Professional Development Seminar February 23 – Charleston, SC

This is the DO NOT MISS seminar of the year!!! Make your reservations NOW!!!

This session has the potential to totally transform the way your research office operates as well as garner support and credibility for the significant function that research provides to your organization’s advancement or development department. Please feel free to forward this message to colleagues that would benefit from a greater understanding of research analysis and the resources and figures used to determine potential wealth capacity.

Guiding the Way:  Rating Wealth, Capacity and Potential for Philanthropic Giving(tm)

A core responsibility of advancement researchers is to not only uncover the basic indicators of wealth, but to explore what that information implies as it relates to an individual’s philanthropic giving potential.  This dynamic and popular program provides participants with a solid foundation of knowledge and proven techniques for understanding and evaluating an individual’s potential for philanthropic giving. Session content will include a discussion of wealth analysis, estimation strategies and rating methodologies based on income, real estate, stock, and other factors.  Learn how to develop rating systems, build gift tables, estimate giving capacity for annual, major, and planned giving programs and create simple affinity and inclination ratings based on relationships and levels of engagement, which can be customized to suit any size or type of organization.  An open discussion about the nuances of wealth and affinity analysis, why formulas should only be used as a guide, and how researchers equipped with this knowledge become better strategic partners in the fundraising process will close out this interactive seminar.

Elizabeth Crabtree is the Director of Prospect Development at Brown University where she manages a team of 10 research professionals and has responsibility for several areas critical to Brown’s collaborative fundraising environment, including:  prospect identification and research, market research, data mining, modeling and screening programs, relationship management, volunteer engagement coordination, as well as campaign planning and management.  She is a member of the board of directors for the Association of Professional Researchers for Advancement (APRA), where she serves on the Education and Professional Development Committee and is Chair of the 2005 and 2006 APRA International Conference. Elizabeth is also a member of AFP, CASE, and NEDRA and is a frequent and nationally recognized speaker and nonprofit consultant.  

Join us Friday, February 24th, 2006 at the Charleston Harbor Resort and Marina just minutes from beautiful downtown Charleston, SC. The seminar will begin promptly at 8:30 AM with lunch and breaks provided.

Registration – $125 CAPRA Members; $150 Non-Members

Send check made out to CAPRA to:

Greg McKnight
Treasurer/Membership Chair
Director of Prosp. Res./Mgmt.
Wake Forest University School of Medicine
Medical Center Boulevard
Winston-Salem, NC  27157-1021
Phone: (336) 716-6161
Fax: (336) 716-7168


Charleston Harbor Resort & Marina
20 Patriots Point Rd.
Charleston, SC 29464

To make hotel reservations:

Tel: (843) 856-0028
Fax: (843) 856-8313  

All reservations must be received by January 24th, 2006.

To guarantee the group discount, reference group rate:

Online reservations may be made by visiting and using the following group code: CAR

  • Thurs – 2/23/06  $99 plus tax
  • Fri & Sat – 2/24-25/06  $129/night plus tax

If you would like more information, please contact:

CAPRA President
Joy Martin
Wake Forest University
PO Box 7227
Winston-Salem, NC  27109
Phone: (336) 758-3530
Fax: (336) 758-4800

Vice President
Cheryl Jordan Marshbanks
Director of Research
Appalachian State University
PO Box 3214
Boone, NC  28608-2014
Phone: (828) 262-8615
Fax: (828) 262-4897

The Carolinas’ Association of Professional Researchers for Advancement (CAPRA) is a regional organization whose mission is to advance and promote the profession of prospect research through professional development and education among members, and to be a resource for information about prospect research to the non-profit community. CAPRA is a chapter of the Association of Professional Researchers for Advancement. Membership in CAPRA is open to individuals who are interested in the field of prospect research and who seek to advance the dignity of and respect for the profession.

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