“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.

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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