[APRA-NW] APRA-Northwest Summer Conference

Sheila Thayer sthayer at u.washington.edu
Fri May 12 09:40:41 PDT 2006

APRA-Northwest Summer Conference

June 26, 2006

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

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

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.

Finding the Top 1%

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.

Discovering Local Financial Resources

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.

Guiding the Way: Rating Wealth, Capacity and Potential for Philanthropic

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

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.

An active volunteer and educator, Frost is a member of the CASE Industry
Advisory Council, a past national board member and Metro DC Chapter President
of the Association of Professional Researchers for Advancement (APRA) and a
featured speaker at numerous international, national, regional and local
conferences and meetings of the Association of Professional Researchers for
Advancement (APRA), the Association of Fundraising Professionals (AFP), the
Council for the Advancement and Support of Education (CASE), Researchers in
Fundraising of the Institute of Charity Fundraising Managers, the European
Association on Planned Giving and other trade organizations.

In addition to his work as editor of International Philanthropy (1993-1998),
Mr. Frost has also published Winning Grant Proposals (The Taft Group, 1993) and
Japanese Resources: A Guide to Information on Japanese Business and Grantmaking
Activities (The Taft Group, 1991). His book chapters include: "Fundraising
Country Profile : Japan" in International Fund Raising for Not-for-Profits: A
Country-by-Country Profile
(John Wiley & Sons, 1999); "U.S. Philanthropy in the Asia Pacific Region" in
Emerging Civil Society in the Asia Pacific Community (JCIE/ISEAS, 1995) ;
"Washington Think-Tanks : An Information Channel," co-authored with Yuko Iida
Frost, as part of the American delegation to the Third International Conference
on Japanese Information in Science, Technology and Commerce (INIST, 1991) ;
and, "The Route to the Golden Temple : Identifying Japanese Prospects in the
Era of Good Corporate Citizenship" in The American Prospector (The Taft Group,
1991)." He has also provided articles for NonProfit Management Strategies,
Connections and other publications.

A graduate of the Interlochen Arts Academy and the University of Michigan, Mr.
Frost resides in Virginia with his family.

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. Elizabeth is a graduate of Berklee College of Music and
is currently an Executive M.A. candidate in the in Philanthropic Studies
program at Indiana University.

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.

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