Professional Documents
Culture Documents
SAVE
THE
DATE!
Spring Conference
4/22/2014 @ TNC
8 am to 5 pm
For more info. on this
and other events, visit:
http://aprametrodc.blogs
pot.com/p/events.html
As we enter the winter months and prepare for the holidays and
new year, I want to take this opportunity to tell you about a few
exciting things that have been going on with our chapter:
In addition to the many wonderful speakers who have delivered
brown bag presentations -- Jennifer Filla of Aspire Research Group
and Armando Zumaya of Bridge Housing -- we have a few board
transitions. This spring, I will transition away from being Board
President and into an emeritus position. The Board approved
Lindsey Nadeau, our current Programming Chair, stepping into her
new role as President of the Chapter. It is bittersweet to leave my
post, but I am confident Lindsey will continue to grow the chapter
just as she has greatly enhanced our programming. Additionally,
we welcomed our new At-Large Board member, Anne Dean,
Director of Research and Relationship Management at George
Washington University. We are excited to have her expertise as
we embark on a new year!
The Prospector
Page 2
Presidents Message from page 1:
As Dr. Una Osili, Director of Research at the Indiana University
Lilly Family School of Philanthropy, described at Prospect
Development 2014 in Las Vegas, Philanthropy is under
transformation. If there is one thing I learned from the
conference, it is prospect research is at the forefront of this
transformation. We are thinking more like fundraisers these days
and striving to be more strategic in our approach to our work as
opposed to just search and deliver the information. Come talk
about this and explore more ideas at our upcoming happy hours
and brown bags presentations!
Along the lines of exciting things are new sponsor opportunities
for industry leading strategic partners and the APRA Metro DC
Scholarship to MARC 2015 check out our website for more
information about these two initiatives or contact any one of our
Board members for assistance.
Philanthropy is
under
transformation.
Have a wonderful fall and winter and I look forward to seeing you
at future APRA Metro DC events!
MARC was my first conference, and I remember returning to work afterward with a renewed
excitement and deeper understanding of our field. Its a valuable introduction to best practices,
networking, and learning from others successes. The conference certainly made an impression
on me, and I hope the chapters scholarship can provide that experience for someone else.
-- Lindsey Nadeau
Page 3
The Prospector
DC
10/28/2014
University of Virginia
University of Maryland
University College
Foundation for the NIH
Center for Community Change
Operation Smile
VA
MD
10/21/2014
10/7/2014
MD
DC
VA
9/22/2014
9/17/2014
9/16/2014
Visit our Resources Page, APRA Intl. and The Chron. of Philan. for current job postings.
Page 4
The Prospector
Additionally,
precisely because of
the greater need of
cause-related
organizations to look
outside of their
databases for major
gift supporters, a
peer screening
process that
systematically
leverages supporters
relationships to their
peersfriends,
colleagues,
neighbors, business
associatescan be an
effective and
efficient way to find
new donors.
To accomplish both
goalsenfranchising
and inspiring current
supporters and
finding new donors
there are three
essential steps:
choosing the peer
reviewer, building
customized lists for
review, and following
up effectively.
Page 5
The Prospector
Building the list for a peer screening session can be time consuming.
The list can include full name, job title and employer, city and state,
internal donation information and the name of the organization (for
example, professional or nonprofit board) through which the volunteer
reviewer might know the prospect.
Peer Screening continued on page 6.
Page 6
The Prospector
Page 7
The Prospector
A key is not to try to
produce perfect
information, but to
keep it simple.
Finally, having a
professional looking
list is as important as
having correct
information for the
peer screener to
review A wellorganized list will
make a good
impression, but be
prepared to go with
the flow.
Following Up Effectively
Building trust and avoiding the loss of credibility are two sides of
the same coin. After a staff member engages a volunteerperhaps
a board memberin the work of peer screening, where they might
even have volunteered to reach out, someone from the
organization should follow up productively. The last thing you
want to do is persuade an important supporter to spend time and
energy reviewing lists of prominent people they might know and
be willing to engage, only to leave him or her wondering whether
anything came of that effort. You dont want to leave your board
members and major supporters feeling ineffectual. A staff
member may need to follow-up with the peer screener several
times to verify information and to get to the next steps of
qualifying and cultivating new prospects. Use the nonprofits
existing well-functioning prospect management system to
schedule appropriate follow-up.
Conclusion
Helping volunteers to help you by bringing others on board
through peer screening not only increases the donor pool, but can
be a gift to current supporters. Volunteering is a more personal
way to contribute to a cause than writing a check, and by
participating in peer screening, supporters can feel they had a
Page 8
The Prospector
Page 9
The Prospector
Genealogy from page 8:
A common surname
is not enough to
establish a familial
relationship.
APRA Metro DC
P.O. Box 77205
Washington, DC 20013
Phone:
(202) 885-5923
E-mail:
president@aprametrodc.net
Join Us!
Visit Our Website!
http://aprametrodc.blogspot.c
om/
In his Hayes & Hart bio, Francis O'Neal declares that he comes
from a long line of lawyers: "I represent the fifth generation of
O'Neals to practice law in Massachusetts!" Jack O'Neal does not
practice law in Massachusetts, but perhaps his father did. I still
needed more information. I located a newspaper article about
Jack O'Neal that mentions he is the only child of George O'Neal, a
retired butcher. Jack's father was not a lawyer, so Francis is not
his brother. I also found an obituary for Jack's father, which states
that George O'Neal was a Chicago native. Francis O'Neal is not
named in the obituary, and none of the surviving family members
live in Massachusetts. It seems likely that Francis O'Neal and Jack
O'Neal are not related, but if they are, it is definitely a more
distant connection.
Lesson #2:
In trying to determine if two people with a common surname have
a familial relationship, it is good practice to delve further into
each persons background. If the two individuals are related,
other aspects of their lives will overlap.
My genealogy background has already proven beneficial as I learn
to do prospect research. Both fields involve connecting people
with places and events, and putting the information found into
useful context. I enjoy discovering those elusive associations.