developed to track her fundraiser's metrics. These dashboards accurately reflect the metrics they track in real time and are relatively simple to build without additional tools for NXT users. Creating and customizing these dashboards within the RE NXT platform requires only a few hours of the NXT advanced dashboard training (freely available to NXT clients) and some hands-on practice to learn the tricks. Her team has gained more timely insights with minimal time and effort with the new dashboards she has created to track their basic metrics, such as Meetings and Solicitations. Previously, these reports were prepared by someone else for several years manually using data extracted through RE queries each month, which was time-consuming and lacked real-time data accuracy.

    Joe and Paula from the University of St. Thomas will showcase a descriptive dashboard designed to provide comprehensive insight into the University of St. Thomas' constituency from a prospect pipeline perspective and describe the context for its development. Developed in Oracle APEX, their constituent matrix offers real-time views of our constituency by gift capacity band, capacity rating verification status, pipeline stage, and assignment status. The matrix segments constituents according to their philanthropic interests and prospect scoring/quality, and it offers robust filtering options across these views by geography, constituent type, interest area, donor type, solicitation readiness, and more.

    Last but not least, join the “Foundation for Mythical Creatures” (Kelly & Jen from Caltech) as they walk through a campaign planning project created as part of last year’s Apra Data Science Challenge.  The topics will range from analyzing historical giving and performing a wealth screening to building a donor pyramid, setting priorities, and conducting a feasibility study.  Through their dashboards, you’ll discover that campaign readiness isn’t just fantasy. 

    Kelly Douglas

    Associate Director of Prospect Analytics

    California Institute of Technology

    Kelly Douglas loves to advance fundraising efforts through data. Currently the associate director of prospect analytics, she has worked for more than a decade at the California Institute of Technology. She earned her master’s degree in data science from the University of Wisconsin. 

    Douglas has served on the Apra Data Science, Content Development and Awards Committees and on the Board of Directors of Apra’s California chapter. She was named Apra’s 2023 Margaret Fuhry Award recipient for industry leadership, mentorship and volunteerism. Her work has been recognized with multiple CASE awards and she is a winner of several dashboarding contests. Douglas also enjoys volunteering with the cats and dogs of Pasadena Humane.

    Jennifer Tan

    Assistant Director of Stewardship

    California Institute of Technology

    Jen is a project management professional with six years of stewardship experience in higher education. A detailed and analytical thought partner, she works towards finding sustainable solutions in her endeavors. She has a Master of Public Administration degree from the California State University, Northridge. And in her spare time, she enjoys taking long walks with her dog, outdoor sports, and growing vegetables.

    Paula Baingana

    Associate Director of Analytics

    University of St. Thomas

    Paula Baingana currently serves as the Associate Director of Analytics at the University of St. Thomas. She brings a wealth of experience in data science and analytics, supported by advanced degrees including a Master of Science in Data Science from the University of St. Thomas, an MBA from the East and Southern African Management Institute, and a Bachelor’s in Civil Engineering from the University of Pretoria. Paula's professional journey is marked by her passion for creative data solutions. She specializes in developing data engineering pipelines and reporting frameworks that support the prospect development team and front-end fundraisers. Additionally, she is dedicated to automating data entry for efficiency, improving data quality, and optimizing data reporting processes for end-users.

    Joe Hennen

    Prospect Research Analyst

    University of St. Thomas

    Joe Hennen is a Prospect Research Analyst at the University of St. Thomas in Minnesota, where he leads pipeline development, prospect identification, and prospect development analytics. Previously, he was a prospect researcher with Carleton College, where he supported all prospect development functions and led analytics initiatives during a comprehensive campaign. Prior to that, he served as a development specialist with a national K-12 educational social venture. Joe has also worked as a grantwriting and prospect development consultant, social program evaluator, and AmeriCorps VISTA. He earned his B.A. in philosophy from the University of Minnesota, Twin Cities and is pursuing an M.S. in Business Analytics from the University of St. Thomas. Joe served as Programming Co-Chair of Apra Minnesota in 2022 and as Vice President in 2023. He was selected as a winner/featured speaker for the 2022 Apra Data Science Now symposium.

    Priya Balachandran

    Prospect Research and Management Specialist

    Northern Illinois Food Bank

    Priya Balachandran is a Prospect Research & Management Specialist at Northern Illinois Food Bank, managing and overseeing all aspects of Prospect Development for the organization. She is a lifelong learner and volunteer who serves on the APRA Illinois board, the APRA International Fundamentals Committee, the Program Committee of the International Thiru Kural Conference, Northern Illinois Food Bank’s Diversity, Equity, and Inclusion Committee, and the Association of Fundraising Professionals (AFP) Continuous Learning Council.

Recordings

Below are a few recommended recordings for you based on your preferences.  

  • 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 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 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 1 Component(s)

    FREE RESOURCE. 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. This Executive Summary of the Apra 2021 Salary Survey Report is free for both members and non-members.

    FREE RESOURCE. 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. 

    This Executive Summary of the Apra 2021 Salary Survey Report is Free for both members and non-members.