CARA News and Events

CARA gratefully acknowledges its Corporate Partners:

Sapphire Partners

Relationship Science (RelSci)

Ruby Partners



CARA’s 2014 Statewide Conference: Hot Springs, Cool Prospects

The wonderful keynote sessions featuring Jason McNeal and Diana Moore, other fantastic presenters, sessions, peer networking, as well as an absolutely wonderful venue will make this a conference you will NOT want to miss!

Save the date and register today for CARA’s Statewide Conference: Hot Springs, Cool Prospects!


CLICK HERE TO REGISTER!


Dates:
June 26-27, 2014

Location: Riviera Palm Springs
1600 N. Indian Canyon Drive
Palm Springs, CA 92262
http://www.psriviera.com/

Reservations: (866) 588-8311 by June 10, 2014
$99 or $119 Junior Suites

Parking: Self-parking is complimentary for hotel guests
Valet $20 overnight

Tentative Schedule-at-a-Glance

Thursday, June 26th
 7:30 am – 4:15 pm Registration
 7:45 am – 9:00 am Breakfast
 7:45 am – 4:15 pm Exhibitor Hours
 9:15 am –10:30 am Keynote:  Jason McNeal - The Art of Authentic Inquiry
10:30 am – 10:45 am Break
10:45 am – 12:00 pm Concurrent Sessions
Cristi Hendry - Touching All the Bases
Anita Lawson & Jennie Marie Petrini - PMATS
Dori Cavala - Researcher Training Workshop
12:00 pm – 1:15 pm Lunch
1:15 pm – 2:30 pm Concurrent Sessions
Harmon Burstyn - The Form 990
Jim Zimmerman - Social Donor Management
Dori Cavala - Researcher Training Workshop
2:30 pm – 2:45 pm Break & Refreshments
 2:45 pm – 4:15 pm Concurrent Sessions
Kevin Burns & Richard LeRoy - Taking an Active Role in the Development Process
Jeff Van Tatenhove & Jason Delevante - The Art of Relationship Mapping 
Friday, June 27th 
  7:15 am – 3:00 pm Registration
  7:30 am – 8:45 am Breakfast Roundtables
  7:30 am – 3:00 pm Exhibitor Hours
9:00 am – 10:15 am Plenary
Diana Moore - Thanks a Million! Building a Grateful – and Successful - Workplace Culture 
10:15 am – 10:30 am Break
10:30 am – 11:45 am Concurrent Sessions
Mandy Beckham - Managing a Research Shop Panel 
Gary Lance - The Road Less Traveled
Lawrence Henze & Melissa Bank Stepno - Inside the Data Mine: Major and Mid-Level Donor Characteristics
11:45 am – 1:45 pm Awards Luncheon                           
1:45 pm – 3:00 pm Concurrent Sessions
John Rivett - Value of Research
Nicole Dunn & Daric Brummett - Gift Planning Prospect Data Modeling

Conference Pricing and Registration

Members – Full Conference: $365
Non-members – Full Conference: $480
Join and register: $430 ($25 savings - 1 year CARA membership)
Single Day Rate: $185

CLICK HERE TO REGISTER!

Conference Hotel – Location, Location, Location!

Riviera Palm Springs
1600 N. Indian Canyon Drive
Palm Springs, CA 92262
(866) 588-8311

CARA’s group room rate is $99 or $119 for Junior Suites with a complimentary resort fee until June 3, 2014 or until the block sells out. Please call 866-588-8311. The block is listed under the California Advancement Researchers Association (CARA).

Original architect and visionary, Irwin Schuman fashioned the resort after major Vegas hotels like The Sands, The Flamingo, and The Stardust. Opening in 1959, the Riviera Resort immediately became the Palm Springs’ go-to hot spot for celebrities and sophisticates like Frank Sinatra and Dean Martin, who would lounge by the pool and in the Presidential Suite.

Elvis Presley was a frequent visitor at The Riviera and sought both refuge and rehearsal space in the Mediterranean Room for his band before leaving for tours and shows in Las Vegas. With the current $70 million dollar rejuvenation, the “Riv”, as it is affectionately referred to by locals, rises to a new level of retro cool swank. Mixing themes of past and present with traditional American and European influence.

Getting to Palm Springs

From I-10 East (Los Angeles)

  • Take the Highway 111/Palm Springs Exit
  • Follow Highway 111 approximately 12 miles and you will reach the City limits
  • Continue until Vista Chino Drive
  • Take a left on Vista Chino and continue 1 block to Indian Canyon Drive

The Riviera Palm Springs is located on the Northeast corner of the intersection of Indian Canyon and Vista Chino.

From I-10 West (Phoenix)

  • Take the Date Palm Exit
  • Take a left at the end of the ramp to cross over the freeway until the intersection of Date Palm and Vista Chino
  • Take a right onto Vista Chino and continue on Vista Chino until you reach Indian Canyon Drive

The Riviera Palm Springs is located on the Northeast corner of the intersection of Indian Canyon and Vista Chino.

Nearby Airports

  • Palm Springs International Airport (PSP) - 4.6 miles with a transfer time of 10 minutes
  • Ontario International Airport (ONT) - 67 miles with a transfer time of 1 hour, 10 minutes
  • Los Angeles International Airport (LAX) - 120 miles with a transfer time of 2 hours

From Palm Springs International Airport

  • Depart the airport and follow Tahquitz Canyon Way until Sunrise
  • Take a right on Sunrise and continue until Vista Chino
  • Take a left on Vista Chino and continue until Indian Canyon Drive

The Riviera Palm Springs is on the right hand corner (Northeast corner of the intersection of Indian Canyon Drive and Vista Chino).

Driving Directions
Click here for Mapquest directions.

Parking
Self-parking is complimentary for hotel guests. Valet $20 overnight.

Deadline for CARA's 2014 Guenevere T.  Molloy Memorial Scholarship is May 23rd!
 
The California Advancement Researchers Association (CARA) is pleased to offer the Guenevere T. Molloy Memorial Scholarship for its upcoming statewide conference.

If you would like to apply for the scholarship, please click here to complete the application form online. The recipient will be selected by the CARA Board of Directors. 
 
CARA understands the budget constraints many researchers are under and recognizes the need to offer assistance to enable them to strengthen their skills in all areas of the field. Two recipients will be awarded the Guenevere T.  Molloy Memorial Scholarship, which covers the full conference registration fee and provides a $250 stipend toward travel expenses.
 
Scholarship Guidelines:
*    Applicants must be a current CARA member
*    CARA will give consideration to both financial and training needs  
*    Applications must be received by Friday, May 23, 2014
*    Recipients will be notified by Friday, May 30, 2014

Questions about the Guenevere T. Molloy Memorial Scholarship? Please contact Volunteer Chair, Sara Boretz at sboretz@musiccenter.org

It is time again to honor one of our own: Deadline for the CARA Service Award is Friday, May 16th!

The CARA Service Award honors an individual who has contributed exceptional service above and beyond his/her regular work duties for the betterment of the advancement research profession, professional colleagues, and the California Advancement Researchers Association (CARA).

Consideration for the CARA Service Award is based on the following criteria:

  • Current or former CARA member in good standing of CARA for at least 3 years (note: current members of the CARA Board of Directors are not eligible)
  • Nominees must have been off the CARA board for at least two years
  • At least three (3) years experience in the field of advancement research   
  • A demonstrated commitment to education and training, such as leading presentations, workshops, and/or seminars for CARA, APRA, CASE, AHP, AFP (formerly NSFRE) or other associations and organizations           
  • Published articles, essays, or books in the field of advancement research       
  • Service to CARA, including leadership and volunteer positions               
  • Providing assistance and/or mentoring to professional colleagues

Past Recipients:  Diana Moore, Cristi Hendry, Carolyn Zollars, Anna Asker, James Rygg, Ofelia Alayeto, Amy Walling, Sandra Campero, Marsha Kraus, Suzanne Szalay, Cliff Anderson, Kathy Henderson, Shirley Gottschalk, Michael Quevli, Steve Peckler, Laura Pierce Raymond, Michael Seymour, Napoleon Hendrix, III, Nancy Ellis Taylor, Kim Signoret Paar, Cathy Terrones, Peter Wasemiller, Joseph Boeke, and Dori Cavala.
 
If you would like to nominate someone for the CARA Service Award, please click here to complete the CARA Service Award nomination form online. The recipient will be selected by the CARA Board of Directors.  

The deadline to submit a nomination for the CARA Service Award is Friday, May 16th.
 
Please contact Mentor-Mentee Chair, Shoshana Carter at sscarter@stanford.edu with any questions about the CARA Service Award or call (650) 721-5965.

CANCELLATION POLICY:
Cancellations will be accepted until June 18, 2014.  A $25 administrative fee will be imposed. No refunds will be given if cancellation notice is received after June 18, 2014.

Presentation Descriptions and Presenter Biographies

Thursday, June 26, 2014

9:15 a.m. to 10:30 a.m.

KEYNOTE
The Art of Authentic Inquiry

Dr. Jason McNeal
Reviving Qualitative Donor Research Methods in today’s world of prospect research, technologically-enhanced tools are pervasive. From wealth screens to donor analytics to simple Google searches, it seems that conducting prospect research typically means hours of screen time. Prospect researchers are expected to provide gift officers with the most up-to-date, wealth-specific, quantitative prospect research available. And while quantitative, technologically-driven research methodologies are helpful, qualitative approaches have their place as well. In this interactive session, Dr. Jason McNeal will analyze the fundamental processes donors use to make charitable giving decisions and will explain why quantitative research methodologies only tell part of the giving story. You will learn why research based on asking sincere and thoughtful questions holds the promise of providing prospect research that is more rich and robust than quantitative data alone. In addition, you will learn how to encourage gift officers to ask questions that lead to more and better prospect research and how your practice of the “art of authentic inquiry” will make you a more effective researcher.

Jason McNeal is currently a partner with Gonser Gerber LLP, North America’s first and most innovative comprehensive advancement consulting firm. Dedicated to helping non-profit organizations through a concept called “Individually Crafted Relationships” ™, Gonser Gerber’s approach ensures that each client reaches their highest destiny.

Jason has 15 years of experience in providing leadership to non-profit organizations. Prior to Gonser Gerber, he served Maryville College (Tennessee) as the Vice President for Advancement and Community Relations. He is a proud graduate of the University of Tennessee.

Jason has presented on all topics related to development and leadership at conferences across North America. You can find the popular “Jason’s Blog” at JasonMcNeal.com.

CONCURRENT SESSIONS
10:45 a.m. to 12:00 p.m.

Touching all the Bases
Cristi Hendry
Touching all the bases -- what constitutes a comprehensive research shop from resources to data management to prospect management. For new researchers or researchers who've been in the field for awhile, but are in small shops and don't have the benefit of colleagues to share ideas with. This would be an interactive presentation.

Cristi Hendry is Director of Advancement Research at Harvey Mudd College in Claremont, California. She is a veteran researcher, having worked in Advancement Research since 1997. She served on the CARA board from 2000-2007 and gratefully received the CARA Service Award in 2011. Cristi volunteers regularly with CARA and APRA (best way to get involved), and is Hospitality Co-Chair for the 2014 APRA Conference in Las Vegas. She holds a B.A. and M.A. from UC Riverside and UC Santa Barbara.

PMATS – Hot Mess to Cool Cash
Anita Lawson & Jennie Marie Petrini
We all know that prospect management is important, but how do you implement a system?

The new Advancement Services team at the RAND Corporation organized lists of 600 names per development officer (DO) into targeted portfolios of 150 assigned prospects and donors. They also produced reports to analyze those portfolios at regular prospect management meetings, which also serve to remind DOs about action items and move prospects into, through, or out of the pipeline.

Hear how the AS Team utilized industry standards and best practices to identify processes, establish policies, and provide structure to keep the fundraising program focused on pipeline movement. In addition, learn how they dealt with the challenge of capturing relevant and timely contact reports, which are vital to accurate reporting and portfolio analysis.

This case study will share techniques, codes, and reports that you can use in your own shop to shift to a more proactive system. Say goodbye to the hot mess of shadow databases and unassigned prospects, and say hello to the cool cash that results from using the database to track cultivation plans.

Jennie Marie Petrini began her research career with the AFL-CIO in Washington, D.C. fourteen years ago. While working as a consultant, she began to develop prospect management and tracking systems. In the past five years, Jennie Marie has worked in Los Angeles as a development research analyst for AltaMed Health Services, which delivers quality health care to underserved communities in Southern California. Currently, she works as a prospect research analyst for the RAND Corporation, which helps improve policy and decisionmaking through research and analysis. She holds a B.A. in History from the University of Arizona.

Anita Lawson has been at The RAND Corporation in Santa Monica for 3 years where she established and is leading a full-service Advancement Services operation. RAND is a nonprofit, nonpartisan research organization that develops solutions to public policy challenges and is committed to the public interest.

Prior to RAND, Anita established and lead development operations departments at Communities Foundation of Texas and Susan G. Komen For The Cure headquarters, both in Dallas, as well as the Natural History Museum of Los Angeles Foundation and Art Center College of Design in Pasadena.

Anita has been a development professional for more than 20 years, has served on the board of CASE IV and is a founding member and Secretary of the Board of AASP.

CONCURRENT SESSIONS
1:15 p.m. to 2:30 p.m.

The Form 990: Using it as a Research Tool
Harmon Bustyn, CPA
The Form 990 “Return of Organization Exempt From Income Tax” contains a wealth of information. Significantly revised in 2008, its 12 core pages and additional schedules allow for wide and deep analysis of financial information as well as an organization’s mission and program accomplishments. You will be guided through filing requirements, how organizations tell their story through narratives, identify sources of financial support, how funds are spent, as well as governance and management disclosures. Ever wonder how much compensation your neighbor receives from the nonprofit she works for? It is right there on the Form 990!

Harmon Burstyn, CPA has over 25 years of experience in the accounting field. His areas of expertise for nonprofits include the preparation of organizing documents for nonprofit start-ups, accounting and finance, addressing governance issues, and nonprofit tax return preparation. Prior positions held were with Deloitte as a Senior Auditor, the Controller at Beach Blanket Babylon, and a headhunter for CPAs.

Social Donor Management
Jim Zimmerman
With 250 million users, LinkedIn is the professional graph. With over 1 billion users, Facebook has emerged as the social graph. Mobile technology is transforming every industry. Yet these platforms continue to operate at the periphery of most non-profit fundraising organizations.

In this presentation you will learn:

  • The principles of “Social Donor Management”
  • How to identify potential major donor prospects using professional and social
  • Ways to turn social media investments into increased participation and engagement

Jim Zimmerman is Chief Evangelist Officer of EverTrue, a leading provider of mobile alumni networking and development platforms for schools, colleges and universities. EverTrue works with more than 220 institutions, including Amherst College, Brown University, Boston University, Claremont McKenna College, Colorado College, Pomona College, Willamette University, Phillips Exeter Academy, Harvard Westlake School, St. Mark’s School of Texas, and Thacher School.

Jim previously served for 32 years as one of the most successful independent school fundraisers, having raised more than $300 million for schools nationwide. He has held leadership advancement roles at Middlesex School (MA), The Lawrenceville School (NJ), Cate School (CA), and Francis Parker School (CA). He is a graduate of Bucknell University (PA) and was President of the Bucknell Alumni Association and a Trustee of Bucknell University.

CONCURRENT SESSIONS
2:45 p.m. to 4:15 p.m.

Taking an Active Role in the Development Process
Kevin Burns & Richard LeRoy
Over the last 12 months, the Prospect Management and Research team at Cal Poly have taken an active roll in the development process. The team now partners with front line development officers and are seen as a vital part of the development team. This presentation will discuss the proactive approach the team took to re-position themselves as leaders and partners.

Richard LeRoy is the Assistant Dean of Advancement for the College of Engineering at Cal Poly. In this position, Ritchie manages the advancement goals of the College, working closely with faculty and staff to identify key investment and giving opportunities that support the future of Cal Poly Engineering. Previously, Ritchie served as the College's Director of Development, Regional Director of Development, Assistant Director of Alumni Relations and Director of Pacific Programs.

A native of New Orleans, LA., Ritchie received his bachelor’s degrees in Political Science and Spanish from Louisiana State University. After serving two years in the Peace Corps in Armenia, Ritchie moved to San Luis Obispo, and earned a master’s in education.

Kevin Burns is the Executive Director of Development & Prospect Management & Research. In this position, Kevin is responsible for managing; motivating and evaluating the University’s team of campus fundraisers, as well as overseeing the University’s prospect management and research services. Kevin joined Cal Poly in April 2011 as the Director of Prospect Management and Research. Previously, Kevin held positions at Children’s Hospital & Research Center Oakland, California Pacific Medical Center and Golden Gate University.

The Art of Relationship Mapping
Jeff Van Tatenhove & Jason Delevante
The pressure to make meaningful connections with potential donors is on the rise, and the timeline for doing so is compressing rapidly. The fastest way to a potential donor is via an existing relationship, but it’s not always clear “who knows whom.” In this session, we’ll explore how Relationship Science effectively identifies the relationships your board members, donors, alumni and other stakeholders have with prospects. You’ll gain a new perspective on your organization have leverage new tech to enhance and accelerate your development work. We’ll share best practices for turning these discoveries into actionable next steps.

Jeff Van Tatenhove joined Relationship Science in April 2013 as the West Coast Regional Head helping lead RelSci’s business development efforts across the west coast. Prior to Relationship Science, Jeff spent 19 years at S&P Capital IQ where he was VP of Client Development managing the US central region client development team along with holding a variety of business development roles. Jeff holds a MBA from Loyola University of Chicago and a BA from University of Colorado at Boulder. Jeff is an avid skier, golfer and cyclist and enjoys spending time with his family.

Jason Delevante a Senior Account Executive at Relationship Science. He is a graduate of Mount St. Mary’s University with a degree in Finance and Economics. Jason has worked in Wealth Management and Finance for over 8 years with firms like Neuberger Berman and UBS. For the past 4 years, Jason has been a top Account Executive in the Technology Solutions sales space at Bloomberg L.P and now at Relationship Science. Jason currently lives in San Francisco, CA, with his wife, Rachel.

Researcher Training Workshop
Dori Cavala

  • Are you researcher new to the field of prospect research?
  • Do you want to renew your skills in the field?
  • Are you a development professional wanting to create or better manage a development research unit?

The focus of the CARA's Prospect Research Training Workshop is on the basic techniques of conducting prospect research on individuals, corporations and foundations. The one-day workshop will include a review of research resources, templates, forms, and reporting; prospect management and tracking methodologies; and shop policies, procedures, and best practices. Learn how to prepare in-depth profiles using free/pay online tools, print materials, and other available resources. The Training Workshop will provide you with suggested templates, forms, and guidelines for research offices.

With over 20 years’ experience in nonprofits, Dori is currently Manager of Prospect Research & Donor Stewardship at the American Cancer Society’s California statewide headquarters. She began her nonprofit career as a museum gift shop manager in Sacramento, and moved on to prospect research fifteen years ago. Since that time she has gained a broad range of experience in museums, higher education, and cause related organizations. Her current specialties include wealth analysis and strategy consultation.

Friday, June 27, 2014

9:00 a.m. to 10:15 a.m.

Plenary
Thanks a Million! Building a Grateful – and Successful - Workplace Culture

Diana Moore
How grateful are you - and why does it matter? This presentation reviews the science and practice of gratitude and appreciation, as well as the benefits of developing grateful organizations. The talk will include case studies and practical strategies for cultivating gratitude.

Diana Moore has been the associate director of the University of California, Berkeley's prospect development department since 2006. Prior to joining Cal, Diana managed research services at the American Cancer Society, the Charles and Helen Schwab Foundation and the Industry Standard. She has presented at CARA, APRA and CASE conferences, on topics including parent philanthropy, time management, and research metrics. She is a recipient of the CARA Service Award, and is a former CARA board member.

CONCURRENT SESSIONS
10:30 a.m. to 11:45 a.m.

Managing a Research Shop
Panel Presentation & Mandy Beckham
Join an interactive panel discussion where knowledgeable professionals will share personal experiences and offer tips on how to be an effective manager, including skills to look for when hiring new members of your team and how to train someone new to the field.

What are possible challenges and changes that come along with growing your program? Will the work flow change and how does a manager make sure the work is getting done accurately and effectively without micromanaging? Working with ineffective employees and delivering constructive criticism. Exploring the development of a positive working environment combined with a strong leadership role. This session will teach you confidence in mentoring others and ways to inspire your team whether you’re managing a large shop, a small shop or a team of student workers.

Mandy Beckham has worked in Prospect Research for the past 5 years. She has worked at UC Irvine as a research analyst and now manages all research and prospect management needs at CHOC Children’s Foundation in Orange County. Prior to her start in development, Mandy worked in the television industry, researching for productions like Entertainment Tonight and The Dr. Phil Show. She is a new member of the CARA Board of Directors, currently serving as Conference Chair. Mandy earned a B.A. in Broadcast Journalism from Arizona State University.

The Road Less Traveled
Gary Lance
Gary Lance has over 25 years experience as lead researcher, director, and manager of various research units in Silicon Valley.

Gary is currently the President of PRCS: Prospect Research Consulting Service, a firm specializing in identifying, researching, rating, and profiling fund-raising prospects. He started PRCS in 2006 while employed at Santa Clara University.

From 1998 through March 2009, Gary headed the Research Unit of the Development Dept. at Santa Clara University. Gary, and his staff supplied most of the research for the successful 7-year, $400 million Campaign for Santa Clara, completed in 2007.

From 1985 to 1998, Gary was the Manager and Chief Researcher of the News Library at the San Jose Mercury News. He and his staff of 10 supported over 100 newsroom reporters and editors, and electronically archived all newspaper stories, photos, and support materials.

Earlier, Gary was the Research Coordinator at INPUT (a computer services consulting firm); the Research Director at the Menlo Park office of the Boston Consulting Group; and a research librarian at the Jackson Business Library at Stanford University and the Education & Psychology Library at UCLA.

Inside the Data Mine: Major and Mid-Level Donor Characteristics
Lawrence Henze & Melissa Bank Stepno
Nonprofit organizations, colleges and universities often focus analytical efforts on acquisition and retention, and both are meaningful measures of fundraising success. Less is known about the paths donors take to mid-level and major giving. The presenters will share data from two benchmarking studies that shed light on the demographic, financial and behavioral characteristics of these donors, and discuss the implications of these findings on prospect research and fundraising practices in the future.

Lawrence Henze has worked in the nonprofit sector for the past 34 years, with the first 13 years focusing on development and marketing positions in the not-for-profit sector, primarily in higher education. In October 1998, Henze formed Core Data Services, a market research and quantitative analysis firm specializing in the application of predictive modeling services to the nonprofit marketplace. Blackbaud, Inc. purchased Core Data on March 1, 2001, and created a new business unit, Blackbaud Analytics, which was renamed Target Analytics in 2008.

Melissa Bank Stepno is the Consulting Team Manager for Target Analytics, a division of Blackbaud, Inc., where she is responsible for managing a team of consultants and consulting services related to strategic implementation of data analytics projects. Prior to assuming her current role in 2014, she served as consultant at Target Analytics for nine years. Her areas of focus included the impact high net worth philanthropy on major giving programs and on helping organizations develop effective research and prospect management operations. Prior to becoming a consultant, Melissa worked for both Boston University and Boston Ballet. Melissa has served on the boards of NEDRA, AFP’s Northern New England Chapter and the Brandeis University’s Alumni Association. She received her BA from Brandeis University and masters’ degrees in Arts Administration and Higher Education Administration from Boston University.

CONCURRENT SESSIONS
1:45 p.m. to 3:00 p.m.

Value of Research
John Rivett
This session is comparable to a “cool down” after a long workout. It is not a “how to” session, but rather a “broad view” perspective. John will discuss observations, insights and specific personal stories on the nature of research as it pertains to navigating the development terrain. Throughout the session will be themes of mountains, maps, metrics, and magic—and hot springs, too. The aim is to heighten the meaning of the passage and value of our work as it pertains to both researchers and fundraisers.

John Rivett has been in the development field for over 16 years, with the majority of it in research. His path has diverged along the way to include database management, financial analysis and database report writing. He works remotely from his home in West Sacramento for Marquette University in Milwaukee. He is a graduate of the University of Wisconsin, Stevens Point and find comfort in nature.

Maximizing Impact Through Gift Planning Prospect Data Modeling: A UCLA Case Study
Nicole Dunn & Daric Brummet
In 2011, UCLA sought to leverage its limited gift planning team and marketing resources by concentrating its attention and activities on its best prospects. But who were they? Focusing on longtime donors, unmarried donors and/or donors without children still did not narrow the prospect pool enough. By building a predictive model, UCLA studied the top characteristics and indicators of its current gift planning donors to help bring our best prospects to the forefront. This session will walk through the creation of the gift planning models as well as the results—what worked, what didn’t, and what’s next.

Nicole Dunn is the Senior Director of Gift Planning at UCLA. She has extensive development experience both at UCLA and at other arts institutions, including the Natural History Museum of LA County, where she managed the museum’s planned giving program, and the LA County Museum of Art. Nicole is President of the Partnership for Philanthropic Planning of Greater Los Angeles, served previously as the co-chair of the Western Regional Planned Giving Conference in 2012 and 2013, and has co-taught the UCLA Extension Planned Giving course. She has an M.A. from the University of Texas at Austin and a B.A. from the University of California, Berkeley.

Daric Brummett has been with UCLA External Affairs for nearly ten years, most currently as Director of Prospect Analytics. During his tenure he has supported modeling and analytics for Principle Gifts, Major Gifts, Planned Giving, Annual Fund, Professional Schools, and other areas of campus. Prior to his work with UCLA, Dr. Brummett spent ten years with AT&T in various quantitative roles including Analytics and Marketing Support, Market Entry Simulations and International Forecasting. Dr. Brummett received his Doctorate in Economics (Econometrics) from the University of Notre Dame in 1994. He has also engaged in private consulting, been adjunct faculty at Moorpark College and California State University at Northridge, and is an incorporating board member of Heroes Haven, South Carolina – a nonprofit dedicated to providing equity owned housing to homeless veterans in the Charleston area.

 
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