“Your workshop today was excellent and gave me real insights into how and why my clients should structure and manage their research programs and set research priorities....and why prospect research is much more than Googling a name.”

Michael P. Miller
Principal
Miller/Rollins
New York City

2017 CALENDAR

Presenter and Research Track Co-Chair
Association of Fundraising Professionals (AFP) Fundraising Day in New York Conference
The Marriott Marquis, New York, NY
Friday, June 23, 2017
8:45am – 5:00pm

Fundraising Day in New York is the premier East Coast conference on philanthropy. This one-day event takes over the Marriott Marquis in Times Square, NYC, bringing together the best and brightest nonprofit professionals from around the world to share their thoughts and advice.

Research
Track Chairs: George Hartman, Poonam Prasad, and Alison Sommers-Sayre

8:45 AM – 10:00 AM
Smarter Fundraising Using Analytics

Companies everywhere are applying data to improve performance. The nonprofit sector is no exception. This session is for anyone who wants to understand how a data-driven approach strengthens results. It will cover examples of high-impact data-driven projects and provide a simple approach to integrating analytics that any size organization can use.

You'll learn:

  • How to start and build an analytics function at your organization
  • Case studies that illustrate the ROI of analytics
  • Best practices in using analytics and useful tools and techniques

Speakers:
Heather Campbell,
Director, Analytics & Data Management, Princeton University;
Jennifer MacCormack, Director, Advancement Analytics, University of Washington

10:45 AM – 12:00 PM
Partnering for Campaign Preparation

A partnership between prospect development and fundraising leadership is critical to any campaign. As NYU anticipates its first comprehensive campaign since 2008, this team will discuss how NYU is using data and analysis to make informed decisions on portfolio management, fundraiser training, volunteer boards, and revenue goals.

You'll learn:

  • How to gain a better understanding of your prospect pool
  • The most important components of campaign data preparation
  • The importance of a two-way collaboration on prospect information

Speakers:
Erin Dodd,
Executive Director, Development, Northeast Corridor, Cornell University;
Troy Smith, Executive Director, Prospect Development and Campaign Analytics, New York University

2:00 PM – 3:15 PM
Resources, Tools and Money-saving Tips to Uncover Prospects

Whether you’re a senior executive or new to the nonprofit sector, your job is to increase fundraising and to identify new prospects. You will need research tools and resources to be successful. This live demo will show you the latest time-saving, fee-based resources along with inexpensive alternatives. You’ll also get valuable tips to help you when you’re stumped.

You'll learn:

  • How to gain a better understanding of your prospect pool
  • The wide selection of research resources available today; their strengths and pitfalls
  • Low-cost alternatives to stretch your research budget

Speaker:
Poonam Prasad,
Founder and President, Prasad Consulting & Research

3:45 PM – 5:00 PM
Prospect Development Trends

Join current and past presidents of Apra, the association representing prospect development professionals internationally, for a discussion on the current state of prospect development and future trends. This session will highlight how information provided by the prospect development team is critical to fundraising success. Professionals at all career levels will benefit from this discussion.

You'll learn:

  • The components of prospect development and their role in fundraising
  • How being a data-driven organization can increase your return on investment
  • Trends in prospect development that are critical to our profession’s future

Speakers:
Jennifer MacCormack,
Director, Advancement Analytics, University of Washington;
Jill Meister, Director of Prospect Research and Management, University of New Hampshire;
Alison Sommers-Sayre, Assistant Vice-President for Development, Information Strategy and Operations, Office of Development, Princeton University

Faculty Member
Prospect Research: Fundraising Techniques & Technologies
Masters Program in Nonprofit Management
Columbia University School of Professional Studies
New York, NY
Fridays, September 15 – December 1, 2017 5:00 – 8:30pm
9 sessions

This course teaches students the practical skills needed to develop and utilize research for fundraising efforts. It introduces students to assorted research tools and teaches them to develop targeted research strategies. Within an ethical context, they learn how to obtain information on donors and other funding sources. The course also covers how to summarize research findings and how to use research for enhanced written communications.

Moderator
The Power of Charitable Giving: Annual Report on Philanthropy for the Year 2016
NYU School of Professional Studies
LMHQ, 150 Broadway, 20th Floor, New York, NY 10017
6:30 – 7:45pm

Charitable organizations fared well in 2016 with total giving reaching $390.05 billion, which included strong growth in individual giving. Giving USA 2017: The Annual Report of Philanthropy in Year 2016 was the 62nd annual report on giving and the traditional report focused on individuals, corporations, foundations and bequests and the impact these gifts had on today’s nonprofits – helping fundraising and philanthropy professionals to understand and take advantage of the changes in philanthropy, refocus nonprofit outreach to donors, and compare individual organizational findings with national trends.

Join Poonam Prasad, President of Prasad Consulting and Research, a Director of The Giving Institute, and NYU SPS Heyman faculty member, as she moderates a panel discussion with Rachel Hutchisson, Chair of The Giving Institute and Vice President of Corporate Citizenship and Philanthropy, Blackbaud, Inc., Jane Karlin, Senior Vice President, Israel and Global Philanthropy, The Jewish Agency for Israel North America Council, and Jill Scibilia, Vice President for Philanthropy and External Relations for the Girl Scouts of New York, in which they review and examine the Annual Report on Philanthropy for 2016 and discuss national trends in growth, future giving, and models for fundraising campaigns.

There will be a networking reception immediately following the panel discussion.

Panelists:

  • Rachel Hutchisson, Chair, The Giving Institute; Vice President, Corporate Citizenship and Philanthropy, Blackbaud, Inc.
  • Jane Karlin, Senior Vice President, Israel and Global Philanthropy, The Jewish Agency for Israel North America Council
  • Jill Scibilia, Vice President, Philanthropy and External Relations, Girl Scouts of New York

Moderator:
Poonam Prasad, President, Prasad Consulting and Research; Director, The Giving Institute; Adjunct Assistant Professor, NYU School of Professional Studies

Click here to register for the free event.

Moderator
Prospect Development Trends
APRA and The Giving Institute
Virtual – GoToWebinar
12:00 – 1:00pm

Join past presidents of Apra, the association representing prospect development professionals internationally, for a discussion on the current state of prospect development and future trends. This session will highlight how information provided by the prospect development team is critical to fundraising success. Professionals at all career levels will benefit from this discussion. This webinar is offered in partnership with The Giving Institute.

Panelists:

  • Jennifer MacCormack, Senior Director, Annual Philanthropy, University of Washington
  • Alison Sommers-Sayre, Assistant Vice President for Advancement, Princeton University
  • Jill Meister, Former Director of Prospect Research and Management, University of New Hampshire

Moderator:
Poonam Prasad, President, Prasad Consulting & Research & Director, The Giving Institute

Both Apra members and non-members can download slides and a recording of this webinar for free. Please see instructions below:

If you are a member of Apra, you can access the recording and slides here.

If you are not a member of Apra, you can either join or create a guest account, then download the recording and slides for free here.

Adjunct Assistant Professor
Introduction to Prospect Research
New York University School of Professional Studies
George H. Heyman Jr. Center for Philanthropy and Fundraising New York, NY
Wednesdays, November 29 – December 20, 2017
6:30 – 8:30pm
4 sessions

This course teaches students the practical research skills needed for fundraising. It introduces students to assorted research tools, websites, and databases and teaches them to develop targeted research strategies. Within an ethical context, they learn how to obtain information on donors and other funding sources. The course also covers how to summarize research findings and create cultivation and solicitation plans. During this course you will learn how to evaluate a prospect's ability and inclination to give and the basics of data mining, database screening and moves management. Basic understanding of fundraising concepts and practice, skills in internet research, MS Word, and an excellent command of written English required.

 

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