Upcoming Events

    • 03/20/2025
    • 12:00 PM - 1:00 PM
    • Virtual
    • 483
    Register

    When we think of prospects, we often focus on those capable of making significant contributions—whether it’s Major Gifts, Principal Gifts, or Transformational Gifts. However, there are other types of prospects that would benefit from a custom-tailored prospect management system. In this session, Ruthie will explain how you can adapt your prospect management efforts to include a wider range of prospects - such as annual fund leadership gift prospects, donor engagement prospects, volunteer pipeline prospects, permanent stewardship prospects, planned giving prospects, and future prospects.

    Ruthie will discuss how you can do this – whether you are at a large shop, small team, or are a solo shop – giving you practical suggestions on how to ensure that various types of prospects are included – without overtaxing the prospect management staff.


    Speaker: Ruthie Giles


    Ruthie Giles is a renowned thought leader in the field of prospect development, with over two decades of experience. An international expert in the creation, implementation, and maintenance of high functioning prospect management systems, Ruthie advocates for prospect development to be positioned as the strategic and tactical advisor to the fundraising and has found this partnership to produce exceptional results. Ruthie is data-driven in her approach yet never loses sight of the importance of remaining donor-centric in all that she does.

    Ruthie is the Director of Prospect Research and Management at the University of New Hampshire. She is also Partner, Prospect Development with Staupell Analytics Group. Previously she worked at Westfield State University, Amherst College, Mount Holyoke College, Harold Grinspoon Foundation, The Loomis Chaffee School, and the Williston Northampton School.  Ruthie is a NEDRA board member. She was a member of the AASP Best Practices - Prospect Development committee. Ruthie holds a BA from Smith College, and MBA from University of Massachusetts at Amherst – Isenberg School of Management, and a MS in Nonprofit Management and Philanthropy from Bay Path University.

    • 04/17/2025
    • 12:00 PM - 1:00 PM
    • Virtual
    • 499
    Register

    In the old days, manually mining critical insider data from SEC filings, then matching that that with stock prices was an arduous, mind-numbing, soul sucking task. Many teams gave up on SEC research entirely. Why? Here’s what they said, “Not enough time” . . ." not enough people”, "I get lost”, and  “It’s too hard!”.  Researchers often ask us, “What do the numbers mean? What are the filings for? How often do the filings get published? And why should I care, we’re just a small shop?“

    By decoding SEC filings, we can bridge the “knowledge gap” and plug the “accuracy gap” of capacity validation . . . if you know where to look. In addition to compensation, SEC filings provide insights about affinity for gifting and patterns of gifting, gifts to donor advised funds (DAFs), corporate philanthropy and matching gift programs.  We’ll talk about techniques for identifying future vesting dates of stock units and options, as well as provide the shortcut guidelines to make you the local expert in gathering accurate facts and insights to accumulated wealth, present and future liquidity events, helping your team achieve their fundraising goals.

    Speaker: Elise Lynch, Executive Vice President & SEC Research Nerd
    Company: KALEIDOSCOPE (WWW.KSCOPE.IO/INSIDER-FOCUS/)


    Bio: With over 20 years’ experience researching SEC filings beginning with 10-K Wizard in 2001, Elise has always been at the “pointed end of the ship”, gathering feedback from clients and prospects. “Clients have great ideas and that propels me to learn more,  share the value of SEC data, and innovate products that deliver an easy, clear path to answers that people need.”  She’s a mother to 3 grown children, “Nana” to 10 wonderful grandchildren, and great-grandmother to 2 little bundles of love! 


Apra-NY is a 501(c)6 non-profit organization. Mailing Address: PO Box 578, Greenwood Lake, NY 10925

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