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On-demand, recorded Webcasts offering fundamental learnings for fundraising research professionals active in a range of organizational and office settings. Providing content essential for all research professionals, as distinguished by experience level, each session focus on a topic area within the APRA Curriculum.

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"Don't Tell Anyone!" Donor Privacy Issues and Trends
ODCC5
As almost any activity in our profession can change quickly, reviewing and understanding how to continuously maintain confidential data about our donors is essential. This session will discuss current and future trends in ethical practices: How can we maintain donor privacy?
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$79.00
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Approaches for Evaluating Wealth and Rating for Gift Capacity
ODCC22
The purpose of researching and evaluating wealth and asset indicators is to be able to appropriately assign, cultivate and solicit prospective donors. Ultimately, researchers must develop sound strategies for estimating an individual’s potential for philanthropic giving (gift capacity) and develop rating systems to help organize and classify constituents into segments or pools...
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$79.00
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Corporate and Foundation Research
ODCC19
Face it, most research educational content focuses on all the methods to research and identify prospects who are individuals — which is only right because individuals are by far the largest source of philanthropic funding in the U.S. However, institutions and programs whose sole function is to provide funding for nonprofits are among the fastest-growing elements in philanthropy. Hone your skills in the basics of researching, evaluating and preparing to approach foundations and corporations for funding...
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$79.00
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Essential Components of Relationship Tracking Systems
ODCC6
This presentation will define relationship tracking, its theory and practice at the University of Florida — one of the nation’s largest universities. The relationship tracking system coordinates the cultivation, solicitation and stewardship of the University’s constituents and enables development officers to manage individual caseloads and demonstrate their accountability. This system at UFF allows officers to create an online action plan for a prospect and to monitor progress through that plan...
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$79.00
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Finding the Time and the People: How to Include Proactive Research in Your Workload
ODCC9
There is great value in proactive research; actually executing proactive research can be a challenge. The speaker will discuss how to implement and build a comprehensive proactive research program. You’ll also learn various methods for identifying prospects to research, including techniques that can be used by organizations with or without an alumni base. We will also discuss ways to make time for proactive research.
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$79.00
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How Get Work Done With Limited Resources by Optimizing Your Vendor Relationships
ODCC10
Getting work done on a budgetary shoestring has always been a challenge but with the recent economic strains those shoestrings have turned into small pieces of string tied around our fingers reminding us of better times. The opportunities presented to us in this environment require that we maintain levels of work and continue to excel...
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$79.00
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How To Estimate Private Company Value – And Rate A Prospect With The Information
ODCC2
Most of the wealth in the U.S. is created by private companies, yet private company officers and owners are among the most difficult prospects to research. This session reviews basic issues related to estimating the value of a private company, the tools available for private company valuation and how to turn the results of your estimation into an ask amount....
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$79.00
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Managing Prospect Pipelines and Forecasting Fundraising Returns, In and Out of Campaigns
ODCC7
Effective prospect management programs use metrics to drive data-based decision making. One of the key metrics for every fundraising program is the bottom line: How much money will we raise?
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$79.00
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Qualifying Major Gift Prospects in the Field
ODCC20
Once prospect research has identified and rated new prospective donors, fundraising staff must take action to actually field qualify and confirm the viability of those prospects. Qualification includes affirming the prospect’s relationship to and feelings about the organization, their interest in being involved as a volunteer or donor, and their financial ability to make a major gift...
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$79.00
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Ready to Launch: A Strategic Planning Approach to Campaigns
ODCC1
The presented addresses preparing your research shop for campaign. Mission statements, SWOT analysis, assessing stakeholder needs, SMART goals and determining ROI… Strategic planning may seem like a lot of jargon, but it’s really just about understanding your priorities and taking the time to create a realistic plan to help achieve your goals....
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$79.00
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Right-Minded Reporting: Make It Meaningful Using Data Visualization
ODCC11
Do your colleagues’ eyes glaze over when you present them with data? Your spreadsheet is impeccable, rich with information showing the highlights (and lowlights) of your fundraising efforts. But your right-brained colleagues can’t seem to put the picture together...
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$79.00
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Shameless Self Promoting for Prospect Researchers
ODCC12
Inside most development organizations Prospect Research rarely is part of the leadership structure that it should be. Usually it's several layers down the org chart and not fully understood, underused and even not respected by many field development officers...
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$79.00
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