A non-profit for Prospect Development professionals. 

Apra-IL Blog

You Should Write a Blog About That!

As part of our goal to share industry and career-related information to colleagues in the fundraising development field, we encourage you to contact us if you would like to contribute to our blog. 

Current 2022 Blog Series:

T.R.U.S.T - What Does Collaboration Mean to You?

Completed in 2021/2020: 

The Research Rabbit Hole

The Hot Seat

The Prospect Development Professional's Haven

Questions, Questions, Read all About the Answers!

Placing a Seat at the Table

<< First  < Prev   1   2   3   4   5   ...   Next >  Last >> 
  • Thu, March 20, 2025 4:58 PM | Anonymous member (Administrator)

    Happy first day of Spring! We're back with another round of 20 Questions with a new Apra-IL board member!

    Up next is Salvatore (Sam) De Sando, who joins the APRA-IL board this year as our new Director of Membership. Sam is the Coordinator, Strategic Giving at the Chicago Botanic Gardens. Read on for 20 questions!

    1. What is the superpower that you use often at work?

    Patience. I can usually see the big picture, the little picture, and I can wait a long time to see them come together in projects.

    2. What is one thing Apra has done for you?

    Apra has consistently connected me with high quality resources, both helpful documents and great colleagues, for my professional development.

    3. If the annual Apra International conference could be anywhere in the world, where would you want it to be?

    I would like the conference to be in Chicago or Milwaukee, because I do not like traveling anymore. If a conference is not near me then I likely cannot go.

    4. How do you explain your role to people outside of Development?

    Using public information and proprietary databases, I research, and I write confidential mini resumes on potential donors, to help fundraisers connect donors with organizations or projects that they might value and might not know about.

    5. If you were not in Prospect Research, what career would you have?

    I would be an archives or library manager, preferably at a college or university.

    6. If you could tell your 15-year-old self about your job, what would you say?

    There are interesting, paid, work opportunities for people who can do historical research for businesses. The catch is that you do not get to share your work publicly ever; however, the work can be fascinating.

    7. Why did you join the Apra-Illinois board?

    I wanted to learn more from experienced colleagues in my area, and I wanted to give back to a professional community that has done so much for me already.

    8. Why do you think Apra-Illinois and all of the local Apra chapters matter?

    Apra-Illinois and other local chapters connect professionals locally in ways that national organizations cannot. It is validating and it is humanizing.

    9. What is your #1 productivity tip?

    Work proactively, pace yourself, work ahead, and aim to consistently complete work at a sustainable rate based on when you have a bad week.

    10. Best advice ever received?

    Give yourself grace first.

    11. If you wrote a book about prospect development, what would it be called?

    Development: Connecting People with Purposes for a Better World

    12. If you wrote a memoir on your life, what would it be called?

    Processing: a Life in Archives and Research

    13. What book are you reading right now?

    I am not reading anything at this time. What do you recommend? I would like to know!

    14. Currently, what is your favorite restaurant in your city?

    Winnetka’s Spirit Elephant is my favorite restaurant close to work.

    15. What is your favorite social platform to connect with people?

    I prefer LinkedIn for connecting with people for work; I do not use the other platforms anymore.

    16. What is the last movie you watched?

    I have no idea what I last watched.

    17. If you could have dinner with anyone living or dead, who would it be?

    I would like to meet my great grandparents who settled in the US and my namesake too.

    18. What is your hobby?

    My hobby is local historical research. I am particularly interested in the history of culture community development in the neighborhoods of Chicago and across Illinois, as well as the period of time when written local history began to replace oral history.

    19. Are you a texter or a caller?

    I text for short messages; I call for conversations longer than a text.

    20. Who or what inspires you?

    Writers who master communicating in non-native languages inspire me.


  • Wed, March 05, 2025 3:56 PM | Anonymous member (Administrator)

    It's hard to believe it, but we're already into our third month of 2025. With our new APRA-IL board members starting to settle in, it's about the right time to bring back our "20 Questions With..." series.

    First up is Andrew Gutierrez, who joins the APRA-IL board this year as our new Vice President. Andrew has worked in the philanthropy space since 2018, having held roles such as Associate Director of Development Organizations at Northwestern University’s Feinberg School of Medicine, and as a Systems Analyst and later Data Scientist at Cleveland Clinic’s Philanthropy Institute. Read on for 20 questions!

    1. What is the superpower that you use often at work?

    As someone who has worked exclusively in large fundraising shops for most of the past five years, I’m always thankful that I can draw from my first role in the field - working as a Development Associate on a two-person fundraising team at a small local organization. In practice, I was wearing just about every hat from annual giving and event planning, to communications and CRM management.

    In the larger shops I’ve worked in since where those roles tend to be more separated out, my colleagues have definitely appreciated that I can “speak their same fundraising language”, even though my roles have primarily been more data-centric.

    2. What is one thing Apra has done for you?

    APRA’s resources for using analytics and data science in prospect development have been invaluable for me throughout my career, especially as a former liberal arts major who has had little-to-no formal training in statistics or in computer programming languages.

    3. If the annual Apra International conference could be anywhere in the world, where would you want it to be?

    I’m going to go with Montreal, QC - just on the off chance I can get a group to sneak out with me at lunchtime for some Canadian poutine.

    4. How do you explain your role to people outside of Development?

    Imagine if you combined the process of a scientific researcher (developing a hypothesis, proving or disproving it through testing) with the tools of a computer scientist (programming languages and statistical modeling), then pointed them at fundraising strategy. Which individuals are most likely to give? How much can we expect them to give? How many of them will come back and give a second time?

    I guess if I can put it even more simply, I’m really just attempting to answer the big questions about fundraising that keep me up at night (emphasis attempting).

    5. If you were not in Prospect Research, what career would you have?

    I originally entered into the philanthropy field as a grant writer (I was a converted English major), so my guess is that I’d be somewhere on the proposal writing/foundation relations side of things. Although, I’ve always had this thought that I could make a decent wedding DJ - who knows, maybe I’d be the guy playing the Cupid Shuffle at your cousin’s wedding instead.

    6. If you could tell your 15-year-old self about your job, what would you say?

    “Andrew, while you unfortunately aren’t going to be the extra guitarist in a reunited Led Zeppelin, you’re still going to carve out a rewarding career niche where you get to use really cool technical skills to answer interesting questions about what makes people likely to give - all while supporting some extremely talented colleagues.”

    7. Why did you join the Apra-Illinois board?

    I relocated to Chicago from my native Cleveland in late 2023. One of the best parts about moving here has been getting to connect with so many talented PR&D professionals from such a diverse range of institutions, and this exposure has only helped my own growth as a professional (not to mention, helping me make friends as a new transplant in town too). It only felt right to join the board for 2025 and to get further involved with the amazing community here.

    8. Why do you think Apra-Illinois and all of the local Apra chapters matter?

    It’s one thing to be able to digitally connect with others in the PR&D field over, say, a webinar or a lunch-and-learn through “Big APRA”. But as I’ve found, there’s really no substitute for connecting in-person with colleagues who are living and working right in your own backyard.

    9. What is your #1 productivity tip?

    Definitely to use some sort of task management software. I’ve used Trello pretty religiously over the past few years to track items in my work queue, when things are due, and when things are completed.

    10. Best advice ever received?

    “Do what you love and you’ll never work a day in your life.”

    11. If you wrote a book about prospect development, what would it be called?

    “Algorithms to Bullet Profiles, Coefficients to Deep Dives: The Continuing Hunt for (Prospect) Diamonds in the (CRM) Rough”.

    12. If you wrote a memoir on your life, what would it be called?

    “Moving Out of Your Hometown and Finding Your Way… for Dummies”

    13. What book are you reading right now?

    Niche topic alert, but Powder Days by Heather Hansman. It tells the story of how recreational skiing caught on in America and eventually became a “luxury” sport, and along the way there’s some really interesting explorations of inequality and housing prices in ski resort towns (researchers, if you want a tip on new leads - look for home addresses in places like Park City, UT or Steamboat Springs, CO).

    14. Currently, what is your favorite restaurant in your city?

    I had possibly one of the best meals of my life recently at Dear Margaret in Chicago’s West Lakeview neighborhood - every course was more mind-blowing than the last. Highly recommend it, especially for special occasions (and get the oyster mousse!)

    15. What is your favorite social platform to connect with people?

    I use Instagram as much as any Zillenial, but I’m really into the more specific interest-focused apps. I use Goodreads for tracking what my friends and I are reading, Beli for tracking our favorite restaurants, and Strava for tracking bike rides and runs (and, most importantly, for competing with my friends over who can come up with the goofiest names for our workouts).

    16. What is the last movie you watched?

    Most recently I saw Robert Eggers’ remake of Nosferatu at the Music Box Theatre here in Chicago. Did they really have to give the vampire a Mario moustache?

    17. If you could have dinner with anyone living or dead, who would it be?

    I’d love to have dinner with each of my late grandparents. I’d have so much I’d want to ask them about their lives when they were younger that I didn’t get the chance to ask when they were still around - what was it like to ride the streetcar to school every day? Or how was it being the child of first-generation immigrants? Or being stationed in Europe after VE-Day? I could go on and on.

    18. What is your hobby?

    It’s more of a true side gig than a hobby now, but I’ve been teaching spin class for about two years; currently I teach three times a week at Chicago’s Fitness Formula Clubs. I love putting together a fresh workout routine every week, along with an eclectic class playlist that might have anything from Kylie Minogue to Daddy Yankee to Alanis Morissette. And, in this post-pandemic era where people can struggle to find meaningful in-person connection, I love fostering a regular weekly community where my class attendees can make friends with other riders.

    Beyond that, I stay busy with reading, outdoor cycling, playing guitar, frequenting thrift stores, and helping my bar trivia team to victory every Wednesday night.

    19. Are you a texter or a caller?

    Texting for sending memes and silly GIFs; calling for everything else.

    20. Who or what inspires you?

    Undoubtedly, it’s been my work colleagues - I’ve been very fortunate to have worked intra-team, cross-team, and cross-department with some extremely talented individuals at every step along my career. More than anything, it’s the amazing work my colleagues have done which continues to motivate and inspire me to become a better professional.

  • Mon, July 29, 2024 2:02 PM | Anonymous member (Administrator)

    Taylor Scott is a Philanthropy Associate at Northwestern Memorial Foundation, which is the philanthropic arm to the Northwestern Medicine hospital system. She is the Director of Programming on the Apra-IL Board and lives in Chicago.

    8:15am              

    Arrive at Northwestern Memorial Foundation offices, which are located downtown Chicago in Streeterville on the hospital campus.

    Begin to check email and get set up for the day in the office. We work a hybrid schedule, and are asked to come into the office two days a week.

    9:00am              

    I keep an eye on which gift officers are in the office today, and decide to pop over to a fundraiser’s office to ask them about a prospect. I received a research request late in the day the previous day from one fundraiser, and she shared that another fundraiser “has a lot of insights”. I love a shortcut! We chat for a bit and I get valuable information – the prospect has shared that their family has a history with a specific health issue, and so the couple is interested in funding its research. Knowing that they have a history being involved with healthcare-specific organizations, I can focus my research on it.

    9:30 – 10:30am

    Prospect Research and Development Team Meeting. I am on a team of 6 individuals and we meet weekly to share what we’re working on and support each other. My manager shares a status update on our contract with Donor Search, among many other things. I share that I am completing research refreshes for senior leadership’s portfolios. While all of our team members are cross-trained on doing all tasks, Philanthropy Associates specialize in specific areas – I am the lead on prospect research.

    10:45am            

    Begin the arduous task of considering the most important question of the day – what am I doing for lunch? My “usual” is Sweetgreen – I am a creature of habit.

    10:50 – 12pm   

    Research my prospect that is a time sensitive request for a leadership meeting taking place later this week. I’m completing a Full Profile and Capacity Rating, which is an “everything but the kitchen sink” type of research request. Real estate, biographical information, stock holdings, philanthropic giving, family history, the works.

    12pm                 

    Pickup lunch and eat with a few colleagues in the kitchen at our office. The entire suite was renovated a few years ago so we are lucky to have a nice space to eat away from our desks!

    12:45 – 3pm     

    Bouncing around between my current research profile and connecting with in-office colleagues. I appreciate our hybrid schedule because we can solve problems quickly in office together, but then also have dedicated time to focus when working from home. (But how did I used to come in 5 days a week?!)

    3 - 3:45pm        

    Our PR&D team holds “Office Hours” available to the full foundation staff. It can definitely be hit-or-miss attendance wise, but today we had a bunch of visitors! Questions range from fundraisers who need help cleaning up opportunities on their donor’s records, to assistance with our new database, Microsoft Dynamics. We are certainly all still learning the new CRM.

    4:00 – 5pm        

    Philanthropy Huddle – every other week, Foundation leadership holds a knowledge-sharing meeting where cross training, major gift celebrations, and administrative updates are shared. Since I don’t usually speak on this call, I listen to it on my commute home. It’s no Las Culturistas (my current podcast obsession) but great information to have and nice to hear about recently funded gifts from prospects that my team has spent time researching.


  • Wed, September 27, 2023 2:22 PM | Anonymous

    Since we have a brand new board, we've decided to resurrect this series so you can get to know us a little better. Today's post is with Priya Balachandran, Prospect Research and Management Specialist at the Northern Illinois Food Bank and Apra-IL's Director of Membership.


    1. What is the superpower that you use often at work?

    Conscientiousness. It helps me ensure the accuracy, reliability, and ethical conduct of the research and reporting. It also plays a vital role in improving my time management, organizational skills, and collaboration within my team, all of which collectively contribute to more successful and impactful research.


    2. What is one thing Apra has done for you?

    I am a lifelong learner, and Apra is the right place for me to access the necessary resources and updates for my ongoing professional development. Through diverse and continuous learning opportunities, Apra ensures that I remain at the forefront of industry advancements. This has not only deepened my expertise but has also connected me with a network of like-minded professionals, enriching my overall professional journey.


    3. If the annual Apra International conference could be anywhere in the world, where would you want it to be?

    Venice, Italy… OK… let’s be realistic… Chicago

    4. How do you explain your role to people outside of Development?

    In simple terms - I am a Researcher in the Philanthropy team. If they are interested in a little more detail, then would explain - I am engaged in extensive data analysis, interpretation, and reporting to support the philanthropy team in strategic operations and programs. I help the organization understand potential supporters and engage with them in the most meaningful and aligned way with their values, ultimately contributing to enhancing the organization's efforts in better serving the community.

    5. If you were not in Prospect Research, what career would you have

    Healthcare... well, that's where I came from. So, if I were not a Prospect Researcher, I would have continued in the healthcare field.


    6. If you could tell your 15-year-old self about your job, what would you say?

    I do research to support the philanthropy team. But it's not just any boring, serious research... I magically crunch lots of data and facts, turn them into cool information, and write stories – just like the epic tales you love to read. By doing all this, I help my organization become even better at making the world a happier place!

    7. Why did you join the Apra-Illinois board?

    Being an Apra international member for quite some time, I wanted to get involved with my local chapter as well and so when the opportunity was offered, I happily joined the Apra-IL board. Joining the board gave me an opportunity to collaborate with like-minded individuals and contribute more to the field.

    8. Why do you think Apra-Illinois and all of the local Apra chapters matter?

    Local chapters like Apra-Illinois hold significant importance as they provide a real pulse on field developments and foster stronger connections within the community. This aspect is particularly valuable for individuals seeking in-person networking opportunities and a deeper understanding of regional trends.

    9. What is your #1 productivity tip?

    Maintaining and using a well-organized ‘To-Do Planner’.

     

    10. Best advice ever received?

    'You are not better than anyone, and nobody is better than you.' The best advice I ever received… equity and equality - explained in simple words.

     

    11. If you wrote a book about prospect development what would it be called?

    “Philanthropy: Behind the Scenes”

    12. If you wrote a memoir on your life, what would it be called?

    “From Self to Service”

     

    13. What book are you reading right now?

    Patrick Lencioni’s The 6 types of Working Genius

    14. Currently, what is your favorite restaurant in your city?

    A2B and Vai

    15. What is your favorite social platform to connect with people?

    When it comes to personal connections, I prefer text and in-person chats rather than connecting on a social media platform, but for professional or work-related matters, LinkedIn is my favorite.

     

    16. What is the last movie you watched?

    "The Super Mario Bros.”  (…yes, I have a crazy Nintendo fan at home ;)

    17. If you could have dinner with anyone living or dead, who would it be?

    I believe I am already dining with people I love.

     

    18. What is your hobby?

    Intentional Doodling

     

    19. Are you a texter or a caller?

    Texter. That way I can keep it simple and stick to what I want to say and what I want to know.

    20. Who or what inspires you?

    As I wrap up every day, feeling assured that being an invisible, tiny drop in an ocean feels great too when you know that what you do helps someone who doesn't even know who you are. This keeps me going and motivated.


  • Mon, April 10, 2023 2:11 PM | Anonymous

    Since we have a brand new board, we've decided to resurrect this series so you can get to know us a little better. Today's post is with Teresa Liu, Associate Director, Prospect Management at the Art Institute of Chicago and Apra-IL's Treasurer.


    1. What is the superpower that you use often at work? 

      I always do a quick search for donors on Facebook and Instagram you’d be surprise at what hidden gems are on social media, and this info rarely shows up in Google search.I love how social media is primarily self-reported info, so it often reflects the prospect’s identity, values, and what they are passionate about.It also is helpful for confirming any family/spousal relationships.

    2. What is one thing Apra has done for you? 

      Apra has connected me with an amazing, supportive network of prospect development professionals. We’re in such a niche industry, so it’s fun to meet others doing similar work and to talk about our successes and challenges on the job. 

    3. If the annual Apra International conference could be anywhere in the world, where would you want it to be?

      Italy! I can never get enough of Italy. And those networking receptions would have the best spread. 

    4. How do you explain your role to people outside of Development?

      In the simplest of terms, I like to say I’m a donor matchmaker. 

    5. If you were not in Prospect Research, what career would you have? 

      In another life, I’d want to pursue a career in architecture or interior design.I love the merger between creativity, beauty, and functionality.

    6. If you could tell your 15-year-old self about your job, what would you say? 

      You’re going to spend many hours doing deep dives into wealthy people’s assets and their general whereabouts. It sounds a bit strange, but yes, this is a real job and it’s quite fun! 

    7. Why did you join the Apra-Illinois board? 

      I joined the board to give back to the Apra-IL community. I wanted to help the board think of ways to engage our chapter and offer opportunities for connection. 

    8. Why do you think Apra-Illinois and all of the local Apra chapters matter?

      Local Apra chapters are incredibly helpful for prospect development professionals early on in their career; it’s a space where they can grow, ask questions, and learn about job opportunities in the area.  

    9. What is your #1 productivity tip? 

      I’m a big fan of using the urgent/important matrix (also called the Eisenhower Matrix). With every task at hand, I weigh out its level of urgency and importance. And from there, I decide on how to prioritize. 

    10. Best advice ever received? 

      If you don’t like a situation, then either do something actionable to change it or don’t complain about it.Back at my first job out of college, I saw this written on a sticky note on my mentor’s desk. My mentor was the hardest working (and most productive) colleague on my team. I still think about this piece of wisdom today.

    11. If you wrote a book about prospect development what would it be called? 

      The Prospect Researcher’s Guide to the Galaxy: Find Your Rising Stars 

    12. If you wrote a memoir on your life, what would it be called? 

      Running Late, But I’m On My Way!

    13. What book are you reading right now? 

      The Lathe of Heaven by Ursula Le Guin. It’s a sci-fi novel about a character whose dreams unintentionally alter the past and present.  

    14. Currently, what is your favorite restaurant in your city? 

      This is a tough one. My husband used to be a cook, so our list of favorite Chicago restaurants is quite long and always changing. But at the moment, I’ll say Monteverde for date night and EggHolic for Indian takeout. 

    15. What is your favorite social platform to connect with people? 

      I’m a millennial, so, Instagram of course! 

    16. What is the last movie you watched? 

      Women Talking
      . I highly recommend it. It’s a powerful story of nonviolent protest by a community of women. 

    17. If you could have dinner with anyone living or dead, who would it be? 

      My grandma. 

    18. What is your hobby? 

      I love rock climbing, both indoors and outdoors. It’s a great way to tune out and focus on problem solving in a completely different way than my 9-to-5.  

    19. Are you a texter or a caller? 

      Both. But I’ll always make an effort to check-in with my friends & family over the phone. 

    20. Who or what inspires you? 

      My mother. She is the most selfless, kind-hearted woman I know. She immigrated to the US from Taiwan in the late 70s. She never takes things for granted and has taught me to cherish the simple things in life. She has also always encouraged me to value internal beauty, from the heart, and to not be afraid to gain a few pounds of good fat (spoken like a true Asian immigrant mother). 


  • Thu, February 09, 2023 2:48 PM | Anonymous

    Since we have a brand new board, we've decided to resurrect this series so you can get to know us a little better. Today's post is with Lilly Suwinski, Prospect Research and Development Associate at Northwestern Memorial Foundation and Apra-IL's Secretary.


    1. What is the superpower that you use often at work?

      I always have some excellent snacks available at any moment (in my desk drawer).

    2. What is one thing Apra has done for you?

      Networking! Getting to know more people and expanding my professional network.

    3. If the annual Apra International conference could be anywhere in the world, where would you want it to be?

      Australia! Somewhere I would like to visit but isn’t on my personal travel list for the next few years, so I would love a work trip to there.

    4. How do you explain your role to people outside of Development?

      Lots of research on current and potential donors as well as reviewing data pertaining to our fundraising team to ensure we are working efficiently and effectively.

    5. If you were not in Prospect Research, what career would you have?

      Realistically, probably business operations. Unrealistically, paint murals in peoples homes!

    6. If you could tell your 15-year-old self about your job, what would you say?

      It isn’t creative in the sense you think you want it to be, and that is ok. Trust me, it is fun and challenging!

    7. Why did you join the Apra-Illinois board?

      To learn more about the Prospect Research landscape in Illinois and beyond and learn from others.

    8. Why do you think Apra-Illinois and all of the local Apra chapters matter?

      I think connecting with other people is almost always a good idea, and this collection of dedicated professionals in a niche career is awesome. Being able to learn about the hurdles that someone in the cultural arts area is going to be different from my background in healthcare, so I appreciate the sense of community.

    9. What is your #1 productivity tip?

      Making lists! Secondly, I swear by my Calm subscription to help me stay on task.

    10. Best advice ever received?

      If someone is going through a difficult experience and they share it with you, ask if they want support or solutions.
    11. If you wrote a book about prospect development what would it be called?

      “Leveraging Data + Fundraiser Relationships: A Guide to Prospect Development”
    12. If you wrote a memoir on your life, what would it be called?

      “My Colorful Life – A Collection of Short Stories”

    13. What book are you reading right now?

      “Where the Forest Meets the Sky” by Glendy Vanderah.

    14. Currently, what is your favorite restaurant in your city?

      Q Sushi, up in the Ravenswood area of Chicago.

    15. What is your favorite social platform to connect with people?

      Instagram.

    16. What is the last movie you watched?

      Black Panther: Wakanda Forever

    17. If you could have dinner with anyone living or dead, who would it be?

      My maternal Grandmother. She passed away when my Mom was very young, and I would love to meet her and tell her how fabulous her daughter (my mom) is.

    18. What is your hobby?

      I love to create. Painting and making jewelry are a huge part of that.

    19. Are you a texter or a caller?

      Depends on the person, but caller.

    20. Who or what inspires you?

      Being outside, sunshine, and lots of colorful flowers.


  • Thu, December 29, 2022 2:05 PM | Anonymous

    Since we have a brand new board, we've decided to resurrect this series so you can get to know us a little better. Today's post is with Peter Kotowski, Associate Director of Prospect Management & Research at Loyola University Chicago and Apra-IL's President.


    1.       What is the superpower that you use often at work?

    Database knowledge! For the last three years, I’ve been one of the two members of Advancement responsible for training new hires on our CRM. Not only has this been a great way to begin establishing trust with fundraisers, a strong knowledge of the CRM has made it easier to extract data when prospecting or building portfolios.

    2.       What is one thing Apra has done for you?

    The networking has been so helpful, especially when I was new to the field. The members of Apra-IL have always been so welcoming and happy to offer advice, suggestions, or benchmarking information. Being able to connect with such a wonderful network has been the best part of Apra-IL.

    3.       If the annual Apra International conference could be anywhere in the world, where would you want it to be?

    Somewhere cold! After having to suffer through a summer conference in Phoenix, I’m ready to fight the tyranny of the heat and have an Apra International hosted somewhere cold in January. Maybe Yellowknife, Canada?

    4.       How do you explain your role to people outside of Development?

    I tell folks I work in fundraising operations, supporting parts of the division who have to go and interact with alumni and donors.

    5.       If you were not in Prospect Research, what career would you have?

    Academics. I spent over half my life planning on being a history professor. Now I just moonlight as an adjunct once or twice a year at Chicagoland universities.

    6.       If you could tell your 15-year-old self about your job, what would you say?

    Don’t give up on math class once you get out of high school.

    7.       Why did you join the Apra-Illinois board?

    The chapter was so helpful when I was an newcomer to the industry that I wanted to help provide the same networking, mentorship, and support to other newbies.

    8.       Why do you think Apra-Illinois and all of the local Apra chapters matter?

    Sometimes the national chapter can be distant (and expensive). The local chapters often provide more immediate and helpful information.

    9.       What is your #1 productivity tip?

    Lists. I’m a geriatric millennial so I love getting pen and paper and writing out my to-do list for the day/week.

    10.   Best advice ever received?

    From a professor in grad school: “There’s no good writing. Only good rewriting.”

    11.   If you wrote a book about prospect development what would it be called?

    My Neighbor Makes How Much?!: Ethics and Boundaries in Prospect Development

    12.   If you wrote a memoir on your life, what would it be called?

    Alone in the Archives

    13.   What book are you reading right now?

    My brother recommended Tenth of December, a collection of short stories by George Saunders that is weird and eclectic and nothing like what I expected.

    14.   Currently, what is your favorite restaurant in your city?

    Passero

    15.   What is your favorite social platform to connect with people?

    I still enjoy the manic energy of Twitter, especially around a big sporting event.

    16.   What is the last movie you watched?

    A Christmas Story Christmas. A poor nostalgia grab that nonetheless had one or two heartwarming moments.

    17.   If you could have dinner with anyone living or dead, who would it be?

    Tolkien and Lewis. I don’t even need dinner. Just let me eavesdrop while they spend an hour at the pub.

    18.   What is your hobby?

    I try to read when I have the spare time. Lately I’ve been trying to take up fly tying.

    19.   Are you a texter or a caller?

    Texter.

    20.   Who or what inspires you?

    I am inspired by people who continue to advocate for positive change in the face of unrelenting opposition.


  • Wed, October 26, 2022 9:53 AM | Anonymous

    Since we have a brand new board, we've decided to resurrect this series so you can get to know us a little better. Today's post is with Julia Dimick, Senior Development Analyst with the Ann & Robert H. Lurie Children's Hospital of Chicago and Apra-IL's Director of Marketing.

    1. What is the superpower that you use often at work?

      I remember weird things about people, which comes in handy when dealing with prospects. Usually, if I can remember the quirky detail about someone, I can remember a lot more about them. This has proved very helpful as there has been some prospect crossover between the organizations I’ve worked at. 
    2. What is one thing Apra has done for you?

      Helped me figure out what prospect research was all about! I went to a new researcher’s symposium when I was starting out and it was incredibly useful. I recommend them to anyone new to the profession.
    3. If the annual Apra International conference could be anywhere in the world, where would you want it to be?

      Greece! 
    4. How do you explain your role to people outside of Development?

      I generally say I work behind the scenes in fundraising, both helping the front line fundraisers find new donors and find information on existing donors.
    5. If you were not in Prospect Research, what career would you have?

      I started out as a lawyer, so if I hadn’t stumbled into prospect research, I’d probably still be doing that. But I would love to own a bookstore.
    6. If you could tell your 15-year-old self about your job, what would you say?

      You get to stalk people and get paid for it! Seriously though, I’d tell myself that I get to do something extremely fun that is often very challenging.
    7. Why did you join the Apra-Illinois board?

      I wanted to get involved more with Apra locally, and this provided a great opportunity.
    8. Why do you think Apra-Illinois and all of the local Apra chapters matter?

      Because having a network you can reach out to for help or advice is incredibly useful as a professional, particularly if you don’t have colleagues you can ask.
    9. What is your #1 productivity tip?

      Lists! I make a list every day of what I want to get done. Sometimes the day throws me a curveball, but my list usually keeps me on track. 
    10. Best advice ever received?

      “The worst that can happen is they’ll say no,” which is advice from my dad, given to me when I was younger and freaking out about asking a teacher for a letter of recommendation for a college application. The sentiment always helps me when I’m overthinking something.
    11. If you wrote a book about prospect development what would it be called?

      “Don’t Hit the Add Friend Button: Tales from a Professional Internet Stalker”
    12. If you wrote a memoir on your life, what would it be called?

      “I Was Being Sarcastic…Or Was I?”
    13. What book are you reading right now?

      The Historian” by Elizabeth Kostova. It’s basically a historical thriller about the folklore surrounding Dracula. I’ve read it a few times before, and thought it would be a fun re-read around Halloween.
    14. Currently, what is your favorite restaurant in your city?

      Athenian Room
    15. What is your favorite social platform to connect with people?

      I guess it’s still Instagram, since I love taking pictures, but I liked it better before Facebook bought it.
    16. What is the last movie you watched?

      I think it was “The Curse of La Llorona.” I’ve been on a scary movie kick in October. 
    17. If you could have dinner with anyone living or dead, who would it be?

      RBG. I would love to talk to her about the law and her general awesomeness and to thank her for all the amazing things she did for women.
    18. What is your hobby?

      I like to read, and usually have two books going at once. I also attempt crafty projects every couple of years, till I am reminded that I am not a crafty person. I'm currently convinced I can crochet. (I cannot.)
    19. Are you a texter or a caller?

      A texter, unless a call is unavoidable.
    20. Who or what inspires you?

      People who remain positive despite facing immeasurable hardships.

  • Wed, March 30, 2022 8:41 AM | Anonymous

    T.R.U.S.T - What Does Collaboration Mean to You? Jessica Boudakian, Associate Director of Prospect Development at CHOP Foundation and Joan Ogwumike, Blogger and Prospect Researcher at the Obama Foundation are delving into the Apra Illinois inbox. They are answering questions and giving advice on relationship building in prospect development between frontline fundraisers and PD professionals, and so much more. If you want to submit a question please email us at apraillinois@gmail.com (you can be anonymous as well, we are here to help).

    Anonymous Question: How can prospect development professionals gently encourage major gift officers to be better about qualifying the prospects we bring to them? There’s a constant refrain of needing new prospects, and yet, little work done when we provide the prospects. Since we’re obviously not their managers, what kind of “enforcement” can we do?

    Jessica: My suggestion is to do a mix of leaning on the data you have and meeting the gift officers where they are, when possible.

    First, go back to the basics and make sure that every record has contact information. Additional data could be as simple as having a list of their prospects in qualification along with a data point of when their last outreach occurred. I also like to see how many times each constituent in their portfolio has been contacted. Monthly action reports can also be helpful for gift officers so they can see their work outside of their portfolio. These data points combined will give you a more complete picture of their work, and the gift officers will be able to see if they are contacting the “right” prospects. Are they maximizing their time by doing outreach to these prospective donors, and what will have the highest return? Are they spending too much time with the prospects they know will return their calls, and not enough time qualifying new prospects?

    Other ways to look at data includes doing a Gap Analysis to show the gift officers whether their current portfolio can meet their fundraising goal, and what solicitations are needed for the fiscal year. With this number on hand, you can then backfill the number of prospects they need to have in their portfolio. I’ve commonly heard that it takes four prospects to result in one successful solicitation, but on review of your data, you may find that your organization has a higher or lower success rate.

    A different approach is to try to understand why your gift officers believe they need new prospects. Are the prospects in their portfolio the hot potatoes that pass from team member to team member? You may want to do a strategy deep dive with your colleagues to see what thoughtful outreach can move the needle on this prospect and then Disqualify if there’s no response. Are they doing outreach with little success? They may need additional training and help to craft a better message. If they’re still hungry for more new prospects, I would offer them a targeted list of unassigned prospects for cold calls.

    You also must allow for the possibility that some of the prospects are not viable and should be removed from the portfolio. It helps to have a process in place so that the prospect will get some outreach, such as emails and direct mail. If they donate, great! Then, they can be reassigned as a warm lead. It may be difficult to hear that the prospect isn’t going to work for a gift officer but having a candid conversation can get you both on the same page. It is helpful to get input from the gift officer on characteristics of their ideal prospect, it could help you better understand their needs and find prospects that they are truly excited about doing outreach to!

    Joan: Thank you, Anonymous, your inquiry is something many in prospect development struggle with. Our frontline fundraisers tend to experience a scarcity mind-set, a feeling that they don’t have enough and/or need more. Realistically, they have everything they need so I must agree with Jessica on her advice, and I would suggest the following:

    • When the plea for more prospects is made, ask about the progress on the prospects already in need of qualification. This can be simply and professionally stated as, “Definitely, I can get you more prospects, however, I see that you have 30 still in need of qualifying? Is there anything that I can do to help you move that along?”
    • Set up strategy sessions for the most difficult prospects. This could be a case of needing a lot of what Jessica has already shared – contact information, a more engaging message, or simply coaching (there are times in which our fundraisers need an extra push of boost of confidence in their work).
    • Tell leadership, get buy-in from those in-charge because qualification is everyone’s shared responsibility. The leadership at your organization has to hold frontline fundraisers accountable, and this can be done by making qualification a yearly goal that they are held to.
    • If your organization permits – you can set up a policy in which prospects can only stay in the qualification stage for a set amount of time, if no action is completed by that time, the prospect is either given to another fundraiser or placed back into a prospect pool. This is the type of policy that not only equates to accountability, but it respects the prospect researcher’s time for sourcing the name, and it acknowledges the importance of qualification work. It is strict, but sometimes that is what is needed. For example, fundraiser Bob is assigned prospect, Helen James, on March 29th, if there is no engagement by August 29th then Helen is no longer a prospect for Bob. Some organizations have 6-month outreach policies, and within that, a check-in at the 3-month mark to gauge progress and to give a soft push concerning the removal of the prospect.

    Jessica and I have suggested strict and gentle enforcements that show seriousness in the qualification work, and partnership to get real work done. The real work requires for movement within a portfolio, rigid rules on the size of portfolios per fundraiser, and candid conversations on collecting prospects in portfolios. Collecting prospects means to exacerbate portfolios with little action or movement on prospects, they just sit there – this is unhelpful activity.


  • Fri, February 18, 2022 11:08 AM | Anonymous

    T.R.U.S.T - What Does Collaboration Mean to You? Jessica Boudakian, Associate Director of Prospect Development at CHOP Foundation and Joan Ogwumike, Blogger and Prospect Researcher at the Obama Foundation are delving into the Apra Illinois inbox. They are answering questions and giving advice on relationship building in prospect development between frontline fundraisers and PD professionals, and so much more. If you want to submit a question please email us at apraillinois@gmail.com (you can be anonymous as well, we are here to help).

    Anonymous Question: Hello, here is my question and dilemma: How do I communicate my prospect research and strategy projects and bandwidth to a fundraiser, when they have differing ideas and needs for the next few weeks? Personally, I don’t feel like the project they have requested is truly necessary at this time. I don’t want to come off disrespectful, difficult or unprofessional, however, this is a random project that just doesn’t seem like the best use of my time right now nor do I see it the best use of their time. I am struggling with how to explain my thought process on the value of projects. How would you handle this situation?

    Thanks!

     

    Jessica: What a dilemma! I see two issues to tackle in your question: how to communicate your workload to the team and how to work with gift officers to ensure that you’re really meeting their information needs. 

    I have a couple basic suggestions for you: set a turnaround time for requests such as 10 business days from request date to deadline. Consider putting together a more detailed document on turnaround times for your most requested projects and/or streamlining which kinds of projects can be requested by prospect stage so that more time intensive requests (manual relationship mapping and full profiles, for example) are reserved for prospects who are farther along in the donor cycle. Next, make the effort to be overly communicative with your partners, and keep them updated on projects as you get closer to the deadline! And, as you’re tackling proactive research that will benefit them, let them know. This will help gift officers understand the type of work you do in addition to having more information on your workload.

    The second part of your question is a bit trickier. I recommend doing a basic reference interview for all time intensive or confusing requests that come in. A reference interview is a conversation where you use open-ended and clarifying questions to better understand what information need your gift officer is trying to meet. Colleagues will often ask questions that they believe will get them the results they need, but the language they use or the project they request doesn’t always match their real need. I’m sure many of us have delivered a project that met the request exactly, only to learn that it wasn’t what the gift officer needed. The National Archives has a copy of Guidelines of the Successful Reference Interview from American Library Association that will help you get started. You’ll notice the language is oriented towards librarian work; substitute appropriate language as needed.  

    I will also say that it’s not disrespectful or unprofessional to push back on projects! You’re a strategic partner, and if you think a requested project isn’t the best use of everyone’s time, there are ways to have that conversation. As an example, I had a conversation with a gift officer who was concerned about the size of their portfolio and wanted more new prospects. I was able to do a quick analysis that showed them that the majority of their portfolio is in Qualification. Clearly adding in new prospects wasn’t the answer here. We decided that they would focus on moving prospects from Qualification to Cultivation, and I would make sure all accounts had good contact information so that they could be contacted. Together we came to a solution that met both of our needs!

    Joan: Writer, thank you for trying to tackle this dilemma. That is the first step to the solution. Second step would be to make a side-by-side comparison of needs - list out the projects the fundraiser is requesting and then list out your own projects, and see whether there are correlations or through lines, and differences. For example, a fundraiser may say “I need 5 new prospects rated at $10 million.” But on your list, you already have a prospecting goal to find several highly-rated prospects. These two goals are needs you both share, however, it is being expressed and worded differently therefore, you can communicate, “yes, that is a great goal I already have a plan for that.” This method shows that you both are speaking to each other and thinking as a team, and working towards mutually beneficial results. When it comes to truly differing goals (or as you have stated, “a random project”) I would recommend asking for a deadline and for them to set the prioritization level for the task. Every thing cannot be a priority, therefore, what are they willing to shift around? Another question is, what is the purpose or end goal for this project? Really unpack this project with them so you both understand how they came up with it, and what they plan to do with it. A fundraiser can easily ask for something, and as they talk to you about it, they realize that it should look and feel completely different. There is nothing wrong with questioning what is being asked of you, because in the end, you want to make the best use of your time and talent.  

    Bandwidth is tricky, and I have to double down on Jessica’s sentiments. It is extremely important to vocalize how long research tasks take. If possible, create turnaround fact sheets and circulate to everyone in your department, for awareness.



<< First  < Prev   1   2   3   4   5   ...   Next >  Last >> 


Apra-IL is a 501(c)6 non-profit organization. 

332 S Michigan Ave. Suite 1032 #A62, Chicago, IL 60604 | apraillinois@gmail.com

Copyright © 2021 Apra-IL. All rights reserved. 

Powered by Wild Apricot Membership Software