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2013 Fall Education Sale

More Training for Less! Get Four for the Price of Three!

The 2013 Fall Education Sale is the perfect opportunity to use some of your leftover training dollars to grow in your professional development and enhance your career. APRA's special package discounts for the Education and Training Center offerings fit your professional needs and interests. For a limited time, purchase discounted packaging — get four for the price of three! Click on the links below for each package, including descriptions of each education offering and add it to your shopping cart.

This special discount ends December 20 — don't miss a beat in your career development path.

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APRA Packages

Pricing:

Members: $147 (Regularly $196, save $49!)
Nonmembers: $237 (Regularly $316, save $79!)

Take advantage of these packages listed by track:
(F) = Fundamental  (I) = Intermediate  (A) = Advanced


2013 Fall Education Sale: Advanced Research
2013 Fall Education Sale: Advanced Research

Access People, Advance Major Gifts

Presenter: Gil Israeli, American Technion Society
Track/Level: Advanced Research, Advanced
Year: 2013

Once a major gift prospect has been identified, what is the best way to reach him or her? Unlike direct mail, phonathons, online fundraising, smaller gifts for annual campaigns and sponsored RFPs, organizations that raise major and mega-gifts often require door-openers or "access people" to foster essential relationship-building. They may be your most valuable lay people. Learn about potential access people and effective ways of identifying them. Program take-aways include: a map for major gifts fundraising; understanding access people and access opportunities; successful techniques to identify access people; and developing the necessary culture of collaboration among researchers and fundraisers.


Building a Proactive Research Powerhouse

Presenter: Dan Gifford, Smithsonian Institution 
Track/Level: Advanced Research, Advanced, Intermediate 
Year: 2013

Everyone hopes that their donor lists are filled with industry leaders and outstanding philanthropists -- all waiting to be discovered. But how do you realistically find terrific major donor prospects from your low level donors and annual contributors? How do you make proactive research timely, inexpensive and useful to the Development Officers who will ultimately build these relationships? This presentation examines real examples from the Smithsonian Institution, which has launched a series of initiatives focused on proactive research. We will discuss what works, what remains on the drawing board and how the relationship between research and front-line officers can be strengthened


The Strategic Researcher - In a Position to Make a Difference

Presenter: David Sterling, Western New England College
Track/Level: Advanced Research, Intermediate/Advanced
Year: 2009

Advancement researchers are well-placed — some uniquely positioned — to significantly impact the strategic and tactical direction of fundraising efforts at their organizations. The opportunity to be at the center of activity is not automatically given to most researchers but must be earned. This session explored various ways that advancement researchers can impact the strategic direction of their organization’s development efforts. Among the topics covered: how researchers can position themselves to be part of important meetings and discussions and what to do when invited, how to be an advocate for research, and how to position research staff for involvement.


How to Estimate Private Company Value – And Rate A Prospect With The Information

Presenter: David Lamb, Target Analytics, a Blackbaud Company
Track/Level: Advanced Research, Intermediate
Year: 2008

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.

2013 Fall Education Sale: Data Analytics/ Prospect Identification
2013 Fall Education Sale: Data Analytics/ Prospect Identification

Deciphering the Information: A Case Study

Presenter: Tanya Ford, Taylor University
Track/Level: Data Analytics or Prospect Identification, Intermediate/Advanced
Year: 2013

Who are your best prospects? The Data Analysis and Prospect Identification Project focused on deciphering the Taylor University Advancement database to use in identifying promising major and principle gift prospects. This case study provides a practical illustration from start to finish of the analysis of the data, application of the findings and review of the results that can be adapted to create informed prospect management strategies for your organization. Focus will be on understanding the importance of your data by shifting the spotlight off of capacity for a while.


Foundation Prospect Research

Presenters: Debbie DiVirgilio, DiVirgilio and Associates, and Jennifer Filla, Aspire Research Group
Track/Level: Prospect Identification, Fundamental/Intermediate
Year: 2012

This webinar, produced jointly by APRA and GPA is designed to focus on specific strategies to identify foundations that may be interested in supporting an identified project.  Going beyond traditional prospect research, the webinar will focus on creative research strategies that may open up new “funding doors.” 

Are you struggling to find foundations that are a good match for your organization? Could you use some new ideas on searching for foundations? Join APRA and GPA for a beginner’s webinar on the basics of foundation search as well as some additional, creative strategies. We will also discuss some of the triumphs and challenges of working well within a larger fundraising team.

Learning Objectives:

  • Participants will understand how to search foundations by interests, geographic location, whether or not applications are accepted, etc.
  • Participants will learn key strategies to qualify new prospects using the foundation’s website, information provided on their 990, etc.
  • Participants will learn how to interact with potential funders on a reactive and proactive basis.
  • Participants will learn specific strategies to engage in creative prospect researching.
  • Participants will learn how to work within the organization’s fundraising team.

Zen and the HeART of Data Mining

Presenter: David Robertson, Syracuse University
Track/Level: Data Analytics/Prospect Identification, Fundamental/Intermediate/Advanced
Year: 2010

The world is not perfect, and neither is our data. When analyzing data, it is critical to acknowledge error and discover the tools that highlight those levels of correlations interacting among the variables. The first step in data mining and predictive modeling is doing everything possible to create models that minimize this error. This session will use Microsoft Excel as analytical engine — a powerful tool available to all.


Using Data for Metrics, Measurement: Promoting the Value of Research

Presenter Joshua Birkholz, Bentz Whaley Flessner
Track/Level: Data Analytics, Fundamental/Intermediate
Year: 2007

The analysis of data within a prospect management system can be used to evaluate fundraising effectiveness, assist with strategic planning, and inform management decision making. Joshua Birkholz will examine what is important to monitor, how to establish benchmarks, and how to set up progress reporting and analysis.


2013 Fall Education Sale: Hot Topics
2013 Fall Education Sale: Hot Topics

Access People, Advance Major Gifts

Presenter: Gil Israeli, American Technion Society
Track/Level: Advanced Research, Advanced
Year: 2013

Once a major gift prospect has been identified, what is the best way to reach him or her? Unlike direct mail, phonathons, online fundraising, smaller gifts for annual campaigns and sponsored RFPs, organizations that raise major and mega-gifts often require door-openers or "access people" to foster essential relationship-building. They may be your most valuable lay people. Learn about potential access people and effective ways of identifying them. Program take-aways include: a map for major gifts fundraising; understanding access people and access opportunities; successful techniques to identify access people; and developing the necessary culture of collaboration among researchers and fundraisers.


Creating a Solicitation-Driven Relationship Management System

Presenter: Brock Silvey, Northwestern University
Track/Level: Relationship Management, Intermediate
Year: 2013

As any relationship management professional quickly realizes, data management can become a Frankenstein's monster. Data should be a means to an end, not the end in itself. But too often, we let masses of data overwhelm us and obscure our bottom-line goal, which is to move prospects toward solicitation. At Northwestern University, we realized that our prospect management system was too often concerned with non-essential data and that we needed to reorient our processes around solicitation activity. Sounds easy, right? This session will provide a case study describing the evolution of the process at Northwestern.


Priority Management: Strategies for the Stressed

Presenter: Abby Palsic
Track/Level: Management and Professional Development, Intermediate
Year: 2013

Faced with multiple demands on your time and increasing responsibilities? This session will explore simple project management tools to enhance your priority planning process, focus your strategic direction, and recognize what’s urgent and important. Select the right project, at the right time, and deliver the right results.


Physician-Driven Prospect Discovery

Presenters: Lisa Howley, Johns Hopkins Institutions; Michael Zini, Johns Hopkins Medicine
Track/Level: Healthcare/Member and Cause-Related Organizations, Fundamental/Intermediate
Year: 2013

In 2011, Johns Hopkins University Medicine studied methods of physician engagement and grateful patient pipeline building. This session will provide an overview of the study and how it led to a new initiative for physician engagement and grateful patient prospect identification. Its implications for portfolio and pipeline management, database tracking, reports and gift officer measurement will also be discussed.

2013 Fall Education Sale: Management and Professional Development
2013 Fall Education Sale: Management and Professional Development

Social Media, Ethics & Prospect Research

Presenters: Liz Rejman, Lori Hood Lawson, David Eberly, Stephen Knight 

Track/Level: Trends,  All 

Year: 2013 

Ethics informs everything we do as researchers and social media is no exception. We are all participants of social media, whether we engage professionally and personally. Join Liz Rejman, Lori Hood Lawson, David Eberly and Stephen Knight, all members of the APRA Ethics Committee, as they discuss ethics in social media as it relates to prospect research. This is an interactive session, formatted to be a discussion between the ethics committee members and the audience.


Training Perspectives: Newbie to Seasoned Researcher

Presenters: Jessica Jimenez, University of Texas at Austin; Leslie Kim Romoli, University of Texas at Austin
Track/Level: Management and Professional Development, Intermediate
Year: 2013

Developing an effective training program is integral to your institution, whether you are a large organization expanding your team or a one-person shop hiring a student assistant. Learn how to take training beyond office policies and templates by creating hands-on research examples, cultivating relationships with gift officers, providing solid strategies for prospecting and continuing the research dialogue through collaborative resources. Hear both perspectives from the trainer and the trainee on how optimal training guidelines can transform the researcher and the team.


Becoming a Confident Prospect Researcher

Presenter: Annabel Ocubillo, University of California- San Diego
Track/Level: Management and Professional Development, Fundamental
Year: 2013

Development continually changes and can overwhelm a prospect researcher at any level, particularly during the first year. Learn different approaches to gain the trust of your peers and major gift officers and discover best practices to employ self-training and utilize mentorship. In this presentation, a new prospect research analyst will share her personal experience and collaboration with experienced colleagues. For researchers in large and small shops, learn to trust your instincts and build confidence for your professional growth.


Positioning Your Research Department for a Campaign

Presenter: Sarah Cadbury, LaSalle University
Track/Level: Management & Professional Development, Intermediate/Advanced
Year: 2009

Do you need to revamp your research program now that you are facing a new campaign? It may be time to shift your focus. This session looks at ways to evaluate your research shop and how to craft a new plan. Learn techniques to make a case for change charting your way.