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.

Please note that your email addresses may be shared with our sponsors.

Event Info

Plenty of paid parking is available near the building. The closest lot is the Georgetown lot, across 19th Avenue from the Education 2 North Building ($1/hour or $8/day). Note that there are several Education buildings adjacent to each other–look for signs for Education 2 North. Room P28-2302 is on the second floor, on the northeast side of the building.

Please contact Programs Director Robby Tabuchi (rtabuchi@uwyo.edu) or President Meg Kinney (meg.kinney@cu.edu) with any questions or concerns.

Eventbrite - Apra Rocky Mountains Spring Conference
Bios

Bill Tedesco is founder, CEO and Managing Partner of DonorSearch, established in 2007. DonorSearch uses and provides access to the world’s largest philanthropic database and provides prospect research and management tools. Over the past 10 years DonorSearch has worked with over 6000 nonprofit clients.

Bill has over 30 years of experience serving the fundraising profession with past experience as Director of Development for the Fund for Educational Excellence, Baltimore’s public education fund, and as a major gift officer at the University Of Maryland School Of Medicine.

Bill has also personally conducted original research to identify predictive markers of philanthropy and major gift prospects.

Bill Tedesco earned his B.S. and M.P.A. degrees from Pennsylvania State University and is a frequent speaker at conferences around the United States.

Jacob M. Norlock is an Account Executive at EverTrue . EverTrue is the leading advancement automation platform connecting the entire advancement office to modern and social data, constituents, and each other. EverTrue provides streamlined access to donor data to help advancement offices more effectively engage constituents and maximize giving potential. The EverTrue platform improves results for the entire office through targeted products for alumni relations, annual giving, prospect research, and gift officers.

Jacob works closely with EverTrue’s clients and prospective clients on the West Coast to provide education and best practices. He also has spoken at conferences such as AFP, PPPGP, PGGNE, GPCNJ, and at the PPGC. Jacob has been quoted in the Major Gifts Report for his work with colleges and universities. Prior to joining EverTrue, Jacob worked at Crescendo Interactive. He received his Bachelor of Arts Degree in Marketing Communications from California Lutheran University.