Apra Chapter Capture – Q3 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

Apra Carolinas is gearing up for its fall conference at Clemson University on Oct. 5. Featured speakers include Jennifer Vincent (UNCW), Krystal Wilson (Appalachian State), Missy Garner (UGA) and Rick Loveday (Clemson). Missy Garner, formerly the chapter’s president-elect, has taken a new position at the University of Georgia at their executive director of prospect research and management. New leadership will be announced soon.

Apra Georgia

The Georgia Chapter of Apra will host a one-day Fall Conference on Friday, Oct. 12, 2018, focusing on “Prospect Development, Research, and Strategies.” Woodward Academy, in College Park, Georgia, will host the event.

This will be a great opportunity to hear four dynamic speakers: Bond Lammey, Bentz Whaley Flessner, “Prospect Beyond: The Undiscovered Frontier”; Lori Hood Lawson, WorkingPhilanthropy and author of Big Good: Philanthropy in the Age of Big Data & Cognitive Computing, “Social Media – It’s (even more) Complicated”; Christy Eckoff, Community Foundation of Greater Atlanta, “What the Tax?”; and David Lawson, NewSci.co and author of Big Good: Philanthropy in the Age of Big Data & Cognitive Computing, “Practical Data Source.”

A BIG thank you to the conference Gold Sponsor, LexisNexis.

Apra Georgia is looking forward to gaining a wealth of knowledge from its expert conference speakers and networking with fellow researchers!

Apra Indiana

Apra Indiana held its annual Skills Workshop on June 19 at Purdue University with more than 50 people in attendance, including 12 non-members! Apra Indiana was excited to have Elizabeth Crabtree, founder and president of Crabtree Lane LLC, a nonprofit management and consultancy practice, serve as the keynote speaker and an advanced track presenter. In addition to these great sessions, there was a lively development officer panel and other great content about planned giving, SEC filings and data analytics.

Apra Indiana also welcomed two new Apra Indiana Board members, Kristen Meierhoff-Medina and Abby Lundquist, who joined the board on July 18. Kristen is the senior director of prospect research and management at DePauw University and will be the new chair of Apra Indiana’s mentorship committee. Abby is a prospect research specialist at the Ball State University Foundation and is the new Apra Indiana communications committee chair, focusing specifically on the quarterly newsletter.

Apra Metro DC

This past summer, the Apra Metro DC Chapter held a Brown Bag Lunch Event titled “Rip It Up! Preparing Leadership for Success.” The event explored leadership development and the critical partnership researchers have with frontline fundraisers. The chapter’s very own board member Anne Dean led the presentation alongside Katie Turcotte, assistant vice president, University Programs, The George Washington University.

With a commitment to presenting the best learning and networking opportunities for its members, the chapter also co-hosted a happy hour event during the Apra Prospect Development 2018 conference this past August with the Apra Carolinas, Apra Maryland and Apra Virginia chapters. Finally, the chapter was proud to offer the Daniel H. Greely Memorial Scholarship opportunity, which supports registration and travel expenses for a member to attend the 2018 Association of Advancement Services Professional (AASP) Summit. Apra Metro DC was glad to announce one of its chapter members Andrea Marrs as the latest scholarship recipient.


NEDRA Q3 events included a Research Basics Bootcamp; a Think Tank on Prospect Management; a program on international research in India; networking events; and our very first (and quickly sold out!) hands-on Excel training course, specifically for prospect researchers and portfolio managers, which taught attendees how to use Excel features such as vlookup and pivot charts in order to create portfolio review documents. 

But that’s not all for our very busy army of programming volunteers, presenters, and hosts. (And a huge thanks to all of them!) We are looking to end 2018 with a bang, having organized a whopping 31 events this year so far….the most events that NEDRA has ever had in a single year! We’re very excited for our upcoming events in Q4, which already include a GDPR Think Tank facilitated by Helen Brown, a hands-on Excel training course on how to build a major gift model, and programs on the “OKR Method” of goal-setting and Planned Gifts

NEDRA is also very excited to share details of our 2019 Conference. The conference will be held in beautiful Portland, ME, from Wednesday, April 10th through Friday, April 12th, at the Westin Portland Harborview. Wednesday will consist of various full day and half day Pre-Conference Workshops including our Prospect Research Bootcamp. Thursday and Friday will be filled with educational sessions spanning all Prospect Development subjects. There will be several networking opportunities offered throughout the conference. Educational session proposals are now being accepted. Please visit https://www.nedra.org/conference_speaker_proposals for more details and to submit your proposal today! Details on the Pre-Conference workshops and the Keynote will be announced soon so keep an eye out for those announcements. #NEDRAcon2019!

Apra Northwest

Apra Northwest had a great happy hour during the Apra International conference in Pittsburgh. Members tried some delicious margaritas and tacos at Bakersfield. It was lovely catching up with some friends from across the Northwest region. For those who couldn't attend the conference, the chapter will be holding recap sessions in Portland, Oregon, and Seattle and are excited to hear about all of the amazing learning that happened last month. Finally, the board will be meeting for its annual board retreat to chat about plans for the year and welcome new board members!

Apra Northwest Q3 2018

Apra Northwest happy hour in Pittsburgh

Apra New York

The Apra New York Fall Conference is Oct. 19 at SUNY Oswego Syracuse Campus, and it will include speakers Bill Tedesco of DonorSearch, Michael London of the Cleveland Clinic Foundation and a Gift Officer Roundtable.


The board members of the Ohio Prospect Research Network (OPRN) gathered in Columbus in August for a day-long planning retreat. After a fun opening session to allow board members to get to know one another, everyone focused on brainstorming ways to provide more opportunities for member engagement. Apra OPRN is excited for the upcoming year!

OPRN also hosted a webinar for members on Sept. 12 with iWave: “The Three Keys to a More Confident Major Gift Ask.” In addition, as part of OPRN’s focus on providing more regional programming, discussion sessions and happy hours were held in September in Cleveland, Columbus, and Cincinnati for members to share new ideas they learned at Apra PD in Pittsburgh and network with local prospect development professionals.

Apra Pennsylvania

Apra Pennsylvania will host its 2018 chapter conference on Oct. 9, 2018, at Franklin & Marshall College in Lancaster, Pennsylvania. Featured presenters include Marianne Pelletier, Bond Lammey and Jennifer Filla.

Apra Pennsylvania hosted simultaneous statewide happy hours on Tuesday, Sept. 18, in Pittsburgh and Bryn Mawr.

Apra Pennsylvania simultaneous statewide happy hours

Apra Pennsylvania's simultaneous happy hours

During the Prospect Development conference, Apra Pennsylvania and OPRN hosted a happy hour at the Bistro on Penn, sponsored by DonorScape/GG+A. More than 50 attendees enjoyed networking opportunities accompanied by drinks and hors d’oeuvres.

Apra Pennsylvania happy hour

Apra Pennsylvania members at Prospect Development 2018

Also at Prospect Development, Apra Pennsylvania welcomed 27 attendees on a docent-led tour of Pittsburgh’s The Andy Warhol Museum.

Apra Pennsylvania at The Andy Warhol Museum

Apra Pennsylvania members at The Andy Warhol Museum in Pittsburgh

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