
Upcoming Webinars
Save the date for these education opportunities from the prospect development community and partners.
Upcoming Webinars
- Contains 1 Component(s) Includes a Live Web Event on 02/09/2023 at 1:00 PM (EST)
While it can be a challenge to identify potential donors who are likely and ready to donate, for healthcare organizations, identifying highly engaged families who may qualify for major gift programs can be especially difficult. Ann & Robert H. Lurie Children’s Hospital of Chicago has developed a data-driven approach to solving these challenges, leveraging machine learning and AI to focus their efforts and tee up the right individuals for Major Gift Officers and maximize the results of grateful patient programs. In this webinar, you will learn how Lurie Children’s has developed strategies for engaging highly rated, engaged families to fuel fundraising efforts and outcomes.
While it can be a challenge to identify potential donors who are likely and ready to donate, for healthcare organizations, identifying highly engaged families who may qualify for major gift programs can be especially difficult. Ann & Robert H. Lurie Children’s Hospital of Chicago has developed a data-driven approach to solving these challenges, leveraging machine learning and AI to focus their efforts and tee up the right individuals for Major Gift Officers and maximize the results of grateful patient programs. In this webinar, you will learn how Lurie Children’s has developed strategies for engaging highly rated, engaged families to fuel fundraising efforts and outcomes.
Laura Koo
Director of Prospect Development
Ann & Robert H Lurie Children’s Hospital of Chicago Foundation
Laura Koo is the Director of Prospect Development with the Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation. Since joining Lurie Children’s in 2017, Laura has overhauled the department’s research products, prospect management structure, and wealth screening process. Previously, Laura was the Director of Research & Prospect Management for the Art Institute of Chicago for five years, and she spent the early part of her fundraising career with social service organizations.
Marissa Maybee
Nonprofit Customer Success Team Lead
Windfall
Marissa Maybee is the Nonprofit Customer Success Team Lead at Windfall. She helps Windfall customers leverage their constituent intelligence and design fundraising outreach and segmentation strategies. Marissa has more than a decade of experience working at the intersection of nonprofits and data analytics and holds an MBA from Georgetown University.
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Recordings
Below are a few recommended recordings for you based on your preferences.
- 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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- 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 - $79
- Professional Member - Free!
- Associate Member - $49
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- Contains 15 Product(s)
Get 15 sessions offered at the Prospect Development 2022 Conference, held July 27-29, 2022.
Get 15 sessions offered at the Prospect Development 2022 Conference, held July 27-29, 2022.
- PD 2022 Apra Talks: The Context of Change: Perspectives on Philanthropy
- Advanced Fundraising Reporting
- Revamping Portfolio Consultations
- Pipelines and Metrics and Engagement! Oh, my! A Journey Down the Yellow Brick Road to Creating an Action-Driven Performance Development Reporting Suite
- How to Convert to a New CRM in 4,000 Easy Steps
- Enabling Advanced Analytic Tools and Access to Data: Bringing technology and people together for better analytics
- Leadership Buy in through Design Thinking in Advancement
- Lessons We Should Have Known, But COVID Had to Teach Us
- Bon Appétit: How to Properly Digest Stock Form Alphabet Soup and Footnote Word Salad
- Diversifying your Prospect Pool: Methods and Approaches to Social Inclusion in Prospecting
- How Summa Health Engaged Retired Physicians as Partners in Fundraising
- The Evolution of Due Diligence at Stanford: Building the Plane While Flying It
- Free Solo: Campaign Planning On Your Own
- Insights from a New Prospect Researcher
- Building Relationships Based on Love
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- Non-member - $525
- Professional Member - $395
- Associate Member - $525
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- Contains 1 Component(s) Recorded On: 05/12/2021
Prospect Development plays a critical role in fundraising. We see the big picture. We identify not only prospects, but patterns in constituent behavior. We utilize best practices to optimize portfolios and map strategies to enhance quantitative outcomes. But what happens when our best practices create awareness gaps that result in missed opportunity? And how do we respond to the imperative to shift our lenses and expand our repertoires to promote inclusion? We know that diversity, equity and inclusion is a better practice strategy. What may be more elusive is how to apply DEI to prospect development methodologies in tangible ways. This two-part webinar series will provide a step-by-step guide to imbed DEI principles across each of the Body of Knowledge domains. Participants will learn practical tips and tactics that build on industry core competencies to drive inclusive better practices for prospect development.
Prospect Development plays a critical role in fundraising. We see the big picture. We identify not only prospects, but patterns in constituent behavior. We utilize best practices to optimize portfolios and map strategies to enhance quantitative outcomes. But what happens when our best practices create awareness gaps that result in missed opportunity? And how do we respond to the imperative to shift our lenses and expand our repertoires to promote inclusion?
We know that diversity, equity and inclusion is a better practice strategy. What may be more elusive is how to apply DEI to prospect development methodologies in tangible ways. This two-part webinar series will provide a step-by-step guide to imbed DEI principles across each of the Body of Knowledge domains. Participants will learn practical tips and tactics that build on industry core competencies to drive inclusive better practices for prospect development.
This webinar is worth (1) CFRE point.
Chandra Montgomery
Director, Health Sciences Prospect Development & Co-Chair, University Advancement DEI Council
University of Southern California
Chandra Montgomery is a veteranfundraising strategist and certified diversity, equity, and inclusion educatorand speaker. Her background in philanthropy spans academic medicine, highereducation, public media, and social services. She is an Apra volunteer leaderand an alumna of CASE’s Minority Advancement Institute. Chandra currentlyserves as chair of Apra’s Advocacy Committee and is a founding member of theorganization’s inaugural DEI Committee. She is also founding co-chair of theAdvancement DEI Task Force at the University of Southern California where sheis the director of pipeline and prospect development for Health Sciences. Priorto USC, she led prospect development teams at National Public Radio andVirginia Commonwealth University. Chandra holds a BA from Hampton Universityand is pursuing a master’s degree at USC’s Gould School of Law.
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- Non-member - $79
- Professional Member - Free!
- Associate Member - $49
- More Information
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- Contains 1 Component(s) Includes a Live Web Event on 02/09/2023 at 1:00 PM (EST)
While it can be a challenge to identify potential donors who are likely and ready to donate, for healthcare organizations, identifying highly engaged families who may qualify for major gift programs can be especially difficult. Ann & Robert H. Lurie Children’s Hospital of Chicago has developed a data-driven approach to solving these challenges, leveraging machine learning and AI to focus their efforts and tee up the right individuals for Major Gift Officers and maximize the results of grateful patient programs. In this webinar, you will learn how Lurie Children’s has developed strategies for engaging highly rated, engaged families to fuel fundraising efforts and outcomes.
While it can be a challenge to identify potential donors who are likely and ready to donate, for healthcare organizations, identifying highly engaged families who may qualify for major gift programs can be especially difficult. Ann & Robert H. Lurie Children’s Hospital of Chicago has developed a data-driven approach to solving these challenges, leveraging machine learning and AI to focus their efforts and tee up the right individuals for Major Gift Officers and maximize the results of grateful patient programs. In this webinar, you will learn how Lurie Children’s has developed strategies for engaging highly rated, engaged families to fuel fundraising efforts and outcomes.
Laura Koo
Director of Prospect Development
Ann & Robert H Lurie Children’s Hospital of Chicago Foundation
Laura Koo is the Director of Prospect Development with the Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation. Since joining Lurie Children’s in 2017, Laura has overhauled the department’s research products, prospect management structure, and wealth screening process. Previously, Laura was the Director of Research & Prospect Management for the Art Institute of Chicago for five years, and she spent the early part of her fundraising career with social service organizations.
Marissa Maybee
Nonprofit Customer Success Team Lead
Windfall
Marissa Maybee is the Nonprofit Customer Success Team Lead at Windfall. She helps Windfall customers leverage their constituent intelligence and design fundraising outreach and segmentation strategies. Marissa has more than a decade of experience working at the intersection of nonprofits and data analytics and holds an MBA from Georgetown University.
-
Register
- Non-member - Free!
- Professional Member - Free!
- Associate Member - Free!
- More Information
-
Register
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