Apra MD 2018 Fall Conference

Thursday, October 25, 2018

Sponsors:

   

Program:

Keynote speaker: 

Karen L. Greene, Senior Consultant & Principal, Marts & Lundy

Metrics for Prospect Development: A Value Proposition

Metrics have become the way fundraising defines the effectiveness of its work. We know when we have reached our campaign goal or our participation target. Not as easily discernible is how service teams and programs support those goals. Learn how to build metrics for prospect development that connect and support overall fundraising goals; and stop the need for validating your program. Be prepared for a new matrix.

More info about Karen.

Featured speakers: 

Alexander W. Oftelie, Managing Associate, Bentz Whaley Flessner

Leveraging Screening for Strategy, Not Just Prospecting

Wealth Screening is a tool used to help uncover the potential of constituents-but it has so much more to offer organizations at strategic levels. Join Alexander Oftelie, Managing Associate of BWF Insight as he shares impactful strategies to get more wealth screening appends, and leverage this data into actionable and transformational intelligence, regardless of your organizations size or mission. This session will cover applications of screening beyond individual research, and demonstrate opportunities for supporting modeling efforts, assessing internal performance, and supporting strategic campaign planning.

More info about Alex.

Jay Frost, Senior Advisor, DonorSearch

What a Wonderful World: Strategies & Tactics for International Fundraising and Prospect Research

Over half the world’s millionaires are located outside the US and philanthropy is booming around the world! Are you looking outside your borders to these fast emerging markets for giving? In this fast paced, entertaining and illuminating global journey, Jay Frost explores the major wealth centers and philanthropic trends in each region of the world and explores the tools you can use to identify significant fundraising opportunities for your institution.

More info about Jay.

Beverly White-Seals, President and CEO, Community Foundation of Howard County

Behind the Begonias

The presentation will focus on the challenge of fundraising in affluent areas. Fundraising in affluent areas doesn’t necessarily mean a higher rate of giving. In a time of economic inequality in this country, middle and lower income individuals are donating more than they ever have before. People are beginning to recognize that you don't need to be a Rockefeller to participate in philanthropy. 

More info about Beverly.

Full Schedule:

8:30 – 9:00 AM	Registration/Breakfast
9:00 – 9:15 AM	Conference Kickoff
9:15 – 10:30 AM	Metrics for Prospect Development: A Value Proposition Karen L. Greene Marts & Lundy
10:30 – 10:45 AM	Break
10:45 AM – 12:00 PM	Leveraging Screening for Strategy, Not Just Prospecting Alexander W. Oftelie Bentz Whaley Flessner
12:00 – 1:00 PM	Networking Lunch
1:00 – 1:45 PM	Personality Tabletalk
1:45 – 2:00 PM	Break
2:00 – 3:00 PM	What a Wonderful World: Strategies & Tactics for International Fundraising and Prospect Research Jay Frost DonorSearch
3:00 – 3:15 PM	Break
3:15 – 4:15 PM	Behind the Begonias Beverly White-Seals Community Foundation of Howard County
4:15 – 4:30 PM	Closing Remarks

Location: