Consultant Elizabeth McHugh will share vast skills that researchers have. Discover how not to have just one face but many and how we move from research to analytics to strategy to relationship management to management to consulting to leadership, and so on.

Hear an overview of North American and global wealth markets. Learn about the oil industry and wealth creation; where to look for information; and royalty, equity, and private equity values.

Donor-advised funds (DAFs) have existed for over 80 years, but have been intensely marketed for the last 15 years as an alternative to private foundations.  Most Development shops are unsure how to deal with them.  Some assign DAFs to Major Gifts, others to Foundation Relations.  Some classify DAFs as personal gifts, others as foundation gifts.  So what is a DAF, really?  Is it “like a foundation” or is it (as some marketers claim) “better than a foundation”?  Or is it simply a vehicle for personal giving?  This session decodes DAFs, explaining what they are, how they work, and where they fit into the total Development picture.

Most fundraising departments know that wealth screenings can be very helpful, but to get the best results additional review by prospect research is needed. BWF Insight has analyzed the data from thousands of screened records from capacity verification projects we’ve conducted to demonstrate and quantify the value of verification. This session will define verification, cover some helpful strategies we developed, lessons we learned in the process, and quantify the value of conducting verification on screening records.

Learn how to set up data, create calculated fields, and write basic formulas in Power BI in order to create fundraising, campaign-focused, and managerial dashboards. Review some of the dashboards that OU recently developed and the metrics they’re using, hopefully inspiring participants to explore similar possibilities at their own organizations.