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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:

Volunteer / Mentorship - Chair

Elizabeth Fennell (Libby)

Communications – Chair

Mallory Lass

Membership – Chair

Nicholas Antoniades

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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.

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.

Presenter: Lori Hood Lawson is co-founder and CEO of WorkingPhilanthropy.com and is also a member of Apra's Ethics & Compliance Committee.

Presented live on September 29, 2017.

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.

Presenter: James Vermillion, Director, Donor Strategy, 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.

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, Donor Strategy, 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

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

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

Price:
$50 members / $75 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

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?

Presenter: Dori Cavala

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

Price:
$50 members / $75 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

Price:
$50 members / $75 Nonmembers

 

 Qualification Efforts: Closing the Loop

Webinar Description:
Identification and research on major gift prospects. Developing qualification protocols, required activities, discreet outcomes and reporting needs.

Presenter: James Vermillion, Director, Donor Strategy, UC San Diego

Price:
$50 members / $75 Nonmembers

 

 Managing Monthly Donors and Prospects

Webinar Description:

Monthly giving programs and how to build strong relationships, obtain prospects and utilize the share data analytics. Learn how to generate new monthly donors using tools you already have in house. Understand the best ways to cultivate, upgrade and recognize monthly donors. 

Presenter: Erica Wassdorp, President, A Direct Solution

Price:
$50 members / $75 Nonmembers


 

 Tiers of Wealth - A Tailored Approach to Effective Engagement

Webinar Description:

Insights about the global demographics of the ultra high net worth, very high net worth, and high net worth wealth tiers. Discussion will reveal key characteristics and differentiators of individuals within these wealth tiers and how non-profit organizations can tailor their strategies to effectively uncover, understand and engage major donors.

Presenter: Suzy Alpert, Director Business Development, Wealth-x



 Analyzing the Jump from Donor to Major Donor

Webinar Description:

The Prospect development team at UC Irvine has developed tools to help prioritize the prospects in fundraiser portfolios and guide the development offices to the right prospects. These tools include an analysis of donor behavior prior to reaching major donor levels and a visualization tool to allow fundraisers the ability to access nuanced information about their portfolios on their own.

Presenters: Steven Parker and Ron Song, UC Irvine

Webinar Cancellation Policy:  NO REFUNDS.
Questions?  Please contact the CARA office at (916) 634-4211.

 

 
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