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Throwback Thursday

Another Apra GH annual conference is in the books!

Thank you again to our sponsors, volunteers, presenters and most importantly attendees!  If you attended and haven’t completed your post-conference survey sent out on Tuesday, please do so.  We’d like to make the 2020 conference even bigger and better!

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A journalist’s take on taking a break…from Google.

“I am not nostalgic for an era of bank queues, closed shops and being lost. I am glad to be relieved of the obligation of social interaction just to access a bit of information, because people are not always helpful, patient or fun to talk to. But for all that Google has given us, we have paid a price: we’re well on our way to eliminating the element of surprise from our lives and, with it, joy.”

https://www.theguardian.com/technology/2019/apr/17/would-life-be-happier-without-google-i-spent-a-week-finding-out

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Take a peak at our annual conference speakers!

Still on the fence about attending our annual conference on May 23rd? Check out our amazing presenters!

 

Roslyn P. Clarke is the director of prospect research services, on the BWF Insight team. She manages all outsourced research projects, leads a team of researchers, conducts trainings, and provides prospect research counsel.

Before joining BWF Insight, Roslyn served as director of prospect research at Morehouse College and assistant director at Harvard University, where she was responsible for education and training for development research and specialized in the financial industry. At Harvard, Roslyn also lead research efforts for the principal gifts team and New York fundraising region while working to educate gift officers on wealth and philanthropic trends. Prior to Harvard, Roslyn worked at Brown University and Hebrew SeniorLife.

Roslyn is a seasoned conference speaker, frequent conference faculty member, and has conducted countless prospect research bootcamps. Over the years, she has presented for Apra, CASE, NEDRA, and AFP.

Elizabeth C. Hickman is the vice president at Thompson & Associates.  Elizabeth has over 35 years in the financial services world.  She brings significant trust and wealth management experience to the team. Her knowledge of family and estate-planning issues, wealth preservation and wealth transfer, added to her expertise in private foundations, charitable trusts and the needs of the nonprofit sector, enhance the team’s abilities to meet the needs of its clients. 

Active in the charitable community, Elizabeth has served on the boards of both local and national organizations, while serving on numerous professional advisors boards for Houston nonprofits.

She has taught at the Advanced Trust School of the Texas Bankers Association on subjects relating to charitable trusts and private foundations. She earned the Five Star Wealth Manager designation for seven consecutive years.

Elizabeth is a proud sixth generation Texan. She is married for over 20 years to Greg and currently lives in Houston. They are active in their church, where they have both served in various leadership positions. They enjoy using their gifts of hospitality with family, friends and strangers. They love to read, travel and are passionate about encouraging others to live generous lives.

Mike Pede, AVP for Alumni Relations at UH, enters his 10th year in service to UHAA. A 1989 graduate of UH’s Conrad N. Hilton College of Hotel and Restaurant Management, Mike and his wife, fellow UH graduate Melanie Stinson Pede (’91), are UHAA Life Members and the proud parents of daughters Kelsey (’17) and Krista (Class of ‘21) . Mike has served or currently serves on advisory boards for Bank of America and Liberty Mutual alumni affinity programs, and Council of Alumni Association Executives. He also has served CASE as Chair of the 2017 CASE IV Conference and as Programming Chair for the 2014 Conference in Houston. Also a member of the global CASE Commission on Alumni Relations. Mike also serves on committees at the Houston Livestock Show and Rodeo, Greater Houston Basketball Committee and the Texas Bowl. He is in his third term as Chair of the American Athletic Conference Alumni Council and is a past board member of the National Association of Collegiate Marketing Administrators.

Following graduation Mike served in several capacities at UH Athletics from 1989-1993, before serving 13 years as Assistant and Associate AD for Rice University. Beginning in 2006, Mike was in private business for three years and also extended his resume as VP of North American Music for LiveNation in Houston. Now Associate VP for Alumni Relations at UH, Mike has been leading UH alumni relations programs since rejoining his alma mater in 2010 with UHAA. In whatever time is left, he enjoys spending quality time with his family, golf and travel.

Mark Walcott is the Executive Director, Advancement Information Systems, Reporting, and Analytics at the University of Houston. Mark has over 9 years of experience in advancement services where he has transformed various aspects of Illinois State University, University of Houston, and University of California, Davis. His vision for the profession is to continue to find innovative ways to enhance the relationship between an organization and its donors, constituents, and friends.

Mark also serves on the board of directors for AASP.

Register here for the annual conference today!

 

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Apra’s New Researchers Symposium

 

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New to prospect development? Have new prospect development professionals joining your team? Take advantage of Apra’s New Researchers Symposium, which combines online learning with an in-person event on February 28 in Chicago.

New Researchers Symposium
February 28, 2019
Harry Caray’s Restaurant
Chicago, IL
With additional online learning leading up to the in-person event

Fast-Track Your Prospect Development Skills at Apra’s New Researchers Symposium!

Apra’s New Researchers Symposium is the only program that teaches the fundamentals of prospect development. This popular program combines weeks of online learning with a one-day, in-person event for additional hands-on learning and networking with your new prospect development peers.

Register early to ensure plenty of time for the online learning leading up to the event!

 

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Resolutions

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Did your New Years Resolutions include your professional development skills?

Did you resolve to grow your professional network? Or share your expertise with other industry professionals?

Did you make a resolution to grow your soft skills?

Then make a commitment to get active with Apra Greater Houston! Here are a few easy steps to take so that you can mark this resolution as DONE.

  • Complete this form if you are interested in presenting for or volunteering with Apra Greater Houston
  • Connect with us on Facebook and Twitter
  • Renew your membership with Apra Greater Houston

And, most importantly, resolve to come out to some of our events and meet like minded professionals.

Our next event is our lunch and learn recapping 2018 on Tuesday, January 15th.  See you there!

 

 

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Measuring Affinity

With a variety of internal and external data easily available, prospect researchers and analysts are able to provide greater insight to reach their organization’s goals. In order for data to help grow the prospect pipeline and inform decisions, one must be able to turn this data into valuable measurements.

I learned this first-hand in my initial attempt to create an affinity score to assist with prospect identification. To prepare for the task, I asked myself a series of questions. Some of those questions included:

What is affinity?

How do I define affinity for my organization?

Who would I consider has a high affinity for my organization?

What data is available to me that supports the statement, “a constituent has a high affinity?”

Do all significant donors or volunteers represent their affinity in the same way?

Which data points that are common between “high affinity constituents” and new prospects are, or are not, coincidental?

Which data points have greater ‘weight’ than others?

Which data points should have a maximum capacity in the resulting total score?

 

All of these and more were critical in my attempt to create a score.

Please note the use of the word ‘attempt’ above. I stress this because there is quite a bit of trial and error in the path to a final product. This is a project where one must continuously validate, adapt and iterate until the results successfully inform the decisions of your team.

Do not be afraid to try this on your own. There are services that can help with the process, but Excel is a great tool to begin the data manipulation required to calculate your score. Whether or not you use Excel or a specialized application for developing a score, it does not eliminate the need to question and understand affinity for your organization.

So I ask you, what is affinity for your organization?

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Giving in 2016 – survey findings from Dini Spheris

Dini Spheris just issued the results of a survey conducted earlier this year among philanthropic leaders in Houston.  The following infographic summarizes their findings.

source: Dini Speris

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