Advanced Research — Advanced
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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.
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
Domain: Relationship Management
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.
Training Perspectives: Newbie to Seasoned Researcher
Presenters: Jessica Jimenez, University of Texas at Austin; Leslie Kim Romoli, University of Texas at Austin
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
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.