Thursday, April 30th
Empower Yourself to Improve Gift Officer Relationships
As prospect development professionals, you know your organizations’ prospect and donor pools better than anyone else on staff. You strive to become experts and to work with gift officers in strategic ways to drive your organization’s success. However, those gift officer relationships are not always easy to build and maintain. In fact, they can often just be plain difficult. How does your team prepare researchers for this reality? How can you begin to transcend the role of “support staff” and instead position yourselves as real partners to the gift officers? And how do you start to empower yourselves and your colleagues to claim that seat at the table? In this presentation, attendees will learn how researchers can position themselves for success in navigating challenging fundraiser relationships, and capitalize on the positive ones. Attendees will walk away with practical, actionable solutions and will be encouraged to share their own experiences.
Senior Development Research Analyst
University of Michigan
Kelli North is a Senior Development Research Analyst and Diversity, Equity, and Inclusion Consultant at the University of Michigan, where she assists multiple academic units as well as the Alumni Association and Medical School with prospect research and fundraising strategy. She tries to bring her social justice education and experience as a first-generation college student to her work. Currently, she is a member of the board of the APRA Michigan Chapter as well as a member of the FORUM Planning Committee and Chair of the Research Committee for the Great Lakes Prospect Development ForUM. She is also on the Advisory Committee for the Great Lakes 2020 Conference. She has presented at several conferences including APRA-International, APRA-Michigan, and the Great Lakes Prospect Development ForUM. She has also presented a webinar for APRA-Pennsylvania.
Mapping Prospects in Tableau
Utilizing data visualization to assist both Prospect Development & Development Officers in planning and prioritizing travel and meetings with prospects.
Prospect Development Report Analyst
Ohio State University
Maureen Henry is a Prospect Development Report Analyst at The Ohio State University. She focuses on providing analytics and reporting to Prospect Development & Advancement Leadership to help make data-driven decisions. During her time at Ohio State, she was part of the CASE Platinum award winning team in Advancement Services for campaign pyramid analysis centered on prospects. She currently serves as co-chair for the Tableau Committee in Advancement and is a Tableau Certified Desktop Specialist. Maureen has 10 years of experience in development analytics.
Ohio State University
Emily Sullivan is a Prospect Consultant with The Ohio State University, where she supports the prospect management needs of multiple academic units as well as Corporate Foundation Relations, Estate and Gift Planning, and Ohio State Regional Campuses. Emily has worked in Advancement for 4 years and in her time at Ohio State was a member of a CASE Silver Circle of Excellence award winning team. This award was given in recognition of the Alumni Relations Program, Women's Leadership Symposium: A Day to Inspire. In her spare time, Emily is pursuing an MBA from The Ohio State University with an expected graduation date of May 2020.
From Data to Donor: Getting Creative about Cultivating Rising Philanthropists
Khalia Shaw, UC Foundation, Prospect Development Manager, will co-present with Andrew Polter, UC Foundation, Associate Development Director for the College of Arts & Sciences on how they partnered together on a creative approach to identifying and cultivating rising philanthropists. Audience members will learn how the Live Alumni platform was used to find a unique group of major gift suspects to be engaged around a mutually beneficial result; also, how the Prospect Development Manager and the Development Officer partners to turn data into real-life donors.
Prospect Development Manager
University of Cincinnati Foundation
Khalia Shaw works closely with six University of Cincinnati colleges supporting the prospect development needs of each. Some of her responsibilities include identifying key connections to major transformational opportunities within those units and offering prospect management guidance and support. She works very closely with development officers ensuring plans and solicitations remain on track and optimized for ultimate success. Certain analytics involved ensure maintaining portfolio efficiencies and effectiveness. Outside of her career, Ms. Shaw enjoys spending time with her daughter, watching true crime dramas and documentaries, and enjoying really great food from local restaurants.
Associate Development Director for the College of Arts & Sciences
University of Cincinnati Foundation
Andrew Polter serves as Associate Director of Development for the University of Cincinnati Foundation. In this role, he represents the College of Arts and Sciences, and works with donors to build a culture of philanthropy at UC’s largest college. Polter most recently served as Associate Director of Development at Eastern Kentucky University. He has additionally served in development roles at Miami University, Boston Lyric Opera, Cincinnati Symphony Orchestra, and the Chautauqua Institution. He earned his bachelor’s degree in music performance from Miami University and is a Certified Fund Raising Executive (CFRE). Outside of his professional life, he loves to play drums, hike, and spend time with his wife and their Golden Retriever puppy, Theo.
Prospect Research: A Unique Role in Diversity & Inclusion
Diversity is more than ethnicity. And, diversity is everyone's responsibility - even a prospect researcher. As industries and agencies embrace diversity, inclusion and equity, how does our profession compare? Does individual bias shape prospect identification? Are we causing our organizations to leave money on the table because of it? In addition, how are we creating space for ourselves as prospect research and management professionals? How are we showing up when it comes to our own inclusion, access and equity in the philanthropy industry? Led by TEDx speaker and current chair of Inclusion, Diversity, Equity and Access for Central Ohio AFP, this session explores the roles Prospect Research can play to advance diversity and inclusion for our prospect pools as well as our profession at large. - Attendees will identify giving trends for diverse populations in contrast to individual bias for those groups. - Attendees will identify action steps to champion diversity, inclusion and equity for the prospect development profession as a whole in the larger industry of philanthropy.
Founder of ResearchPRO, LLC, Regina Alhassan is a prospect research and management consultant helping non-profit leaders find tomorrow’s donors today. With total dollars identified exceeding $1billion, Regina has specialized in major gift campaigns and relationship strategy for a spectrum of organizations across Central Ohio including The Ohio State University, Ohio History Connection, I Am Boundless, Columbus Academy and Ohio Farm Bureau Foundation. Her 20 years of prospect development experience includes software development, end user training, leadership consulting, knowledge management, systems management and development operations.
On the board for Central Ohio Association of Fundraising Professionals, Regina chairs the Inclusion, Diversity, Equity and Access committee. She is past President of Ohio Prospect Research Network and former trustee for Columbus Metropolitan Library Friends of the Library and Create Columbus Commission. A self proclaimed "data geek," Regina is also an artist, writer, philanthropist and TED Speaker who would love to connect with you! Visit thereseachrpro.com or find her at @TheResearchPRO.
A Whole New World - Changing Gears in Research
How to deal with the change from one type of research to another i.e. Healthcare Prospect Research to Higher Education and its challenges. Also the change in state and how to deal with not knowing areas (locations), names, prospects but still be able to do your job successfully.
Manager, Prospect Management and Research
Qaya Thompson has worked in prospect research since 2006. Prior to coming to Ashland University, she worked for 14 years in New Haven, CT with Yale New Haven Hospital. She has served on the board of the Greater NY Chapter of APRA as the Vice President for 2 terms. She has also volunteered in the community as a tutor at an after school program in New Haven, CT and reading to the children and their families at Yale New Haven Children's Hospital.