Apra Rocky Mountains 2018 Fall Conference
Join us September 28, 2018, at the CU Denver Business School and earn three CFRE points!
Carrick Davis will be presenting Designing with Data to Drive Insight: Developing effective reports to support your prospect management program can be a challenging task. By using elements of behavioral economics to inform your report requirements, we will discuss elements of reports that support “good” behavior that offer insight for development staff and drive successful outcomes. Through examples of portfolio reports, new leads, moves management, proposal pipelines, and trip planning reports, attendees will learn strategies to streamline the ease with which development can gain vision into their own activity, progress and potential, freeing up prospect development staff’s time.
Katie Mueller will present on privacy and GDPR, including where the law came from, what it is, how it impacts our organizations, and some of the different interpretations and next steps that have been recommended. Following her talk there will be a discussion about how everyone is approaching GDPR at their organizations (in their departments, at the organization level, etc.) and next steps different organizations are pursuing.
Johnny Swinehart and Jason Cherry will walk through the process of creating a unit-specific planned gift likelihood rating. They created a likelihood score for each of CU’s four campuses. First, they will cover the types of planned gifts to consider, including bequests, charitable gift annuities, and charitable remainder trusts. Then they will walk through the initial variables they tested for each planned gift type, what the results showed, and what variables they chose to use. They will also discuss the challenges with implementing and marketing a planned gift score. Finally, they will share how a similar model can be created in Excel.
Apra Rocky Mountains’ 2018 Spring Conference
Join us May 4, 2018, at the University of Colorado’s Anschutz Medical Campus for Apra Rocky Mountains’ Spring Conference sponsored by DonorSearch and EverTrue!
For our morning session, Bill Tedesco of DonorSearch will present on The Changing Nature of Prospect Research. After conducting a groundbreaking study of $5 billion in giving from two million donors to 400 organizations, DonorSearch was able to identify the six factors that best predict future giving. Surprisingly, wealth by itself was not one of the top indicators of future philanthropy. In 2017, DonorSearch expanded on this research, analyzing an additional $685 million in giving–excluding outliers–from 1 million individuals to 400 more organizations.
This presentation will highlight how to identify major gift prospects using easily obtainable data and it will highlight the latest findings in major giving activity. Attendees will learn the six factors that best predict future philanthropy, will gain an understanding of how new technology plays into their research, and will learn how to identify the best major giving prospects on their prospect/donor lists.
Following Bill’s talk, guided group discussions during a catered lunch will encourage networking and help attendees discover how other Apra Rocky Mountains members handle wealth screening and all that comes before and after it. In the afternoon, EverTrue’s Jacob Norlock will present on Using Engagement and Social Insights to Discover and Qualify New Prospects, touching on alumni engagement scores and how researchers are using digital interactions to better understand constituents’ interests, social media engagement, and email and website interactions. EverTrue has pioneered tools that provide insights into how alumni and donors are engaging with an institution on social media and what their activity says about their interests.
CPRA Fall 2017 Conference
Come join us at the Fall Conference on Oct 20, 2017, featuring keynote speaker Preeti Gill, founder of Sole Searcher Strategies. Preeti’s interactive presentation, “A Woman’s Place is in Your Prospect Portfolio”, will explore the systemic challenges prospect development and fundraising professionals encounter on a daily basis. She will also offer practical opportunities to secure support from this powerful segment of donors at each stage of the development cycle. Check out her latest blog, “A Few Great Women”. On Twitter, you’ll find Preeti @SoleSearcherPR and #gogirlresearch.
The conference is being held at Colorado State University’s new stadium and will feature a presentation by CSU’s Women in Philanthropy Initiative. Additionally, University of Colorado’s Senior Development Data Analyst Jason Cherry will be presenting on the University of Colorado’s endowment project. Apra Colorado members Kimberly Elahab, Nicole Craft, and Colleen Reese, Vice President of Apra Colorado, will give 15 minute presentations on their current work, which will be followed by an Ask the Panel session regarding tips, techniques, and advice from the Apra Colorado Board of Directors.
This conference has received CFRE continuing education approval for 5 points.
CPRA Summer 2017 Conference
Join us on Friday, June 16, for lively learning, discussion, free lunch and networking. Erin Osborn will join us in the morning for a session on the nuts and bolts of research. In the afternoon, we have Robby Tabuchi to discuss creating geographic-based prospect lists for fundraising staff and CPRA Board Members Colleen Reese and Sara Wuorinen to uncover the latest tips for interviews, resumes, and maximizing your LinkedIn profile.
Erin Osborn is the Director of Prospect Development at the Children’s Hospital Colorado Foundation where she oversees prospect research and prospect management, sets prospect and research ethical standards, provides data recommendations to positively influence fundraiser and campaign activity, and identifies, researches, and analyzes prospects for gift cultivation and solicitation.
Robby Tabuchi is a Senior Prospect Development Analyst for Prospect Research at the University of Wyoming Foundation. He studied pure mathematics and mathematical statistics at Colorado Mesa University.
Colleen Reese has worked for the University of Wyoming since 2011 and currently serves as the Director of Prospect Management and Research. She is excited to contribute to the advancement strategy of UW and is currently working with the prospect development team to increase the use of data analysis in decision-making processes. Her work experience in development began in 2003 as a prospect research work study for Penn State, where she earned B.A.s in anthropology and journalism. She also holds a master?s degree in anthropology from the University of West Florida.
Sara Wuorinen is the Director of Research and Prospect Management in the University of Colorado?s Office of Advancement, where she has worked since 2014. Previously, she was a Development Research Analyst for the University of Colorado Foundation from 2008-2014, when Advancement services were moved from the Foundation into the University. Sara has been a member of CPRA since 2008, and a board member since 2013. She feels passionately about the field of prospect research and the impact it can have on the future of the non-profit industry. Sara holds a B.A. in History from the University of Michigan.
CPRA Fall 2016 Conference
Elizabeth Crabtree, President, Crabtree Lane & Associates, and former Assistant Vice President for Strategy and Resource Development, Brown University
Friday, October 14, 2016, 9:00 am -3:00 pm
Regis University, St. Claver Hall, Mountain View Room (125)
3333 Regis Boulevard, Denver, CO
- Partners in Fundraising: Creating Synergy to Maximize Outcomes
- Understanding Changing Demographics: Strategies for Engaging New Generations of Donors
- Raising the Profile of the Research Profession
About Elizabeth Crabtree:
Elizabeth is a nonprofit management professional, independent consultant and internationally recognized speaker. Her current portfolio of clients include Year Up Providence, where she is serving as interim Director of Development and The University of Rhode Island Foundation and The Moses Brown School, where she is providing prospect development and campaign feasibility counsel.
Elizabeth was formerly the Assistant Vice President for Strategy and Resource Development at Brown University, where she served as a member of the Advancement Division’s senior leadership team and managed a 50-member professional staff.
CPRA Summer 2016 Conference
Zen and the HeART (error) of Data Mining/Predictive Modeling,?& other topics
Friday, June 17, 2016, 9:00 am -3:00 pm
Colorado School of Mines, Golden, CO
- Introduction Workshop: Developing Simple Yet Powerful Predictive Models using Microsoft Excel (Predictive Simple Characteristic Modeling)
- Contact Reports: What are they, why are they important, and what should be included (or not)
- Eye on the Prize: Portfolio Analysis for Focusing Major Gift Efforts
- Advanced Workshop: Multiple Characteristic Modeling/Analysis of Multiple Donor Characteristics in the Data (Predictive/Multiple Variable Modeling)]’
CPRA Spring 2016 Conference
Friday, March 11, 2016, 9:00 am – 3:00 pm
Senior Associate, Bentz Whaley Flessner
Morning sessions: “Relationship Management 101: What’s in Your Toolkit?” and
“Portfolio Optimization: From the Toolkit to Construction”
Afternoon session: “Raising the Profile of Prospect Development: Building on a Solid Foundation”
This conference received CFRE continuing education approval for 5 points.
APRA’s Chapters Share the Knowledge series is offering complimentary educational and networking activities for the prospect development community from February 8 to 19, 2016. APRA Chapters joined APRA International to host presentations in formats ranging from a Twitter Talk to an interactive webinar.
APRA Colorado (CPRA) was represented by Eric Patterson, Communications Director, presented the Webinar, “Regional Hot Spot Identification: Benefits and Techniques.”
For the schedule of the events, visit the APRA Chapters Share the Knowledge page.
CPRA Mentoring Program
The APRA-Colorado Mentoring Program provides members with the opportunity to partner with experienced prospect development professionals who can offer support and assistance. We try to match mentors and mentees from a similar kind of organization and based on geographic proximity.
For more information, please contact apracolorado.com
CPRA Brownbag Event:?Wednesday, November 11, 2015
Join your CPRA colleagues for webinars, refreshments and networking! Please firstname.lastname@example.org?for additional details and location information.
Friday, October 9, 9:00 am – 3:00 pm
Senior Director, Prospect Management, Research & Analytics
University of Washington
Morning Session 1: Campaigns. The biggest commitments. The struggle. The reward.
Morning Session 2: Metrics for fundraiser success
CPRA Spring 2015 Conference – Friday, June 12
Armando Zumaya, Senior Vice President of Business Development & Capital Campaigns, The Mexican Museum
This conference received CFRE approval for 5 points
CPRA Fall Symposium 2014 – Friday, November 7
CPRA Spring Symposium 2014 – Friday, March 28
Presenter: David Lamb, Senior Solutions Consultant, Blackbaud
“Using Analytics to Drive Strategic Fundraising”
Every fundraising operation has access to a dataset that would make most sociologists drool: its donor database.
Fall Symposium – November 1st, 2013
Our guest presenter was David M. Lawson. David brought more than 25 years of experience as an entrepreneur focused on providing fundraising intelligence products and services. In 1997 he founded Prospect Information Network (P!N) which became the largest wealth screening company before being purchased by Kintera in 2004. David served as a Senior Vice President of Kintera until 2008. He has written numerous articles for publications such as The Chronicle of Philanthropy, The Nonprofit Times, CASE Currents and APRA’s Connections. David is a member of APRA, AASP, and a recipient of the CASE Crystal Apple and APRA Distinguished Service Awards. David is also the Co-Founder of The New Science of Philanthropy, a Strategic Partner with TrueGivers, a Board Member of Call2Action, and Member of the Technical Advisory Board of Agile Equity. David is currently the co-founder of WorkingPhilanthropy.com, a fundraising and social entrepreneurship consultancy, and is a frequent speaker and contributor to trade publications.
David spoke about social media and the ins and outs of private company research, including valuation.
This event was held at CSU’s Downtown Denver Event Center at 17th and Glenarm. A networking dinner followed the event.
Summer Symposium – July 12th, 2013
The CPRA Summer Symposium featured two webinars, followed by in depth round-robin discussions.
Presenter: David Sterling, Western New England College
The Strategic Researcher – In a Position to Make a Difference
Track/Level: Advanced Research, Intermediate/Advanced
Advancement researchers are well-placed, some uniquely positioned, to significantly impact the strategic and tactical direction of fundraising efforts at their organizations. This session explored various ways that advancement researchers can impact the strategic direction of their organization?s development efforts.
Presenters: Briana Cons & Sandra Campero, Arizona State University
Research-Driven Prospect Portfolios
Track/Level: Relationship Management, Intermediate/Advanced
The presenters shared award-winning model for identifying prospects with the greatest capacity, and learned about opportunities that surfaced and led to the development of a newer model working with philanthropic screening to reveal more potential beyond wealth screening.
This event was held at the University of Colorado Wolf Law Building, Room 305.
A networking event followed at FATE Brewing Company.
Special Member Discount for Local Prospect Research Event
Marge King, founder and president of InfoRich Group, Inc. presented Prospect Research On A Dime, a workshop for new researchers, development officers, and others to learn more about prospect research.
Winter Symposium – February 27, 2013
Erin Osborn, Prospect Research Manager, and Martine Hyland, Philanthropy Director of Children’s Hospital Colorado Foundation optimized a partnership between fundraisers and research to create winning fundraising strategies.
The event was held at Hard Rock Cafe, Denver.
Fall Symposium – November 9, 2012
Bentz Whaley Flessner’s Ali McLane and Alex Oftelie demonstrated how to implement a prospect management system and transform data into intelligence, regardless of the size of shop or resources.
The event was held at REI Community Room, Boulder
Fall Symposium, October 7, 2011
This full day symposium featured Jay Frost, a 25 year veteran of the world of philanthropy and sought-after speaker and trainer. His presentation focused on international fundraising and mergers and acquisitions.
The event was held at Dickens Opera House, Longmont
Spring Symposium, June 10, 2011
Full day symposium featured Jack Miller, President and CEO of the Miller Group Worldwide LLC, and Erin Osborn, President Emeritus of CPRA and Prospect Research Manager at The Children’s Hospital Foundation.
The event was held at University of Colorado School of Law, Boulder