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.

Campaign Best Practices: Is Your Prospect Development Team Ready?

Everyone seems to be in a campaign, going into one, or closing one. Whether you're involved in planning from the beginning or you join the team midway through a campaign, it's important to understand some of the fundamental building aspects of campaign readiness and the role prospect development teams play in positioning their respective organizations for campaign success. In this session, Bond will walk you through the planning and implementation process, touching upon important topics such as feasibility studies and internal audits. This session will also cover key ways in which prospect development is involved in campaigns, including prospect identification, capacity verification, and designing reporting solutions. Take a deep dive into best practices for running a successful campaign.

About your presenter: Bond T. Lammey is a managing associate at Bentz Whaley Flessner specializing in prospect development. Bonds experience ranges from higher education to academic medicine, large and small social service agencies, and national and local member/cause organizations. Prior to joining BWF, Bond led prospect research efforts at the University of Chicago, where she oversaw the central prospect research team and developed integrated strategies with prospect management, analytics, corporate and foundation relations research, and non-central research teams at the medical center and Booth School of Business. Bond received her BA in Sociology and her Master of Management in Nonprofit Administration, both from North Park University in Chicago, Illinois. She is on the board of Apra International and has presented in the United States, Canada, Australia, and Asia at CASE, ADRP, AASP, and Apra conferences.

Price:
$25 members / $50 Nonmembers

Building Dynamic Campaign Pyramids
Prospect pyramids are useful tools when planning for your next campaign, but certain assumptions can be built into them that may not necessarily hold true for your organization. We will look at using past data to inform your pyramids and discuss the benefits of having flexible, interactive tools to develop strategies with your development officers.

About your presenter: Caleb Wolfson-Seeley, Senior Prospect Analyst, UC Berkeley

Price:
$25 members / $50 Nonmembers

Getting Social With Prospect Research
All aflutter about Twitter? Bored by Pinterest? Ready to do an about Facebook? Are you LinkedIn? This webinar will explore status updates regarding social media and how prospect research can use tweets, likes, connections, pins, and posts to advance an organization's relationship with its prospective donors. Ethical pitfalls and terms and conditions will also be discussed.

About your presenter: Lori Hood Lawson is co-founder and CEO of WorkingPhilanthropy.com and is also a member of Apra's Ethics & Compliance Committee. As Co-Founder and CEO of WorkingPhilanthropy.com, Lori helps to keep the nonprofit sector current in the latest issues and trends. Previously, Lori served as Director of Strategic Solutions for Kintera P!N, where she managed a team of consultants, serving more than 300 nonprofit organizations in identification of prospective donors via wealth screening. While at Kintera, she also helped bring to market P!Ns desktop product as a web-based solution. Before joining P!N, Lori enjoyed the role of Associate Director of Research for The Florida State University Foundation, where she received the Administrator of the Year Award and served on the New Employee Orientation Committee and The Committee for Acknowledgement and Recognition of Employee Excellence. Lori is a member of the Association of Professional Researchers for Advancement International (APRA) where she serves as a member and former chair for its Ethics Committee; member and former co-chair of its Online Curriculum Committee; and member of its Body of Knowledge committee. She has served on the board of the Florida chapter of APRA, most recently as President and Director-at-Large. Lori also is a member of the Association of Advancement Services Professionals Best Practices Committee for Prospect Development and a member of ARMA International. She was a member of the fundraising operations certification task force and served as adjunct faculty and mentor for the fundraising operations certification program at Rice University’s Center for Philanthropy and Nonprofit Leadership. She holds a master’s degree from The Florida State University School of Information and a bachelor’s degree from Emory University. She is a voracious reader, a frequent author of articles and blogs, and a speaker at industry conferences.

Price:
$25 members / $50 Nonmembers



Portfolio Optimization Tool
This webinar reviews a dynamic reporting and visualization tool used to optimize portfolio reviews and build strong portfolios in real time. About your presenter: James Vermillion is the Director of Prospect and Relationship Management as well as the Interim Director of Integrated Direct Marketing (Annual Giving) at UC San Diego. He 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

 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



Faculty Engagement -- Best Practices for Successful Fundraising Partnership

Engagement of clinical faculty as partners in health care fundraising efforts is critical for success. Grateful patient programs provide a framework for engagement and involvement, and can offer standardized approaches for building relationships and trust with faculty. Learn best practices, strategic approaches and techniques that have worked well at academic medical centers and hospital systems in the US. Also learn how these best practices can extend to working with faculty and staff outside of healthcare for higher education fundraising efforts.

About your presenter: Lisa Howley, Assistant Vice-President of Advancement Service, Health Sciences, University of Southern California

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 / $50 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 / $50 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 / $50 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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