Education

Prospect Identification — Intermediate

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Online Curriculum: Members: $49; Nonmembers: $79
Conference On-Demand: Members: $49; Nonmembers: $79
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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.

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.

Zen and the HeART of Data Mining
Zen and the HeART of Data Mining

Presenter: David Robertson, Syracuse University
Year: 2010
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
  • Competency 4: Statistical Techniques and Competencies, Level I

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.

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.

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.

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.

Deciphering the Information: A Case Study
Deciphering the Information: A Case Study

Presenter: Tanya Ford, Taylor University
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Relationship Management 
Competencies and Levels:  

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

Domain: Data Analytics 
Competencies and Levels:  

  • Competency 7: Fund Raising Knowledge, Level I 

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.