Education

Prospect Identification — Advanced

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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.

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.

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.

Implementing an Electronic Wealth Screening
Implementing an Electronic Wealth Screening

Presenter: Mary Gatlin, Karen Prater, University of Oregon
Year: 2012
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels: 

  • Competency 7: Screenings, Level II 
  • Competency 2: Prospect Research Essentials, Level II  
  • Competency 4: Utilizing Research Resources, Level II 

Join members of the University of Oregon’s Prospect Management and Analytics team as they discuss their electronic screening experience. Hear how UO determined the need for an electronic wealth screening and the steps they took to bring it to their shop. Analysts will outline their process from start to finish including pre-proposal actions through their vendor selection process, data selection, verification and results implementation.

Using Game Theory in Analytics
Using Game Theory in Analytics

Presenter: Gregory Duke, Niagara University, Rachel Link, Buffalo State College
Year: 2012
Price: Members: $49; Nonmembers: $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
  • Competency 2: Project Management, Level I
  • Competency 3: Data Manipulation Skills, Level I
  • Competency 4: Statistical Techniques and Competencies, Level I
  • 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

The house always wins but how do they do it? Casinos, sports teams and business analysts among many others win when they successfully apply a combination of principles of probability and human psychology to their work. In this session, presenters will demonstrate how they have successfully used these techniques, collectively known as game theory, to improve their work as researchers and enhance their interactions with gift officers and other development staff. This session will teach you to play the game and win.

Database Mining
Database Mining

Presenter: Tanya Ford, Taylor University
Year: 2016
Price: Members: $49; Nonmembers: $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 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
  • Competency 6: Communication, Level I & Level II 
  • Competency 7: Fund Raising Knowledge, Level I & Level II
  • Competency 9: Change Management/Strategic Thinking, Level I

Your database is your best friend for identifying prospects and understanding donors. It is the repository of your organization’s knowledge that helps build a clear picture of each individual. Exploration of this information is an integral part of a successful fundraising program. Knowing what information to consider and how to use it allows researchers to provide fundraising staff with the knowledge needed to create, maintain, and prioritize portfolios for major gifts and campaigns. Let go of the notion that you need to spend thousands of dollars to determine who is hiding in your database. Learn how to easily and inexpensively investigate a new program that will empower your organization.

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.

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.