Apra PA Chapter Conference - 10/09/18


Thank you for attending!

Date: Tuesday, October 9, 2018

Time: 9:00 AM - 4:00 PM (Registration opens at 8:30 AM)

Location: Franklin & Marshall College (Lancaster, PA)



3.25 points of CE credit from CFRE 

(CE credit tracker available here)



Keynote Speaker: Marianne Pelletier, Managing Director, Staupell Analytics Group - Telling the Story with Graphs

The presentation will offer different visualization ideas to improve storytelling and reporting. Marianne has three decades of fundraising experience and was an early adopter of applying donor modeling and analytics to the prospect research field. Let’s start looking forward to October!



Bond Lammey, Managing Associate, Betz Whaley Flessner - Portfolio Optimization: From the Toolkit to Construction 

What processes do you have in place to manage portfolios at your organization? Do you actively manage them, reviewing portfolio counts and development officer activities regularly? Do you assess the capacity, inclination, and engagement of currently assigned prospects and look for opportunities to assign and remove prospects proactively? Do you assess the fit of prospects that are assigned by development officers? In this session, we will discuss a variety of techniques and strategies involved in portfolio reviews, rebalances, and optimizations, with particular focus on the project management implications of regular portfolio reviews.

For small organizations or those who are new to prospect management, this may mean the steps involved in regular portfolio reviews with development officers. For larger organizations or those more mature in prospect management, this means dissecting portfolio optimization into smaller, more manageable steps and communicating the strategic benefit of this process to leadership.



Jennifer Filla, CEO Prospect Research Institute - The Rise of Ratings

Join Jennifer Filla for a discussion on the rise of ratings in prospect research. What are ratings and why do we love them so much? In what ways do they help AND hinder our fundraising efforts? Find out what your peers think through small and large group discussion and strengthen your connection to the donor prospects you serve – with ratings, of course!


Mini-Presentations from Chapter Members:

Millions of Salaries from Thousands of Companies: The Free & Online H-1B Visa Data Trove, Michael Boyle, Research Analyst, Princeton University

The Immigration and Nationality Act requires that the hiring of foreign workers by companies operating within the United States not adversely affect the wages of American workers comparably employed. In order to ensure compliance, companies that sponsor foreign workers through visa programs are required to submit detailed labor condition applications to the US Department of Labor. Most relevant for prospect researchers, companies that use the H-1B visa to sponsor highly skilled foreign workers must submit an application to the Department of Labor that contains, among other things, each worker's job title, workplace zip code, expected salary or salary range, and more. The Department of Labor publishes detailed information of this sort from hundreds of thousands of H-1B visa applications annually, with fields such as information technology, medicine, finance, and law being especially well represented. This mini-presentation will share where to find these data, describe their strengths and limitations, and illustrate with examples.

Creating & Implementing a Major Gift Likelihood Score, Abigail Komlenic, Associate Director, Advancement Analytics, & Michele Crouch, Associate Director, Prospect Management, Swarthmore College

How can analytics and prospect management partner to not only create a tool for prospect evaluation, but also encourage its real-world adoption by gift officers? This case study will walk through how the Prospect Discovery & Development team developed and introduced a new predictive modeling score at Swarthmore College.

Constituent Touchpoint Dashboard, Hannah Watters, Associate Researcher, & Casey Inks, Research Associate, Carnegie Museums of Pittsburgh

Carnegie Museums of Pittsburgh is a membership based organization. The Constituent Touchpoint was created to track donor initiated interactions, such as museum visitation and event attendance, as well as museum initiated interactions like mailings and proposals. This reporting dashboard allows advancement staff to view a specific constituent's information. By analyzing these constituent "touches", we are able to gauge a constituent's interest and engagement with different parts of the museums to help guide strategy and make the museum interaction's donor-centric.

Teasing Out Next Gen Prospects: Creating New Tools to Rank the Prospects of Tomorrow, Stephen W. Lambert, PhD, Advancement Researcher, Susquehanna University

Are you ready for the future of prospecting? The ways of identifying prospects from those bygone years of funny hairstyles may not work much longer. Susquehanna University’s Advancement Research and Analytics Office recently applied cutting edge developments in measuring Alumni Identity to rank prospects on worthiness of further research. The new measure has a very strong linear relationship to giving, but does not contain giving capacity estimates or predictive technologies. Come learn how to “tease out” next gen prospects so you can have the best hair day ever! Comb, brush and styling gel will be provided.


Special thanks to our Premium Sponsor:


APRA Pennsylvania is a 501(c)3 non-profit organization and is a state chapter of APRA, an internatioanl memberhsip organization that "serves and educates fund-raising professionals interested in advancement research and promotes the profession of advancement research."

Powered by Wild Apricot Membership Software