Apra Metro DC Seeking Board Members

Are you looking for the next step in your professional development? Do you want to meet engaged professionals in our industry? Then consider applying for the APRA Metro DC Board of Directors! We are currently seeking a programming chair, communications chair, and membership chair.

Commitment: All levels of experience are welcome - we're looking for individuals who are passionate about philanthropy and want to get involved. Board members serve a two-year term. We meet in-person quarterly and hold regular conference calls. Board members also attend select events and the annual conference.

Interested? Know someone who would be a great fit? Want more information? Contact president@aprametrodc.net.

2018 AASP Summit Recap

Last year I decided to shoot my shot and apply for the Daniel H. Greely Memorial Scholarship to attend the 2018 AASP Summit in Chicago and learn even more about my awesome job and before I get into all the good nuggets of information I know you’re just dying to read, let me just say that it was an absolute honor to be chosen as the recipient of this scholarship. I feel very blessed and I’m super pumped to share what I’ve learned.

Read More

Income: It's Not Just the Numbers

Presented by Amy Begg, Managing Director of Prospect Management, Harvard University
Wednesday, March 6, 2019 | 11am - 12pm

High income earners often have similar assets to those in finance who are typically compensated through a bonus structure. The ways in which they earn their income impacts how they think about their money and ultimately their philanthropy. Explore the psychology of this and strategies we might employ toward these industries.

Amy Begg shares this session with Apra Metro DC fresh off the heels of the CASE Annual Conference for Development Researchers. Seats are limited!

This free webinar is open to Apra Metro DC members only. Register here!
To learn more about the chapter and join, click here.

Remembering Natalie Larmon

Apra Colleagues,

The prospect development community and Apra Metro DC chapter experienced a tremendous loss late last month. One of our programming committee members, Natalie Larmon, passed away unexpectedly at the age of 37.

She was a senior prospect analyst at The George Washington University and joined the Apra Metro DC Programming Committee in 2016.  Natalie was a passionate volunteer and prior to her work with the DC chapter, she was treasurer and conference-co chair for CARA in her home state of California.

The board and I feel so honored to have known and worked with Natalie. She was a bright light in the Apra DC family. We will miss her joyful personality, her humor, and her delight in all things nerdy.

GW Today has posted a tribute that we encourage you to read so you can learn a bit more about our friend. Her family have set up a GoFundMe campaign to assist with arrangements.

Sincerely,
Rachel Collins
President, Apra Metro DC

Lunch and Learn: The Value of Verifications with BWF

Thursday, October 18, 2018 | 12 p.m. - 1 p.m.
Location: United States Holocaust Memorial Museum| 100 Raoul Wallenberg Pl SW, Classroom C
Metro: Smithsonian

Most fundraising departments know that wealth screenings can be very helpful, but to get the best results, additional review by prospect research is needed. BWF insight has analyzed the data from thousands of screened records from capacity verification projects to demonstrate and quantify the value of verification. In this session, Roslyn Clarke, Director of Prospect Research Services, will define verification, cover some helpful strategies BWF developed and lessons they learn in the process, and quantify the value of conducting verification on screening records.


This free event is open to chapter members only. Lunch will be provided!

Register now!

POSTPONED: Foundation Center Event

Save the Date: Thursday, December 13 | 12 p.m. - 1 p.m.
Location: Foundation Center, 1627 K Street, NW, Third Floor | Metro: Farragut North, Farragut West, or McPherson Square

Stuck on prospecting for new sources of foundation support? Need to research a foundation and don't know where to start? Join Melissa Grannetino, Engagement Specialist, and Apra Metro DC for a private tutorial of resources at the Foundation Center, a leading source of information on philanthropy, fundraising, and grant programs! DC is lucky enough to host one of only five Foundation Center locations in the country where researchers can access key databases for FREE and learn from the pros. You don't want to miss this one!

Come with your lunch and your questions! This free event is open to both members and non-members.

This event has been rescheduled! Registration to open in November.

Call for Presentation Proposals for the 2019 Apra Metro DC Annual Conference

Apra Metro DC Annual Conference is the premiere event for prospect research professionals in the DC area. Apra members are full of interesting insights and industry knowledge. We invite you to share your knowledge at the 2019 Apra Metro DC Annual Conference with a presentation that showcases your strengths.

All submissions should address one of the topics in each domain of Apra's Body of Knowledge: Prospect Research, Data Analytics, Relationship Management, and Campaigns. We will also review submissions on Professional Development.

What we are looking for:


  • Original presentations that have not recently been used at other conferences.
  • Educational, actionable and engaging content that is formatted in a "how-to" style.
  • A title that clearly conveys the type of presentation you are proposing.
  • An abstract of no more than 300 words that addresses the topic of your presentation and two to three key takeaways the audience will enjoy.
  • Include who is in your target audience: small shops, large shops, general audience, etc.
  • Sessions will be allotted 60 minutes, so be prepared to be concise.
  • Abstracts should follow the following style guidelines: uses active voice, uses an AP style and is written in the third person.
Submissions:
Submission Deadline Extended to September 17, 2018!

Submit your proposal here.

Selected speakers will receive complimentary registration. In addition, limited funds are available for travel reimbursement.

We look forward to hearing from you!

Brown Bag Lunch Event: Rip It Up! Preparing Leadership for Success

Tuesday, June 19, 2018 | 12:00 pm - 1:00 pm
Location: The George Washington University | District House, Rm. B207 | 2121 H St NW
Metro: Foggy Bottom

You're promoting a new initiative in your office, now what? Grab a leadership buddy and get started. In this interactive session, we will hear directly from leadership about the critical partnership we have. We will discuss how to prepare leadership to speak on our behalf through communication plans, talking points, slides, and emails. You know you need leadership buy in, so come hear what's next once you have it!

Presenters:
Anne Dean, Director, Office of Research & Relationship Management, The George Washington University
Katie Turcotte, Assistant Vice President, University Programs, The George Washington University

This free event is open to members and nonmembers. Bring your lunch and your questions, and join us for this lively, informative session! (Food is also available for purchase from the vendors at District House: GRK Fresh Greek, Sol Mexican Grill, Wiseguys Pizza, and Chick-fil-A -- but get in line early so you don't miss a minute of the event!)

2018 Annual Conference

2018 ANNUAL APRA METRO DC CONFERENCE
Wednesday, April 25, 2018 | 8:00 a.m. - 4:30 p.m.
Location: Share Our Strength offices
1030 15th St. NW #1100W
Metro: Farragut North (Red), Farragut West (Blue/Orange) or McPherson Square (Blue/Orange)

Conference Program and Speaker Bios
Conference Registration


The Apra Metro DC Annual Conference is the premiere event for research professionals in the DC-Metro area. The conference will cover topics in each domain of Apra's Body of Knowledge: Prospect Research, Data Analytics, Relationship Management, and Campaigns.

Gain insights and knowledge from a renowned roster of speakers and presenters, including:
  • Jay Frost, Senior Partner at Jerold Panas, Linzy & Partners, who will deliver the Keynote Address
  • Sarah Cadbury, Director of Prospect Research and Management at the Philadelphia Museum of Art  
  • Mark Egge, Senior Manager of Prospect Development at the Greater Twin Cities United Way  
  • Pamela Lewis, Director of Development Research and Prospect Management, Office of Advancement and Alumni Relations at George Mason University  
  • Nick Sollog, Founder and CEO of The Sollog Group 

Pricing - Includes One-Year Apra Metro DC Membership: 

Early Bird Pricing in Effect 2/26 through 3/18!
  • Renewing Apra Metro DC Member: Early Bird $65 / Regular $70
  • New Apra Metro DC Member: Early Bird $75 / Regular $80
  • For Profit: $125
 

Sponsor Levels & Benefits

Apra Metro DC offers programming opportunities throughout the year to our engaged, diverse, and growing membership, and we invite you to join us as industry-leading strategic partners. Programming is focused on areas where Apra Metro DC members have enthusiastically and overwhelmingly declared their interests – like data analytics and prospect identification! Support our strong, dynamic chapter in the heart of the nation’s capital. You may download this as a PDF here.


Benefits
Chapter Sponsor
$2,500

Platinum Sponsor
$1,500
Gold Sponsor
$1,000
Silver Sponsor
$750
Sponsorship and logo on conference materials in tiered order of sponsorship dollar level
Yes
Yes
Yes
Yes
Exhibit table location including Internet connection at conference
Yes
Yes
Yes
Yes
30 minute presentations of services during sponsor sessions at conference (available to first two sponsors based on date secured)
Yes
Yes
Not included
Not included
Greet attendees at conference
Yes
Yes
Not included
Not included
Sponsorship of conference breakfast
Included
Not included
Not included
Not included
Complimentary conference registration, including breakfast and lunch
2 reps
1 rep
1 rep
1 rep
Programming option #1 - brown bag with known headliner or option #2 - professional development workshop
First right of refusal - option #1 or #2, not both
Second right of refusal - option #1 or #2, not both
Not included
Not included
Email blasts to APRA Metro DC membership through APRA Metro DC email portal
2 - one prior to conference
2 - one prior to conference
1 - after conference
1 - after conference
Hyperlinked logo on APRA Metro DC homepage through 12/31/2018 in tiered order of sponsorship level
Yes
Yes
Yes
Yes
Named scholarship in support of chapter member’s tailored professional development
Yes
Not included
Not included
Not included
Complimentary APRA Metro DC membership
2 reps
2 reps
1 rep
1 rep
Written piece in Chapter newsletter
Yes
Yes
Not included
Not included
Advertisement in Chapter newsletter
Full year
Full year
Once every 6 months
Once every 6 months

http://aprametrodc.blogspot.com/p/become-sponsor.html

For more information or questions about becoming a sponsor, please contact our Sponsorship Chair, Anne Dean, at Anne@aprametrodc.net. Apra Metro DC is a 501(c)6 organization.

 

REGISTRATION FOR THE 2018 ANNUAL CONFERENCE IS NOW OPEN!

Wednesday, April 25, 2018 | 8:00 a.m. - 4:30 p.m.
Location: Share Our Strength offices | 1030 15th St. NW, Ste. 1100W
Metro: Farragut North (Red), Farragut West (Blue/Orange), McPherson Square (Blue Orange)


The Apra Metro DC Annual Conference is the premiere event for prospect research professionals in the DC-Metro area. The conference will cover topics in each domain of Apra's Body of Knowledge: Prospect Research, Data Analytics, Relationship Management, and Campaigns.

Gain insights and knowledge from a renowned roster of speakers and presenters, including:

  • Jay Frost, Senior Partner at Jerold Panas, Linzy & Partners, who will deliver the Keynote Address

  • Sarah Cadbury, ‎Director of Prospect Research and Management at the ‎Philadelphia Museum of Art

  • Mark Egge, Senior Manager of Prospect Development at the Greater Twin Cities United Way

  • Pamela Lewis, ‎Director of Development Research and Prospect Management, ‎Office of Advancement and Alumni Relations at George Mason University

  • Nick Sollog, Founder and CEO of The Sollog Group


Pricing - Includes One-Year Apra Metro DC Membership:


Early Bird Pricing in Effect 2/26 through 3/18!

  • Renewing Apra Metro DC Member: Early Bird $65 / Regular $70

  • New Apra Metro DC Member: Early Bird $75 / Regular $80

  • For Profit: $125


Registration and Details:
Registration
Conference Program & Session Descriptions

Contact Catherine Flaatten at programming@aprametrodc.net with any questions.

2018 Annual Conference Program

Back to Registration

Program

8:00-8:30
Networking Breakfast & Registration

8:30-9:15

Keynote Address: Stand Out!

Jay Frost | Senior Partner | Jerold Panas, Linzy & Partners

9:15-9:30
President's Welcome

9:30-11:00
Planning, Balance, and Movement: Developing a Strategic Approach to Prospect Research
Sarah Cadbury | Director of Prospect Research | Philadelphia Museum of Art

11:00 -11:15
Break


11:15-12:30

Penguins and Polar Bears: Implementing Analytics in Polar Opposite Programs
Mark Egge | Senior Manager of Prospect Development | Greater Twin Cities United Way

12:30-1:15
Lunch


1:15-1:30
Chapter Announcements

1:30-2:45
Building a Prospect Management Program: PRIMED for Success!
Pamela Lewis | Director of Research and Prospect Management | George Mason University


2:45-3:00

3:00-4:15


4:15-4:30

4:45-7:00

Break

Getting Ready to Get Ready!
F. Nicholas Sollog III | Founder and CEO | The Sollog Group

Wrap Up


Networking Happy Hour
Woodward Table
1426 H Street NW
Washington DC 20005

Presentation Summaries

Keynote Address: Stand Out!
Jay Frost | Senior Partner | Jerold Panas, Linzy & Partners
Is your daily work bringing you closer to your big hairy audacious goal? Do you need a big dream reboot? In the battle for our most precious resource and nonrenewable resource — time — knowing what we want may be our most important consideration. Jay Frost leads an exploration to rediscover our biggest dreams, confront our darkest fears, and push beyond the daily obstacles and temporary economic setbacks to shine at the office and beyond!


Planning, Balance, and Movement: Developing a Strategic Approach to Prospect Research
Sarah Cadbury | Director of Prospect Research | Philadelphia Museum of Art
Researchers often see the challenges at their organizations but feel helpless to affect change. For example, what if you realize your colleagues need to improve their strategic approach to fundraising? We will discuss how changes to contact reports, research deliverables, documented strategies, and gift officer metrics helped fundraisers (including research) at the Philadelphia Museum of Art to be more strategic in their cultivation and ultimately solicitation of prospects.
  
Penguins and Polar Bears: Implementing Analytics in Polar Opposite Programs
Mark Egge | Senior Manager of Prospect Development | Greater Twin Cities United Way

No matter how big or small an organization is, nor how sophisticated (or unsophisticated!) it is, there are always opportunities to implement and improve on analytics capabilities. This presentation will cover two vastly different case studies in fundraising analytics, one at a small, well-established prospect development shop, the other at a much larger organization with a more nascent prospect development program. In addition to these case studies, the presentation will provide a number of recommendations for making your analytics-improvement-and-growth-journey just a little bit easier.

Building a Prospect Management Program: PRIMED for Success!
Pamela Lewis | Director of Research and Prospect Management | George Mason University
Aware, Well-Informed, Clued-Up and With It! — All are synonyms for PRIMED (Prospects - Researched, Identified, and Managed for Engaged Development). Developed by the presenter, PRIMED is a systematic research and prospect management plan that is not only easy to implement, but also delivers maximum impact, measured in increased fundraiser performance and prospect engagement. In this session attendees will learn how to leverage knowledge, data and action to maximize the return on investments of time, effort, and resources. 

Getting Ready to Get Ready!
F. Nicholas Sollog III | Founder and CEO | The Sollog Group
Is your organization ready for a capital campaign? In this session we’ll dive deep into how to evaluate your organization’s campaign readiness. We will do this by looking at a broad institutional perspective, staffing, and all the way down to your technology. Attendees will leave this session with a better understanding of how capital campaigns work as well as some tools and questions to help set your organization up for success.
This accomplished group of leaders will discuss the current challenges and opportunities faced by professionals in prospect research and development, as well as offer their insight as to where our field is headed in the future.


Speaker Bios

Jay Frost

Over the last three decades, Jay Frost has worked to identify and pursue billions in fundraising opportunities for thousands of charitable organizations around the world. 

Jay has been recognized as one of America's Top 10 Fundraising Experts by Philanthropy Media, one of the Top Experts in Fundraising by Klout, one of the Top Eight Fundraising Influencers by Elevation Media, and one of the Top Thirteen Excellent Fundraising Consultants by Double the Donation.

Jay serves as an Advisor to DonorSearch, which sponsored his participation in the conference today. He is also a Senior Partner with Jerold Panas, Linzy & Partners and a Senior Partner with Brian Lacy & Associates. He advises organizations at all stages of their efforts, from startup through capital campaigns.

Sarah Parnum Cadbury
Sarah Parnum Cadbury is the Director of Prospect Research at the Philadelphia Museum of Art. She served in the same role at La Salle University for eight years. Prior to returning to her hometown of Philadelphia in 2006, she worked in Research at DC organizations World Wildlife Fund, National Parks Conservation Association, and Sidwell Friends School and was President of APRA - Metro DC. Sarah has a degree in Sociology/Anthropology from Earlham College.





Mark Egge
Mark Egge is a seasoned fundraising professional with expertise in the areas of prospect research, fundraising analytics, prospect management systems, and management of prospect research programs. He has presented at the state, regional, and national levels on a range of prospect development topics. His presentation style has been described as "engaging as all get-out." (He is known for having turned a 3-hour presentation on SEC filings into a delightful experience.)


Currently, Mark is the Senior Manager of Prospect Development at the Greater Twin Cities United Way, where he oversees all of the organization's prospect development work. Prior to this Mark was Director of Prospect Research at Carleton College in Northfield, MN, where he ran a small, sophisticated prospect research program and led the College's prospecting, analytics, and prospect management efforts. He is a longtime volunteer, formerly serving as President of the Minnesota Chapter of Apra and sitting on various Apra committees and task forces. In 2015 he joined the Board of Directors of APRA International and in 2017 he was elected as President of Apra commencing in 2018.

Pamela Lewis
Pam leads a comprehensive program of research and prospect management including the identification and qualification of prospects sufficient to support George Mason University’s $500 million "Faster Farther" Campaign. Making data-driven recommendations to increase overall portfolio capacity and assist gift officers in the management of major gift prospects, she provides strategic support in effectively moving top prospects and donors through the fundraising cycle.  During her tenure at Mason, Pam has held increasingly responsible positions in the Advancement organization, where she started as a Prospect Research Analyst, responsible for developing high-quality prospect profiles, data analysis and supporting fundraisers in strategy development.  She has led the development and implementation of awarding winning strategies, including “PRIMED (Prospects-Researched, Identified and Managed for Engaged Development) for Success!”, a holistic and comprehensive approach of training, research, data analysis, and best practices to identify, interpret, analyze and manage prospect information and movement through the development engagement process.  Pam was the recipient of the 2015 Platinum Grand Award and the 2018 Platinum Award for Excellence, both for Best Practices in Advancement Services from CASE District III. She holds a BA degree in Journalism from New Mexico State University and a Master of Public Administration degree from the Schar School of Policy and Government at George Mason University.

F. Nicholas Sollog III
Nick Sollog is Founder and CEO of The Sollog Group, which he founded in 2009 to help charitable organizations meet their annual giving and prospect research needs. In addition to work with his own firm, Nick is a Capital Campaign consultant with the Episcopal Church Foundation. Since joining ECF in 2012 he has guided Episcopal organizations through more than $9 million in capital projects. Prior to consulting, Nick worked in the development offices at the University of Richmond and Lynchburg College. Nick is involved in the local community both personally and professionally. He sits on the foundation board of the World U.P. Foundation and is a member of Massey Cancer Center’s Massey Alliance. Professionally, he is a member of APRA Int’l, APRA-VA and VAFRE and sits on the boards of APRA-VA and VAFRE. He is a graduate of Lynchburg College and has received certificates from the University of Richmond’s Institute of Philanthropy in Grant Writing & Management, Fundraising & Development, and Nonprofit Marketing.

Back to Conference Page | Registration

SAVE THE DATE FOR THE 2018 ANNUAL CONFERENCE


Wednesday, April 25, 2018 |8:30 am - 4:30 pm
Location: Share Our Strength offices | 1030 15th St. NW #1100W | Metro: Farragut North or Farragut West

The Apra Metro DC Annual Conference is the premiere event for research professionals in the DC-Metro area. The conference will cover topics in each domain of Apra's Body of Knowledge: Prospect Research, Data Analytics, Relationship Management, and Campaigns.

Gain insights and knowledge from a renowned roster of speakers and presenters, including:

  • Jay Frost, Senior Partner at Jerold Panas, Linzy & Partners, who will deliver the Keynote Address

  • Sarah Cadbury, Director of Prospect Research and Management at the Philadelphia Museum of Art

  • Mark Egge, Senior Manager of Prospect Development at the Greater Twin Cities United Way

  • Pamela Lewis, Director of Development Research and Prospect Management, Office of Advancement and Alumni Relations at George Mason University

  • Nick Sollog, Founder and CEO of The Sollog Group


Pricing:

  • Renewing Apra Metro DC Member: $70

  • New Apra Metro DC Member: $80

  • For Profit: $125


Plan ahead and mark your calendar. Details on registration will follow soon.

Breakfast Event: Researchers' Roundtable Discussion Groups


Wednesday, December 6, 2017 | 8:30am - 9:30am
Location: District House at The George Washington University
2121 H St NW, Room B114 | Metro: Foggy Bottom

Pondering questions? Facing challenges? Beset by obstacles? Your research colleagues can help! Join us for a Researchers' Roundtable to share your knowledge and find solutions with a small group of your cohorts. Each discussion group (Prospect Research, Relationship Management, and Data Analytics) will be facilitated by an Apra Metro DC board member. Results from each group will be shared with all attendees of this event.

*Light refreshments will be provided. This free event is open to current Apra Metro DC members only.*

Lunch Presentation: A Researcher’s Guide to the Galaxy…of Resources


Wednesday, October 25, 2017 | 11:45am - 12:45pm
(optional Q&A from 12:45PM - 1:00PM)

Location: United States Holocaust Memorial Museum
100 Raoul Wallenberg Pl SW, Classroom A | Metro: Smithsonian

The current state of resources for prospect researchers is seemingly endless. There are pay-as-you-go, subscription, and free tools; websites, podcasts, books, and articles; sources for real estate, stock, private company information, salary surveys, philanthropic giving, and biographical information. How do you make sense of it all?

Bond Lammey, Managing Associate at Bentz Whaley Flessner and Apra International Board Member, will walk through options to consider in determining which resources to use for which types of requests. She’ll also highlight some specific options for resources by asset/wealth indicator. Attendees should come prepared to discuss their favorite resources and will leave with some new tools to hit the ground running!

*Lunch will be provided. This free event is open to current APRA Metro DC members only.*

RSVP Here

Webinar - Philanthropic Game Changer: Strategies for Donor Advised Funds

Tuesday, September 19, 2017 | 2:00pm - 3:00pm
Location: GoTo Webinar

In case you missed it, we are re-running our June webinar on DAFs:


Donor advised funds (DAFs) certainly aren’t a new philanthropic trend, but they are gaining momentum and, for better or worse, are grabbing headlines in the process. DAFs are quickly replacing the traditional family foundation as the must-have giving vehicle of the UHNW world. While most organizations are used to receiving distributions at an annual-fund level, DAFs are quickly becoming a factor in transformational giving. Fidelity Charitable Giving reported that DAF distributions of $1 million or more increased 27% in 2015. So how do prospect development professionals maximize grants from DAFs? Webinar participants will learn the basics of how DAFs operate, take a look at the different types of DAFs, assess the philanthropic profile of a DAF donor, review why DAFs are popular, and learn about strategies to cultivate DAF grants.

Cost: Free to members of APRA Metro DC and APRA Carolinas only; $20 for all others.

Presenter: Lindsey Nadeau, Associate Director, Presidential & Principal Gifts, The George Washington University

This webinar is co-presented by APRA DC and APRA Carolinas.

Register Here!