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Realize the Untapped Potential in Your Database
Realize the Untapped Potential in Your Database

Presenter: Connor Kasey, Grenzebach Glier and Associates
Year: 2015|
Price: Members: FREE  Non-Members: 39
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels:  

  • Competency 1: Information Management/Records Management
  • Competency 2: Prospect Research Essentials
  • Competency 4: Utilizing Research Resources
  • Competency 5: Financial Capacity Evaluation and Wealth Indicators
  • Competency 6: Prospect Interests and Networks/Relationships
  • Competency 7: Screenings

The basics on using prospect screening to identify potential supporters, build prospect pipelines, and target ask amounts.

Moves Management and Portfolio Reviews
Moves Management and Portfolio Reviews

Presenter: Daniel Sacks, GG+A
Year: 2014


This presentation will focus on the steps that researchers and prospect managers can take to build efficiency and accountability into your major gift program.  Daniel will address solutions to some of the common obstacles faced in implementing a true moves management system by providing sample management reports and dashboards that have been effective at leading institutions around the country.  He'll also offer suggestions for a regular portfolio review process that will help to increase transparency and dependability across the Advancement team.

Using Surveys to Complement Prospect Research
Using Surveys to Complement Prospect Research

Presenters:Kat Banakis, Director, Strategic Implementation at GG+A Analytics; Mary Beth Nibley, Directory of Development Research and Prospect Management, University of Maryland Baltimore
Year: 2014 
Price: Members: FREE, Non-Members: $39
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels:  

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

Prospect surveys provide a powerful tool to qualify and prioritize a segment of your prospect pool. Knowing which prospects have interest in your organization or a specific initiative offers a ready pipeline of promising prospects and a guide for more in-depth research. This webinar will provide tips in survey design, execution, and implementation and opportunities to engage with other facets of development teams throughout the process for a shared vision and outcome.

Challenging Research Myths and Uncovering More Major Gifts
Challenging Research Myths and Uncovering More Major Gifts

Presenter: AJ Pickens & Jamie Donahue, iWave Information Systems
Year: 2014
Price: Members: FREE, Non-Members: $39
Body of Knowledge Alignment:
Domain: Prospect Research

Competencies and Levels: 

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

Join us to see how time-saving features and new developments in real estate and charitable giving data are changing the way you prospect for major gifts. We’ll challenge the latest misconceptions in prospect research and take a look at how our online prospect research tool, Prospect Research Online (PRO) can deliver the data you need and the features you want, to uncover more major gifts.

It’s All About Who You Know: Harnessing Connectors & Relationship Mapping
It’s All About Who You Know: Harnessing Connectors & Relationship Mapping

Presenter: Brett Eaglstein & Velma Hutchins, Relationship Science 
Year: 2014
Price: Members: FREE, Non-Members: $39
Body of Knowledge Alignment:
Domain: Prospect Research

Competencies and Levels: 

  • Competency 4: Utilizing Research Resources, Level I & Level II
  • Competency 6: Prospect Interests and Networks/Relationships, Level I & Level II

The presentation will include discussion of best practices for using social media and new technology to identify connections and relationships you wouldn’t otherwise be aware of. When organizational connectors aren’t closely tied to major gift prospects with six or seven-figure capacity, it is important to employ online tools to map relationships and determine the “six degrees of separation” to these crucial prospects. Join this session for strategies around using relationship mapping that will improve your organization’s fundraising strategy. 

Inside the Data Mine: Major and Mid-Level Donor Characteristics
Inside the Data Mine: Major and Mid-Level Donor Characteristics

Presenter: Lawrence Henze, Target Analytics, a Blackbaud Company
Year: 2014
Price: Members: FREE; Nonmembers: $39
Body of Knowledge Alignment:
Domain: Data Analytics

Competencies and Levels: 

  • Competency 3: Data Manipulation Skills, Level II
  • Competency 4: Statistical Techniques and Competencies, Level II
  • Competency 5: Visualization/Reporting Techniques and Competencies, Level I
  • Competency 7: Fund Raising Knowledge, Level II 

With the ability to analyze giving trends across the non-profit spectrum, Target Analytics is able review and predict industry trends in philanthropic giving. For this most recent industry update report, Target Analytics reviewed over 2 million donors totaling $1.2 billion in gifts over six years. The wide view of data creates a complete report to highlight major donor behavior before giving, behavior after giving, and leading indicators for finding the best major donors in your file.

 


Beyond What They Ate For Lunch: Making the Most of Contact Reports
Beyond What They Ate For Lunch: Making the Most of Contact Reports

Presenter: Dan Lowman, GG+A
Year: 2014
Price: Members: FREE, Non-Members: $39
Body of Knowledge Alignment:
Domain: Relationship Management

Competencies and Levels: 

  • Competency 1: Prospect Pool/Base Analysis, Level I & Level II
  • Competency 2: Relationship Management Policy, Level I & Level II
  • Competency 3: Relationship Management Database Management, Level I & Level II
  • Competency 4: Relationship Management Reporting, Level II
  • Competency 5: Moves Management, 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

 

Let's face it, most contact reports are never read, and for good reason: The lunch menu and the pet's name don't help us to raise more money. This session will address how to work with gift officers to improve contact reports, and cover how to use that information to improve capacity ratings, develop prospect strategies, and determine interest areas. There is no better way to qualify a prospect than to meet with them, so don't let this valuable data source go to waste! 

In-house Advancement Analytics Competency: Practical Advice and Examples
In-house Advancement Analytics Competency: Practical Advice and Examples

Presenter: Creighton Lang, GG+A
Year: 2014 
Price: Members: FREE, Non-Members: $39
Body of Knowledge Alignment:
Domain: Data Analytics
Competencies and Levels:  

  • Competency 2: Project Management, Level I
  • Competency 7: Fund Raising Knowledge, Leve I

Analytics: Everyone says they want it, not everyone knows what it means, and even fewer have a plan to use it. This session will provide the framework you need to build a business plan for an analytics capacity within your Advancement/Development operation, including defining the need and the audience, making the business case, and creating the necessary infrastructure to make it work. Whether “Analytics” means you and an Excel spreadsheet, or high-powered software and a team of data scientists, this session will put you on track for a successful and integrated program

Four Ways to Streamline Prospect Development
Four Ways to Streamline Prospect Development

Presenter: Bond Lammey, Bentz Whaley Flessner 
Year: 2014
Price: Members: FREE, Non-Members: $39
Body of Knowledge Alignment:
Domain: Prospect Research

Competencies and Levels: 

  • 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
  • Competency 8: Research Checklist and Written and Verbal Skills, Level II

 

Domain: Data Analytics
Competencies and Levels: 

  • Competency 1: Cross Industry Standard Process for Data Mining (CRISP-DM) Competencies, Level II
  • Competency 3: Data Manipulation Skills, Level I

 

Domain: Relationship Management
Competencies and Levels: 

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


BWF is proud of its three decades collaborating with you to advance the prospect development community. In 2014, we are no less busy striving for excellence in innovation. In this vendor seminar, Bond Lammey, the firm’s head of consulting in prospect development, will present some of the new developments and possibilities from work with clients around the globe. She will discuss building out an analytics program, analyzing development officer productivity, optimizing portfolios, and enhancing prospect identification efforts. Prospect development is changing. Technology and experience is increasing both the expectation of what we can do and the importance of the contribution we are making. Take an hour to keep up on what’s happening and to be inspired by what’s possible.

Bond T. Lammey is a senior associate at Bentz Whaley Flessner specializing in prospect development. Prior to joining BWF, Bond led prospect research efforts at the University of Chicago, where she oversaw the central prospect research team. While Bond was at the University of Chicago, the prospect research team launched a proactive prospect identification process, established a single-source rating system, and expanded international prospecting efforts. Bond received her BA in Sociology and her MM in Nonprofit Administration, both from North Park University. She is a former treasurer of APRA-IL and was volunteer co-chair for the 26th Annual APRA International Conference.

Social Donor Management: Big Data, Big Gifts
Social Donor Management: Big Data, Big Gifts

Presenter: Brent Grinna, EverTrue
Year: 2014
Price: Members: FREE, Non-Members: $39
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels:  

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

With over 1 billion users, Facebook has emerged as the social graph. With 250 million users, LinkedIn is the professional graph. Mobile technology is transforming every industry. Yet these platforms continue to operate at the periphery of most non-profit fundraising organizations. This presentation will teach the principles of the emerging field of "Social Donor Management" and help your institution bring your investment in social media to the core of your operations in order to increase participation rates, identify major donor prospects and improve stewardship. We will focus heavily on increasing the “R” in Social Media ROI.

Today's Most Advanced Research Techniques
Today's Most Advanced Research Techniques

Presenters: A.J. Pickens, Vice President of Sales, iWave Information Systems
Year: 2013
Price: Members: FREE , Non-Members: $39
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels: 

  • Competency 4: Utilizing Research Resources, Level I


Is your organization using the most advanced prospect research techniques? OR, are you asking the same donors for support over and over again? Join us for an informative session and case study review on how to maximize real estate and political giving data while reducing the time you spend online researching your prospects, and most importantly, how your organization can be proactive in finding new major gifts.

Behind the Scores – The Untold Story of Data
Behind the Scores – The Untold Story of Data

Presenter: David Lawson, TrueGivers, LLC, Melissa Kwilosz, Arizona State University Foundation
Year: 2012
Price: Members: FREE; Nonmembers: $39
Body of Knowledge Alignment:
Domain: Data Analytics
Competencies and Levels: 

  • Competency 1: Cross Industry Standard Process for Data Mining (CRISP-DM) Competencies, Level II
  • Competency 2: Project Management, Level II
  • Competency 3: Data Manipulation Skills, Level I
  • Competency 4: Statistical Techniques and Competencies, Level II

 

Domain: Prospect Research
Competencies and Levels: 

  • Competency 4: Utilizing Research Resources, Level II
  • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level II
  • Competency 7: Screenings, Level II 

This webinar will take you behind the scores where you will discover invaluable intelligence about your prospect’s capacity, affinity, and philanthropic propensity. David Lawson, a Partner with TrueGivers, LLC, will show you  how to identify and qualify prospects using over 200 data elements including home equity, household economic stability, discretionary income, buying behavior, lifestyle, personal interests, and philanthropic activities.  Melissa Kwilosz, Assistant Vice President for Strategic Reporting and Analytics at the Arizona State University Foundation will discuss how she has used the data to not only find prospects missed by traditional wealth screening, but also to better match the interests of their constituents with ASU’s programs and projects.  If you want to hear the story the data behind all those scores has been wanting to tell you, then this webinar is for you.

A Case Study on Getting Started with Predictive Analytics at the University of Washington - Seattle
A Case Study on Getting Started with Predictive Analytics at the University of Washington - Seattle

Presenter: Dr. Jennifer MacCormack and Lilith Lysistrata, University of Washington - Seattle, and Michael Laracy, Rapid Insight, Inc.
Year: 2012
Price: Members: FREE; Nonmembers: $39
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
  • Competency 4: Statistical Techniques and Competencies, Level I
  • Competency 5: Visualization/Reporting Techniques and Competencies, Level I & Level II
  • Competency 6: Communication, Level I & Level II
  • Competency 7: Fund Raising Knowledge, Level I & Level II
  • Competency 9: Change Management/Strategic Thinking, Level I & Level II 

In this webinar, Dr. Jennifer MacCormack, Assoc. Director Advancement Research and Lilith Lysistrata, Sr. Advancement Data Analyst will share their experiences and discoveries on building a planned giving model. They will also talk about how they brought predictive analytics in-house with the help of the Rapid Insight® Analytic Suite. They will be joined by Michael Laracy, President of Rapid Insight Inc., who will give an overview of predictive donor modeling as well as a brief product demonstration.

Bringing Predictive Analytics In-house with the utilization of Rapid Insight® Analytics
Bringing Predictive Analytics In-house with the utilization of Rapid Insight® Analytics

Presenter: Michael Pasqua, Dickinson College
Year: 2011
Price: Members: FREE; Nonmembers: $39
Body of Knowledge Alignment:
Domain: Data Analytics
Competencies and Levels:

  • Competency 2: Project Management, Level I & Level II
  • Competency 3: Data Manipulation Skills, Level I & Level II
  • Competency 4: Statistical Techniques and Competencies, Level I & Level II
  • Competency 9: Change Management/Strategic Thinking, Level I & Level II

In this webinar, Michael Pasqua from Dickinson College will present how predictive modeling is being used in Dickinson’s Advancement Office.  Starting off by with how the decision came about to bring predictive modeling in-house and which institutional offices were involved, Michael will then walk through the models that have been built, the data being utilized in the models, and how Rapid Insight was used to create the models.

Organic Modeling: Why local ingredients and hand-preparation produce healthier prediction
Organic Modeling: Why local ingredients and hand-preparation produce healthier prediction

Presenter: Joshua Birkholz & Alex Oftelie, Bentz Whaley Flessner
Year: 2011
Price: Members: FREE; Nonmembers: $39
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
  • Competency 4: Statistical Techniques and Competencies, Level I & Level II
  • Competency 6: Communication, Level I & Level II
  • Competency 9: Change Management/Strategic Thinking, Level I & Level II

Organic, locally-grown, made from scratch: these terms are no longer the domain of just your trendy local restaurant. Join “Data Chefs” Josh Birkholz and Alex Oftelie of Bentz Whaley Flessner as they discuss their strategies and techniques to provide analytics that provides a customized approach and deeper insights for your institution. Josh and Alex will share how the data you currently have is not only of high quality, but how with some experimentation and preparation, can produce models that are as effective as anything you can purchase. This session will review the benefits of a customized approach, strategies to find the distinguishing characteristics of your best donors, and how building these models with your own data can be a rewarding and successful sustainable effort.

Data for Sale: Collecting and Using Data in Prospect Research
Data for Sale:  Collecting and Using Data in Prospect Research

Presenter: Lawrence C. Henze, J.D., Target Analytics, a Blackbaud Company
Year: 2011
Price: Members: FREE; Nonmembers: $39
Body of Knowledge Alignment:
Domain: Data Analytics
Competencies and Levels: 

  • Competency 1: Cross Industry Standard Process for Data Mining (CRISP-DM) Competencies, Level I
  • Competency 3: Data Manipulation Skills, Level I
  • Competency 4: Statistical Techniques and Competencies, Level I

 

In a March 2011 cover article, Time Magazine explored the collection and sale of personal data in the U.S.  This brand new presentation provides an in-depth look at the sources and details of data available to non-profit organizations and vendors in the U.S. and Canada. We will also discuss how the data can be applied for planned giving purposes in particular. Topical areas that will be addressed:

  • Who and what are data mining companies?
  • Is data mining new?
  • How is data collected and distributed?
  • What data is useful for planned giving programs?
  • How can that data be collected?
  • Giving profiles for U.S. and Canadian donors.
  • Creating your own profiles.
  • What the data doesn’t tell you.
  • How you can use data to raise more.

Three (3) learning objectives and/or products for this presentation:

  • Understand the role and purpose of data-mining companies
  • Learn what information and data points are most useful 
  • Use data profiling to target your best prospects

Wealth-X Demo: Domestic and International Research Focus
Wealth-X Demo:  Domestic and International Research Focus

Presenter: Brian Gonzales, Wealth-X
Year: 2012
Price: Members: FREE; Nonmembers: $39
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels: 

  • Competency 2: Prospect Research Essentials, Level I
  • Competency 4: Utilizing Research Resources, Level I
  • Competency 6: Prospect Interests and Networks/Relationships, Level I

Whether you are a small shop or a large one, often times the research demands can be overwhelming.  Wealth-X employs nearly 200 full time researchers that cover 157 countries and 30+ languages.  Having been spun out of Forbes, we not only have expertise in researching international individuals but individuals that come from private companies as well.  This demo will cover our service offering and how Wealth-X is like adding an army of researchers to your team at a fraction of the cost.

Securing Principal Gifts to Further Your Organization’s Mission
Securing Principal Gifts to Further Your Organization’s Mission

Presenter: Melissa Bank Stepno, Target Analytics, a Blackbaud Company
Year: 2012
Price: Members: FREE; Nonmembers: $39
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels: 

  • Competency 1: Information Management/Records Management, Level I & Level II
  • Competency 2: Prospect Research Essentials, Level I & Level II
  • Competency 3: Ethics, Level I
  • Competency 4: Utilizing Research Resources, Level I & Level II
  • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level I & Level II
  • Competency 6: Prospect Interests and Networks/Relationships, Level I & Level II
  • Competency 7: Screenings, Level I & Level II
  • Competency 8: Research Checklist and Written and Verbal Skills, Level I
  • Competency 9: Organization and Fundraising Knowledge, Level I & Level II
  • Competency 10: Research and Campaign, Level I & Level II
  • Competency 11: Measuring Research Efforts, Level I

Nonprofit organizations are increasingly looking to secure principal gifts to sustain their missions. This type of philanthropy is a critical component to overall development efforts. Donors capable of making large transformative gifts behave differently than other constituents and thus are often challenging to identify and cultivate. Join Target Analytics Senior Consultant, Melissa Bank Stepno, to discuss this important area of fundraising and how your organization can develop strategies to secure principal gifts.

Changing Face of Prospect Development
Changing Face of Prospect Development

Presenter: Bruce Wenger and Andrew C. Schultz, Bentz Whaley Flessner  
Year: 2013
Price: Members: FREE Non-Members: $39
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
  • Competency 4: Statistical Techniques and Competencies, Level I  
  • Competency 5: Visualization/Reporting Techniques and Competencies, Level I & Level II
  • Competency 6: Communication, Level I & Level II
  • Competency 7: Fund Raising Knowledge, Level I & Level II
  • Competency 8: Analytics and Campaign, Level I & Level II
  •  Competency 9: Change Management/Strategic Thinking, Level I

In the age of Big Data, analytics is changing the way we approach prospect development.  By focusing on propensity, carefully  crafted predictive models are identifying  those prospects that “will” make a major gift not just those that “could.”  This however is only the beginning.  Analytics is already providing insights into which gift officers will be successful and how many visits may be necessary to close a gift.  Annual funds are focusing resources on what the next ask should be and through what channel the ask should be made based on data rather than tradition.  Join us for an exploration of the role data science is playing in philanthropy and a look at what may be coming

Approaching the Right People
Approaching the Right People

Presenter: Howard Bernheim, S&P Capital IQ
Year: 2013
Price: Members: FREE Non-Members: $39
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 5: Financial Capacity Evaluation and Wealth Indicators, Level I 

 

The focus of this webinar will be towards People (a person in the example) working for a Private Investment Firm. A brief history and description of Capital IQ’s Global Public and Private Company and extensive People content will be covered first. Then, we’ll learn what’s disclosed for the Private Investment Firm, its investment holdings, news and transactions for the firm, etc. For the person, we can look at relationship mapping to business (current and former), education and personal connections. We look at available SEC Filings and news.  We’ll cover a few Screening examples and Screening Alerts, which combine Capital IQ’s extensive Company and People content and end with Capital IQ’s extensive Key Corporate Developments content, for Liquidity/Merger/Acquisition Events and new Initial Public Offerings.

 

Predictive Analytics 102:A look under the hood of a statistical model.
Predictive Analytics 102:A look under the hood of a statistical model.

Presenters: Mike Laracy, Rapid Insight; Chuck McClenon, UT Austin
Year: 2013
Price: Members: FREE, Non-Members: $39
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 
  • 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 & Level II
  • Competency 6: Communication, Level I & Level II  
  • Competency 7: Fund Raising Knowledge, Level I & Level II
  • Competency 9: Change Management/Strategic Thinking, Level I & Level II

In this session Chuck McClenon from UT Austin and Mike Laracy from Rapid Insight will discuss some of the statistical concepts behind predictive modeling. From demystifying R-squared to understanding how hypothesis testing and p values work, this session will give attendees a deeper understanding of the basic concepts that enable us to build predictive models. The Rapid Insight® Analytic Suite will be used at the end of the webinar to demonstrate some of these concepts.

Learning Objective 1: Attendees will acquire a deeper understanding of the mathematical concepts and statistical theory behind modeling.

Learning Objective 2: Attendees will gain knowledge that can be applied to their modeling efforts and data analytics in general.