1. APRA Conference 2013
Baltimore, MD
Alice M. Hart

2.  Decreasing Portfolio Sizes
 Diversifying Funding Sources
 Visualizing Data
 Other Trends
Trends in Prospect Research

3.  In-depth portfolio reviews
 Dispassionate portfolio assessment
 Looking at portfolios at a macro level
 Focusing on adding value instead of quantity
 Holding 75-90 quality prospects
Decreasing Portfolio Sizes

5.  Focusing on parent participation
 Social Media fundraising and engagement for
younger donors
 Modern Portfolio Theory
 Market Rate – average gift for the overall population
 Risk Free Rate – gift we would receive with no effort
 Capital Assets Pricing Model – mitigating risk using the
beta coefficient of a donor model
Diversifying Funding Sources

7.  Donor heat maps
 Infographics
 Dashboards
 Visualization software
 Advizor
 APM
 Tableau
 Prospect Visual
Visualizing Data

9.  Marketing-style Data Acquisition
 Text Mining and Analysis
 Modeling Variables using Self-Selecting Behaviors
 Predictive Modeling
 R
 SPSS
 Advizor
Other Trends