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Advanced Research — Advanced APRA members, login to receive special discounted pricing when you add products to your cart. You must create an account or join to purchase items If you already have an account, click login in the top right corner. Is Your Organization Working in the Clouds?
Presenter: Cathleen Parsons-Nikolić, Villanova University This session will explore the world of cloud computing, how the tools it enables will impact the work we do and how these tools could lead to larger changes within your organization. Cloud computing tools, such as SalesForce, have recently focused on the nonprofit market and organizations that have implemented these relationship management tools have new sets of opportunities and challenges to navigate. Definitions, implications, proactive approaches and cloud-like metaphors promised. Prospect Research in a Campaign
Presenter: David Lamb, Target Analytics, a Blackbaud Company Death and taxes … and campaigns. You can’t avoid them. A capital campaign can bring unique demands and pressures on a prospect researcher. Effective prospect research is a vital component of any successful campaign. This session will cover how a campaign should affect the activities of prospect researchers, the systems required to manage prospect information in a campaign and the resources available for helping identify the prospects needed for the campaign. Qualifying Cold Prospects: A Case Study
Presenters: Dan Lowman, Grenzebach Glier and Associates; Amy New, University of North Texas The University of North Texas, through a combination of research and external screenings, identified a significant number of higher capacity prospects with limited University relationships. After being told by fundraisers that the constituents were "too cold to worry about," the University engaged student callers. This yielded a contact rate of more than 33 percent — three times the gift officer rate. This session will describe the rating process, the challenges of working with the frontline fundraisers and explore a variety of alternatives for making cold prospects much warmer. 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. Demystifying the Emerging Energy Business
Presenter: Michael Foote, Dartmouth College Some pundits predict we are entering an energy boom similar to what we've witnessed with the dot.com and hedge funds. We have already seen institution-changing gifts from those in the energy industry. This highly complex sector includes oil, natural gas, wind power, solar energy and electricity. Session discussed basic facts, terminology and tips for researching and rating your energy sector prospects. 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. Development Research and Events: A Prospecting Bonanza
Presenters: Jenny Gallagher, Sandy Johnson, Iowa State University Foundation
Monitoring Economic Drivers and Prospect Motivation
Presenters: Heather Campbell, Princeton University, Suzanne Franzino, Princeton University This session will explore different motivations for giving, driven by the stock market and other economic variables. Speakers will review case studies that focus on conducting trend analysis, leveraging data available to researchers and data analysts, and mapping trends to key segments within your organization’s constituency. Analyzing the “high-beta rich” within your prospect pool, identifying the most vulnerable gift bands impacted by these economic fluctuations and forecasting future trends can provide critical insight to inform prospect management strategies as well as the decision making of the senior administrators within your development office. 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. |
