APRA MidSouth

Wait, If You Are APRA MidSouth... Who Or What Is "APRA"?

2012-03-08T13:49:00.002-08:00

Understanding what your professional association options are as a prospect researcher may not be immediately clear. When I was new to this industry years ago, fresh from the corporate world, I was the only one in a small development group. I was given a clear mandate from my fundraising group – what they wanted – and I just started doing it… This worked well enough for a time. I remember in that first year or two that I went to a fundraising gathering. There were no researchers! I remember thinking that maybe this was the state of the world we lived in. I sort of decided I’d been meant to wander the earth alone – with my laptop of wealth indicator databases, Excel lists, and profiles in progress.

Then one day, new at a different job, I was encouraged to review the APRA (Association of Professional Researchers for Advancement) website, www.aprahome.org. I was given a username and password and access to everything. Whoa! So this is a full industry that had been going for 20+ years – and there was a wealth of shared ideas and best practices to tap into. Wow. In a few minutes, I began to feel connected to a wider prospect research horizon than I’d yet known. You see, I’d not had anyone nurturing me toward a specific professional group that I should trust. Up until that day, I was appreciative of other fundraising/advancement groups and associations, but I noted how APRA much more focused on what I did day-to-day and as a career. I regularly listened to their saved seminars and read Connections, the newsletter of APRA. I looked at opportunities available at conferences and meetings. I reviewed the different smaller chapters around the United States. I wondered if Tennessee was supposed to have a chapter. (YES, TN was! More on the 2007 APRA MidSouth birth/history in another blog post.)

Today, APRA is headquartered in Chicago, Illinois (picture of tower they are in below). I think it is worth noting, this is their 25th year of existence! As of this month (March 2012), APRA has a completely renovated website (link above). I was fortunate enough to visit the headquarters for a strategy summit of chapter presidents in late February. In particular, I spent quality time with executive director Julie Sutter, operations coordinator Sarah Murphy, and others to address challenges and opportunities for the association. These women are exceedingly bright and helpful. Among their duties, they work with the board of APRA. Also during this time I was pleased to spend time with Michael Quevli, president of the board. Michael has served APRA for over 10 years. He currently works with Blackbaud Analytics, but has much been in the world as we researchers know it. He was the development director of research at the prestigious Keck School of Medicine at the University of Southern California for 8 years. The entire APRA leadership is more committed than ever to their chapters, and are actively working to strengthen our network.

What is the best national professional association for a prospect researcher to immerse oneself? I hope this blog post makes this clear. Second, what might be a best total immersion experience into the APRA world? After their website, I believe it is going on to attend the annual national conference. This year, it is in Minneapolis, Minnesota, from August 1 to August 4. Just this week, I received a great brochure in the mail detailing the many options and opportunities. It looks like everything in the mailer is also right there on the web! I am not 100% confirmed yet, but if possible, I hope to see you there.

Geoff Little, APRA MidSouth President
president@apramidsouth.org

Vanderbilt University Job Opening

2012-02-24T12:02:00.000-08:00

Please see our Job Board to learn about a Research Analyst position at Vanderbilt University.

Are You Linked In to LinkedIn?

2012-02-22T15:18:00.004-08:00

Okay, I just had to do that. But really, the question is a good one. Social media is becoming THE way to connect with each other, follow each other, check out each other, share thoughts, and so much more. As prospect researchers we not only have to be on this curve, we need to be ahead of it….if at all possible (does the phrase “proactive” start to jingle in your researcher brain cells?).

I can relate to Mitch Roberson’s post to this blog on February 15, 2012. In 2007, as a new researcher, just learning what works to discover solid and accurate information, I was looking for any trick of the trade to help me. Plus, working at a small shop like ours at Western Kentucky University (i.e. two researchers for 10+ fundraisers), two other terms definitely play into the equation, “free” and “quick.” Google, Yahoo, and other search engines were and still are a tremendous tool and honestly, they are my go-to choice when trying to find those first clues on a prospect.

So, in that vein of “fast” and “free,” that’s how I first stumbled on LinkedIn. In 2007 I had just become the Prospect Research Coordinator at WKU. Going through my usual research steps in Google, I saw a link to the prospect I was researching. It led to a site I had never seen or heard about before. You guessed it, LinkedIn.

And what good fortune! After becoming a member (the basic account level is free) I was able to find out some vital information on this prospect that we did not have previously. The prospect had not only given current work information, but a full work history, education background, interests and group memberships. I couldn’t believe what I was seeing. I printed the information and passed it on to the fundraiser and asked if they had ever heard of LinkedIn. They had not, so that made me wonder if this was going to be some flash-in-the pan networking site or would it be something that would get everyone engaged.

In 2012 I think we know the answer. The facts from LinkedIn’s “About Us” page state that this site that launched on May 5, 2003 and ended its first month of operation with 4,500 members now has more than 150 million members in over 200 countries and territories (as of February 9, 2012).

Since that first discovery, the explosion of LinkedIn members I have found has made me add LinkedIn searches to my regular research routine. And while I still have a basic membership, I have encouraged WKU’s fundraisers to upgrade to at least a Business account. These paying levels allow the fundraisers to InMail their connections – which can be especially helpful if no other accurate means of reaching a prospect exists in our database or files. And the fundraisers continually report that these connections are being made. (While I am not here to advertise for LinkedIn, I just wanted to point this out especially if you are new to LinkedIn or do not currently use all its features.)

So, how have I put this tool to use at WKU? First, I make sure I have the complete profile. Sometimes the embedded LinkedIn profile I find and the profile listed under “Public Profile” are different. I click on the “Public Profile” link to see if it is different than the embedded LinkedIn profile. (Public Profiles begin with: http://www.linkedin.com/in or http://www.linkedin.com/pub - Embedded Profiles begin with: http://www.linkedin.com/profile/)

Once I am sure I have the most robust profile, I copy the information to my database. If a photo is available, I also capture that, as well as links to any other websites shown on the prospect’s LinkedIn page such as Twitter, company websites and blogs. Our database now has a place to store these links, so I also add them to this section (if you add them to your database and they hyperlink automatically upon saving, be sure to check the format to ensure the links work – I had Twitter all wrong at first!) Then be sure and share your incredible findings with your fundraisers!

And one more thing, saving this information (the actual profile as well as the LinkedIn profile web address) has certainly proven a time saver when preparing a bio profile or creating a list of talking points for a discovery call. That is especially true when I check for a prospect’s current Linkedin profile and it is either gone or updated since the time I first captured the information.

I also encourage you to create your own LinkedIn profile. It is great for connecting with colleagues in your own organization, those associated with your profession, obtaining recommendations of your work, past employment, and much more. Groups exist for prospect researchers and fundraising in general. Discussions are popping up daily to help us be proactive in all areas of prospect research and fundraising including how to stay ahead of the social media curve!

APRA MidSouth and APRA International are both on LinkedIn – no surprise, right? Just search in the “Groups” section and ask to be a member – we will be glad to have you!

While I have spent this blog highlighting LinkedIn, I want to emphasize that other social media such as Twitter, Facebook, blogs, Google+ (and the next great trend(s) on the horizon) can also provide similar tidbits and clues on our prospects. All are public tools now made available to us because of the desire and need for people to stay virtually connected.

Is there something else you use to find this type of information on your prospects? Is it free or subscription? Please share your ideas and tools with us in the comments section.

Theresa Clark, WKU Prospect Research Coordinator, APRA MidSouth Director-At-Large
at.large@apramidsouth.org

Impressions of a New Researcher

2012-02-15T15:54:00.000-08:00

If you do much prospect research, you are probably familiar with the request to “pull research” on a prospect, as if there were one place where you could type a name, click ‘enter,’ and then sit back as the profile writes itself. A few short months ago, I, too, was under the misguided impression that research profiles were mostly printouts of content already prepared. As someone new to prospect research, I would like to discuss my evolving impression of what makes a good prospect research analyst. Here are a few things I’ve learned so far.

First, there is an endless array of resources to use, including subscription services, free databases, online newspapers and magazines, government documents, and many more. And within a particular resource, there is an infinite number of ways to pose the questions you want answered. It’s definitely overwhelming at first. For resources I use regularly, I have learned to explore new features or areas to find out if anything else is offered. Also, for each new profile I write, I try to consult at least one resource that is new to me.

Second, it’s important to be able to think about research from your client’s perspective. The client, in my case, is the development officer. What kind of information would make a development officer decide to visit a prospect vs. not to visit? What patterns of philanthropy indicate to the development officer that a person has the capacity to give to your organization? What detail suggests a prospect’s inclination to give?

Finally, I’ve learned that credibility with your clients is your currency. If your research is full of typos or is delivered past the deadline, the client isn’t going to value your work. Consistency, correctness, and attention to detail are critical. I’ve learned to double-check my math, try different combinations of search terms on Google, and proofread my work carefully. Responding quickly is also a great way to show that you are engaged.

I’ve got a way to go in becoming a good prospect research analyst, but I’m amazed at how much I’ve learned so far. It’s also amazing to see how many research profiles I’ve written. Believe me, none of them were pulled.

Mitch Roberson, APRA MidSouth Communications Director

communications@apramidsouth.org

APRA MidSouth Call for Members

2012-02-09T12:49:00.000-08:00

If you enjoy reading this blog and staying up to date on research techniques, then APRA MidSouth may be just the thing for you!

With membership in APRA MidSouth, you have the opportunity to connect with other research and development professionals through mentoring programs, professional development workshops and events, and networking opportunities.

Don’t be worried that APRA MidSouth is for research professionals only. It is great for anyone involved with nonprofit fundraising. Starting up a brand new organization or just looking for new donors? APRA MidSouth can help you along the way with tips and techniques to make your fundraising efforts more efficient and effective.

To join, complete and return the membership form to APRA MidSouth. If you have any questions regarding membership, please contact Mandy McFarland at mandy.mcfarland@vanderbilt.edu or 615-322-3919.

We look forward to hearing from you soon!

APRA MidSouth Membership Application 2012

2012-02-02T08:14:00.000-08:00

(For full page view, click on the image.)

JOB OPENING at Vanderbilt University, Nashville, TN

2012-02-01T14:58:00.000-08:00

Research Analyst, Development and Alumni Relations
Description
Identify and profile potential major gift donors to Vanderbilt University to enhance the university’s fundraising efforts. Collaborate and strategize with colleagues, clients and key administrators regarding prospect identification. Provide clients with written reports containing analysis of information gathered from public sources and recommended courses of action for specific donors. Report to the Director of Research and Prospect Development (RPD).

Preferred education, experience and skills:

Experience in university advancement/development operations.
Ability to analyze, interpret, synthesize and present complex information effectively.
Ability to design and implement data-mining initiatives to identify and/or stratify potential major gift prospects.
Solid judgment, sensitivity, and discretion in handling confidential information and situations.
Ability to collaborate effectively with colleagues and staff, particularly in support of medical center goals and initiatives.
Ability to manage several projects simultaneously, set priorities and meet multiple deadlines.
Demonstrated proficiency in usage of electronic research tools and techniques, including use of push technology for news alerts.
Demonstrated proficiency in efficient and effective internet search methodologies.
Demonstrated proficiency in use of computer applications and databases.
Knowledge of SunGard Advance database.
Exemplary communication, organizational and customer service skills a must.

Key Functions and Expected Performances:

Provide prospect identification and research needs for an assigned group of development officers (clients) enabling them to meet and exceed fundraising goals.
Collaborate routinely with clients to develop prospect identification, cultivation, solicitation and overall fundraising strategies.
Consult with clients to determine feasibility of research requests and special projects. Negotiate project scopes and deadlines directly with clients.
Advise development officers of database segmentation opportunities. Design and implement segmentation strategies to uncover new prospects.
Identify new prospects using traditional and novel prospect research techniques and tools including periodical and electronic resource screening and/or information provided by the prospect, his/her organization and or peers. Notify clients of new potential prospects consistent with established DAR policies.
As requested by clients, provide briefing materials to the chancellor, deans, Board of Trust members, and other key university administrators regarding major donors/prospects.
Possess high-level of knowledge and understanding of the donor database.
Review local and national news data from internet-based and published periodicals. Send articles/alerts to clients as appropriate.
Notify data maintenance staff and clients (as appropriate) to new prospect/donor information so that it can be appropriately updated in Advance.
Safeguard the confidentiality of donor information at all times. Uphold DAR policies regarding confidential information.　
Adhere to ethical and confidentiality guidelines as indicated by the Association of Professional Researchers for Advancement (APRA) as well as university guidelines.
Manage special projects as assigned.
Produce and deliver service to clients based on departmental product standards within agreed upon timelines.
Maintain professional working relationships with clients and colleagues.

Basic Qualifications
Job requires Bachelor's and 2 years of experience or the equivalent.
Additional Information:
This is a full-time position.
Vanderbilt is an equal opportunity, affirmative action employer.
To apply for this position, go to the following link:
http://www.vanderbilt.edu/work-at-vanderbilt/. The position is listed as a Research Analyst, Job Number 1200974.
This position will be posted on the Vanderbilt Human Resources website until Tuesday, February 14.

One Stop Shops

2012-02-01T14:49:00.000-08:00

One of the most common sites prospect researchers frequent are county property assessors to look for or verify property ownership. Over the years I’ve found several sites I like to think of as “one stop shops.” These sites provide a comprehensive list of county property assessor links. In addition to these helpful links, several sites also provide access to other free public record searches in every state and county in the United States.

Similar to the amazing and comprehensive website Christine Pulawski created (http://www.pulawski.net/) these websites save valuable time (and your sanity) when looking for the direct link to the online database for an obscure county’s property assessor.

Here are a few of my favorites:

Free Public Records Search Director
http://publicrecords.onlinesearches.com/
I use this site the most when searching for a county assessor’s page.

(Click on images to enlarge them.)

After clicking on the state you are searching, you can quickly access the specific county you want by using the drop down menu in the left corner of the page. You will then be directed to a series of links associated with that specific county.

Not sure which county your city is located? Use the Geographic Names Information System (http://geonames.usgs.gov/domestic/) OR the U.S. Census Bureau’s State and County QuickFacts (http://quickfacts.census.gov/cgi-bin/qfd/lookup) to quickly find the county.

BRB Publications, Inc.’s Free Resource Center
http://www.brbpub.com/free-public-records/

Although this site will also search county property assessors by state, it has turned into my first stop for looking up state occupational licensing boards.

Sorted by state, BRB provides a comprehensive list of occupations to choose from to verify an individual or firm’s information. Each state is different about how much information they provide, but some include current employer, education, specialty board certifications, community service/awards/honors, disciplinary history, etc.

Other comprehensive sites you might find helpful and can add to your research toolkit:
Northwestern University’s research department compiled and maintains a comprehensive and incredible site: http://www.nudevelopment.com/research/bookmark.html

University of Virginia’s Portico is a very helpful web resource: http://indorgs.virginia.edu/portico/home.html

The University of Vermont also has a helpful compilation of prospect research sites: http://www.uvm.edu/~prospect/index.html

University of Southern California’s research office has also compiled and organized multiple online resources: http://www.usc.edu/dept/source/index.html

Although it has not been updated in several years, David Lamb’s prospect research page still has helpful links: http://www.lambresearch.com/

NETROnline: http://www.netronline.com/

Wall Street Executive Library: http://www.executivelibrary.com/Research.asp

Search Systems.net: http://publicrecords.searchsystems.net/

Virtual Gumshoe: http://www.virtualgumshoe.com/resources/

Property Assessment Directory: http://www.propertyassessmentdirectory.com/

What comprehensive sites have you found most helpful with your work? Share with us in the comments.

Maximizing Form 990 and Form 990-PF

2012-01-26T07:28:00.000-08:00

Navigating a Form 990 or Form 990-PF can be daunting when you are not familiar with their contents. Many are quite lengthy, and to the untrained eye page after page looks the same. However, if you know where to look, these forms contain lots of great information and, sometimes, surprising details. Did you know there is a question on the Form 990 specifically asking “Did the organization receive any payments for indoor tanning services during the tax year?” The answer to this question and other more-relevant facts can be found within the pages of these annual non-profit and private foundation filings.

The Form 990 is the annual IRS tax return form for tax-exempt organizations. The Form 990-PF is a specific filing for private foundations. Both can be helpful in the world of prospect research. Websites such as Guidestar and Foundation Center offer access to these documents.

Are you researching an executive director? Do you need to know more about a particular non-profit organization? Here are some very useful things you can learn from a non-profit’s most recent 990:

· The dates of the organization’s fiscal year. This is the very first item on the form (Line A), even before Part I.

· The official mission statement. Sometimes organization’s websites elaborate or have several similar versions of the organization’s mission. Here is where you can find the official mission statement: Part I, Line 1.

· A list of directors, officers, trustees, and key employees. Find the list in Part VII, Section A. This list will also include compensation information for any directors or officers, and for the top five highest paid employees (over $100,000).

Some helpful things to look for on a private foundation’s Form 990-PF:

· The dates of the organization’s fiscal year. Just like the regular Form 990, this is the very first item on the form.

· Market value of year-end assets. Foundations typically give away around 5% of this value each year. Look for this number in its own box (Line I) on page one, just above Part I.

· Total of contributions, gifts, or grants paid. This number can be found in Part I, Line 25. There is more detailed information about grants later, too.

· Average Distribution Ratio. This is the average percentage of its total assets the foundation has given away each year, over the past five years. This ratio is usually around 5%. If it is significantly higher, the foundation may be in spend-down mode. You will find this number on page 3: Part V, Line 3.

· List of officers, directors, trustees, five highest-paid employees, and their compensation. This is Part VIII (page 6) of the form, but the list often will be attached as a statement at the end of the document.

· Part XV contains information about the foundation’s grant cycles and funding requirements. Not all foundations provide this information, but it is always worth a look.

· Grants and Contributions. This is the one you have been waiting to see. You will find a list of the year’s grants – those paid during the year and those authorized for future payment – in Part XV (page 11). These are sometimes listed separately as an attached statement due to space restrictions on the form. The information provided should include the recipient, an amount, a purpose, and sometimes the location of the recipient organization.

This is only a small sampling of the wealth of knowledge located in the Form 990 and Form 990-PF. The next time you are trying to find the answer to a question concerning a non-profit organization or private foundation, be sure to check its most recent tax return document. You never know what surprises you might find.

Compensation Resources

2012-01-20T15:47:00.000-08:00

How do you find good compensation figures on your prospects? How do you know they are accurate? These are questions we, as prospect researchers, often face. Sure, we can rely on the Department of Labor’s Occupational Outlook Handbook or National Occupational Employment and Wage Estimates for general searches (both good options!). But, what if even more specific information is available....? We took a minute to gather some of our favorite compensation sites by industry and listed them out here on our blog. These sources have definitely helped us out over the past year, and we hope they will do the same for you!

Local and National Government:

LegiStorm - Legislative Branch
Plum Book - Executive Branch
Asbury Park Press - Federal Employees
Tennessee State Employees
Sunshine Review - State and Local Government

Professional Sports:

Major League Baseball
National Football League
National Basketball Association
National Hockey League

Entertainment Industry:

Billboard Top 40 Money Makers

Medical Doctors:
American Medical Association
American Medical Group Association Cejka Search Compensation Survey
Merritt Hawkins
Health Care Salary Surveys

What about you? Leave us a comment and let us know what compensation sites you visit regularly!

APRA MidSouth Welcomes 2012 and Your Input for a Great New Year!

2012-01-03T12:42:00.000-08:00

Hello and Happy New Year!

We here at APRA MidSouth are very excited to usher in a new year and great opportunities for our chapter. In 2011, our group hosted several educational events, networking opportunities, and a regional workshop in Bowling Green, Kentucky. This year, we would like to offer some of the same great programming – but bigger and better than ever!

To make sure we are meeting our members’ needs and expectations, we would LOVE to have your input!

·         Do you have a great idea for a chapter activity or speaker?
·         Would you like to host a regional event?
·         Do you want to become an APRA MidSouth regional ambassador or volunteer?
If so, please feel free to email us at apra.midsouth@gmail.com. We welcome your participation and the opportunity to work together!

We would also like to take this opportunity to introduce the 2012 Governing Board and welcome our new and returning members:

President – Geoff Little, Senior Research Specialist at Vanderbilt University

Vice President – Angie Stapleton, Research Specialist at Vanderbilt University
Treasurer – Caroline Rossini, Research Analyst at Vanderbilt University
Secretary – Angie Herrington, Senior Research Specialist at Vanderbilt University
Membership Director – Mandy McFarland, Research Analyst at Vanderbilt University
Communications Director – Mitch Roberson, Research Analyst at Vanderbilt University
Director-At-Large – Theresa Clark, Prospect Research Coordinator at Western Kentucky University
Past President – Jane Spangler, Director of Prospect Research at Vanderbilt University

If you have questions for a specific board member, please feel free to email them directly. If you are an APRA MidSouth member and would like to attend our first board meeting (either in person or via conference call) on Wednesday, January 11 from Noon to 1 p.m. CST, please RSVP to Angie Stapleton. As always, we would love to have you!

We look forward to an invigorating and educational 2012! Happy New Year!

Happy Holidays from APRA MidSouth

2011-12-21T09:59:00.000-08:00

Job Opening at Western Kentucky University

2011-12-16T11:20:00.000-08:00

WESTERN KENTUCKY UNIVERSITY

Advancement Services

Director of Prospect Research

Western Kentucky University, Advancement Services, is seeking applicants for a Director of Prospect Research. The Director of Prospect Research is responsible for the overall coordination and production of information on the prospects and donors to WKU. The Director of Prospect Research reports directly to the Director of Advancement Services, but maintains close working relationships with other Advancement Services and Development Office staff.

Primary Duties and Responsibilities:

The following duties are customary for this position, but are not to be construed as all-inclusive. Duties may be added, deleted and assigned based on management discretion and institutional needs.

· Maintains an overall knowledge of the University’s top prospects to assist fundraisers in developing appropriate cultivation, solicitation, and stewardship strategies; references and represents that information at meetings and in discussions, as needed

· Uses daily and weekly sources of information, such as newspapers, magazines and several electronic data sources for important information on past donors, prospects, and for the identification of new prospects; assigns prospect ratings based on giving capacity as determined by extensive financial research through on-line databases and resources

· Maintains all existing central files

· Proactively gathers data from research, journals, clippings, etc. on prospects; update and streamline the central files as necessary

· Responds to inquiries and prepares concise written reports to determine financial assets, potential for philanthropic support, areas of interest and other University affiliations

· Interprets biographical and financial information on individuals, corporations, and foundations based on the development staff’s fundraising strategies and objectives

· Proactively gleans information from existing files and sources to identify new fundraising projects or fundraising approaches for previous prospects and donors. This information will be shared on a routine basis with appropriate staff

· Keeps abreast of developments in prospect research by attending training sessions and communicating with other researchers by means of national and state professional organizational memberships, conferences, and electronic mailing lists focusing on prospect research and fundraising issues

· Trains and supervises research staff and student assistants and manage a budget for research resources

· Evaluates research tools and emerging technology and coordinates vendor relations

· Responsible for oversight and supervision of the Prospect Management area of the alumni and donor database and enforces all policies associated with this system

· Interprets and monitors prospect management policies

· Provides standing and special request reports and data relating prospect management

· Coordinates all transfers or changes in assignments for all entities associated with the system

· Has a thorough working knowledge of the database system, helps maintain and enters updated information onto the system and performs other duties as assigned

Required Qualifications:

· Bachelor’s degree

· Three years of Prospect Research/Prospect Management or related experience in a higher education or non-profit setting

· Thorough knowledge of prospect management and research techniques

· Strong project management skills and a collaborative nature in working with others

· Proficient computer literacy and ability to learn applications quickly

· Proficiency in conceptualizing and developing proactive prospecting methodologies using such tools as constituent list segmentation, data mining and electronic and peer screenings

· Experience with donor relationship database such as SunGard Advance

· Excellent analytical skills and the ability to locate and interpret financial and biographical information from a variety of sources

· Understanding of wealth indicators and the ability to translate such information into prospect ratings and gift estimates

· Strong analytical skills, including expertise in the modeling and analysis of data

· Advanced computer skills, particularly with the Microsoft Office

· Ability to foster a collaborative, customer-oriented working environment

· Demonstrated record of independent judgment, initiative, problem solving and adaptability

· Ability to maintain confidentiality

· Demonstrated ability to analyze and synthesize a high volume of information

· Ability to write concise research documents accurately with attention to detail

· Excellent written/oral/interpersonal communication skills

Salary commensurate on experience

Applications for employment will be accepted electronically only. Interested candidates must submit a letter of application, current resume, and names, addresses and daytime phone numbers of three professional references using the online application process. Please refer to the following website to apply: http://asaweb.wku.edu/wkujobs. For further assistance call (270) 745-5934. Please reference requisition number S3131. For full consideration, submit application materials by January 20^th, 2012. Position will remain open until filled.

Western Kentucky University does not discriminate on the basis of race, color, national origin, sex, sexual orientation, disability, age, religion, or marital status in admission to career and technical education programs and/or activities, or employment practices in accordance with Title VI and VII of the Civil Rights Act of 1964, Title IX of the Educational Amendments of 1972, Section 504 of the Rehabilitation Act of 1973, Revised 1992, and the Americans with Disabilities Act of 1990.

Persons with disabilities, who need reasonable accommodations to participate in the application and/or selection process, should notify The Office of Equal Opportunity/Affirmative Action/University ADA Services at (270) 745- 5121, a minimum of five working days in advance.

Job Opening at Sewanee - The University of the South

2011-12-14T09:00:00.000-08:00

Director of Research/Senior Analyst
University Relations
Exempt, Full-Time, Regular Appointment

The University of the South seeks a Director of Research/Senior Analyst. The Director of Research/Senior Analyst will develop and implement objectives for strategic research and prospect development in support of fundraising goals, informing fundraising efforts with research on leadership and principal level prospects and serve as primary liaison to and researcher for the University Relations department.

The Director of Research/Senior Analyst must have a Bachelor's degree and will need a minimum of 4-6 years in prospect/development research (or an equivalent amount of professional experience in an analytical, research, investigative, paralegal or similar role). Experience with analysis of alternative asset firms (hedge fund, private equity, venture capital) for determining personal worth and with valuation of private companies and stock/option holdings strongly preferred. Experience with web-based research and database operations/usage required. The ideal candidate must possess strong analytical, interpretive and communication skills required to analyze complex materials found in multiple sources and effectively articulate result. The candidate must also be highly skilled formulating advance online search strategies, have exemplary computer skills, be proficient with business terms, Wall Street/finance, and compensation practices. The candidate must also possess the ability to locate and analyze complex financial disclosures, possess a sound understanding of stock, stock splits, dividends, options, options vesting, and strike prices. The candidate must be able to prioritize and manage multiple assignments, consistently meet tight deadlines and be adept at working independently and collaboratively with people at all levels. Comprehension of fundraising fundamentals, goals, and the prospect giving cycle, along with attention to detail and commitment to accuracy is a must.

The University of the South comprises a highly-regarded College of Liberal Arts and Sciences and a distinguished School of Theology. It is an institution of the Episcopal Church that welcomes individuals of all backgrounds. It is located on a striking 13,000-acre domain in Tennessee's Cumberland Plateau.

Eligibility for employment at the University is contingent upon satisfactory completion of a background screening. Salary and benefits will be commensurate with qualifications.

The selection process will begin immediately. Interested individuals should send a cover letter, resume, and the names, address and telephone numbers of three references to:

https://www.sewanee.edu/site/j9UB9e/application

Christy Owens
Human Resources Coordinator
931-598-1381
ctowens@sewanee.edu

The University of the South is an Equal Opportunity Employer.
Minorities and women are encouraged to apply.

Job Opening at The College of William and Mary

2011-11-07T11:51:00.000-08:00

EXECUTIVE DIRECTOR – PROSPECT DEVELOPMENT & INFORMATION STRATEGY

THE COLLEGE OF WILLIAM AND MARY

WILLIAMSBURG, VIRGINIA

The College of William and Mary has an exciting opportunity for a highly motivated Executive Director of Prospect Development & Information Strategy to join a strong, results--‐oriented team working together to support one of the nation's oldest and most distinguished colleges.

Bring your skills, entrepreneurial spirit, and track record of effecting transformative changes to this development team where measured outcomes and the formation of meaningful relationships drive success. This position allows you to join the leadership ranks of a high--‐functioning team operating with solid internal infrastructure and a commitment to strategically grow research and prospect management capabilities through a campaign and beyond.

The Executive Director serves in a leadership role as a member of the Development Senior Staff including campaign planning/management team; creates strategy and leads all functions of the department of PD&IS which provides actionable information, metrics and advice on upper level prospects and donors to aid senior management in decision making; oversees and evaluates division wide training program and keeps abreast of tested and emerging technologies and methodologies that will aid the development program in more efficiently and effectively managing prospects, prospect strategy & information about major and upper level donors.

Requirements

Several years of research and prospect management experience or a combination of research, prospect management, and major gift fundraising experience, preferably at or with an academic or major research institution.

Entrepreneurial spirit and a record of effecting transformative change.

Knowledge of the principles of external fundraising, donor relations, capital campaigns, and of an academic institution's organization, structure, and function.

Interpersonal skills to establish and maintain good working relationships with a range of diverse persons from senior management to technical and administrative staff.

Demonstrated experience in independently developing and implementing strategic plans that incorporate a concise definition of goals, targeted audiences, and strategies in--‐line with institutional goals.

Exceptional communication and writing/editing skills; ability to make effective and persuasive presentations to internal groups and external individuals.

Proven ability to develop guidelines and metrics to track effectiveness of projects and processes. Comfort and skill in managing complex issues creatively and effectively.

Record of developing, mentoring and training staff. Independent judgment, tact, and diplomacy.

Experience in project and program management.

Bachelor's degree required. Advanced degree highly preferred.

To Apply

Application may be made via The College of William and Mary website: https://jobs.wm.edu/applicants/jsp/shared/search/Search_css.jsp Position # FP212L

Applications will be shared with our executive search partners at Cross Hill Partners, LLC.

Review of applications begins immediately and will continue until an appointment is made. The College of William and Mary is an Equal Opportunity/Affirmative Action/Equal Access employer. The College will conduct a background check on finalist candidates.

Job Opening at Florida State University Foundation

2011-11-07T11:27:00.000-08:00

Job Opening:

DIRECTOR/MANAGER OF RESEARCH & PROSPECT MANAGEMENT at FLORIDA STATE UNIVERSITY FOUNDATION

The Florida State University Foundation located in Tallahassee, FL has partnered with national nonprofit search firm People & Systems to hire their next Director/Manager of Research & Prospect Management.

NOTE: Applicant information is NEVER shared with our client without permission. 100% CONFIDENTIAL application process guaranteed.

TITLE: Director/Manager of Research & Prospect Management

OPPORTUNITY:

Are you an experienced research/prospect management professional seeking an opportunity to provide leadership, vision and strategic direction for this highly regarded foundation? Are measured outcomes and the formation of meaningful relationships the cornerstone of your management style and success? This position allows you to join the efforts of a high-functioning senior management team operating with solid internal infrastructure to strategically grow the Foundation’s research and prospect management capabilities through an up-coming campaign and beyond. Does the opportunity to greatly impact the future of an organization through your research/prospect management expertise in an entrepreneurial and academically diverse environment sound like an attractive career advancement possibility? If so, this may be your next career move.

Reporting to the Vice President for Advancement Services you will use your proactive and collaborative work style to provide strategic planning, operational guidance, interdepartmental training and relationship-based research to support the Foundation’s fundraising goals. Specific duties include the management/development of existing personnel, refinement and growth of the donor pool, oversight of prospect screening and donor information management.

QUALIFICATIONS:

This position requires a mission focused professional, a Bachelor’s degree (advanced degree preferred.) and 5-7 years of research data analysis and prospect management experience. Ability to foster collaborative management based on open, transparent, continual communication, sharing, and inclusive decision-making is strongly desired. Attention to detail, strong data management/analytical skills, exemplary writing and verbal communication, and advanced computer literacy are a must.

HOW TO APPLY:

By applying, you are ONLY sharing your resume with People & Systems, not the hiring organization. Your information is NEVER shared with our client without your permission. If selected, you will be given full disclosure about the position/organization, allowing you to decide whether or not you wish to proceed. All applications are 100% CONFIDENTIAL.

Send a resume and cover letter to: FSU@peopleANDsystems.com

visit our posting at: http://www.nonprofitJOBMARKET.org/jobDetail.aspx?jobId=5853

JOB POSTINGS - Openings at Vanderbilt University, Nashville, TN

2011-10-24T13:41:00.000-07:00

Two Positions have opened at Vanderbilt University, Nashville, TN

1. Research Specialist-DAR University and Central
Application time frame: closes Friday, November 4, 2011

Job Description:

Identify and profile potential major gift donors to Vanderbilt University to enhance the university's fundraising efforts. Collaborate and strategize with colleagues, clients and key administrators regarding prospect identification. Provide clients with written reports containing analysis of information gathered from public sources and recommended courses of action for specific donors. Report to the Director of Research and Prospect Development (RPD).

Minimum Requirements:

This position requires Bachelor's degree and a minimum of 24 months of related experience.

Preferred Qualifications:

•Minimum of three years’ experience in university advancement/development operations, or other relevant experience.

•Demonstrated skill in writing ability and grammar usage as well as editing logical, detailed and analytical profiles and reports.

•Ability to analyze, interpret, synthesize and present complex information effectively.

•Ability to design and implement data-mining initiatives to identify and/or stratify potential major gift prospects.

•Solid judgment, sensitivity, and discretion in handling confidential information and situations.

•Ability to collaborate effectively with colleagues and staff, particularly in support of the university's goals and initiatives.

•Demonstrated ability to manage several projects simultaneously, set priorities and meet multiple deadlines.

•Demonstrated proficiency in usage of electronic research tools and techniques, including use of push technology for news alerts.

•Demonstrated proficiency in efficient and effective internet search methodologies.

•Demonstrated proficiency in use of computer applications and databases.

•Knowledge of SunGard Advance database.

•Exemplary communication, organizational and customer service skills a must.

Primary Function:

1. Identify and profile potential major gift donors to Vanderbilt University to enhance the university's fundraising efforts.

2. Collaborate and strategize with colleagues, clients and key administrators regarding prospect identification.

3. Provide clients with written reports containing analysis of information gathered from public sources and recommended courses of action for specific donors.

4. Report to the Director of Research and Prospect Development (RPD).

Primary Responsibilities:

1. Provide prospect identification and research needs for an assigned group of development officers (clients) enabling them to meet and exceed fundraising goals.

2. Collaborate routinely with clients to develop prospect identification, cultivation, solicitation and overall fundraising strategies.

3. Consult with clients to determine feasibility of research requests and special projects. Negotiate project scopes and deadlines directly with clients.

4. Advise development officers of database segmentation opportunities. Design and implement segmentation strategies to uncover new prospects.

5. Identify new prospects using traditional and novel prospect research techniques and tools including periodical and electronic resource screening and/or information provided by the prospect, his/her organization and or peers. Notify clients of new potential prospects consistent with established DAR policies.

6. As requested by clients, provide briefing materials to the chancellor, deans, Board of Trust members, and other key university administrators regarding major donors/prospects.

7. Provide guidance and leadership to research analysts and new staff through formal and informal mentoring activities.

8. Possess high-level of knowledge and understanding of the donor database.

9. Review local and national news data from internet-based and published periodicals. Send articles/alerts to clients as appropriate.

10. Utilize news alerts and push technology to review local and national news from internet - based sources. Review published periodicals, annual reports and ranking lists to glean relevant information; forward relevant articles/news to clients as appropriate.

11. Notify data maintenance staff and clients (as appropriate) to new prospect/donor information so that it can be appropriately updated in Advance.

12. Safeguard the confidentiality of donor information at all times. Uphold DAR policies regarding confidential information.

13. Adhere to ethical and confidentiality guidelines as indicated by the Association of Professional Researchers for Advancement (APRA) as well as university guidelines.

14. Manage special tasks and projects as assigned.

15. Produce and deliver service to clients based on departmental product standards within agreed upon timelines.

16. Maintain professional working relationships with clients and colleagues.

Additional Information:

This is a full-time position (40 hours per week).

Shift hours are 8:00am - 5:00pm; Monday thru Friday.

Salary is dependent upon years of education and experience.

Background screens will be performed and education will be verified prior to employment. Please be prepared to provide required information and/or documentation.

Vanderbilt is a smoke-free workplace in compliance with the Non-Smoker Protection Act, Tennessee Code Annotated 39-17-1801-1810. In accordance with that law and Vanderbilt policy, smoking is prohibited in all buildings on Vanderbilt property and on the grounds of the campus with the exception of designated outdoor smoking areas.

Interested applicants must apply at http://vanderbilt.jobs/ (requisition number RMB33697) by 11/4/2011 to be considered.

2. Research Analyst; Classification: Development Analyst II
Application time frame: closes Friday, November 4, 2011

Primary Function:

· Identify and profile potential major gift donors to Vanderbilt University to enhance the university’s fundraising efforts.

· Collaborate and strategize with colleagues, clients and key administrators regarding prospect identification.

· Provide clients with written reports containing analysis of information gathered from public sources and recommended courses of action for specific donors.

· Report to the Director of Research and Prospect Development (RPD).

Primary Responsibilities:

· Provide prospect identification and research needs for an assigned group of development officers (clients) enabling them to meet and exceed fundraising goals.

· Collaborate routinely with clients to develop prospect identification, cultivation, solicitation and overall fundraising strategies.

· Consult with clients to determine feasibility of research requests and special projects. Negotiate project scopes and deadlines directly with clients.

· Advise development officers of database segmentation opportunities. Design and implement segmentation strategies to uncover new prospects.

· Identify new prospects using traditional and novel prospect research techniques and tools including periodical and electronic resource screening and/or information provided by the prospect, his/her organization and or peers. Notify clients of new potential prospects consistent with established DAR policies.

· As requested by clients, provide briefing materials to the chancellor, deans, Board of Trust members, and other key university administrators regarding major donors/prospects.

· Possess high-level of knowledge and understanding of the donor database.

· Review local and national news data from internet-based and published periodicals. Send articles/alerts to clients as appropriate.

· Notify data maintenance staff and clients (as appropriate) to new prospect/donor information so that it can be appropriately updated in Advance.

· Safeguard the confidentiality of donor information at all times. Uphold DAR policies regarding confidential information.

· Adhere to ethical and confidentiality guidelines as indicated by the Association of Professional Researchers for Advancement (APRA) as well as university guidelines.

· Manage special projects as assigned.

· Produce and deliver service to clients based on departmental product standards within agreed upon timelines.

· Maintain professional working relationships with clients and colleagues.

Minimum Qualifications:

Bachelor’s degree and at least two years of relevant experience

Preferred Qualifications:

· Experience in university advancement/development operations.

· Ability to analyze, interpret, synthesize and present complex information effectively.

· Ability to design and implement data-mining initiatives to identify and/or stratify potential major gift prospects.

· Solid judgment, sensitivity, and discretion in handling confidential information and situations.

· Ability to collaborate effectively with colleagues and staff, particularly in support of medical center goals and initiatives.

· Ability to manage several projects simultaneously, set priorities and meet multiple deadlines.

· Demonstrated proficiency in usage of electronic research tools and techniques, including use of push technology for news alerts.

· Demonstrated proficiency in efficient and effective internet search methodologies.

· Demonstrated proficiency in use of computer applications and databases.

· Knowledge of SunGard Advance database.

· Exemplary communication, organizational and customer service skills a must.

Vanderbilt University is committed to the principles of equal opportunity and affirmative action.

To apply for this position, go to the following link: http://vanderbilt.jobs/ Under “Job Category” select “Professional Non-licensed.” The position is listed as a Research Analyst (Development and Alumni Relations), Requisition Number RMB33697.

This position will be posted on the Vanderbilt Human Resources website until Friday, November 11.

APRA MidSouth Fall Workshop - NEW ROOM LOCATION!

2011-10-21T07:52:00.000-07:00

Our conference has moved to ROOM 113 in the Knicely Center.

It's still easy to find - you still come in the same entrance as before - just go down a different hallway.

Here are directions - looking forward to seeing everyone!

APRA MidSouth Fall Workshop - Lunch Directions!

2011-10-05T13:57:00.000-07:00

Lunch location for our Fall Workshop has been determined!

After a morning filled with timely information from speaker, Deb Darling, followed by a lively panel discussion, we will convene for a fun dutch lunch at CHEDDAR'S.

It's close by and we hope you will join us!

Directions:

Wild West

2011-09-30T10:12:00.000-07:00

                Here at Vanderbilt, our research shop finds itself amidst a round of hiring for new members of our research team. This is an exciting time. It is a chance to meet incredible folks, and to learn from the outside-in how one finds interest in this unique career. It’s rare that we have candidates with prior prospect research experience (though we welcome such applications). More often, we meet businessmen and businesswomen looking for a new career chapter. Others will sometimes have a history in smaller not-for-profit shops where they completed research as a small part of their work – and have a hunch they’d like to do more of this kind of thing.
                During the time I share with a candidate, it is important for me to note that I try to view my position in partnership with the front-line development offices. I don’t think of myself as subservient to field work. I also note that although I complete many reports and documents, my work is not clerical.
                In the few minutes I share with an interviewee, I often explain that our work of prospect research is an industry unto itself. We have our own national association, APRA, and in my case (here in Tennessee), we also have a multi-state local chapter, APRA-MidSouth. Linking in with other prospect researchers to discuss best work practices, analytics or modeling projects, research products, research shop design and workflow, and other concerns – these give stature, distinction, and professionalism to the work that I complete each day.
                I also mention that our jobs as prospect researchers are as exciting as the evolution of the Internet (which I find pretty much amazing). We are charged with information collection and analyzation, which the Internet (via software, blogs, products/services, and beyond) continues to develop in ways no one really can predict. Sometimes I say it’s a “Wild West” of information, up for grabs for the best of us to settle, analyze, and make profitable to our organization’s goals.
                I rarely have an interview where the interviewee isn’t excited by the potential of the prospect research position for which they are interviewing. Our industry continues to grow in size and promise. We suggest enormous opportunities for creativity and business acumen. Charged with our organization’s mission, we are navigating an amazing frontier of information and ideas to bring about more strategic philanthropy, and create a better world.

Geoff Little, APRA-MidSouth Director-at-Large
at.large@apramidsouth.org

Directions to APRA MS "Find Your Funders" Workshop, October 28, 2011

2011-09-21T09:55:00.000-07:00

APRA MidSouth Fall Workshop - "FIND YOUR FUNDERS: Tools to Increase Your Donor Base" - Oct. 28, 2011 8:30-noon @ WKU South Campus - Knicely Conference Center - Bowling Green, KY

2011-09-16T15:25:00.000-07:00

UPDATE! Information about our Fall Workshop plus speaker bios

Printable PDF documents on APRA MidSouth Events page - look for "HERE" links toward bottom of page!

Click on any page to bring it to full view

We look forward to seeing you there!

America’s Best Small Companies in 2010

2011-09-15T12:53:00.000-07:00

Meet the top 20 on Forbes’ list of publicly traded firms with sales under $1 billion

Believe it or not, there is growth in this economy! These companies range from health care and mobile phones to consumer goods such as kitchen stoves and denim jeans. While many of the names may not be familiar, these competitors have experienced remarkable growth over the last challenging five-year stretch.

Candidates for the list had to be publicly traded for at least a year, pull in annual revenue between $5 Million and $1 Billion, and have a stock price no lower than $5 a share.

Are you looking to add new prospects to your organization’s fundraising portfolio? These might be a few great places to start mining! A few of these firms are based in the South.

20. LoopNet (Commercial Real Estate, Sales: $75 Million)
19. Capella Education (Online Education, Sales: $385 Million)
18. Hittite Microwave (Semiconductors, Sales: $200 Million)
17. Dolby Laboratories (Audio Technology; Sales: $859 Million)
16. iRobot (Appliances; Sales: $373 Million)
15. Tempur-Pedic International (Mattresses; Sales: $986 Million)
14. Strayer Education (School; Sales: $579 Million)
13. GeoResources (Oil and Gas; Sales: $98 Million)
12. UFP Technologies (Containers and Packaging; $115 Million)
11. Rackspace Hosting (Computer Services; $698 Million)
10. Transcend Services (Medical Transcription; Sales: $84 Million)
9. True Religion Apparel (Clothing; Sales: $353 Million)
8. Industrial Services of America (Waste Management; Sales: $285 Million) – based in Louisville, KY
7. National Presto Industries (Conglomerate; Sales: $491 Million)
6. NutriSystem (Weight-loss Program; Sales: $534 Million)
5. WebMD Health (Medical Website; Sales: $480 Million)
4. Deckers Outdoor (Footwear; Sales: $869 Million)
3. American Public Education (Online Education; Sales: $174 Million)
2. InterDigital (Telecommunications; Sales: $359 Million)
1. Medifast (Weight-loss Supplements; Sales $218 Million)

Read more information about these companies here:

http://www.forbes.com/2010/10/19/best-small-companies-2010-top-20-entrepreneurs-best-small-companies-10-top_slide_2.html

Read the full Forbes article here:
http://www.forbes.com/2010/10/19/best-small-companies-2010-top-20-entrepreneurs-best-small-companies-10-top.htmlb

Forbes’ 100 best small companies:
http://www.forbes.com/lists/2010/23/best-small-companies-10_rank.html

APRA MidSouth Membership Application and Questionnaire - Special Pricing for new members - PLEASE JOIN US!

2011-09-12T07:11:00.000-07:00

To view any page in full view, just click the image.

A Quick Glimpse “Inside” – NASDAQ’s Free Insider Search Tool

2011-08-30T09:34:00.000-07:00

Locating new tools to find information is always fun – finding free ones is particularly gratifying. The following free resource, available on the NASDAQ website, is one such free resource: http://www.nasdaq.com/reference/ownership.stm.

This resource – which goes by the name “Insider Trading – Real Time SEC Filings – Institutional Holdings” (a mouthful for even the long-winded) allows you to conduct quick searches on recent insider activity, whether by an institution (such as a private equity or venture capital firm) or an individual corporate insider.

Let’s try a randomly selected private equity firm – HarbourVest Partners, LLC – as an example. Since this is a firm, not an individual, select “Institutional” and type in the name without the “LLC,” as indicated.

In our search results, you'll notice a total of "19" stocks. Simply click on “HARBOURVEST PARTNERS LLC” to find further detail on these stocks.

Below are our results on HarbourVest’s 19 different holdings as of 6/30/2011. Notice that we can then look at any of the companies listed to find other investors and insiders. If something seems unfamiliar, click on “Description” for such things as a glossary, navigation, or sorting assistance.

Now that we’ve seen an example of an “Institutional” search, let’s look for an individual we suspect is a corporate insider using the “Form 4 Insider” search. We’ll make it easy on ourselves and go with someone we KNOW is a corporate insider who has likely been trading recently – Mr. Warren Buffett. Using the suggested last name first name format, we’ll search for “buffet warren” (the search is case-insensitive).

Eureka! Here we find him associated, of course, with Berkshire Hathaway. A quick click on “BUFFET WARREN E” provides a very clean accounting of recent transactions. Skip to the final image for a glimpse.

Here you find recent stock transactions and all the exciting details; things like Mr. Buffett’s relationship to the company as an officer, shares traded, transaction type, holdings after transaction, explanations of relevant abbreviations found in our search.…all that wonderful stuff we researchers love.

If this resource was previously unknown to you, consider bookmarking or “favoriting” it for future use. You never know when you’re in a pinch and need a quick, cost-free resource at your immediate disposal – which seems to be just about every day in the life of a prospect researcher!

A Year Later, Gulf Coast Real Estate

2011-07-25T14:11:00.001-07:00

When the Gulf Coast oil spill hit occurred in 2010, the potential effects of the tragedy were broadcast around the world. One of the many areas to be hit by the spill was the real estate market along the Gulf Coast. Analysts speculated that the real estate market would experience a prolonged slump as the oil slick moved steadily toward coastal shores, taking a deep environmental toll on the once prime vacation destinations. This was important to note in the Vanderbilt prospect research shop, as we had to start considering the financial impact that the disaster may have on many of our donors with real estate in the Gulf Coast area.

I was recently researching articles on the current state of Gulf Coast real estate to find out how the market has fared in the aftermath of the oil spill and if analyst predictions had rang true. Below are two articles that provide two opposing viewpoints, although one was published in Febraury 2011 and the other in July 2011. I welcome you to read each article and submit your thoughts and any further findings that are pertinent.

Gulf Housing One Year After the Oil Spill

Trulia, the real estate guru website, provides sales volume and median sales price changes in various locations on the Gulf coast. They also report on foreclosure activity.

BP Oil Spill Triggers Major Home Value Loss

Posted on Housing Predictor.com, author Mike Colpitts reports that his research found the gulf oil spill to have an average of a 15% decrease in home values on the Gulf Coast along with an increase in foreclosures.

APRA MidSouth Call for Panel Members and Speaker

2011-07-22T08:04:00.001-07:00

APRA-MidSouth is currently seeking a presenter and 2-3 panel participants for its half day workshop to be held on Friday, October 28^th, 2011, at Western Kentucky University in Bowling Green, Kentucky.

We are looking for a presenter on one of the topics listed below. Presentations are to be 1 hour long (45 minute presentation with 15 minutes for question and answer). We welcome all levels of presenters!

1. Stock Information: What it means and how to use it

2. I have the research, now how should I display it? A presentation suggesting effective methods on how to format your prospect research.

3. Planned Giving Vehicles: Discuss the different types of planned giving options and how organizations can market them to donors.

4. Grant-writing: Discuss the critical elements of grant writing as well as creative ways to research grants.

We are hoping to offer a 45 minute panel discussion to end the workshop and promote further attendee collaboration. We are looking for 2-3 APRA members to share information about and resources from their organizations. We are hoping to have one participant who represents a small non-profit organization, one participant who represents development at an educational institution, and one participant who works at a larger non-profit organization.

If you are interested in being a speaker at our workshop or a panel participant, please submit the following information no later than August 19, 2011 to APRA MidSouth Vice President Rebecca Nies at rebecca.nies@vanderbilt.edu. Please do not hesitate to include any questions that you may have!

- Title and summary of presentation

- Your name, title, place of employment, and contact information

- Any travel details that will need to be considered

We look forward to working together with you!

2011 Member Interest Survey

2011-07-05T08:34:00.000-07:00

Hello APRA MidSouth members and blog readers:

Below you will find a link to a brief survey about your experiences with our organization. Here at APRA MidSouth, we are working hard on finding new ways to serve our members; your feedback is greatly appreciated.

To show our appreciation, if you complete this survey by July 19, you will be entered into a drawing for a $15 Target gift card.

Here’s the survey: http://www.surveymonkey.com/s/CR66ZCQ

Thanks in advance for your help!

The 2011 APRA MidSouth Board

Where's the money? Manhattan and Arlington lead as highest-paying metros in the U.S.

2011-06-29T07:14:00.000-07:00

Here is an interesting article from the The Business Journals measuring average salaries in counties across the United States. Is it really a surprise that Manhattan and Arlington are currently generating the highest salaries?

Here an excerpt with some key data points from the article:

"New York County, N.Y. (a/k/a Manhattan), and Arlington County, Va., are the only major U.S. counties where average compensation is higher than $100,000 per job, according to the latest figures available from the U.S. Bureau of Economic Analysis.

Manhattan’s 2.75 million workers earned an average of $109,028 in 2009, while Arlington’s 205,000 employees took home $102,373 per job."

Four Myths on Women’s Philanthropy: Busted!

2011-06-29T07:08:00.000-07:00

Women are contributing to nonprofits in record numbers, yet organizations consistently look to male donors when faced with campaign planning or prospecting for the next “million-dollar” donor. New research “busts” old myths about women’s philanthropy and encourages nonprofits to seek transformational gifts in new places: their female donors.

Myth #1: Women give less than men.

According to a recent study by the Women’s Philanthropy Institute at The Center on Philanthropy at Indiana University, women are as much as 40% more likely to give then men. They also tend to give with greater frequency and a larger average gift amount. The study, entitled “Women Give 2010” is the first to look at philanthropy by gender. A follow-up report, “Causes Women Support,” which examines the differences in giving preference by charitable sector, was released in February 2011. Both are available through the Institute’s homepage.

Myth #2: Women give smaller gifts from their disposable income.

Fundraisers who take time to educate women on the significance of a major gift have been very successful in convincing them to take a risk and give of their assets. Many planned giving vehicles now allow women to include donations as a part of their financial planning (think charitable trusts and the like). In the recently released Women, Wealth & Giving: The Virtuous Legacy of the Boom Generation, authors Margaret M. Damen and Niki N. McCuistion offer an excellent perspective on how women think, feel, and give, and what’s more, how they can and are capitalizing their assets for society’s sake. It’s the best of both worlds: altruism with a plan!

Myth #3: Women volunteer their time but not their money.

While some women believe that volunteering with an organization excuses them from contributing financially, that philosophy is widely changing. Historically, women have given of their time because that was what they had to give. However, women now make up the majority of the workforce and are more economically advanced than ever before. Fundraisers who take time to educate women about an organization’s needs can allow women to see the “bigger picture” and create some of the organization’s most committed donors.

Myth #4: Women’s philanthropy is a new occurrence.

Although fundraisers have recently identified women’s philanthropy as an area of growth, women have long been leaders in charitable contributions and work. Particularly in the late nineteenth and early twentieth centuries, many women used their wealth to improve conditions for the poor, found schools and educational opportunities, and establish many of the cultural institutions we still visit today. In Reinventing Fundraising: Realizing the Potential of Women’s Philanthropy, authors Sondra C. Shaw and Martha A. Taylor give a brilliant look into transformational giving of the past by charitable sector and offer brief profiles of the women who helped shape the future.

NOTE: A majority of content for this blog post comes from Reinventing Fundraising. The book’s authors, Sondra C. Shaw and Martha A. Taylor, have recently released a new book on the topic entitled Women & Philanthropy: Boldly Shaping a Better World.

De-mystifying Stock Holdings and Key Terms: Part II

2011-06-10T13:37:00.000-07:00

When a company is taken private:

All outstanding shares of a publicly held company are bought by an investor group which runs the company privately (often, senior management is part of the buyout).

-This is similar to a merger, but you need to find whether your prospect was a seller or a buyer.

-Prior to the shareholder vote, several “TOs” (tender offers) may be filed, describing the proposed deal (same with hostile buyouts.)

If your prospect was a seller, treat their stock as in any other buyout.

Check previous annual proxy for “change of control” benefits.

If your prospect was part of the buyout group:

Where did the buyout money come from?

What happened to your prospect’s stock?

Did your prospect get a bonus or other payment?

Restricted Stock:

Restricted stock is awarded to directors of a company as an incentive that can be realized only if certain conditions are met.

-Time based: vests on X day if they’re still with the company. Value these separately from actual holdings.

-Performance based: awarded if you achieve X, do not value unless requirements are almost all met.

-Termination benefit tables will show what happens to restricted stock if the awardee dies, retires, becomes disabled or leaves for “good cause” before vesting.

-If they’re fired, quit, or take another job before vesting occurs, assume the restricted stock is forfeited unless you see an agreement.

Deferred Stock (a.k.a. “phantom shares”):

The executive or director does not have these shares, they have credit for them on paper that will be paid out at the plan exit date.

-Executive long term incentive plan: usually three years and paid out in year four, the amount credited depends on company performance.

-Executives may defer all or part of their salary/bonus until retirement.

-Director’s deferral: paid out when they leave the board.

Normal dividends are credited on the “paper” shares as reinvestment.

When the time comes to collect, they can take either stock or cash (value of the shares at the time of the payout).

Stock Options:

It’s the right to buy X shares from the comp any at exercise price (also called strike price).

-Unlike restricted stock, the awardee must pay to get the shares.

-Exercise price is normally the average market price on the day it’s granted.

-Options have a vesting schedule and an expiration date.

-For basic valuation of stock options: current market price minus exercise price.

As always, we welcome your questions or comments!

Announcement: APRA-Indiana Seeking Presenters/Speakers for Annual Conference

2011-06-10T13:35:00.000-07:00

Below is an announcement from our friends at APRA-Indiana.

Colleagues,

APRA-Indiana is currently seeking presenters for the annual conference to be held on Friday, November 4th at The Fountains in Carmel, Indiana, just north of Indianapolis. We are seeking presenters on the following topics:

1. Building effective partnerships between fundraisers and researchers.

Do you and your fundraisers have a great relationship? We are seeking 2-3 organizations to participate in a panel discussion on how the relationship between the fundraiser and the researcher has been built and how you work together to succeed. We would like to have a Gift Officer/Development Officer as well as a Researcher representing each of the 2-3 organizations for the panel discussion.

2. Data mining basics

We are seeking individuals who can provide data mining basics that can be easily implemented in any organization. Does your organization use simple data mining techniques that could be easily implemented into any organization? Do you have a simple techniques which do not require the purchase of software or the mastery of advanced skills? We are seeking individuals who can provide data mining basics that one could easily adapt to fit their needs.

3. Asset valuation

We are seeking 3-4 individuals to participate in a panel discussion representing experts in real property, company valuation, and other asset valuing areas.
If you are interested in being a speaker, please submit the following no later than Thursday, June 30th:
-Title and summary of presentation
-Your name (s), title (s), place of employment, and contact information (phone & email)
We are looking for speakers at all levels, from first-timers to seasoned professionals. Speakers will not be paid; however, APRA-IN will cover the registration costs for the speaker.

Please send your speaking topic or any inquiry to Joni Kanzler, jkanzler@saintmarys.edu, by Thursday, June 30th. We look forward to
working together with you!

Thank you,

APRA-IN Programming Committee
Joni Kanzler - Saint Mary's College
Tanya Monroe-Ford - Taylor University
Amy Westgard - Indiana State University

De-mystifying Stock Holdings and Key Terms: Part I

2011-06-06T12:45:00.000-07:00

It’s always helpful to have a refresher course on different topics within the field of research. Here are a few terms regarding stock that we’ve broken down into smaller chunks. Hopefully it will be very easy to digest! This is part one of a two-part series on stock.

Key filings:

· Official Annual Report: 10-K, 10-K405, 10-KSB

· Quarterly Report: 10-Q

· Report of a “material event”: 8-K

· The proxy statement:

-Stockholdings

-Options and restricted stock

-Directors’ Fees

-Executive compensation

-Retirement plan summary

-Employment agreements and special agreements

Where to find these filings:

· The SEC, EDGAR

· Web sources such as Yahoo, Google Finance, WSJ MarketWatch, the company’s website

· Paid sources such as 10K Wizard

Key Terms:

Insider: Directors, top policy setting officers, owners of 5% or more of the stock

Common Stock:

· The majority of stock is issued in this form. Common shares represent ownership in a company and a claim on a portion of the profits.

· Some companies have more than one class of common stock (Typically Class A and Class B).

· The purpose of different classes is to keep controlling voting power of a public company within original investors, founding family, or current insiders.

· One class isn’t offered to the public and is available only to those in the controlling group, but the insider class is convertible to the public class.

Preferred Stock:

· Preferred stock represents some degree of ownership in a company but doesn’t come with the same voting rights (varies depending on the company). Investors are usually guaranteed a fixed dividend forever. This is different from common stock, which has variable dividends that aren’t guaranteed. In the event of liquidation, preferred shareholders are paid off before the common share holder.

Valuing Current Stockholdings:

· Check Yahoo Finance or other sources for transactions since record date.

· Look up the previous closing stock price online.

· Value directly held shares and indirect shares separately.

· Quoting 52-week high and low gives perspective; explain sharp rises or declines by checking news reports.

Valuing Historical Holdings:

· If your prospect is no longer a reporting insider, start with their last report (proxy or Form 4).

-Check for stock splits or stock dividends since they left.

-If they made no subsequent transaction, the stock would now be worth $___.

· If the company was acquired or merged, find the final terms and apply to their last known holdings.

Feel free to post your comments or questions. Don’t forget to check out the sources listed at the top of the post. Stay tuned for part two, and happy researching!

We Know They Can and Have Given, But Why?

2011-06-01T14:02:00.000-07:00

As prospect researchers, we pride ourselves on providing our institutions’ frontline fundraisers with the most accurate and beneficial prospect information that we can unearth. Sometimes, it becomes easy to cease our research once we have unearthed the impressive real estate values, sky-rocketing stock holdings, or enviable compensation figures. All of this information is indeed helpful and crucial to development officers as they plan their solicitation strategy; however, a prospect researcher can take one step further in his analysis once an individual is determined to be wealthy and/or philanthropic. Prospect researchers can offer more substance to the numerical figures that they find by trying to determine what type of major donor an individual has the potential to become. Determining a donor’s “type” means looking closely at the anecdotal information that surrounds an individual’s giving tendencies. Does the individual primarily give to causes that have long been supported by his family? Does the individual appear to give back to institutions from which he benefitted at an earlier time in his life? Searching for the answers to questions like these can help a prospect researcher more clearly define for a development officer how and why a philanthropically inclined person gives. Providing more insight into these motivations allows a development officer to more carefully cultivate a relationship with a specific donor through a highly tailored solicitation strategy.

Many books and articles have been written on the “types” of philanthropy. The two recommended resources below provide in more detail the different motivations and perspectives that philanthropists may have on giving. By being aware of these giving varieties, a prospect researcher can become a more engaged participant in the development officer’s solicitation strategy.

The Seven Faces of Philanthropy, by Russ Alan Prince and Karen Maru File, Jossey-Bass publishing

Synopsis: Written by two authors heavily involved in the private and global wealth markets, The Seven Faces of Philanthropy argues that by realizing a major donor’s foundational philanthropic perspective, a fundraiser can more effectively build a relationship with a prospect. Each perspective is broken into seven “types,” and explained in the book.

Research Catalog: APRA MidSouth Presents an Exciting New Resource for Members

2011-05-26T14:19:00.000-07:00

APRA MidSouth is pleased to announce the latest benefit for its members, an extensive resource catalog containing insight on over 80 fantastic free internet resources to aid and assist prospect researchers and development offices.

A prospect researchers dream come true, this meticulous catalog covers everything from corporations and stock holdings to real estate information and philanthropic giving histories. This guide was compiled by a series of seasoned researchers and is a wonderful compliment to any shop or individual seeking to expand their research capacity without engaging in various subscription fees or to simply enhance their online resource pool. In essence, it's making the most of your budget and the pantheon of content that is offered by the world wide web. Here's a sample of what this catalog contains:

This is a mere sample of the actual catalog and one of the many perspectives and resources that can be gained by joining APRA MidSouth.

APRA MidSouth Benefits

2011-05-24T11:19:00.000-07:00

As a member, have you ever been asked what benefits you would like APRA MidSouth to provide?

If your answer to this question is “no”, then please continue reading. In the past APRA MidSouth has provided many benefits to membership such as: free webinar viewings, panel discussions, survey results, resource templates, last year’s conference, and so on. This association is all about the membership and the board is willing to listen to your ideas. We want this association to grow and be used as a resource for any advancement research professional in the region.

APRA MidSouth welcomes any and all ideas! Please feel free to share in the comments section of this blog.

APRA MidSouth Blog Launch

2011-05-23T08:41:00.000-07:00

Welcome to the APRA MidSouth blog.

As the leading association for advancement research professionals in Alabama, Kentucky, Mississippi, and Tennessee, APRA MidSouth is pleased to launch our new blog format. This platform aims to provide our membership, prospective members, and interested researchers with an easily accessible forum to keep current on APRA MidSouth events, research trends, and to share ideas, best practices, and expand our professional networks.

APRA MidSouth hopes to host and support a variety of networking, learning, and professional development events throughout the region. The calendar on this blog will always have the most current information.

This blog will be updated on regular basis, host discussion threads for ongoing research topics, and provide a forum for APRA MidSouth to continuously improve and grow. Following APRA MidSouth has never been easier, as we have enabled this blog to support RSS feeds. We will also be updating our free resources link tab to provide researchers with the necessary resources to maximize their efficacy.

As we continue to expand and evolve, your input and feedback has never been more important. Please feel free to share your thoughts, ideas, and perspective in the discussion threads following each post.

APRA MidSouth is here for you; should you have any additional questions, please don’t hesitate to contact any of the APRA MidSouth board members listed to your right.

Enjoy, and ready, set, RESEARCH!

DISCLAIMER: APRA MidSouth reserves the right to moderate and edit comments and content on this blog as it deems necessary.