Advanced Research — Intermediate
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The Strategic Researcher - In a Position to Make a Difference
Presenter: David Sterling, Western New England College
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
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.
Wealth-X Demo: Domestic and International Research Focus
Presenter: Brian Gonzales, Wealth-X
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
Presenter: Melissa Bank Stepno, Target Analytics, a Blackbaud Company
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.
Building a Proactive Research Powerhouse
Presenter: Dan Gifford, Smithsonian Institution
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.