Recap: APRA-NY Spring 2021 Virtual Conference

    APRA-NY March 2021 Conference Header

    Thank you for attending the virtual conference. Thank you again to our speakers for sharing their expertise and knowledge with everyone. We hope you all had a great day of learning and networking. Below are the session recordings from the conference.

    Conference Session Recordings

    APRA-NY Chapter Sponsors

    APRA-NY Conference Sponsors

    BWF logo


    Session speakers & Materials



    Takeaway Materials
    from this

    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 HillTom Hill, Senior Director of Diligence Solutions

    Suzy AlpertSuzy 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 MeisterJill 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.

    No individual speaker. There will be a facilitator online to assist. No materials from this session.

    iWave logoiWave is proud to be a 2021 sponsor and partner with APRA-NY. In the spirit of your theme “Share The Knowledge” we would like to invite APRA-NY members to iWave’s upcoming Nonprofit Thought Leadership webinar:

    Your Pre-Screening Data Hygiene Checklist presented by Amanda Jarman, president of Fundraising Nerd.

    In this interactive webinar, Amanda Jarman will discuss how data hygiene is critical to successful donor screening. The cleaner your data is going into your screening project, the better your results will be. Join us to learn some must-dos and nice-to-dos that will help you get better prospect data matches and results. We’ll talk about address hygiene, households, and other critical data. We’ll also cover some data cleanup that will make it easier for you to analyze your screening data when you get it back. After this session, you’ll have a clear checklist that will help you get your data ready to go.

    Date: March 30th
    Time: 1:00 PM ET

    Register for the webinar here:

    Save the Date

    Upcoming APRA-NY 2021 Conference

    Join us for the premiere multi-day conference for fundraising professionals in Upstate New York. This event will feature workshops, lectures, seminars, and professional networking. Save the date and join us in October 2021!

    October 13, to October 15, 2021
    Delta Hotel by Marriott
    Utica, NY

    Save the Date and View Information

    Return to list