Get Involved

The CARA Board encourages you to volunteer for one of our committees. This is a great way to meet colleagues and develop your leadership skills. We always needs help at our events, writers for the newsletter, improving and adding value to membership, social media gurus, presenters and subject matter experts. If you are interested, please contact the chair of the committees below. And become part of the CARA experience!

CARA Committees:
Communications – Chair, Ryan Frank
Program – Chair, James Vermillion
Membership – Chair, Iberia Zafira

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Webinars



Quick, valuable information to enhance your knowledge is a click away with CARA Webinars!

CARA Webinars provide the fundraising research community with year-round learning through short Webinars recorded by CARA's most prestigious presenters. The content will highlight industry hot topics and other timely issues related to prospect research, relationship management and data analytics.

Check back regularly to access new Webinars.

 Understanding Venture Capital and Private Equity

Presenters provide an in-depth look at the venture capital and private equity industries, with a focus on career trajectory, trends, and the philanthropic mindset of individuals in these sectors.

About the presenters:

Amelia Aldred is a Senior Research Analyst at the University of Chicago.  She specializes in international research, arts fundraising, and internal communications and has a an academic background in ethnographic field research and survey design. Follow her nonprofit adventures on Twitter @ameliaaldred or via her blog at www.ameliaaldred.com.

Namrata Padhi is a Senior Research Analyst at the University of Chicago. She leads the industry research initiative and specializes in the startup, private equity and media and entertainment industries, and is also responsible for technology implementation and automation projects. She has an academic background in software engineering and public administration.

Price:
$25 members / $50 Nonmembers

 Prospect Management Dashboards-Guiding the Way

Webinar Description:
Uncovering and assigning prospects is only half the battle when it comes to Prospect Management. Effective prospect management programs also invest in how best to display, explain and discuss fundraiser activities in ways that promote portfolio growth, incentivize desired fundraising behaviors and make the information easily understandable. Learn some techniques from well-established programs that will help you take your prospect management dashboards to the next level.

Presenter: James Vermillion, Director of Prospect and Relationship Management as well as the Interim Director of Integrated Direct Marketing (Annual Giving) at UC San Diego
James is responsible for furthering campus wide fundraising efforts through the administration of an effective prospect management program and for providing and coordinating input on prospect assignment, cultivation and solicitation strategies to Advancement leadership and fundraisers. His team also drives prospecting efforts, ensures adherence to prospect management policies, and provides reports and analysis on fundraiser performance.  Previously, James held a number of positions within UC San Diego, including senior researcher, research analyst and development assistant. Before working at the university, James worked for the Health Effects Institute in Boston. He is president-elect of CARA, having previously served as treasurer for three years. James has presented for CARA, APRA, AHP and AFP. In addition to his professional volunteerism, he is a member of the Chancellors Advisory Committee on Gender Identity and Sexual Orientation Issues at UC San Diego.

Price:
$25 members / $50 Nonmembers



Key Predictors for Major Gifts

Webinar Description:

Do you know the key predictors for major gifts?  This webinar draws on research that studied $5 billion in giving from 2 million donors to 400 organizations.  The research identified the factors that most accurately predict future philanthropy and ranked them in order of predictive value.  The information presented will inform your team's strategy for identifying the best prospects for major gifts among alumni, membership and annual fund donors.

Presenter: Jeri Alcock, CFRE
Jeri Alcock, CFRE, is a data crusader with 20 years of professional fundraising experience.  After seven years as a fundraising consultant, Jeri established DonorDynamics, which became part of DonorSearch in 2015.  She currently serves as the West Coast Sales Manager for DonorSearch.

Price:
$25 members / $50 Nonmembers


International Research - South Korea & Japan

Webinar Description:

Do you have prospects in South Korea or Japan? In this one-hour session, Beth Bandy will briefly introduce key demographic, wealth and philanthropy resources for researching prospects in both countries. She also will define challenges in researching these regions and what strategies to employ to work through and overcome them.

Presenter: Beth Bandy
Beth Bandy has nearly fifteen years of international prospect research experience. A former Director of Development Research at Amherst College, she founded International Fundraising Intelligence (http://www.ifintelligence.com) in 2011. Through this consultancy, she provides global prospect research, prospect screening, and research training services to a wide range of not-for-profit organizations in North America, Europe, Africa, and the Middle East – including independent schools, colleges and universities, hospitals, museums, and global NGOs. Beth wrote the IFI Global Guides to China and India, handbooks for prospect researchers, and also has written about international fundraising and prospect research for industry publications in the United States and UK.

Price:
$25 members / $40 Nonmembers

 

Foundation Tool Showcase for Prospect Development

Webinar Description:

Explore the latest and greatest upgrades to the field’s favorite prospecting database, Foundation Directory Online (FDO). We will share time-saving search tips and demo a newly launched prospect management tool in FDO: WorkSpace. Time permitting, we can dabble in additional Foundation Center philanthropy data visualization resources: Foundation Stats and Foundation Maps.

Presenter: Sarah Jo Neubauer
Sarah Jo Neubauer is a capacity and leadership development manager at Foundation Center and is based in the San Francisco office. She is responsible for designing, managing, and delivering training programs to build the capacity of nonprofits in the Bay Area and beyond. Before joining Foundation Center in 2006, Sarah Jo worked at the University of California, Santa Cruz (UCSC) Women's Studies Library and University Library. Prior to her library experience, she worked as a community organizer with a variety of nonprofit organizations. She recently served two terms as board secretary of Muttville Senior Dog Rescue. She received her M.L.S from San Jose State University and completed her B.A. at UCSC.

Price:
$25 members / $40 Nonmembers



Beginners Prospect Management Bootcamp

Webinar Description:
If you have ever wondered what prospect management is, why your shop should do it if you're not already, or how to do it if you're not, this session is for you.  Join Dori Cavala, Prospect Research Consultant for the American Cancer Society, as she covers the basics of prospect and moves management, what it is, why its important, and how you can incorporate elements of prospect management into your major gift program.  Whether your major gift program is a startup, emerging, or mature program, More...prospect management can set your shop up for ever increasing success.

Presenter: Dori Cavala
With over 20 years’ experience in nonprofits, Dori Cavala is currently Prospect Research Consultant for the American Cancer Society, serving clients in California, Hawai’i, Nebraska, and many other Midwestern states.  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.  In her spare time she loves historical research, which she calls “the anthropology of the past.”

Price:
$50 members / $75 Nonmembers

 

Beginners Research Bootcamp

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

Join Dori Cavala, Prospect Research Consultant for the American Cancer Society, as she discusses the basic techniques of conducting prospect research on individuals, corporations and foundations. The 90 min webinar 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. This training workshop will provide you with suggested templates, forms, and guidelines for research offices.

Presenter: Dori Cavala

With over 20 years’ experience in nonprofits, Dori Cavala is currently Prospect Research Consultant for the American Cancer Society, serving clients in California, Hawai’i, Nebraska, and many other Midwestern states.  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.  In her spare time she loves historical research, which she calls “the anthropology of the past.”

Price:
$50 members / $75 Nonmembers




Researchers as Coaches - How to Help Gift Officers Gather More (and Better) Data

Webinar Description:
In today’s world of prospect research, technologically-enhanced tools to gather quantitative data points are pervasive.  Prospect researchers are expected to provide gift officers with the most up-to-date, wealth-specific, quantitative prospect research available.  From prospect wealth screens to database analytics, it is easy to think in terms of numbers first and people second.     

And while quantitative methodologies are helpful, qualitative approaches have their place as well. Typically, researchers play only a small role in helping gift officers better gather important qualitative prospect research data.  We may, though, be missing a critical piece in the prospect research process. 

In this CARA presentation, Dr. Jason McNeal will make the case for a balanced approach to viewing prospective donor data and will suggest ways that researchers can assist gift officers in becoming better frontline “qualitative researchers.”  In addition, you will learn how to encourage gift officers to ask questions that lead to more and better prospect research and how your engagement with gift officers in these ways will make you a more effective researcher.

Presenter: Jason McNeal, Ph.D
With over a decade of institutional advancement and higher education administrative leadership, Jason joined Gonser Gerber in 2008 and was elected partner in 2012. He serves as consultant to colleges, universities, schools, hospitals, and other nonprofit organizations nationally. Jason provides counsel in several key areas including: Major Gifts, Capital Campaigns, Annual fund donations, and Coaching for CEO’s. 

Jason has presented in the U.S. and Canada on various advancement topics.  He has appeared as a presenter for Academic Impressions, Council for the Advancement and Support for Education (CASE), Association for Healthcare Philanthropy (AHP), Association of Lutheran Development Executives (ALDE), and the Association of Fundraising Professionals (AFP).

Jason blogs regularly at the Far Edge of Promise on topics related to leadership and institutional advancement. In 2015, Jason also wrote the book Writing Meaningful Contact Reports: A Handbook for Fundraisers, published by Academic Impressions.

Price:
$25 members / $40 Nonmembers



Using SEC Documents for Prospect Research

Webinar Description:
Prospect researchers can find valuable information in SEC documents to help identify and qualify major gift donors.  However, finding and interpreting these documents is not always an intuitive process.  Greg will provide an overview of compensation and wealth information in the proxy statement, as well as review other SEC documents helpful in prospect research.  He'll also discuss the different methods UC Berkeley is using to leverage the information in SEC documents to find new prospects.

Presenter: Greg O'Neall
Greg is currently an Assistant Director of Prospect Development at U.C. Berkeley, and leads the prospect discovery team.  He joined Berkeley in November 2007. Previously, he was an analyst with Equilar, Inc., a data provider specializing in executive and director compensation. Greg received his B.S. degree in Economics from the University of Michigan.

Price:
$25 members / $50 Nonmembers


Webinar Cancellation Policy:  NO REFUNDS.

Questions?  Please contact the CARA office at (916) 634-4211.

 

 
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