Go Beyond Insiders to Find Hidden Wealth in Forms ADV and 13F You may be familiar with SEC filings for public company insiders, but did you know that ultra-wealthy prospects trigger other SEC filings as well—even if they have no public company insider status at all? Forms ADV and 13F can reveal family offices, investment… Read More »Beyond Insiders: Wealth in SEC Filings Workshop
Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call
Gift “Kapacity” Ratings in the K-Shaped Economy What if you're missing your biggest prospects because you're using the wrong measuring stick? Here's a wake-up call: In 2022, half of all principal gifts to colleges and universities came from people who never walked across the campus as students. As the K-shaped economy continues to concentrate wealth… Read More »K-Shaped Capacity Ratings Workshop
Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call
Navigate requests, set realistic expectations, and prove your value as a solo prospect researcher You're the only researcher. Every request lands on your desk. And sometimes you're not even sure if what they're asking for is reasonable—or possible. Sound familiar? Being a solo researcher means you're juggling it all: prospect identification, prospect research, portfolio management,… Read More »Solo Researcher Survival Kit Workshop
Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call
You've seen the debate play out. On one end of the rope: people convinced A.I. will upend everything we know about research and prospect management — for better or worse. On the other end: those equally certain it is the key to unlocking capacity, insight, and impact like we've never had before. And there you… Read More »Monkey in the Middle: A.I. Tug of War in Fundraising Research
What prospect research skills look like in a small shop—and how to build them without a new hire. You have a development coordinator, a database administrator, maybe a jack-of-all-trades who handles a little of everything. They’re capable and hardworking — but your major gift pipeline isn’t where it needs to be, and you’re not sure what they could be doing to better support… Read More »Small Shop: Grow Major Gifts With the Team You Have
Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call
It’s a common story. You are excited to take a new job because you can shape and grow research and prospect management as the major gifts team grows. Who knows? Maybe you can start to build a team, too! But a few weeks in, you realize what sounded like good data practices in reality is… Read More »The Organization That Said ‘Hold My Coffee’ to Industry Standards: Hear a first-hand account of bridging the gap between industry standards and organizational truth
This moderated debate will explore differing viewpoints on management structures, wealth screening, public data, vendor reliance, due diligence, and established professional best practices—bringing to light the real tradeoffs behind the choices we make every day. Speakers will discuss how these topics influence prospect identification, qualification, portfolio strategy, fundraiser support, and ethical decision-making. Attendees will be… Read More »Across the Divide: An Apra Talks Debate
Join us for an engaging virtual webinar featuring Apra leaders and authors Marianne Pelletier, Ruth Giles, Sarah Marcotte, Katherine Scott, and Stephanie Willis, facilitated by Jen Filla. During this interactive panel discussion, the authors will share insights into their writing journeys, discuss the inspiration and process behind their books, and highlight key themes and takeaways… Read More »The Apra Authors Panel: Stories Behind the Books