APRA INTERNATIONAL CONFERENCE 2003

Saturday, August 16, 2003

10:30 a.m. to 11:45 a.m.

A session during which we put on our thinking caps and discover how to save time, money and exasperation by using the Web to its best advantage.
 
 

I. First: Organize Your Brain
 

Remember: The Web does not work without your brain.

Remember: Your job is NOT to search Animal Planet for the proper spelling of "Crikey."

B. Where Do I Go Now? Answer: Methodology is Your Web Map

 
1. Methodology #1: Organize by question
a. Quick Request: Level 1

Ex.: What's the address? How much do they give annually? Are they on the board?
Key: no analysis involved
Purpose: find a fact fast

b. Research Brief: Level 2
Ex.: How much stock do they own? Do they own any real estate? Can I have a brief bio? (these can be combined in one report)
Key: some analysis involved
Purpose: initial identification of prospect potential

c. Find Everything!: Level 3
Ex.: What should I know before I make that $5 million ask?
Key: requires analysis and correlation of a wide variety of sources
Purpose: background for making the "mega gift" ask or background for a personal meeting the president of your organization will have
 

Remember: The right question will lead you to the right Web resource.  

2. Methodology #2: Go Electronic
  a. Create Standard Forms

Example: USC's WealthID

http:\\www.usc.edu\dept\source\WealthIDNEW.html

b. Use a regular set of Web sites (see II below)

Remember: Block moving is good for you.

A. Go Where Researchers Have Gone Before

Remember: In Hollywood one does not steal an idea, one pays homage.

1. Look for resource lists: SF Foundation Center Periodicals List

http://fdncenter.org/sanfrancisco/sf_periodicals.html

2. Look for Web pages: APRA Research Links
http://www.aprahome.org/researchlinks/index.html

3. Look for Libraries: Foundation Center Libraries & Cooperating Collections
http://fdncenter.org/about/locations.html

4. Look at the L: PRSPCT-L
http://groups.yahoo.com/search?query=PRSPCTL

B. Find a Home: A Tour of Yahoo!

http://www.yahoo.com/ Sampling:

1. Finance: For Stock , Insiders, Bio, Business Descriptions questions & more

 
2. Real Estate: For home value questions

3. Mail: To get the questions sent to you

4. Calendar: How to organize answering your questions

5. Groups: Find more answers to questions

6. People Search: Answer phone & address questions

7. My Yahoo!: Customize to keep those answers at your fingertips
 

C. Take Me, I'm Yours: A Tour of NETSource & the Development Research Power Tools
  1. Creating an Homage to NETSource

    a. Editing in Explorer

    b. Editing in Netscape
 

Remember: Collecting Bookmarks/Favorites may be fun, but a Web site saved to disk is yours forever.  
2. NETSource & the Power Tools:  The Tour
  NETSource
http://www.usc.edu/dept/source/

Development Research Power Tools
http://www.usc.edu/dept/source/DevResTool.htm

Review:

a. Sources of the 3Cs

b. Methodology Web Map

c. Money Saving Freebies

d. Custom Extras (Martindale-Hubbell, Local News, etc.)

See "Am I DoneYet?" from CARA Summer Conference 2001
http://www.usc.edu/dept/source/Outline.htm

IV. Q&A