[APRA-NW] APRA-NW Conference reminder

Jennifer MacCormack jmaccorm at u.washington.edu
Fri Jun 16 09:31:14 PDT 2006

Good morning again!

This summer's conference promises to be a great one so don't miss out! You can register at http://apra-nw.org/events/conference.pdf.

Have a great weekend,
Jennifer MacCormack
APRA-NW, Program Chair

APRA-NW Annual Summer Conference 2006

Dollars Making Sense: Finding, Interpreting, and Analyzing Financial Indicators

June 26, 2006

8:30-4:00 (Continental breakfast and lunch included in registration)

The Longhouse Educational and Cultural Center

Evergreen State College

Olympia, WA 98505

Cost: APRA-NW members $55; non-members $70

You can download the registration form from our website www.apra-nw.org

Conference scholarships will be offered again this year! Click here for details and the application form.

Have you ever been asked to find the top potential donors for your organization? Ever been asked to determine a prospect's gift potential? Ever felt like you didn't have enough information to produce an accurate rating? Or maybe even too much information? What does all that financial information mean anyway?

Come join us this June for APRA-NW annual summer conference at beautiful Evergreen State College in Olympia where we will address these issues and more! Leaders in the field of development research will discuss how to find, interpret and analyze indicators of wealth to pinpoint and rate your best prospects. There will also be opportunities to network with your peers to discuss and exchange ideas and best practices in prospect financial analysis.

Jay Frost (Wealth ID) will kick the day off with an in-depth presentation on uncovering the "1-percenters," those with extreme wealth, in your database and how to document and summarize their wealth in ways that will get them to the top of your fundraisers' lists.

Maryrose Larkin (Northwest Research) will explore basic and advanced techniques and resources for finding and documenting financial information that are especially helpful for researchers in the Pacific Northwest.

Elizabeth Crabtree (Brown University) will end the conference with a detailed and comprehensive presentation of wealth analysis, estimation strategies and rating methodologies based on income, real estate, stock, and other factors. Elizabeth will show you how to develop rating systems, build gift tables, estimate giving capacity for annual, major, and planned giving programs and create simple affinity and inclination ratings based on relationships and levels of engagement, which can be customized to suit any size or type of organization.

About the speakers

Jay Frost serves as Chief Strategy Officer at WealthEngine following the company's August 2005 merger with Wealth ID, where he served as President & CEO. Frost has an extensive history in the philanthropic marketplace. In addition to his 11 years at Wealth ID and its predecessor companies, Thomson Financial Wealth Identification and CDA/Investnet, Frost served as: Director of Major Gifts at the International Rescue Committee; editor and co-founder of International Philanthropy; Development Associate at Meridian International Center; and, Program Specialist at the National Endowment for the Arts.

Maryrose Larkin is the Principal of Northwest Research, a company that provides donor research, donor management and electronic screening support to nonprofits. Previously, she was Prospect Research Manager at Portland State University from 2000 until 2002, and spent three years as a prospect researcher for the Kansas University Endowment Association. Maryrose is a Director of APRA-NW, a former Foundation Editor for Internet Prospector and currently runs a blog at http://northwestresearch.blogspot.com.

Elizabeth Crabtree is currently the Director of Prospect Development at Brown University where she manages a team of ten professionals and has responsibility for several areas critical to Brown's collaborative fundraising environment, including: campaign planning and management, prospect identification and research, data mining, modeling and market research, relationship management, and volunteer engagement coordination. She is a member of the board of directors for the Association of Professional Researchers for Advancement (APRA), where she serves as Vice President of Education and Professional Development. In addition to her work with APRA, Elizabeth is a member of AFP, CASE, and NEDRA and is a frequent and nationally recognized speaker and nonprofit consultant.

Click here for driving directions and campus map

Conference attendees can park in Lot B and follow APRA-NW Conference signs to the Longhouse. Parking is $1.25 for the day.

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman13.u.washington.edu/pipermail/apra-nw/attachments/20060616/3115733e/attachment.html>

More information about the APRA-NW mailing list