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Breaking the Pyramid: Planning Successful Campaigns in the Shape of Today’s Donors
Breaking the Pyramid: Planning Successful Campaigns in the Shape of Today’s Donors

Presenter: Diane Crane, Oklahoma State University
Year: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Campaigns

Competencies and Levels: 

  • More information coming soon!

Domain: Prospect Research
Competencies and Levels: 

  • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level I & Level II
  • Competency 9: Organization and Fundraising Knowledge, Level I & Level II
  • Competency 10: Research and Campaign, Level I & Level II

Domain: Relationship Management
Competencies and Levels: 

  • Competency 8: Pipeline Management, Level I & Level II
  • Competency 9: Fundraiser Performance, Level I & Level II
  • Competency 10: Campaign Management, Level I & Level II
  • Competency 15: General Fundraising, Level I & Level II

 

Mega-gifts, lengthy campaign timelines and audacious goal-setting define today’s campaigns, and the old formulas for success are less and less relevant. Replicating the successful tactics of the past will not be enough. Best practices in planning and managing a campaign are evolving in response to these forces and to the concerning turn-over rate among development officers.

This webcast will cover:

  1. Key concepts that will help staff recommend goals
  2. Assess feasibility 
  3. Track capacity
  4. Tap into the creativity needed when the next campaign will not look like the last campaign

Be the Change: Opportunities for Leadership and Change Management
Be the Change: Opportunities for Leadership and Change Management

Presenter: Suzanne Franzino, Princeton University
Year: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Professional Development

Competencies and Levels: 

  • N/A

The skills and talents that prospect development professionals bring to their roles afford many opportunities to advance change within fundraising. This webinar will focus on best practices for change management that will help you identify ways to become a strategic leader in your organization.

Learning objectives:

  • Build effective relationships across your organization
  • Identify opportunities for leadership, from any level
  • Leverage tools and resources available to drive strategy

 

Refresh: Building a Successful Prospect Identification Program
Refresh: Building a Successful Prospect Identification Program

Presenter: Caroline Oblack, OHSU 
Year: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research

Competencies and Levels: 

  • Competency 7: Portfolio Management, Level II 
  • Competency 10: Campaign Management, Level II

Domain: Relationship Management
Competencies and Levels: 

  • Competency 1: Prospect Pool/Base Analysis, Level I

This is a recording refresh of the 2008 presentation, "Under the Microscope: Prospect Identification and Screening" by Suzanne Robertson & Tim Gergich 

Whether your organization would like to better understand your current constituency or whether there is a desire to expand your current donor base, a comprehensive prospect identification program is an effective way to gain insights about your donor base and identify new potential prospects to support your mission. This session will share key elements of the successful prospect identification program at Oregon Health & Science University Foundation. These elements include frequent wealth screening, a consistent prospect assignment workflow, and key reports to measure success and return on investment.

Refresh: Thinking about Data Modeling? Five Key Questions to Consider Before Starting
Refresh: Thinking about Data Modeling? Five Key Questions to Consider Before Starting

Presenter: Joshua Birkholz, Bentz Whaley Flessner
Year: 2014 (Original Recording: 2009)
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Data Analytics

  • Competency 1: Cross Industry Standard Process for Data Mining (CRISP-DM) Competencies, Level I & Level II
  • Competency 2: Project Management, Level I
  • Competency 3: Data Manipulation Skills, Level I & Level II
  • Competency 4: Statistical Techniques and Competencies, Level I & Level II
  • Competency 5: Visualization/Reporting Techniques and Competencies, Level I
  • Competency 6: Communication, Level I & Level II
  • Competency 7: Fund Raising Knowledge, Level I & Level II
  • Competency 8: Analytics and Campaign, Level I
  • Competency 9: Change Management/Strategic Thinking, Level I & Level II 

This presentation will address:

  • Readiness of your program for implementing data mining and modeling
  • Necessary skill sets for analytics professionals 
  • Software evaluation approaches 
  • Training opportunities
  • Analytics implementation strategies

An increasing number of development programs are building internal analytics capacity for prospect identification, direct marketing segmentation and program analysis. With the increasing demands of prospect development programs, when does it make sense to add this capability to your organization? This session will discuss the five key questions to consider before starting an analytics effort of your own.

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

Presenter: David Lamb, Target Analytics, a Blackbaud Company
Year: 2014 (Original Recording: 2008)
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research

Competencies and Levels: 

  • Competency 2: Prospect Research Essentials, Level II
  • Competency 3: Ethics, Level II
  • Competency 4: Utilizing Research Resources, Level II
  • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level II
  • Competency 6: Prospect Interests and Networks/Relationships, Level II

 

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.

Fundamentals of International Research
Fundamentals of International Research

Presenter: Debbie Miller, Appalachian State University; Poonam Prasad, Prasad Consulting
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels: 

  • Competency 2: Prospect Research Essentials , Level II 
  • Competency 4: Utilizing Research Resources, Level II
  • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level I
  • Competency 8: Research Checklist and Written and Verbal Skills, Level II

Since 1995, when Sir Gordon Wu ‘s extraordinary $100 million pledge to Princeton University was announced, there has never been a question about the importance of identifying and cultivating international alumni and parents at US-based educational institutions. Can medical and cause-related organizations also benefit from the generosity of overseas donors? Poonam Prasad and Debbie Miller will provide you an overview of the how-tos of international research and discuss successful case studies from several different types of organizations that have taken a serious and successful approach to international fundraising.

Following the webcast, participants will be able to:

  • Create a plan of how to approach researching overseas donors
  • Understand how to overcome barriers to their success with such projects
  • Develop a list of the best resources for their international constituency

Social Media, Ethics & Prospect Research
Social Media, Ethics & Prospect Research

Presenters: Liz Rejman, Lori Hood Lawson, David Eberly, Stephen Knight 
Year: 2013 
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research 
Competencies and Levels:  

  • Competency 3: Ethics, Level I & Level II 
  • Competency 4: Utilizing Research Resources, Level I 

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. 

 

Ready to Launch: A Strategic Planning Approach to Campaigns
Ready to Launch: A Strategic Planning Approach to Campaigns

Presenter: Alison Sommers-Sayre, Princeton University
Price: Members: $49, Non-Members: $79
Year: 2008
Body of Knowledge Alignment:

Competencies and Levels: 
TBD

Domain: Prospect Research

Competencies and Levels: 

  • Competency 6: Prospect Interests and Networks/Relationships, Level I 

This presentation will address how to:

  • Prepare your research shop for a campaign
  • Take a department inventory 
  • Assess customer feedback 
  • Determine return on investment 
  • Set goals and determine priorities 
  • Create a resource allocation plan

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.

Alison Sommers-Sayre will discuss the strategic planning process, including how to take an inventory of your department, assess customer needs and determine resource allocation. Setting relevant and attainable goals is key to expectations management and fosters staff morale. Research departments can benefit from strategic planning at any time, but before a campaign launch it is critical to ensure your department and your staff are integral partners in a successful campaign.

Under the Microscope: Prospect Identification and Screening
Under the Microscope: Prospect Identification and Screening

Presenters: Suzanne Robertson & Tim Gergich, Rensselaer Polytechnic Institute
Year: 2008
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels: 

  • Competency 4: Utilizing Research Resources, Level I, Level II
  • Competency 7: Screenings, Level I, Level II

The presentation will cover:

  • How to set goals and determine priorities
  • Highlights of an effective RFP 
  • Vendor selection 
  • Maintaining control of the process from start to finish 
  • Managing expectations

Database screening is an effective way to expand your donor base, if you manage the process wisely. This session aims to guide prospect researchers and advancement professionals through the process from organizational needs assessment to optimization of their screened data. It also covers how to avoid the pitfalls that may occur without proper training.

How to Get Work Done With Limited Resources by Optimizing Your Vendor Relationships
How to Get Work Done With Limited Resources by Optimizing Your Vendor Relationships

Presenter: Karen Greene, Arizona State University
Year: 2010
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Relationship Management 
Competencies and Levels:  

  • Competency 1: Prospect Pool/Base Analysis, Level I
  • Competency 2: Relationship Management Policy, Level I, Level II 
  • Competency 3: Relationship Management Database Management, Level I
  • Competency 6: Prospect Strategy, Level I
  • Competency 12: Orienting and Training Colleagues, Level I 
  • Competency 13: Building Internal Relationships, Level I, Level II
  • Competency 14: Institutional Knowledge, Level I 
  • Competency 15: General Fundraising, Level I 
  • Competency 16: Change and Project Management, Level I  

This presentation will address:

  • The knowledge of what information you need and the vendor needs to help you achieve your goals
  • How to negotiate your way to a mutually satisfactory agreement
  • How to maintain a good relationship that will last you years and well beyond the current economics of today

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.  There are many ways in which that can occur, this presentation will focus on how you can maintain and excel through optimizing your vendor relationships.  Topics to be covered include understanding and asking key questions, providing key information to the vendor, the art of negotiating, how to eliminate assumptions and therefore surprises, best ways to tap into and utilize peer information to improve your vendor relationship and finally how to maintain good relationships with vendors.

Right-Minded Reporting: Make It Meaningful Using Data Visualization
Right-Minded Reporting: Make It Meaningful Using Data Visualization

Presenter: Amanda Jarman, Portland State University
Year: 2010
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Data Analytics
Competencies and Levels:  

  • Competency 5: Visualization/Reporting Techniques and Competencies, Level I, Level II
  • Competency 6: Communication, Level I, Level II

This presentation will address:

  • How to engage different learning styles
  • Hands-on data visualization tools and techniques
  • Data visualization pitfalls to avoid

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.  These creative and holistic thinkers need more than columns of numbers to meaningfully interpret the data.  And it's not just right-brainers who reap the benefits of data visualization.  Learn how visualizing data can increase efficiency and effectiveness through innovative analysis.

Engage both halves of your audience’s brains through data visualization.  In this presentation, you will learn creative methods and tools for presenting data so that it is easy to understand, including charts, cross-tabs, sparklines, and geographic and relationship mapping.  We’ll look at examples of excellent data visualization, as well as pitfalls to avoid.  You'll also get a whirlwind tour through the history of data visualization, from the earliest data maps of the 1600s up to today's cutting-edge interactive visualizations.

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

Presenter: Joshua Birkholz, Bentz Whaley Flessner
Year: 2007
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Relationship Management 
Competencies and Levels:  

  • Competency 1: Prospect Pool/Base Analysis, Level II
  • Competency 4: Relationship Management Reporting, Level II
  • Competency 6: Prospect Strategy, Level II 
  • Competency 7: Portfolio Management, Level II
  • Competency 8: Pipeline Management, Level II
  • Competency 9: Fundraiser Performance, Level II

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.

Approaches for Evaluating Wealth and Rating for Gift Capacity
Approaches for Evaluating Wealth and Rating for Gift Capacity

Presenters: Elizabeth Crabtree, Brown University; Joyce Newton, Dartmouth College
Year: 2007
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels:  

  • Competency 5: Financial Capacity Evaluation and Wealth Indicators , Level II

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. This program discusses approaches for estimating philanthropic giving capacity based on common wealth indicators, how to create rating systems for various types of fundraising programs, and how a disciplined and uniform approach to rating gift capacity along with considerations for affinity and inclination assists in populating campaign gift tables and allows researchers to become better strategic partners in fundraising.

Data Visualization in Support of Fundraising: A Discussion on an Emerging Trend
Data Visualization in Support of Fundraising: A Discussion on an Emerging Trend

Presenter: Emily Walsh, University of Arizona Foundation and Kimberly Priebe, University of Chicago
Year: 2012
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
Domain: Data Analytics
Competencies and Levels: 

  • Competency 5: Visualization/Reporting Techniques and Competencies, Level II

Data visualization: It’s a term you have probably been hearing about on an increasingly regular basis in our industry over the past several years. What does this emerging trend in visual reporting mean for us as a profession? Is data visualization or visual reporting something I should be doing in my own office? How can I apply it to my job? How can I do it effectively? Are my peers doing it? If so, has it been effective? This webinar will provide participants with an overview of two recent articles published in APRA Connections, “Data Visualization in Support of Fundraising” and “APRA Membership Survey Results: Data Visualization in Support of Fundraising”. The webinar will provide: a brief overview of some techniques that we have found useful for producing impactful and meaningful data visualizations, an analysis and discussion of the industry survey results and possibilities for future benchmarking, and time for Q & A and open discussion.

Foundation Prospect Research
Foundation Prospect Research

Presenter: Debbie DiVirgilio, DiVirgilio and Associates, and Jennifer Filla, Aspire Research Group
Year: 2012
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
Domain: Prospect Research 
Competencies and Levels: 

  • Competency 2: Prospect Research Essentials, Level I & Level II
  • Competency 4: Utilizing Research Resources, Level I & Level II
  • Competency 8: Research Checklist and Written and Verbal Skills, Level I & Level II

 

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.

Mining Social Media: A Starter Package
Mining Social Media: A Starter Package

Presenter: Marianne Pelletier, Cornell University 
Year: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Data Analytics

Competencies and Levels: 

  • Competency 1: Cross Industry Standard Process for Data Mining (CRISP-DM) Competencies, Level I & Level II
  • Competency 2: Project Management, Level I & Level II
  • Competency 3: Data Manipulation Skills, Level I & Level II
Domain: Prospect Research
Competencies and Levels: 
  • Competency 3: Ethics, Level I & Level II
  • Competency 6: Prospect Interests and Networks/Relationships, Level I & Level II

 

Social media is being touted as the newest way to prospect for donors. However, it's not that easy. Knowing where and how to look is just the beginning. Join Marianne Pelletier to explore a few first steps into using social media for prospecting, relationship mapping, and sentiment analysis, all in support of advancing your organization's mission.

This webcast will cover:

  1. The breadth of social media and how it's used
  2. Ethics – ours are higher than commercial companies
  3. Prospecting using Zoominfo and LinkedIn
  4. Affinity Tweeting and how to find it
  5. Discovering connections through NodeXL
  6. Understanding listening tools

Learning objectives:

  • The audience will get an overview of how social media tools enhance our understanding of our prospects, including basic search techniques and one fairly advanced piece of (free!) software.
  • Review of 3 different social media mining techniques so that the audience can decide where to start or what to add to their programs.
  • Understanding the breadth and depth of social media in our prospects' lives.
  • Building a comfort level with writing a solid ethics policy around monitoring the pages of an organization’s prospects