FRED Talk: Is Prospect Research Ethical?

$15 AFP members

$25 non-members 

Join T. Clay Buck and Ryan Woroniecki to learn what data is included in prospect research and how assumptions are made about capacity. They'll discuss the ethics around the use of publicly available data and how best to implement them into your own practice, regardless of its size. 

While they will cover the general principles of what goes into prospect research and wealth intelligence, they will also answer the question on the ethical implications of using publicly available data. This isn't a how to, it's a "why to" session and covers how to ensure that ANY data is handled ethically and in a donor-centered way.

Learning Objectives

• The basics of publicly available data - what goes into wealth intelligence and screening.
• Examples in real-life case studies using prospect research in an ethical way.
• An understanding of how to implement an ethical and donor-centered approach to prospect research in their own shop.
• The changing privacy laws in different states and internationally along with basic data privacy practices.

 
About our Speakers
T. Clay Buck, CFRE is a passionate advocate for fundraisers and the missions and donors they serve.

He is the Founder and Chief Consultant of Tactical Fundraising Solutions, a full-service fundraising partnership firm focused on developing the systems and operations that drive highly effective fundraising.

Clay is an experienced fundraiser with well-rounded, proven experience in all aspects of development. He has particular expertise in developing the systems and infrastructure that support donor-centered fundraising, inspired and informed by quality data and robust analytics. Having been both a frontline fundraiser at several nonprofits and a consultant for large, national firms, he brings a unique perspective on developing and crafting fundraising programs that really work.

He has held the Certified Fund Raising Executive certification since 2010, served as President of the Association of Fundraising Professionals Las Vegas chapter for two years, and has been a member of the Advisory Board for Rogare, the fundraising think tank, for which he co-authored the United States Critical Fundraising Report. He is an AFP certified Master Trainer and speaks frequently on fundraising at conferences, workshops and trainings, including the AFP International Conference, the annual APRA conference, the Tessitura conference and many others. He teaches the fundraising courses for the Nonprofit Management Certificate and the Fundraising Certification program at the University of Nevada, Las Vegas. He was recently named one of the top 20 Charity Influencers online.

Ryan Woroniecki started his career in fundraising a decade ago working in various roles at DonorSearch. He started in sales and helped hundreds of nonprofits use data to focus their fundraising efforts via segmentation and a gaining a deeper understanding of specific donors and how to engage them. After a few years he built out the partners program and ecosystem which includes software such as DonorPerfect, Bloomerang and Salesforce in addition to some of the largest fundraising consulting firms including local firms such as Byrne Pelofsky & Associates, Hartsook Fundraising, and Proof Positioning.

As a nonprofit volunteer working with development offices he has helped design and implement prospect management processes, segment donors for different types of solicitation, and identify six figure donors. He is a former APRA-MD Board member, currently serves as Secretary of the Board at The Giving Institute and helps AFP both nationally on the AFP Foundations External Major Gifts Committee and locally on AFP-DC’s Resource Development Committee.