The Whole Can of Worms:

A conversation about data privacy, 

due diligence, and ethics

Helen Brown

President, The Helen Brown Group

Helen has been a fundraising professional since 1987. She began her career at her alma mater, The University of North Carolina at Chapel Hill, and worked at the Albert Einstein Institution, Boston College, the Harvard School of Public Health and Northeastern University before founding The Helen Brown Group in 2002.

In addition to setting strategy and identifying ways to innovate the work that we do at HBG, Helen works with clients to create, benchmark, and re-align fundraising research departments. She is a frequent speaker, trainer, and volunteer for her professional associations, and authors the HBG blog, The Intelligent Edge. Helen is co-author of the book Prospect Research for Fundraisers; the essential handbook (Wiley, 2013).

Helen is a past board member of Apra, the professional association for prospect development specialists, and is past president of the New England Development Research Association (NEDRA). In 2006 she received the NEDRA Ann Castle Award for service to the prospect research community, and in 2017 she was honored with the Apra Distinguished Service Award.

Helen is Special Advisor on Fundraising to the North American Foundation for the University of Manchester (NAFUM) and from 2004-2014 was a non-executive director of Factary Ltd. (Bristol, UK). She is a member of NEDRA, Apra, the Association of Fundraising Professionals (AFP) and Researchers in Fundraising (UK).

Presenting:

Best Practice in Maximizing Strategies

for Donor-Advised Funds (DAFs)

Lindsey Nadeau

Managing Director of Prospect Development & Campaign Planning, UNICEF

Lindsey Nadeau is Managing Director of Prospect Development & Campaign Planning at UNICEF USA. She blends her experience in agile cause-based fundraising shops and process-driven higher education fundraising to maximize UNICEF USA’s $600M+ fundraising enterprise. Lindsey has also worked in philanthropy at The George Washington University, The Center for American Progress, and Public Citizen. A member of Apra International’s board of directors, she also chaired both Apra International’s Prospect Development Conference and aasp’s Prospect Development Best Practices Committee, and served as co-chair and faculty of CASE’s Annual Prospect Development conference. Lindsey graduated from American University with a BA in economics. She lives a charmed life as mom to Adeline (3 going on 13), spouse of a wine maker, and is an avid equestrian.

Bond Lammey

Senior Vice President of Philanthropic Counsel, BWF

Bond is a Senior Vice President of Philanthropic Counsel at BWF. She focuses on building major and principal gift programs, including developing strategies to convert base and mid-level donors to major and transformational donors, and designing programs in support of an expanded relational fundraising business model. Bond’s client projects have included portfolio optimization, ultra-high-net worth cultivation strategies, relationship management program design and implementation, fundraising playbook development and training, and prospect development program assessments and design.

In her free time, Bond can be found singing in her church choir, camping or kayaking, or spending time with her rescue cats, Data and Lore.

Bond is a former president of Apra International and has presented in the United States, Canada, Australia, and Asia at AHP, AFP, CASE, ADRP, aasp, and Apra conferences.

Presenting:

Kristina & Tessa's Excellent Adventure: Learning from the past,

preparing for the future

Kristina McFee Carroll 

Director of Prospect Management, Iowa State University

In her role Kristina partners with frontline development staff, organizational leadership, and other internal stakeholders to implement data-driven development strategies. Over a decade of experience in higher education and fundraising has provided Kristina with expertise in descriptive data analysis, CRM enhancement, goal setting, development strategy, and project management. She has presented at numerous regional Apra conferences and most recently presented at Apra’s Prospect Development 2020 conference. She joined the Iowa State University Foundation in November 2011 and has been a member of the prospect development team since 2013. Kristina earned her BS in Marketing and Masters in Public Administration from Iowa State University.

Tessa Fjelland

Director of Research Strategies, Iowa State University

In her role Tessa partners with frontline development staff, principal gift programs, and internal stakeholders to develop strategic prospect analysis. After spending eleven years in development operations of various scale, Tessa has the expertise to understand broad organizational vision, seek salient answers, and identify and overcome tactical challenges. Her areas of expertise include individual, corporate, and foundation research, leadership preparation, development strategy, asset analysis, and project management. Areas of interest include venture capital, inclusion, international fundraising, and market research. She has presented at numerous regional Association of Professional Researchers for Advancement (APRA) conferences and most recently presented at APRA’s Prospect Development 2020 conference.  She joined the Iowa State University Foundation in November 2012 and has been a member of the prospect development team since 2014.

Presenting:

Portfolio Reveals

Jaimie Shcherbakov

Prospect Development Specialist, University of Colorado

Jennifer Schofield

Development Research Analyst, University of Colorado

When a development officer is new to their portfolio it can be daunting and overwhelming for them to know where to begin. Enter the Prospect Development (PD) and Research team to help ease some of that anxiety with the Portfolio Reveal. The Portfolio Reveal is a way for the PD and Research teams to take a deep dive into a new portfolio to provide the development officer with more insight into the prospects they are now tasked with managing. We provide information on the make-up of the portfolio (stage moves, record types, geography). We also share any open proposals associated with the prospects in the portfolio. Then we share the giving history of the prospects (how much, allocations, giving timeline), affinity, and anything else relevant that we uncover through analytical work. Finally, we also take a dive into contact reports, encouraging 100% portfolio engagement and giving the development officer an overview of where conversations are/were left with the prospects. In addition to the actual portfolio, we also take this time to get the development officer oriented on how the Prospect Development and Research partnership can help them.

With this, no two Portfolio Reveals are the same. We’ll take a look into how the Portfolio Reveal differs when the type of prospects are different – individual vs organization.

There are always new development officers being hired and Portfolio Reveals are a great way to begin a positive relationship between a new DO and the Prospect Development and Research team.