2020 APRA-NY Fall Virtual Conference

    Thank you for attending and VIRTUALLY sharing THE KNOWLEDGE

    Thank you for joining us on Thursday, October 15, 2020, to virtually share the knowledge. We appreciate your attendance and support. Below are recordings and materials from the conference sessions.

    APRA-NY Annual Sponsor

    iWave Logo

    Conference Recordings

    Click the symbol in the upper-right corner of the video window to view and select other video sessions from the day.

    Conference Documents

    The following documents are available from the conference.

    2020 VirtualConference October15

    PPT - Engaging Millennials to Raise Big Money

    PPT - Engaging Millennials to Raise Big Money

    PDF - The World Turned Upside Down: Risk and Opportunity in 2020

    PDF - The World Turned Upside Down: Risk and Opportunity in 2020

    PDF - The Future of Philanthropy is Inclusive

    PDF - The Future of Philanthropy is Inclusive

    PDF - Customizing Your Stellar Fundraising Stories to Succeed in Grant Applications

    PDF - Customizing Your Stellar Fundraising Stories to Succeed in Grant Applications

    PDF - Writing and Analyzing Contact Reports

    PDF - Writing and Analyzing Contact Reports

    PDF - Analyzing Email Data to Identify Donors

    PDF - Analyzing Email Data to Identify Donors

    PDF - Go Beyond Google, How to Use Library Resources For Your Fundraising Research

    PDF - Go Beyond Google, How to Use Library Resources For Your Fundraising Research

    PPT - Young Professionals Program

    PPT - Young Professionals Program

    PDF - Analytics Throughout Your Campaign, An Overview

    PDF - Analytics Throughout Your Campaign, An Overview

    PDF - "An Introduction to Visualizing Spatial Data and Answering Questions With GIS

    PDF - "An Introduction to Visualizing Spatial Data and Answering Questions With GIS

    PDF - Tips and Tricks to Search the SEC.gov Website for the Prospect Researcher

    PDF - Tips and Tricks to Search the SEC.gov Website for the Prospect Researcher

    PPT - Let the Bird Fly: Working Remotely in a Caged Environment

    PPT - Let the Bird Fly: Working Remotely in a Caged Environment

    CONFERENCE AGENDA

    Thursday, October 15, 2020

    8:00 a.m. – 8:15 a.m.

    • Welcome remarks and APRA-NY update from Patti W.


    8:15 a.m. - 9:15 a.m. - Keynote Session

    • Keynote: "The Future of Philanthropy is Inclusive"
      Speaker: Chandra Montgomery, APRA Advocacy Chair (2020-2021) & Director, Health Sciences Prospect Development at the University of Southern California
      https://www.linkedin.com/in/chandramontgomery/
      Unless you’ve been living under a rock, the rush of business and academia to publicly exalt Diversity, Equity and Inclusion (DEI) as core institutional commitments has likely left you spinning. Discomfort in the wake of outcries against racial injustice and myriad inequities laid bare by COVID-19 have introduced to some – and reinforced for others, the need to incorporate DEI into our business practices. As we consider this new paradigm, what are the implications for the field of philanthropy? And what role does prospect development play? Join fundraising veteran and DEI practitioner Chandra Montgomery as she offers insight into what we stand to gain and how we can get it right!


    9:30 a.m. – 10:30 a.m. - Session Group #1

    • Session: “Writing and Analyzing Contact Reports”
      Speaker: Joe Stabb, Ph.D., TE, APR, ACUE
      https://www.linkedin.com/in/joestabb/
      Are your contact reports written correctly? Do you have a method for analyzing the content in your contact reports? Contact reports and donor contact information can be an essential resource and provide a wealth of information. In this session, you will be presented with an method for collecting data in contact reports, best practices for writing contact reports, and how to analyze the data in a contact report for better gift officer and fundraising metrics.

    • Session: “Customizing Your Stellar Fundraising Stories to Succeed in Grant Applications”
      Speaker: Diane H. Leonard, GPC, CSPO, CSM
      https://www.linkedin.com/in/dianehleonardgpc/
      You likely have a favorite story that you use in your fundraising whether in annual appeal letters, social media, or annual reports. Yet have you found that you struggle with naturally integrating the story into your grant applications?

    • Session: "An Introduction to Visualizing Spatial Data and Answering Questions With GIS"
      Speaker: Nicholas Hepler, Information Technology Specialist II (Programming), New York State Office of Information Technology Services, GIS Section
      https://www.linkedin.com/in/nickhepler/
      Have you ever wondered what GIS is or how you can work with it? Spatial information opens up a whole world of possible new questions or interesting answers when added to an organization's other data. This workshop will provide attendees with an introduction to GIS using ArcGIS Pro. The session will explore: terminology, importing spatial and text data, and geoprocessing tools.

    10:30 a.m. – 10:45 a.m. - Break

    11:00 a.m. – 12:00 p.m. - Session Group #2

    • Session: ”Young Professionals Program”
      Speaker: Lisa LaTrovato
      https://www.linkedin.com/in/lisa-latrovato-mba-71aa335/
      How a Young Professionals Program can attract new donors, create a pipeline for future board members and help spread the mission of your organization.

    • Session: “Tips and Tricks to Search the SEC.gov Website for the Prospect Researcher”
      Speaker: Roger Magnus
      www.linkedin.com/in/rogermagnus
      The SEC.gov website is not set up well to do prospect research. In this workshop, we will explore innovative tips and tricks to make this free information-rich but search-complex -site to work for you. We will explore the different interfaces and the different types of individual information available for public company insiders and investment advisers and how best to navigate them.

    • Session: "To Affinity and Beyond"
      Speaker: Dawn Galasso
      The world of fundraising has changed drastically over the past decade. With advancements in technology, new trends in giving, and cultural and societal shifts, it’s vital for nonprofits to equip their research and development teams with tools to identify prospects and fundraise with confidence. Join us to see the newest product enhancements in iWave and how they will help you fundraise with confidence. These enhancements, built with consultation and feedback from the nonprofit industry, will help nonprofit organizations validate a donor’s capacity and propensity. This is your chance to see the future of fundraising in action. You won’t want to miss it!


    12:00 p.m. - 12:15 p.m. - Break

    BWF Fundraising Logo12:15 p.m. – 1:30 p.m. - Keynote Session

    • Keynote: "The World Turned Upside Down: Risk and Opportunity in 2020"
      Speaker: Andrew Schultz, Director of Data Science, Benz Whaley Flessner
      https://www.linkedin.com/in/andy-schultz-36998117/
      It’s no secret that this year has challenged fundraisers in myriad ways both personal and professional. However, with increased risk, there are also many opportunities for positive change. Join Andy Schultz, Director of Data Science at BWF as he covers the impact these challenges have had on the non-profit landscape and offers his thoughts on what researchers and analysts can do to take advantage of new opportunities to maximize the value of data, engage with donors & prospects, and continue to thrive even in uncertain times.


    1:30 p.m. - 1:45 p.m. - Break

    1:45 p.m. – 2:45 p.m. - Session Group #3

    • Session: “Analyzing Email Data to Identify Donors”
      Speaker: Joe Stabb, Ph.D., TE, APR, ACUE
      https://www.linkedin.com/in/joestabb/
      Our organizations send numerous mass emails on a frequent basis to communicate with various target audiences. Recipient engagement with the email and contents could identify potential donors with an inclination to support your organization. During this session, the presenter will teach you how to gather the data points and analyze the information to identify potential new donors.

    • Session: “Let the Bird Fly: Working Remotely in a Caged Environment”
      Speaker: Bill Powers
      https://www.linkedin.com/in/bill-powers-3164297
      Have you dreamed of a day when you don’t have to get on a crowded train/bus or drive 50 miles in all kinds of weather to get to and from your job? If so, this session is for you. The session will examine the key steps needed to take to set up a remote option for research, even in environments that are still stuck in 1990.


    2:45 p.m. – 3:00 p.m. - Break

    3:00 p.m. – 4:00 p.m. - Session Group #4

    • Session: “Engaging Millennials to Raise Big Money”
      Speaker: Alyssa Wright
      https://www.linkedin.com/in/alyssafwright/
      Currently, an over $42 trillion in wealth transfer has already begun in high-net worth families across the country. With the next generation poised to inherit this wealth, building strong relationships with millennial donors is key to creating a robust fundraising strategy. In this interactive and informative workshop, attendees will learn how to go beyond traditional fundraising strategies to engage, retain, and inspire millennial donors.

    • Session: “Go Beyond Google, How to Use Library Resources For Your Fundraising Research”
      Speaker: Juan Denzer, Librarian, Syracuse University
      Looking to do prospect research? Do you find yourself just using Google? Did you know there are library resources beyond Google? Are you aware that taxpayers have access to the library resources at universities? Learn how to access library resources, which databases to search, and access them. Learn how to get help from librarians. This session will introduce you to tips and guides on how to research and gain access to the same resources that university researchers have on and off-campus.

    • Session: "Analytics Throughout Your Campaign, An Overview"
      Speaker: Marianne Pelletier
      https://www.linkedin.com/in/mariannempelletier
      In the current environment where analytics tools are being invented every day, one can drown in all the options. In this session, we walk through analytics for any kind of campaign to bring together old and new techniques that will help your shop meet the campaign goal.


    4:00 p.m. - 4:15 p.m. - Break

    iWave logo4:15 p.m. – 5:15 p.m. - Keynote Session

    • Keynote: "LEAN IN: How The Last Worldwide Crisis Prepared Me for 2020"
      Speaker: Dawn Galasso
      The last six months have been a scary ride for nonprofit organizations. Between the markets plummeting and the COVID-19 crisis becoming part of our everyday lives, there is uncertainty for how nonprofit organizations should continue to raise funds and further their missions.

      Join me, Dawn Galasso, as I present ‘Lean In’, a discussion that will summarize what I learned from the last worldwide crisis and how it prepared me for 2020. From ‘learning discipline’ to understanding ‘nothing last forever’, I’ll share experiences from nonprofit organizations and vendors alike to help you understand what has happened so far this year, and how to prepare for what lies ahead. 

      To weather 2020, you need to LEAN IN. Are you ready?