Apra Chapter Capture – Q1 2018

Chapter Capture

All over, Apra chapters are organizing events that highlight industry innovation, information and connection. Learn what Apra chapters have been doing this quarter, and discover upcoming events that you can pencil into your schedule.

Apra Carolinas: 2017 Year in Review and What’s Ahead for 2018
From Beth Inman, Immediate Past President

Many of you have heard me describe Apra Carolinas as a “small but mighty chapter.” I like to describe our chapter in that way because it’s true, but also because bigger doesn’t always mean better. When I started my term as President in January of 2016, I had a goal to increase our membership to 100. I had no rationale for that goal; my thought process was probably that 100 sounded like a good number and a good goal to have. As many of us in the prospect development field know, goals are a serious business and should never be numbers you just pick out of thin air – but that is what I did. We tried some creative ways to recruit new members and they worked! We have new members! Some are new colleagues joining our field, adding to the depth and diversity of our knowledge and experience, and some are experienced colleagues who have relocated to the Carolinas. Somewhere along the way, I realized I shouldn’t focus on just getting to that magic number of 100 members. The Chapter Board and I needed to focus on providing quality programming that offered our members and non-members opportunities to learn, network, and teach.

We are inherently a curious, analytical profession and our programming should point to that. As we move along into 2018, I challenge you to get involved with Apra. What that involvement looks like is different for everyone; you may choose to get involved at the National level, and/or you may choose to get involved with a chapter. Take advantage of what Apra offers at any level to learn more about prospect development, but also to take advantage of the opportunity to teach others. Our field is growing and, whether you are new or have been around for a while, we can learn from each other.

The Chapter Board has compiled information for a chapter Year in Review to assist you as you consider how you want to get involved with Apra. Read on to learn more about what happened in 2017, including our programs, scholarship winners, Twitter posts, and sponsors!

  • Because Apra Regional Conference (ARC) was held in Atlanta, we didn’t host a spring conference; our 2018 President-Elect, Missy Garner, was the chair of the conference, and members Elizabeth Roma and Vicki O’Brien each presented sessions.
    • Amy Jackson, Director of Prospect Research at Wingate University, attended ARC as the recipient of our Professional Development Scholarship. Read a Q&A blog post about Amy’s experience at ARC and what she learned.
  • Our Fall conference was hosted by UNC-Wilmington. We had 40 attendees who heard presentations about ways to use Microsoft Excel, prospect management during a conversion, a different way to do contact reports, a planned giving loyalty program and top markers that predict philanthropy.
  • Rick Loveday, Prospect Research Analyst at Clemson University, was the recipient of our Road Trip Scholarship. His blog post, Two Days in the Triangle, shares how he used the funds and what he learned.
  • We hosted five webinars, including one recording of a live webinar we offered, with a total of 387 registrants. Topics included donor advised funds, portfolio consultations, ranch and NYC real estate valuation, and how to find major gifts hiding in your database.
  • Our membership ranged from 70-80 depending on the time of the year.
  • Twitter – 659 tweets, 353 followers, average of 245 impressions a day.
  • Our generous sponsors: DonorSearch, iWave, Advizor Solutions, Inc., and Target Analytics.

What’s in store for 2018?

  • Spring conference at Elon University on Friday, April 13
  • A ‘blogger in residence’ – stay tuned for more details!
  • Fall conference at University of South Carolina on Friday, October 19
  • Three webinars throughout the year – stay tuned for more details!

We are a chapter of Apra International, focusing on professionals working in North and South Carolina. We are a thriving group of professionals taking this growing field to the next level. Whether you are new to the prospect development profession or moving up in your career, we have something to offer you. If you focus on prospect research, prospect management, data analytics, database management, or a mix of the above, we strive to publicize new trends and promote resources available to you. The best part is that, at just $35/year, membership to our chapter should easily fit into your professional development budget. Members get discounts on our spring and fall conferences and free registration to all of our webinars.

Apra Carolinas: get involved to learn; get involved to teach.

Apra Metro DC: Apra Metro DC will be hosting its Annual Conference on Wednesday, April 25, 2018. The conference will cover topics in each domain of Apra's Body of Knowledge: Prospect Research, Data Analytics, Relationship Management, and Campaigns. The renowned roster of speakers will include: Jay Frost, Senior Partner at Jerold Panas, Linzy & Partners, who will deliver the Keynote Address; Sarah Cadbury, Director of Prospect Research and Management at the Philadelphia Museum of Art; Mark Egge, Senior Manager of Prospect Development at the Greater Twin Cities United Way; Pamela Lewis, Director of Development Research and Prospect Management, Office of Advancement and Alumni Relations at George Mason University; and Nick Sollog, Founder and CEO of The Sollog Group. In addition, the chapter will hosted a networking happy hour on Thursday, February 22. The chapter continues to program events and workshops to provide professional development and networking opportunities to all its members.

Apra Great Plains and Apra Missouri/Kansas (Mo/Kan) are hosting the Apra Midwest conference in Kansas City, March 22-23! Join us at the beautiful University of Missouri-Kansas City campus for a day and a half of learning from prospect development professionals. Current Apra International Board member Bond Lammey of Bentz, Whaley, Flessner is our keynote, and we have two tracks on Friday for attendees to choose from. More information on sessions, hotel and registration is available at https://apramidwest.weebly.com/

Apra Northwest 

Apra Northwest (Apra-NW) is looking forward to two upcoming events they'll be hosting. The first is their upcoming webinar on March 21st, titled "Getting to the Bottom of Donor Advised Funds." It features two speakers from the University of Washington who will talk about how to best cultivate and steward donors who give through DAFs. The second is their spring conference, which will be held in Portland, OR, on May 18th and is focused on the theme of collaboration. A call for speakers will go out in March, so if you're interested in speaking, look out for that! Apra-NW has also been working on updating their bylaws, adding a new board seat (communications and social media), and crafting processes for onboarding and off boarding board members to smooth the transition.

Apra Pennsylvania
On February 7, 2018, Franklin & Marshall College hosted an idea exchange in conjunction with Apra Pennsylvania’s Chapters Share the Knowledge webinar: “All the Sources, All Lined Up: Casting a Wide Net for Prospects and Intel,” presented by Melissa Schwartz of the Children’s Hospital of Philadelphia Foundation. On a wet and wintry day, participants gathered to view and discuss the webinar over lunch, then shared data and projects. Topics included an annual giving campaign plan, prospect targeting by zip code, and developing an in-house Major Gift Likelihood score. The attendees also shared book, podcast and resource recommendations. Two participants even discovered that they have a funding interest in common and may be able to work together!


Photo: (left to right) Abby Komlenic of Swarthmore College; Justin Herbert and Jane Price of Franklin & Marshall College, and Katie Ederati of Lancaster Family YMCA.

Apra Wisconsin

May the 4th be with you: Apra Wisconsin’s 2018 spring conference will be Friday, May 4th, at the University of Wisconsin in Madison. Our speakers, Preeti Gill and Martha Taylor, will discuss how gender matters in fund development operations today. Following their engaging joint keynote in the morning, our afternoon will include roundtable networking discussions, chapter awards and recognition, and a tour of Nancy Nicholas Hall on the UW Madison campus, home of the 100 Women Wall of Honor.

Here, in their own words, is how Preeti and Martha describe what we’ll all be talking about:

"Women represent a well-educated, highly-inclined and wealthy segment of donors in North America’s philanthropic sector. Yet their contributions in this realm are under-reported by existing systems in many charities and institutions. Learn practical research techniques and big-picture engagement strategies to make this powerful segment of donors stand out, at each stage of the development cycle."

We’ll also discuss trends in prospect development and front-line fundraising to advance female philanthropy, in conversation with Martha and Preeti. Follow along on Twitter at #ApraWIWomen.

For more information, contact:

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