Meeting/Event Information

Past Meetings

Introduction to Prospect Research

 

November 15, 2023

 

10:30 AM to 11:45 AM

 

Webinar

Learn how to identify individual prospects and build prospect profiles, how to access publicly available wealth and philanthropic data, and best practices to consider when conducting and sharing prospect research. Join us at 10:30 a.m. PT.

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CARA Digital Conference 2023

 

October 18, 2023

 

9:00 AM to 1:00 PM

 

Webinar

Session topics include ChatGPT, RFM Scoring, Salesforce Reporting, and much more!

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Metrics and Dashboards for Nonprofit Fundraising Success

 

September 12, 2023

 

10:00 AM to 11:00 AM

 

Webinar

In this workshop we will define dashboards, learn how to create a dashboard, what metrics and data to track and most importantly how to use a dashboard to make better fundraising decisions and improve your career growth. Learn about dashboard baselines,

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CARA Connect - Digital Networking Opportunity

 

August 25, 2023

 

12:00 PM to 1:00 PM

 

Webinar

Please join us on Friday, August 25, 2023, from 12PM to 1PM for an exclusive virtual networking opportunity hosted by CARA.

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Utilizing Dashboards and Visualizations to Drive Portfolio Consultations

 

June 22, 2023

 

10:30 AM to 11:30 AM

 

Webinar

Learn how the University of Central Florida changed its portfolio consultations by developing dashboards and visualization to increase strategic insights for their gift officers during one-on-one sessions.

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Taking the Scare out of Scoring

 

June 08, 2023

 

11:00 AM to 12:00 PM

 

Webinar

DIY Prospect Scoring for the Rest of Us

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SEC Filings: Key Concepts and Forms *Co-hosted with APRA Maryland*

 

May 24, 2023

 

9:30 AM to 10:30 AM

 

Register through APRA Maryland event page


Venue website

Join fundraiser, consultant and author Jen Filla as she enlightens the world of corporate finance

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Find the buried treasure in your screening

 

May 11, 2023

 

11:00 AM to 12:00 PM

 

Webinar

Tips for validating at scale

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Buy the Ticket, Take the Ride

 

April 27, 2023

 

11:00 AM to 12:00 PM

 

Webinar

A case study in streamlining Prospect Development Requests

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4 Reports to Fire Up Your Prospect Pool

 

April 13, 2023

 

11:00 AM to 12:00 PM

 

Webinar

Regina's 4 reports are the key to finding that diamond in the rough -- the donor lurking on your list, ready and waiting for major gift cultivation.

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Scaling your shop toward Mega Philanthropy

 

March 22, 2023

 

10:00 AM to 11:00 AM

 

Webinar

Join Sasha to learn a blueprint for success from her experience at UC Berkeley that propelled prospecting, performance management, and thought partnership around high net worth individuals.

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CARA Benchmarking Workshop: Let’s Talk About Metrics

 

March 08, 2023

 

11:00 AM to 12:00 PM

 

Webinar

Join Jay Kahn, Vice President for Advancement and President of the Georgia State University Foundation, for a benchmarking workshop on fundraising metrics, their impact on culture, and the benefits of adopting a mission-oriented approach.

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Ask an Expert Workshop: Incorporating Human-Centered AI - 15 person max

 

February 15, 2023

 

2:00 PM to 3:00 PM

 

Webinar

During this small-group workshop, we’ll discuss the not-so-subtle points to remember when using human-centric AI in the nonprofit industry.

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The Evolution of Due Diligence at Stanford: Building the plane while flying it

 

February 08, 2023

 

11:00 AM to 12:00 PM

 

Webinar

Join us to learn how Stanford University's Medical Center Development office worked to create methods, policies and procedures to limit Stanford’s reputational risk and build a robust, flexible due diligence program.

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How to Get Started Using Power BI for Visualization

 

January 24, 2023

 

1:00 PM to 2:00 PM

 

Webinar

Join members of Skidmore College’s Research Team as they share how using Power BI helps them tackle every day data requests and high-level projects.

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*Sponsored* How to Use News to Deepen Donor Relationships

 

January 11, 2023

 

10:00 AM to 11:00 AM

 

Webinar

This session will share a case study on how information found in the news led to a relationship connection and a stewardship action that prompted a $1 million gift that was not solicited.

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