Prospect Research Month in Review – Sep 2016

Worth Twittering Overtwitter


A few key resources shared:


blogFrom Our Favorite Blogs
ProRInstitute Blog List

What’s Your Major Prospect Research Pro? | Learning Edge | @ProRInstitute
Twitter can reveal a great story. View “What’s your major #ProspectResearch pro?” on Storify.…»

Can You Trust Gift Capacity Ratings? 5 Things Fundraisers Should Know | Jen Filla | @jenfilla
Gift capacity ratings were a marketing moment for wealth screening companies. Suddenly thousands of records could be matched individually to wealth records and assigned a score. Your constituents could be assessed by their potential capacity – in the form of dollars. And everybody loves money. Have gift capacity ratings lived up to the hype? Yes!.…»

Is This the End of Major Gifts? | Marianne Pelletier | @mpellet771
I have recently returned from an AFP Central New York luncheon, hearing a talk given by Bill Abrams (of Infinize), and my mind can’t stop spinning about what Bill said. Let me share with you a boiled down version of his message…»

Best Practices for Researching and Qualifying Parents as Major Gift Prospects | iWave | @iwavePRO
If you work at an education institution and you aren’t taking advantage of researching the parents of your current students as potential major gift prospects, you could be missing out.  In fact, according to research discussed here, between 2000 and 2010 parent giving to higher education increased by 49 percent.…»

Major Gift Fundraising: 13 Expert Tips from the Nonprofit Tech Carnival  | DonorSearch | @DonorSearch
This month’s Fundraising Strategies & Nonprofit Tech Carnival is all about one thing: major gifts. At DonorSearch, we’ve written extensively about major gift fundraising and the various elements that go into the entire process, from prospect identification all the way through to post-gift stewardship and ongoing retention. But, you can never learn too much about the major gift process; it is just that important.…»

On The CalendarCalendar
Prospect Development Events

30 Nov-15 Dec | Online

There is no clear “right” or “wrong” way to create capacity ratings. Capacity_Ratings_workshop_iconTogether with your peers, read and watch carefully selected resources. Rate an already researched prospect. Participate in facilitated discussions about what the terms really mean, what’s behind the formulas we take for granted, and what to do with prospects that have more or less information. >>Learn more

Foundations in Fundraising Analytics
31 Oct-9 Dec | Online
Use Excel to solve fundraising problems. Designed for the early beginner, we walk you through step-by-step with lots of practice. Includes the book Building Your Analytics Shop by Marianne Pelletier. 10 seats | >>Learn More

30 Sep | Chicago, IL
In an effort to build and strengthen the APRA-IL community, their program emphasizes providing space and time to collaborate, share and learn from your fellow members and attendees. Click here for details.

APRA Carolinas Chapter Fall Symposium 2016
6 Oct | Raleigh, NC
Join APRA Carolinas for their annual Fall Conference featuring speakers and discussions on Development Officers are our Donors, Sponsor Presentation, and The Strength of the Wolf is the Pack: Empowering You and Your Pack. Click here for details. 

10 Oct | Minneapolis, MN
The fall conference featuring Keynote Speaker: Thomas Turner, International Justice Mission.Click here for details.

APRA Canada 2016 Conference
12-14 Oct | Toronto, ON
The APRA Canada Conference promises three days of relevant, inspiring, and practical education for Canadian research and fundraising professionals. Click here for details..

APRA-AR Fall Conference
13 Oct | Little Rock, AR
Morning session includes Cognitive Computing: How Big Data Becomes Big Insights. The afternoon session’s topic is Driving into the Score Soup. Click here for details. 

APRA-GA Fall Conference
14 Oct | College Park, GA
Enhance your abilities and build your connections. Presenters include: Angie Stapleton, David Lamb, Bond Lammey, and Roslyn Clarke. Click here for details..

CPRA Fall 2016 Conference
14 Oct | Denver, CO
The presenter will be Elizabeth Crabtree, Crabtree Lane & Associates, and former Assistant VP for Strategy and Resource Development at Brown University. Click here for details..

CASE – Annual Giving Workshop
17-19 Oct | New Orleans, LA
This hands-on program provides participants with an immersive experience into the proven and emerging practices in the core areas of the annual giving program: mail, phone and online solicitation. Instruction will be supplemented with group exercises facilitated by industry leaders.Click here for details.

21 Oct | Kalamazoo, MI
This year the line up of speakers are Bob Jorth, Dr. Michael Moody, and Megan Lizotte. Click herefor details.

2016 APRA-GP Fall Conference
21 Oct | Cedar Falls, IA
Sessions include The Analytics Journey Throughout Your Campaign, DIY Campaign Gift Charts, and DIY Feasibility Studies. Click here for details. 

25-27 Oct | San Diego, CA
Designed for development professionals with fewer than two years of professional fundraising experience and newcomers to education development, this conference explores the fundamentals of fundraising in education, from the annual fund to major gifts, and lays the groundwork for your successful career in advancement. Click here for details.

CASE-Introduction to Personal Solicitation: Fall Session
27-28 Oct | San Diego, CA
This conference is designed to help fundraisers improve the face-to-face solicitation skills needed to boost their institution’s annual fund and major gift program. Click here for details..

27 Oct | Pikesville, MD
Topic includes Advancing in Advancement: Advocating for Yourself and the Prospect Development Profession. Click here for details.