Social Media as a Pipeline to Your New Prospects
Social Media as a Pipeline to Your New Prospects
Date: June 25, 2010
Half day morning workshop
Location: University of St. Thomas
3800 Montrose
Houston, Texas 77006
Featuring Jay Frost
www.frostonfundraising
Members of APRA Greater Houston, APRA-SW, and AFP-Houston may attend this workshop at the member rate.
The keynote speech and registration will be held in Jones Hall. That is building 14 on this map, found on the University of St. Thomas website:
http://www.stthom.edu/Visitors_Community/Maps/Index.aqf
The breakout sessions will be held across the academic mall, in Malloy Hall, building 11 on the map. The sessions will be in classrooms 13 and 20.
We can accept payments by cash or check. If you would like to pay in advance, you can mail a check to:
The University of St. Thomas
Office of Institutional Advancement
Attn: Holly Harrison
3800 Montrose Blvd.
Houston, TX 77006
8-8:30 registration and networking
8:30 -8:45 – welcome and introduction
8:45-10:00 – Jay Frost - keynote and Q & A
10:15-11:15 – Breakout 1
11:30 – 12:30 – Breakout 2
________________________________________________________________________________
Keynote Jay Frost
"Social Media as a Window in to the Prospects of the Future"
Social media can seem so trivial, right? That is, until we realize that the majority of our current and future supporters are on these platforms, defining themselves, their interests, and their communities every day. Fundraising and research veteran Jay Frost lifts the lid on social media, exploring how we can use these networks to better identify, understand, and engage prospects and donors. We will learn how to get started, work efficiently, effectively and ethically, and how to avoid getting stuck in this new world of publically disclosed personal information.
Choose From 2 Breakout Sessions
1A: "Are You a Hoarder, or Just Dirty?"
Database Cleanup: Audra Jesudason, Houston Zoo
A non-profit’s brain is its database. It has the capacity to maintain relationships with donors and analyze the efforts in doing so. What could prevent such progress? Bad data entry. Something so simple can be the greatest problem. Find out how to solve the issue that plagues us all.
1B: "Taking the Donor Experience from Ordinary to Extraordinary!"
Research & Stewardship: Ali McLane, the Dini Partners
The adage “your best prospects are your current donors and friends” has never rung more truly. So, how are you stewarding your donors? Are you incorporating all available information to create a giving experience to remember for your donors? Review concepts and techniques to incorporate data tracking that will help you transform your donors’ experiences from ordinary to extraordinary!
2A "Living the Future of Fundraising"
Communications & Prospecting:
Denise Hensley, Baylor College of Medicine
Helen Carlson, Baylor College of Medicine
You hear about the next generation of donors at every turn, the wonders of social networking, and how today’s donors want to be more involved in the areas they want before and even after their giving. Learn how to bring it all together by using messaging in the form of e-blasts, e-newsletters, and social networks. Your reward is hands-on analytics that feed your institution's major gift pipeline.
2B "I Need to Do What? Advanced Research Without Losing Your Mind"
Data Prioritization: Jay Frost, fronstonfundraising.com
Every day there’s a new request for services that can take your operation from good to great. Perhaps it’s tracking SEC documents, keeping up on emerging industries, ingesting data from multiple screenings, identifying international prospects, or even managing social media data. Each one takes time away from your core activities. Find out how best to incorporate these techniques without going bonkers!
Speaker Biographies
Jay Frost is a 25 year veteran of the world of philanthropy. In addition to his work as a speaker, author and consultant through Frost on Fundraising, Jay is a also partner in BFTConnect LLC. Over the years, Jay has played a leadership role in a number of companies serving the third sector, including serving as Vice President at FundraisingINFO.com (FRI); Chief Strategy Officer at WealthEngine; and President and CEO at Wealth ID, pioneer in the asset screening and online prospect research business in the United States, which merged with WealthEngine in 2005. In addition, Jay has also served as Director of Major Gifts at the International Rescue Committee, Editor and Co-Founder of WFC/International Philanthropy, Development Associate at Meridian International Center and as a Program Specialist at the National Endowment for the Arts.
As a volunteer and educator, Jay has been a member of the CASE Industry Advisory Council, a past national board member and Metro DC Chapter President of the Association of Professional Researchers for Advancement (APRA) and a featured speaker at international, national, regional and local conferences and meetings for most of the major fundraising associations in the US, Europe and Asia.
Award-winning journalist and author Denise Bray Hensley came to fundraising six years ago, joining the staff at Baylor College of Medicine as a director of constituent strategies where she has been involved in two $100 million gifts. She spent more than 20 years as a writer, editor and researcher for all markets – newspapers, magazines, television and radio. She also has won design and marketing awards for campaigns in the private sector. In her current position, she brings her communications and analytic skills together to dig out a new way.
Helen Carlson is an event planner for Baylor College of Medicine's Institutional Advancement office. Helen plans a wide range of fund raising events that are key to Baylor's fund raising initiatives. To make her events successful, Helen utilizes a wide range of social media. Throughout her career, Helen has created e-newsletters for an audience in the thousands and organized numerous Facebook groups and events to promote her functions. Helen graduated from DePauw University with a degree in communications.
Audra Jesudason is the Manager of Development Operations at the Houston Zoo. She manages gift processing, budget/finances and the Raiser’s Edge database. Audra acts as liaison for the Fundraising Department to Membership, IT and Accounting – refining policies and procedures to integrate the departments. She is currently working to establish a new portfolio, moves management and gift accounting system. Her areas of expertise include gift processing, prospect management, moves management, reporting/analysis and database administration.
While she is new to the Houston Zoo, she is not new to non-profit work. She has worked in advancement services at The Methodist Hospital Foundation for five years. In her time there, she developed policies and procedures that transformed the Hospital’s donor database from a software storehouse to an interactive communication tool. She began as an Information Specialist/Gift Processor and worked her way to Database Administrator/Analytics. Audra played an integral role in the planning and execution of registration at major events, including the "Leading Hearts Gala" and "Stride for Stroke". Her streamlined process allowed for real-time counts of guests and easy transfer of event information into Raiser’s Edge. Audra has successfully conducted several major wealth screenings and works with Crystal reports. Audra holds a Bachelors of Science in Computer Information Systems and Biology. She has been a member of APRA since 2008, and has served as Secretary on the organization’s board for the past two years (2009-2010).
Ali McLane works with Dini Parters and consults with clients to enhance and build prospect management, identification, and research programs as well as assists with data and database optimization across all units.
As one of the developers of the Prospect Information Network (PIN), a wealth-screening and consulting company, Ali pioneered the use of software to identify, profile, and segment prospects using multilayered interests, wealth, and patterns of giving--invaluable information for nonprofits seeking support. During her nine years with PIN, Ali advised more than 500 clients on the effective use of wealth, personal interests, and affinity data to further their missions.
Before joining PIN in 1999, Ali enjoyed a career at both public and private educational institutions. She was a development researcher at Texas Tech University and the Texas Tech Health Sciences Center during the successful $500 million Horizon Campaign, and went on to serve as assistant director of development research at The University of Tulsa. An enthusiastic, motivated professional, Ali received bachelor’s and master’s degrees in
communications studies from Texas Tech University. She is a co-founder, past president, and board member of the Southwest Chapter of the Association of Professional Researchers (APRA). Ali is president of APRA of Greater Houston and is a charter member of the Association of Advancement Services Professionals, serving on their best practices committee.
Member Price:
$40
Non-Member Price:
$50