[APRA-NW] Fundamentals in Prospect Research Workshop Series

Jennifer A. MacCormack jmaccorm at u.washington.edu
Thu Apr 1 11:11:44 PDT 2010

Fundamentals in Prospect Research Workshop Series

Research 101: Building Capacity Ratings
Seattle April 28 9:00 AM-10:30 AM
Portland April 27 9:30 AM-11:00 AM
Corvallis April 21 9:00-10:30 AM

APRA-NW has begun to offer workshops focused on fundamentals of prospect research and relationship management. These 90-minute workshops are designed to provide you with an understanding of current practices and resources in various areas of research that serve as a great primer for those new to the field as well as a refresher for those of us who have been around a while. These workshops are intended to be highly interactive and will provide attendees with a solid foundation in the field of prospect research and relationship management.

After the success of our first workshop, we are excited to offer the next in our series, Research 101: Building Capacity Ratings. This workshop will cover best practices in financial analysis and rating your organization's prospects. Topics covered in this workshop will include the importance of assigning capacity ratings to your prospects, differences between a capacity rating and gift expectation, key sources (free and subscription) of financial information, commonly used formulas that help approximate capacity, and other useful tips and tools to help get you started or refresh your memories.

APRA-NW thanks its talented group of workshop leaders - Joseph Sherman, Betsy Cooper, and Kris Hunt - for offering these workshops!

Members: Free
Non-members: $20

If you haven't renewed your membership for 2010, now's the time! Renew online at www.apra-nw.org/join<http://www.apra-nw.org/join>. Contact membership director Jessica Balsam at jbalsam at uw.edu<mailto:jbalsam at uw.edu> for more information.

Registration: You can register online at http://www.apra-nw.org/templates/System/details.asp?id=39617&PID=759381
Or, email Jennifer MacCormack at jmaccorm at uw.edu<mailto:jmaccorm at uw.edu>

Seattle - University of Washington

Portland - Reed College

Wednesday, April 28, 9:00-10:30 AM
UW Tower, 22 Floor Boardroom
For directions, please visit http://www.washington.edu/facilities/uwtower/getting-here

RSVP Jennifer jmaccorm at uw.edu<mailto:jmaccorm at uw.edu>

Joseph Sherman is the Sr. Research Strategist at the University of Washington & has served in this role since 2007. He provides development research support and strategic analysis for the College of Engineering, Intercollegiate Athletics and the Principal Giving team. His development career began at Auburn University in 2003 where he worked as a Research Coordinator. Joseph has 10 years of experience in higher education starting in 2000 as a coordinator for Auburn's Agricultural Leadership Program.

Tuesday, April 27, 9:30 AM-11:00 AM
Vollum 302
Free parking available on site
For directions, please visit http://web.reed.edu/apply/gettingtoreed.html
Campus map: http://web.reed.edu/facilities_and_grounds/reed_static_map.html
RSVP Betsy Cooper cooperb at reed.edu<mailto:cooperb at reed.edu>

Betsy Cooper has been the Director of Prospect

Management and Research at Reed College for

over 8 years. Previously, she was a prospect researcher at the University of Colorado. She holds a BA in

psychology from Cornell University and an MLS

from Rutgers University. She serves as president of APRA-NW.

Corvallis - Oregon State University
Wednesday, April 28, 9:00 AM-10:30 AM

Oregon State University Foundation

Board Room

850 SW 35th Street

Corvallis OR 97333

541-737-7360 - my direct line


Free parking is available on site.
Come in and register at front desk and they will be directed to our lovely board room.
RSVP Kris Hunt Kris.Hunt at oregonstate.edu<mailto:Kris.Hunt at oregonstate.edu>

Kris Hunt With over 20 years in the development field, Kris Hunt is a Research Analyst for the Oregon State University Foundation, a private non-profit corporation affiliated with the University. She started her career in the gift processing group at North Carolina State University and assisted the university in their transition from their legacy system to a Sungard, Advance System. In 1996, Kris relocated back to her home state of Oregon and began working for Oregon State University. She worked as the lead in the Data Management Group before moving to the Research department in 2006. As a key member of the Research department, Kris has been instrumental in the University's implementation and integration of its Discovery Program, a multiyear effort to identify, rate and meet potential future donors for OSU's current $625 million dollar Campaign for OSU.

Kris is a native of Corvallis, Oregon, and has also lived in California, Tennessee and North Carolina. She earned her B.S. in human development and family sciences from Oregon State University.

Kris lives in Philomath, Oregon, with her boxer Britney, pending unnamed boxer puppy and cat Dink.

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