Meeting/Event Information
Past Meetings
Preparing for a new CRM: Some Practical, Tactical Steps
Webinar
This session will discuss how teams can use a simple, repeatable process to shore up understandings of their organization’s business processes, identify data cleansing opportunities, and document areas for current-state process improvement.
CARA Virtual Conference 2025
Webinar
We are excited to announce the upcoming CARA Virtual Conference, set to take place on October 22 and 23.
Changing Landscape of Asia
Webinar
In this session, participants will receive a general overview of the changing landscape in Asia, with a focus on potential philanthropic impact.
From Ancestors to Assets: Unearthing Connections Through Genealogy and Prospect Research
Webinar
In this session, we’ll explore how tracing family history can reveal critical relational insights, uncover hidden philanthropic patterns, and strengthen the overall quality of donor intelligence.
Salesforce Reporting Simplified
Webinar
Build a report from scratch and learn tips to help get the right report type from the start.
Developing a Due Diligence Policy & Process
Webinar
We'll cover key components, stakeholder buy-in, and strategies for successful implementation and ongoing refinement.
Southern California Meet Up – May 1, 2025
Magnolia House
492 South Lake Avenue
Pasadena, CA 91101
Come together with fellow prospect development professionals for a gathering in Pasadena.
Northern California Meet Up – April 30, 2025
Alchemist Bar & Lounge
679 3rd Street
San Francisco, CA 94107
Join your fellow prospect development professionals for a relaxed, evening in San Francisco.
Expanding Your Prospect Management System Beyond Major Gifts
Webinar
In this session, Ruthie will explain how you can adapt your prospect management efforts to include a wider range of prospects
Safeguarding the Human Element Developing an Advancement Skill Stack for the Future
Webinar
Dive into essential human skills that AI can't replicate, strategies for embracing tech advancements, and ways to future-proof your role.
Strategy, Action, and Senior Leadership: Partnering to Make the Most of Your Strategy Meetings
Webinar