Education

    Advanced Research — Advanced

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    Is Your Organization Working in the Clouds?
    Is Your Organization Working in the Clouds?

    Presenter: Cathleen Parsons-Nikolić, Villanova University
    Year: 2011
    Price: Members: $49, Non-Members: $79
    Body of Knowledge Alignment:
    Domain: Prospect Research 
    Competencies and Levels:  

    • Competency 1: Information Management/Records Management, Level II
    • Competency 3: Ethics, Level II

    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.

    Qualifying Cold Prospects: A Case Study
    Qualifying Cold Prospects: A Case Study

    Presenters: Dan Lowman, Grenzebach Glier and Associates; Amy New, University of North Texas
    Year: 2011
    Price: Members: $49, Non-Members: $79
    Body of Knowledge Alignment:
    Domain: Prospect Research
    Competencies and Levels:  

    • Competency 7: Screenings, Level I

    Domain: Relationship Management 
    Competencies and Levels:  

    • Competency 7: Portfolio Management, Level I 

    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
    The Strategic Researcher - In a Position to Make a Difference

    Presenter: David Sterling, Western New England College
    Year: 2009
    Price: Members: $49, Non-Members: $79
    Body of Knowledge Alignment:
    Domain: Prospect Research 
    Competencies and Levels:  

    • Competency 9: Organization and Fundraising Knowledge, Level I, Level II
    • Competency 11: Measuring Research Efforts, Level I, Level II

    Domain: Relationship Management
    Competencies and Levels:  

    • Competency 6: Prospect Strategy, level I, Level II
    • Competency 13: Building Internal Relationships, Level I, Level II
    • Competency 14: Institutional Knowledge, Level I, Level II
    • Competency 15: General Fundraising,Level I, Level II
    • Competency 16: Change and Project Management, Level I, Level II

     

    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
    Demystifying the Emerging Energy Business

    Presenter: Michael Foote, Dartmouth College
    Year: 2009
    Price: Members: $49, Non-Members: $79
    Body of Knowledge Alignment:
    Domain: Prospect Research 
    Competencies and Levels:  

    • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level II

    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
    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.

    Development Research and Events: A Prospecting Bonanza
    Development Research and Events: A Prospecting Bonanza

    Presenter: Jenny Gallagher, Sandy Johnson, Iowa State University Foundation
    Year: 2012
    Price: Members: $49; Nonmembers: $79
    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 9: Organization and Fundraising Knowledge, Level I

    Join in this discussion to learn about a program at the Iowa State University Foundation in which the Development Research and Events departments work together to identify prospects and implement a more strategic regional event. Learn a step-by-step process that includes identifying an event location and host, developing strategic guest lists, attending the event, conducting a post-event prospect debriefing, and identifying and assigning prospects for follow-up. This session will provide you with tools and ideas that you can take back to your office and begin implementing immediately for more strategic, exciting, and results-driven events.

    Monitoring Economic Drivers and Prospect Motivation
    Monitoring Economic Drivers and Prospect Motivation

    Presenter: Heather Campbell, Suzanne Franzino, Princeton University
    Year: 2012
    Price: Members: $49; Nonmembers: $79
    Body of Knowledge Alignment:
    Domain: Prospect Research
    Competencies and Levels: 

    • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level II
    • Competency 9: Organization and Fundraising Knowledge, Level I

    Domain: Relationship Management
    Competencies and Levels: 

    • Competency 4: Relationship Management Reporting, Level I

    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
    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.

    Training Perspectives: Newbie to Seasoned Researcher
    Training Perspectives: Newbie to Seasoned Researcher

    Presenters: Jessica Jimenez, University of Texas at Austin; Leslie Kim Romoli, University of Texas at Austin
    Year: 2013
    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

    Domain: Relationship Management 
    Competencies and Levels:  

    • Competency 3: Relationship Management Database Management, Level I
    • Competency 4: Relationship Management Reporting, Level II
    • Competency 12: Orienting and Training Colleagues,  Level I & Level II
    • Competency 16: Change and Project Management,  Level I & Level II

    Developing an effective training program is integral to your institution, whether you are a large organization expanding your team or a one-person shop hiring a student assistant. Learn how to take training beyond office policies and templates by creating hands-on research examples, cultivating relationships with gift officers, providing solid strategies for prospecting and continuing the research dialogue through collaborative resources. Hear both perspectives from the trainer and the trainee on how optimal training guidelines can transform the researcher and the team.

    Building a Proactive Research Powerhouse
    Building a Proactive Research Powerhouse

    Presenter: Dan Gifford, Smithsonian Institution 
    Year: 2013
    Price: Members: $49, Non-Members: $79
    Body of Knowledge Alignment:
    Domain: Prospect Research
    Competencies and Levels:  

    • Competency 1: Information Management/Records Management, Level I
    • Competency 2: Prospect Research Essentials, Level I

    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.


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