APRA Communities


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About Us

Chapter Dues:
Chapter-only membership dues are $50.00 per year.
Members of APRA International who are located in the Upstate New York regions, are welcome to become members of APRA-UNY for a reduced annual rate of $25. Memberships are not transferable to other individuals. Membership applications can be requested from the Membership Director: Laurie McDermott, laurie.mcdermott@oswego.edu

Member Benefits:

  • Low or no-cost Conferences
  • Virtual Seminars
  • Roundtables
  • Newsletter
  • Job Announcements
  • Mentoring/Skill Sharing Program
  • Networking
  • Speaking Opportunities  


President: Patricia "Patti" Whitford, Director of Development Research, Hamilton College

Vice President: Gina Murray, Senior Research Analyst, Rensselaer Polytechnic Institute

Secretary: Anne Cornell, Director of Research and Prospect Management, Alfred University

Treasurer: Beverly Denninger, Information Analyst, Syracuse University

Membership Director: Laurie McDermott, Development Research Associate, S.U.N.Y Oswego

Newsletter Editors: Ellen Burke, Director of Development Research, Elmira College and Patti Whitford, Director of Development Research, Hamilton College

Webpage Coordinator: Terri Evans, Assistant to the VP for Institutional Advancement/Research Associate, Cazenovia College

Marketing Director/Facebook Coordinator: Laurie McDermott, Development Research Associate, SUNY Oswego

Fall Conference Program Co-Coordinators: Lisa Mercadel, Nazareth College and Patricia Quigley, University of Rochester

Spring Conference Program Coordinator: Colleen Baker, Director of Philanthropy Research, Clarkson University

Member-at-Large: Meredith Smith, Senior Advancement Researcher, University of Rochester


Become a member of APRA-UNY for full access to our newsletter! Click here to view page one.

Fall Conference 2017

Cave Diving in the SEC Data Lake

Lori Hood Lawson and David Lawson

Once you get beyond the surface of standard SEC documents, you discover a wondrous world where public, private, and financial company data is readily available. The challenge is knowing where to look; how to interpret it; and most importantly, how to apply it to your research. Put on your tank, and join us as we explore the data caves of the SEC.

RFM/deRscore –

A What Have You Done For Me Lately Score

David E. Robertson Jr.

This presentation introduces classic RFM Analysis (recency, frequency, monetary​) to those new to donor analytics. RFM Analysis is used in marketing analysis and understanding consumer behavior. Using this methodology we can now understand recent donor behavior. The participant will walk away with a very powerful tool that highlights and scores recent  giving behavior and ranks large data sets based on current behavior. Two simple scoring methods with be introduced.

 Conference Agenda

 9:00 a.m. Conference Registration – Enjoy a breakfast buffet and networking

 9:30 a.m. Welcome

 9:45 a.m. Cave Diving in the SEC Data Lake

                 Lori Hood Lawson and David Lawson

12:00 p.m. Catered lunch, Networking and President’s Brief Chapter Update

Please take time to speak to one of our board members about APRA-UNY volunteer opportunities and fill out your evaluations.

1:30 p.m. RFM/deRscore – A What Have You Done For Me Lately Score

               David E. Robertson Jr.

 3:00 p.m. Closing Remarks and Networking

For those arriving Thursday evening we would love to have you join the APRA-UNY board for dinner at 6:30 p.m. at the Olde Bryan Inn located at 123 Maple Avenue, Saratoga Springs, NY.

 Our 2017 Fall Conference Sponsor: Thank you Staupell Analytics Group!

 Conference Registration Fees

Registrations greatly appreciated by October 23rd, but accepted at the door.

 Full-day Conference Cost for APRA-UNY Members...…………………………….........................$100.     

Full-day Conference Cost for non-members (including new membership 10/17-10/18)……………$150.

 To apply for a conference scholarship:  https://www.facebook.com/ApraUNY

 Those interested in becoming members of APRA-UNY, please contact our Membership Director, Laurie McDermott, for details and benefits of membership (laurie.mcdermott@oswego.edu).

 To register online using your charge card: https://aprauny.org/

 To register by check:

Email this completed form to: Emily Marcason-Tolmie emarcaso@skidmore.edu

Please make checks payable to APRA-UNY and mail to:

Beverly Denninger

Syracuse University

820 Comstock Ave., Room 100

Syracuse, NY 13244

You will receive an email confirmation notice from APRA-UNY upon receipt of your conference registration.

Overnight reservations can be made at the Courtyard Marriott at Saratoga Springs (1-866-210-9325) under APRA-UNY for $114.00 a night plus tax.

 The APRA-UNY Board looks forward to seeing you. Thank You!

The APRA Upstate New York Chapter hopes to encourage the professional development of our membership by participation in APRA-UNY workshops and conferences.  We want to give this opportunity to members who wouldn’t otherwise be able to attend because of budget constraints.  All current APRA-UNY members are eligible to apply for free registration to one of APRA-UNY’s Spring or Fall conferences.  This scholarship will cover the cost of one full APRA-UNY conference registration. This award does not include transportation, lodging, food, or other costs. To apply for a conference scholarship:  https://www.facebook.com/ApraUNY.

 Skill Sharing

The Skill Sharing Program offers APRA-UNY members free one-on-one learning opportunities through email and phone. This program is designed to get members in need headed in the right direction, not lead them every step of the way.  Volunteer teachers offer a particular expertise to members who are in need of learning.  Through the Skill Sharing Liaison, the student is introduced to the teacher.  Teacher and student will have an initial conversation about expectations and agree upon date, time and method of communicating. Designated, uninterrupted learning sessions are held to a maximum of three one-hour meetings.

Topics include:

Budget Planning, Campaign Assessment, Campaign Planning, Contact Reports

Corporate Research, Data Mining (beginning), Electronic Screenings, Freelance

Free Sources/Fee Sources, Foundation Research, Healthcare Research, Hiring

Mission Statement, Moves Management, Office (setting up a development research shop)

Parent Research, Predictive Modeling (beginning), Presenting at Conferences

Privacy/FERPA, Private Company Assessment, Proactive Research, Prospect Management

Prospect Research, Profile Format, Ratings, Real Estate, Recency-Frequency-Monetary (beginning)

Reports (prospect management), SEC Documents, Stock Holdings

Systems (Banner, Datatel, Raisers Edge, Black Baud, etc.), Training, Wealth Indicators, and


Contact Patti Whitford (pwhitfor@hamilton.edu) for an introduction to a volunteer teacher.

Contact Us
Patricia Whitford
Director of Development Research
Hamilton College
198 College Hill Road
Clinton, NY 13323
(315) 859-4018
fax: (315) 859-4648