Registration is now open for a special fall workshop with Apra Minnesota!
Join us on Monday, October 28th from 1:00-4:00 PM to welcome special guest speaker Amy Begg!
Amy is coming to Minnesota to spend the afternoon chatting with us about three different prospect development topics in BWF's office building, the Wells Fargo Plaza in Bloomington. At 4:00, we'll wrap up the learning for the day, and wander 5-minutes down the road to Cowboy Jack's for a pay-your-own-way happy hour. It's like a mini-conference with one amazing speaker, and all your Apra-MN friends!
Registration is $25 for Apra-MN members and $50 for non-members.
Check out more information on Amy and her sessions below, and register today!
Living in the Gray Area: Understanding Wealth that isn’t Black and White
Regardless of your political affiliation, tax returns have given researchers an inside view of the gray area of wealth. How can we take what we learn from these filings and apply the concepts to a broader prospect base? In this session we will review how to look differently at some of the tools researchers use on a regular basis. We will use individual examples to try to understand and explain what is going on “behind the curtain.” We will explore how to develop the researcher “gut” and how to think holistically about prospects.
Measuring ROI: Musings on Showing Impact of Research, Analytics and Prospect Management
In this session we will explore how to measure and report on the impact that research, analytics, and prospect management provides to an organization. We will discuss different strategies and metrics used to report the ROI we have on fundraising to senior management. Metrics should be motivators for success that meet the goals of the organization.
Income: It's Not Just The Numbers
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 is managing director of prospect management at Harvard University’s Office of Alumni Affairs and Development. Prior to joining Harvard, Amy was the director of research at the YMCA of Greater New York in Manhattan. Amy is a trustee and secretary for the University System of New Hampshire, where she serves on the Finance Committee on Investments and the Educational Excellence Committee. She is a former board member for the New England Development Research Association and has served as president. Previously, Amy served as a board member for the Plymouth State Alumni Association, including a term as chair of the association.