Recap: APRA-NY Spring 2021 Virtual Conference

Session

Speaker

Takeaway Materials
from this
Session

Know your Donor, Mitigate Risk – Wealth-X Due Diligence for Nonprofits

Join Suzy Alpert, Director, Business Development- Education and Tom Hill, Senior Director of Diligence Solutions as they discuss the growing need for donor due diligence across the nonprofit sector to prevent reputational damage and donor fallout. This webinar will highlight the various risk potential for non-profits and what to consider ahead of accepting a gift from a major donor. In addition, we will showcase the Wealth-X Diligence product, including key elements of a sample Enhanced Due Diligence dossier. We will show you how these solutions can be streamlined directly into your existing workflows and as part of the larger Wealth-X Solution Suite, with a peek into our upcoming product roadmap.

Tom Hill, Senior Director of Diligence Solutions

Suzy Alpert, Director, Business Development - Education

Presentation Slides (PDF)

Best Practices (PDF)

Campaigns and Prospect Development, The Adventure Ahead!

In this session, you will learn a general overview of capital campaigns and best practices a prospect development office could and should be doing in their organization. This session focuses on the strategic prospect management in the run up to a campaign, and to be prepared for the adventure of the campaign ahead!

Jill Meister, Director of Prospect Management and Stewardship, King School

Presentation Slides (PDF)

Better Practices: Applying Diversity, Equity, and Inclusion Principles to Fundraising Campaigns

At a time when nonprofit organizations need real innovation, better strategies, and new ideas in order to serve all constituents, applying better practices in diversity, equity, and inclusion (DEI) to fundraising and volunteer engagement is imperative. Yet too often, DEI discussions stall as conversations, and don’t move into meaningful action. Our Boards remain more homogenous than we’d like. We struggle to recruit diverse reunion volunteers, not to mention staff. We undervalue prospects’ capacity and miss out on transformational gifts and deeper relationships.

This presentation will explore how to apply DEI principles to increase stakeholder engagement to advance your organization’s impact – especially as it relates to campaigns. Participants will come away with practical guidance on how to move from awareness about DEI to action that yields results. It will look specifically at:

• Challenges that prospect researchers face with data and prospect identification.
• Meeting volunteers and donors from diverse backgrounds - where they are, and as they prefer.
• Stories from the field and the role that prospect researchers can play in adopting better, more inclusive practices and promoting cultural and operational shifts.

Angelique Grant, PhD.
Senior Consultant and Vice President, Aspen Leadership Group

Presentation Slides (PDF)

Open Discussion & Networking

Join your peers for small group discussions and networking. There will be small group discussions to allow participants to delve deeper into the topics covered during the conference sessions: due diligence research, campaign planning, and applying diversity, equity and inclusion principles to fundraising campaigns.