Prospect Research Month in Review – May 2016

by | May 31, 2016 | News

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6-8 June | Chicago, IL
ARC will provide an annual educational event in various regions of North America. ARC will move around the country to balance geographically with the APRA International Conference and will provide a focus on issues specific to each region, offering specialized programming to highlight the local flavor and flair. Click here for registration information.
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9-10 June | Melbourne, FL
APRA-FL is thrilled to announce that the keynote presenter will be data mining pioneer, Peter Wylie! Additional presenters confirmed to date include John Sammis, Mark Noll, Debbie Menoher, Jen Filla, Sarah Bernstein, and Helen Brown. Back by popular demand is best practices panel including Mary Jamieson Dee, Charity Tubalado, and John Hinrichs. [Click Here] for more info.
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14 June | Online
APRA’s fourth annual Virtual Business Meeting will be June 14 at 12:00 pm CT. Reserve your spot to stay up-to-date on all things APRA! [Click Here] to register.
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22-24 Jun | Chicago, IL
Refresh and reinforce your understanding of what inspires truly generous individuals to partner with your institution. Review the concepts of donor-centered fundraising, learn how they fit into an overall development program and identify strategies for incorporating them at your institution.[CLICK HERE] for more info.

Plan Ahead…

27-30 Jul | Nashville, TN

Mark your calendar for Prospect Development 2016, taking place July 27-30 at the Gaylord Opryland Resort & Convention Center in Nashville, TN. Registration is now open! Secure your spot today.

27 Jul | Nashville, TN
In this session at APRA’s 29th Annual International Conference, Jen Filla navigates you step-by-step through the anatomy of a profile, including individual, corporate and foundation profiles, demonstrates how to interpret and present key philanthropy and wealth indicators, and puts you in the shoes of the end-user to create a better presentation format – all with engaging, hands-on activities. This is NOT a how-to-find, but a how-to-present session.
Forty-three percent of America’s wealthiest people are women. Women are either the sole charitable decision-maker or at least an equal partner in 90 percent of households. Jen Filla and Andrea Pactor take you from research study results to fundraising outcomes. At APRA’s 29th Annual International Conference, learn how to create tools to aid you in your work and to share these results with front-line fundraisers. Contribute to discussion on how focusing on women first will yield higher fundraising revenue.
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prospect-research-socialmediaCurated. Creative. Shared.

In addition to the magazine and link list, we added presentation slides and two downloadable worksheets to the Capacity Ratings Resource Collection. Click here to get social!


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Words from happy Researchers

Success Stories

I love your Master Class format – small group, clearly defined curriculum, solid professional information and resources and focus on discussion.  But most importantly I was impressed and delighted to see that you incorporated an additional and extremely practical layer of knowledge, through hands on experience with tools (pivot tables) or resources (Candid).  This adds real value to the educational experience you offer.

Betsy Mehlman

2020-Master Class

Jen’s course on insider stock and compensation was informative, interesting, and well-thought out. Jen broke down the complicated material into digestible pieces. She showed us resources that I use in my day-to-day research that I wouldn’t have otherwise known about. Jen is always quick to respond and has been helpful even after the class has ended. She answers questions thoroughly and is always pleasant.

I was able to take what I learned from the course and present the material to our front-line fundraisers. One fundraiser told me after my presentation that she discovered one of her donor’s compensation was much higher than she thought. So, already, this information has come in handy! Thanks again Jen!

Kim Anthony, San Francisco CA

Insider Stock and Compensation

The Capacity Rating Workshop was really useful. I was new to the prospect research field when I took the workshop, so it helped to demystify capacity ratings for me. The online classroom provided a great forum for interaction with the other participants and for a robust exchange of ideas. Beyond that though, Jen shared a wealth of information and resources about capacity ratings and other important aspects of prospect research. I highly recommend this workshop whether you’re new to the field or have years of experience in our profession.

David Lloyd, Prospect Research Professional, San Francisco, CA

Capacity Rating Workshop

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