2010 Annual Membership Meeting Friday, July 23 Anaheim, California
Welcome to the 23rd Annual International Conference Deborah Mueller 2009–2010 APRA President
Annual Membership Meeting Successes of the past year Articulate vision for the future 2009 Awards APRA is yourPartner in Fundraising… APRA is about YOU!
Visit the Exhibit Hall Open today until 2:30pm Passport to Prizes Drawing at 2:00pm! Remember: You must be present to win.
APRA Thanks OurVolunteers and Chapters APRA’s strength is its community…
Awards Committee Michael Quevli, Target Analytics, a Blackbaud Company, Chair Brenda Brugger, University of Arkansas Sandra Campero, ASU Foundation Sharla Donohue, Courage Center David Lawson, WorkingPhilanthropy.com Jennifer Ting, University of Michigan Dori Watanabe, University of California-Irvine
Connections Editorial Committee Sharon McAndrews, Carnegie Mellon University, Editor David Robertson, Jr., Syracuse University Mary Jamieson Dee, Florida State University Foundation Sarah Conner-Smith, Feeding America Troy Smith, Wake Forest University Valerie Anastasio, The Helen Brown Group LLC Andrea Balzano, Cornell University
Education and Professional Development Committee Kelly Gieser, Hazelden Foundation, Chair Elizabeth Dollhopf Brown, University of Rochester Diana Joyce, The University of Chicago Amy J. Minton, Bowdoin College Deborah Reinhardt-Youmans, Le Moyne College Deb Westerland, Mayo Foundation
Ethics Committee David Eberly, Children's Hospital Trust, Chair Lisa Howley, Johns Hopkins Institutions Steve Knight, WealthEngine Lynn Lazar, William Paterson University Kim Pace, EARTH University Foundation Kate Fultz Hollis, University of California, Los Angeles
Executive and Finance Committee Deborah Mueller, Minnesota Medical Foundation at the University of Minnesota Robert Scott, Massachusetts Institute of Technology Michael Quevli, Target Analytics, a Blackbaud Company Lisa Howley, Johns Hopkins Institutions Elizabeth Crabtree, Brown University
Governance Committee Karen Stitsworth, St. Olaf College, Chair Elizabeth Crabtree, Brown University Deborah Mueller, Minnesota Medical Foundation at the University of Minnesota Robert Scott, Massachusetts Institute of Technology Julie Sutter, APRA headquarters, ex-officio
MARC Committee Ann Coleman, Johns Hopkins Institutions, Co-Chair Shelby Kloures Radcliffe, Bucknell University, Co-Chair Melissa Chappell Burns, The Wharton School of The University of Pennsylvania Sarah Parnum Cadbury, La Salle University Jennifer Falcon, Saint Joseph's University Surojnie Hodgins, Princeton University Office of Development Research Michelle Imm, Bucknell University Patricia Phillips, Ursinus College Jane Price, Franklin & Marshall College Alison Sommers-Sayre, Princeton University Amy Spears, Princeton University Office of Development Research
Marketing Committee Susan Faraone, Illinois Institute of Technology, Chair David Lawson, WorkingPhilanthropy.com Jay Frost, DonorSearch.net Jill Meister, The Williston Northhampton School Mark DeFilippis, The Nature Conservancy
Membership Campaign Sub-Committee Shelby Radcliffe, Bucknell University, Chair Helen Brown, The Helen Brown Group LLC, Board Liaison Joshua Birkholz, Bentz Whaley Flessner Mark Egge, Carleton College Tara McMullen, MIT Pamela Smith, University of Missouri
Nominations & Leadership Development Committee Elizabeth Crabtree, Brown University, Chair Mark DeFilippis, The Nature Conservancy David Eberly, Children’s Hospital Trust Ali McLane, Dini Partners Pamela Poland, Pamela Poland + Associates James Rygg, City of Hope
Leaders from APRA’s 28 Chapters APRA-Arizona APRA-Arkansas CARA APRA-Canada CAPRA CPRA APRA-Metro DC APRA-Florida APRA-Georgia Great Plains-APRA APRA-Greater Houston APRA-Illinois APRA-Indiana APRA-Maryland APRA-Michigan APRA-Mid South APRA-Minnesota APRA-MO/KAN NEDRA APRA-Greater New York APRA-Upstate New York APRA-Northwest OPRN-Ohio PREP/APRA APRA-Southwest APRA-Utah APRA-Virginia APRA-Wisconsin
Conference Executive Committee Deborah Mueller, Minnesota Medical Foundation at the University of Minnesota Elizabeth Dollhopf-Brown, University of Rochester Kelly Gieser, Hazelden Foundation Rob Scott, Massachusetts Institute of Technology Michael Quevli, Target Analytics, a Blackbaud Company
Conference Curriculum Committee • Elizabeth Dollhopf-Brown, University of Rochester, Chair • Amy Begg, Harvard University • Tari Caldwell, The Nature Conservancy • David Robertson, Jr., Syracuse University • Jill Meister, The Williston Northampton School • Michelle Whitney, Robin Hood • Mike Foote, Dartmouth College • Rob Boley, Wright State University • Michael Seymour
Conference Volunteer and Hospitality Committees Volunteer Co-Chairs Suzanne Szalay, University of Southern California Dennis Petticoffer, Chapman University Hospitality Co-Chairs Dori Watanabe, University of California, Irvine Cristi Hendry, University of California, Riverside
International Conference Volunteers More than 65 onsite volunteers dedicated to making the 2010 Conference meaningful, educational — and fun!
APRA gratefully acknowledges all 2010 volunteers! Check out volunteer opportunities at www.aprahome.org. (click on ‘Community’)
2010 Conference Chair Elizabeth Dollhopf-Brown University of Rochester
Conference Update Registration More than 650 total attendees 29% are first-time attendees 10 international attendees from Australia, Ireland and the United Kingdom 10 pre-conference workshops New Researchers’ Symposium Leadership and Management seminar Data Analytics Symposium More than 45 sessions in nine tracks
Thank You to Our Conference Speakers! Tony Glowacki Cheryl Gustitus Kathy Hagerman Cristian Hamilton Hodan Hassan Stacie Haugen Lawrence Henze Lori Hood Lawson Lisa Howley Erin Hoyle Sameer Kasargod Kathleen Kasdorf Terence Kissack Shelby Kloures Radcliffe Jennifer Knutzen Deborah L. Mueller Randy Lakeman David Lamb David Lawson Ilana Lester Moreno Geoff Little Claudia Looney James K. Looney Dan Lowman Jennifer MacCormack Kevin MacDonell Chuck McClenon Elizabeth McHugh Mark McLane Elana Mendelson Deborah Mueller Amy New Caroline Oblack Greg O'Neall Jeffrey Ouellette Michelle Paladino Jeanne Pecha Marianne Pelletier Pamela Poland Karen Prater Michael Quevli Deborah Reinhardt Youmans David E. Robertson, Jr. James Rygg Carmela S. Kranz Chris Sar Rob Scott Jennifer Shultz Eric Siegel Carol Sisk Kristin Skarie Pamela Skyrme Kelly Southall Marilyn Spores Natalie Spring Marnie Steeves Carley Stuber Cathy Terrones Lisa Tersigni Amy Walling Gary Walling Janet Weimar Brian Wenke Michele Whitney Pamela Zoltowicz Armando Zumaya Ofelia Alayeto Tricia Ambler Melissa Bank Stepno Joshua Birkholz John Blackwell Helen Brown Chris Cannon Dori Cavala Kate Chamberlain Linlin Chen Betsy Cooper Elizabeth Crabtree Sarah Daly Tracy DeCanio James DeLauro Elizabeth Dollhopf-Brown Brian Dowling Sara Edwards Asuncion Nancy Ellis Taylor Susan Faraone Heather Flannagan Kelly Gieser
Make the Most of Your Conference Experience! • Sessions include experience level indicators • Fundamental • Intermediate • Advanced • Visit the Exhibit Hall and attend vendor seminars
APRA’s Commitment to Corporate Social Responsibility APRA’s Green Initiative Continues! Online handouts Marriott’s paper recycling system Reusable water bottles APRA is donating Marriott rewards points to the Children’s Miracle Network! You can donate your points to a charitable organization, too! Learn more in your pre-trip or post-conference emails!
Thank you for being part of APRA’s community! We are grateful for your attendance at this year’s conference!
Conference Volunteer Raffle Congratulations to our Winners! Kimberly Bellora Sandra Campero Stop by the registration desk to pick up your gift cards!
2010 Annual Membership Meeting Call to Order
2009 Membership Meeting MinutesJuly 30, 2009 in Boston, MA 1. Call to Order • The meeting was called to order by President Elizabeth Crabtree at 12:00pm ET. 2. President’s Report • Crabtree highlighted some of APRA’s successes during 2008–2009. • She also reported about some of the strategic plans the APRA Board had determined for the upcoming year. 3. Treasurer’s Report • Cannon presented an overview of APRA finances from the past year. 4. Awards Presentation • Award recipients announced and recognized: • Distinguished Service Award (sponsored by Bentz Whaley Flessner)David Lawson, WorkingPhilanthropy.com • Professional of the Year (sponsored by WealthEngine)Jennifer Ting, University of Michigan • APRA ScholarshipSharla Donohue, Courage Center 5. 2008-2009 Board of Directors • The incoming board of directors and officers were announced. 6. Retiring Board Member Recognition • Incoming President Deborah Mueller thanked Elizabeth Crabtree for her service to APRA as outgoing president. In addition, outgoing board members Christopher Cannon, David Eberly and David Shanton were recognized. 7. Adjournment • The meeting was adjourned at 2:00pm.
Finance and Investment Report Michael Quevli APRA Treasurer
2009 Financial Report and 2010 Budget • 2009 Operating Revenue = approximately $1,010,000 • 2009 Operating Expenses = approximately $1,161,000 • 2010 Budgeted Revenue = $937,000 (7.2% decrease) • 2010 Budgeted Expense = $1,072,000 (7.7% decrease) APRA reserve funds are covering some operational expenses in 2010. We expect to begin replenishing reserves in 2011.
2009 Revenue Sources 2009 Major Expenses
Moving forward • Examine diversification of revenue streams • Savings realized • Electronic communications • Creating new approaches to conference programming • Utilizing virtual meetings • Opportunities to partner with peer associations
Education and Membership Reports Kelly Gieser APRA Board of Directors Helen Brown APRA Board of Directors
Education and Professional Development Launched the new Online Education and Training Center Responsive to many organizations’ changing needs and training budgets Create your own personalized education program Mid-Atlantic Researchers Conference held in June 2010 at University of Pennsylvania Developed and launched seven new online recorded webcasts APRA has provided education to more than 1,600 people in the past 12 months!
Member Services Thanks to GG&A for extending DonorScape offer to APRA members through March of 2011 Partnership on programs with AFP and CASE V to extend discounted access to education Created and launched a new, enhanced online member directory
Membership Dues Increase • Task Force reviewed current dues rate and the services provided under it • First dues increase in at least five years Current dues: $150 for individual 2011 dues: $195 for individual beginning January 1, 2011 **Savings incentive: $175 for individual until December 31, 2010
APRA Partnerships AIIP • Effective July 15, 2010 • APRA members receive discounted AIIP membership and offerings • Particular value to APRA members who are business owners AASP • Developing best practices for prospect development • Visit wiki on APRA’s web site and share feedback • Questions? Contact Hodan Hassan
Keeping up the Momentum 2009–2011 Strategic Plan Growth Education Membership Chapters Volunteer Development
Priorities and Initiatives Rob Scott APRA President-Elect
Moving the Strategic Plan into 2011 Focus on APRA volunteers Committee roles and definitions better defined Ensures volunteer time is well spent Ensures committees work effectively and stay focused on APRA strategies New online volunteer questionnaire Available through your member profile on www.aprahome.org Members can indicate volunteer opportunities of interest to them APRA will have a more robust and ongoing collection of potential volunteers Interested in becoming an APRA volunteer? Visit your member profile and fill in your areas of interest!
Moving the Strategic Plan into 2011 Being responsive to your needs Develop more robust and on-demand online learning opportunities WealthEngine to host series of complimentary webcasts for APRA members Get more info on www.aprahome.org or in APRA Update Target Analytics will again host exclusive webcast for members Live and recorded campaign management sessions from AFP CASE V workshop this December in Chicago
Moving the Strategic Plan into 2011 Focus on Education and Membership Enhancing Connections as a training tool Maximize online learning opportunities Provide strong support for MARC Increase engagement of PRSPCT-L community
Stay engaged and leverage the value of APRA in your day-to-day work!