Meeting/Event Information

Past Meetings

Preparing for a new CRM: Some Practical, Tactical Steps

 

November 12, 2025

 

10:00 AM to 11:00 AM

 

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.

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CARA Virtual Conference 2025

 

October 22, 2025

 

9:00 AM to 12:00 PM

 

Webinar

We are excited to announce the upcoming CARA Virtual Conference, set to take place on October 22 and 23.

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Changing Landscape of Asia

 

September 24, 2025

 

10:00 AM to 11:00 AM

 

Webinar

In this session, participants will receive a general overview of the changing landscape in Asia, with a focus on potential philanthropic impact.

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From Ancestors to Assets: Unearthing Connections Through Genealogy and Prospect Research

 

August 06, 2025

 

10:00 AM to 11:00 AM

 

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.

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Salesforce Reporting Simplified

 

June 05, 2025

 

3:00 PM to 4:00 PM

 

Webinar

Build a report from scratch and learn tips to help get the right report type from the start.

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Developing a Due Diligence Policy & Process

 

May 14, 2025

 

10:00 AM to 11:00 AM

 

Webinar

We'll cover key components, stakeholder buy-in, and strategies for successful implementation and ongoing refinement.

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Southern California Meet Up – May 1, 2025

 

May 01, 2025

 

5:30 PM to 7:00 PM

 

Magnolia House
492 South Lake Avenue
Pasadena, CA 91101

Come together with fellow prospect development professionals for a gathering in Pasadena.

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Northern California Meet Up – April 30, 2025

 

April 30, 2025

 

5:30 PM to 7:30 PM

 

Alchemist Bar & Lounge
679 3rd Street
San Francisco, CA 94107

Join your fellow prospect development professionals for a relaxed, evening in San Francisco.

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Expanding Your Prospect Management System Beyond Major Gifts

 

April 22, 2025

 

10:00 AM to 11:00 AM

 

Webinar

In this session, Ruthie will explain how you can adapt your prospect management efforts to include a wider range of prospects

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Safeguarding the Human Element Developing an Advancement Skill Stack for the Future

 

March 12, 2025

 

10:00 AM to 11:00 AM

 

Webinar

Dive into essential human skills that AI can't replicate, strategies for embracing tech advancements, and ways to future-proof your role.

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Strategy, Action, and Senior Leadership: Partnering to Make the Most of Your Strategy Meetings

 

January 14, 2025

 

11:00 AM to 12:00 PM

 

Webinar

Join us to learn how we partnered to get the most out of every strategy session.

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