Relationship Risk: Managing Prospects Who Are Misaligned with Organizational Values

Relationship Risk: Managing Prospects Who Are Misaligned with Organizational Values

Monday, November 17, 2025

2:00PM- 3:00PM  ET

Online

How does your organization manage relationships with prospects whose behavior or ideology is more problematic than their source of wealth? Have you ever wished there were recorded best practices to safeguard our organizations from problematic donor relationships? You're in luck! Join us for this session to learn more about Apra's new best practice guidelines for 'Relationship Acceptance' that ensure a safe and equitable way for these values misalignments to be captured in our CRM and be addressed by relationship management policies. This new guidance centers on the well-being of our staff and our organizations, across all industries, incorporating an element of organizational risk that is consistently top of mind. Members of Apra's Ethics & Compliance Committee will share the new guidelines, as well as the resources being developed to help you implement them at your organization. You'll also hear from colleagues about how they went about implementing their policies for addressing prospects whose values are misaligned with organizational values, and what they learned in the process. We'll end with time for Q&A, and recommendations for how to go about creating your own "Relationship Acceptance" policy!

PRESENTERS:

Kate McConnell (she/her/hers) most recently served as the  Director of Prospect Management for the Prospect Research, Identification, and Management team at City of Hope, where she managed the prospect management function at City of Hope and led the implementation of an effective and scalable program to support continued growth. Prior to joining City, Kate implemented the first prospect management program for Planned Parenthood Federation of America and for Yeshiva University, where she began her nearly 15-year career in prospect development. Kate serves as chair of Apra's Ethics & Compliance committee and is a member of Apra GNY's DEI committee. In her free time, Kate is a superfan of musical theatre, BTS, and feminist podcasts, and serves on the Board of Directors of Phi Sigma Pi, a gender-inclusive Honor Fraternity committed to social service through scholarship, leadership, and fellowship.

Stephanie Huggins (she/her/hers) is a Senior Associate Director, Investor Relations at the END Fund, a global health organization working to end neglected tropical diseases. With over 15 years of non-profit experience, she works with the Investor Relations team to drive prospect research priorities and expand the investor pipeline. Stephanie came from NYU, where she was a Senior Research Analyst in Prospect Research. In that role, she led projects and research focused on data integrity and piloted new research and data policies. Before joining NYU in 2016, Stephanie was the manager of corporate partnerships at Orbis International, an international health non-profit that works with blindness treatment and prevention.  Stephanie is passionate about global public health and international humanitarian work. Stephanie holds a BA in International Affairs from the George Washington University and an MS in Global Affairs from the Center for Global Affairs at the School of Professional Studies at NYU. Outside of the office, Stephanie is an avid traveler, Great British Bake Off-obsessed baker, themed party planner, and Halloween enthusiast.

COST:

$25 Members

$50 Non-Members

LOCATION:

This program will be held as a Zoom meeting.  Attendees will receive a Zoom link a day before the event. The program will not be recorded.  

DEADLINES:

Deadline for registration will be November 17 at 11AM.