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Connections is the premier information resource for professionals in fundraising research, analytics and relationship management. Connections publishes timely and pertinent articles about research issues, methods and industry trends; offers thought-provoking opinion about emerging issues; serves as a platform for the exchange of information and ideas; and provides the knowledge required to succeed in today’s philanthropic environment.

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APRA gratefully acknowledges the continuing support of conference Platinum Sponsor WealthEngine for its commitment to the educational needs of professionals in fundraising research.

Vol 19/No. 4


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A Letter from the President
By Elizabeth R. Crabtree
Issue: Vol. 19, No. 4: Winter 2008

It is hard to believe that 2008 is coming to a close. It has been a year of many forward-thinking and positive changes for APRA, but also a year where economic turmoil around the globe challenges the philanthropic and fundraising community just as it affects many other sectors of the economy.

 Elizabeth Crabtree
Elizabeth_Crabtree


A Letter from the Editor
By David Eberly
Issue: Vol. 19, No. 4: Winter 2008
By now many of us may be fatigued by the daily drip of bad financial news, eroding our portfolios and our confidence. Much has changed in the few weeks that have elapsed since Connections published Pamela Poland’s article on “Finding Our Way through the Financial Services Crisis.” Thinking of the current economic situation as a “financial services crisis” now seems almost quaint. This issue of Connections continues to address and extend the topic so expertly introduced by Poland. From best practices to personnel (and personal) experience, its authors offer a variety of articles on the subject. Reading through the issue in its entirety, I am left not with the feelings of anxiety and gloom, but with a renewed sense of pride and dedication to our work in the world of philanthropy. As Elizabeth McHugh eloquently writes, we will be surprised by the “resilience, creativity, energy and clear vision” that will propel us into the future. I would like to think the writers in this issue strengthen us with the tools and attitudes that will help meet the “new adventures” that await us.

 David Eberly
David_Eberly


Fundraising in Real Time with Business Intelligence
By David M. Lawson
Issue: Vol. 19, No. 4: Winter 2008

So now people want speed and accuracy? What are they thinking? What they’re thinking is we live in a real-time world where having the right information at the right time can be the difference between success and failure. In the world of fundraising, it can mean the difference between meeting goals or not.

When raising money in real time, the question is not what was my prospect worth when the research was done, rather it is what is my prospect worth today? This is truer than ever as we are faced with the new global economic realities where wealth can evaporate in a matter of minutes or be made just as fast.

 David Lawson
David_Lawson


Positive Thinking During Stressful Times: A View from ‘Susan Lucci’ (aka Elizabeth McHugh)
By Elizabeth McHugh
Issue: Vol. 19, No. 4: Winter 2008

One of my favorite TV personalities is Susan Lucci from "All My Children." She is a favorite, not because I am a soap opera junkie, but because of her positive and never-ending enthusiasm for her profession as an actress and her ever-changing role on the show over many years. As an actress, Lucci maneuvered her character’s role, depending upon the circumstances, and endured endless changes in colleagues, scripts, storylines and writers. Her tenure on the show garnered her many daytime Emmy nominations. Year after year, I was inspired by Lucci’s ability to remain positive after each nomination, yet when the winner was announced the prize was not in the cards for her. She endured and remained the consummate professional — until the time was right, and that Emmy was hers.

 Elizabeth McHugh
Elizabeth_McHugh


Managing a Challenging Economy: Hiring Trends in Two Florida Higher Education Foundation Research Departments
By Mary Jamieson Dee
Issue: Vol. 19, No. 4: Winter 2008

Florida has suffered some of the largest legislative cutbacks of any state in the country, and the effects have reverberated across higher education institutions in the state. Additionally, Foundation endowments have decreased. For this article, Debbie Menoher, Director of Research at the University of Florida foundation in Gainesville, and Brandi Baker Gross, Director of Research and Prospect Management at Florida International University in Miami, offer their perspectives on current hiring trends and other challenges related to the current economic climate in Florida higher education research shops.


Recruiting in Tough Economic Times Continues… With Caveats
By Sharon McAndrews
Issue: Vol. 19, No. 4: Winter 2008

Recruiting professional fundraising talent, particularly for senior level positions, during an economic slow down, even like the one we're experiencing, seldom ceases. In fact, terrific job offers and great career moves still exist nationwide even today. However, finding someone who is willing and able to relocate during these uncertain times often extends the search process. Additionally, the current nationwide economic complexities may also require the hiring organization to offer extra incentives, such as helping to find employment for a spouse to secure the preferred candidate's acceptance.


Making Report-Writing Software Work for You
By Gina Rich
Issue: Vol. 19, No. 4: Winter 2008

Call me a geek, but I was incredibly excited when I discovered Crystal Reports. If you’ve worked with a mainstream fundraising database like Raiser’s Edge, Banner or BSR Advance, you know that its built-in reports can range from serviceable to astonishingly inadequate. By contrast, specialized software such as Crystal Reports allows for the creation of reports that can pull out even the most obscure data in a format that actually looks attractive. I have found that adding these custom-designed reports to the research department’s menu of services can also positively influence the reputation of researchers among our colleagues. Our proficiency in building effective custom reports gives us the power to shape how our fundraisers see key strategic information.

 Gina Rich
Gina_Rich


The Ethical Use of the Research Profile
By Kim Pace
Issue: Vol. 19, No. 4: Winter 2008

As researchers we take great pride in our work product. We spend countless hours reading, deciphering and synthesizing large quantities of information into concise reports for the benefit of our customers. The integrity of the research profile (or whatever form research is developed in your shop) is paramount. We work hard to make sure that the numbers are accurate, the data factual and the information relevant for fundraisers who are pushing through this tough economy in hopes of closing on that transformational gift. But what happens when our customers don’t understand the importance or sanctity of the information in their hands? And how do we as researchers guide them in the right direction or deal with the repercussions?

 Kim Pace
Kim_Pace


Strategic Information Analysis: A Future “Philanthropy Research” Major?
By Jeffrey A. Walker, Ph.D.
Issue: Vol. 19, No. 4: Winter 2008

Lean times can prompt brutally honest reflection, bold re-focusing, even unplanned professional or personal transitions. As we strive to help our respective organizations or freelance shops (along with our families and finances) weather the latest global economic re-alignments, we also have a great opportunity to pause and re-identify our most marketable professional skills.


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