All Episodes
Prospect Research #Chatbytes — 142 episodes
141: Valerie Anastasio on the K-Shaped Economy and the Ultra-Wealthy Donor
140: When Portfolio Management Isn't Working: Amy Modin's Advice for Starting Over
139: Vered Siegel on Why Judgment Is the New Scarce Resource in Fundraising
138: Derry Deringer on Major Gift Success Through Transparency and Partnership
137: Will Schrepferman on AI-Powered Prospect Research with DonorAtlas
136: Diana Marquis on How the Development Director Doing It All Can Succeed with Major Gifts
Diana Marquis on AI, Prospect Research, and the Future of Fundraising
135: Karen Cochran on Cultivating Billion-Dollar Donor Relationships
134: How Mid-Level Programs Drive Major Gift Growth with Jeff Schreifels
133: Barbara Shelton on Strategic Solicitation, Curiosity, and the Art of Slowing Down
132: Getting Started and Getting Serious about Due Diligence with Courtney Cutler
131: #CareerCurious: Aisha Maddox Shares How Curiosity Sparked a Career in Prospect Development
130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises
129: Janet Weimar on Smarter Portfolios and Team-Based Fundraising
128: Smooth Development Officer Transitions with Janna Lee
127: Carol Horner on Philanthropy, Life, and Leadership
126: The Ebb and Flow of Prospect Management with Ruthie Giles
125: #CareerCurious with Devon Villa Gessert: The Path to Leadership
124: Making SEC financial filings accessible with Raul Peralta of Kaleidoscope
123: Sarah Cadbury Goes Beyond Performance Metrics to Prospect Insight
122: Supporting start-up donor acquisition and retention with Meta Stange at INN
121: Stepping into Prospect Management with Kelyn Klein
120: Diane Remin on Major Gift Fundraising at Small Nonprofits
119: Talking Family Offices with Erik Hoover
118: Sphere of Influence Research with Chris Mildner
117: Capital Campaign Success Secrets with Peggy Calhoun
116: The Role of Profile Research in Corporate Fundraising with Tracy LaMondue
115: Jim Langley on Using Research and Writing to Connect Better with Donors
114: Leveraging prospect profiles for major gifts with John Cerniglia
113: The Democratizing Philanthropy Project with Kina Collins
112: Volunteering Research for Ukraine with Nilufa Begum
111: Christopher Haight on Donor Qualification from Identification to Visit
110: Jon Garrow on A.I. Tools for the Modern Prospect Development Office
109: Taking Action on DEI in Prospect Development with Sharise Harrison
108: International Fundraising with Robert Osborne
107: Visualizing Data Equity with Meena Das at NamasteData
106: Brock Silvey and the Case of the Zombie Proposals
105: #CareerCurious with Tim Wilson
104: Medha Nanal Answers: Can Machine Learning and AI Really Impact Your Nonprofit?
103: Profiles in the Database with Michele Tanzosch
102: Trends in Fundraising and Analytics with Marianne Pelletier
101: Reflections on 10 Years of Prospect Research Institute
100: #CareerCurious with Terry Synnott- Journalist, Skateboarder and Prospect Researcher
99: Achieving nonprofit fundraising data potential with Doug Cogswell
98: Innovations in Capacity Ratings with Adam Bradford
97: Cryptocurrency and the Opportunity Factor with Elisa Shoenberger
96: Fundraising with an Abundance Mindset with Gauri Manglik at Instrumentl
95: Jeff Jowdy on prospect research and teaching the joy of giving in major gifts
94: Digital Marketing Data for Fundraising with Joe Stabb
93: Linda Smith and the Confessions of a Sin City Fundraiser
92: #CareerCurious with Miguel Angel Hernández at Tecnológico de Monterrey in Mexico
91: Dr. Russell James reveals the secret behind major gift growth – psychology!
90: Predictive Insights a la carte with Shawn Olds at boodleAI
89: Crypto and Decentralized Finance as Vehicles for Philanthropy with Melody Song
88: Dr. Phildra J. Swagger on building the life you want, not just a career
87: #CareerCurious with Vanessa Boyle and Kelly Douglas at Caltech
86: Unleash your creativity for board prospecting
85: Backstory and Trends in Prospect Management
84: Prospecting for Foundations - Strategically
83: Dynamic and Digital: Fundraising Trends with Tim Kachuriak
82: Continuing Education: Should it be Training? Or Education? BOTH!
81: Lacy McAlister on Developing Prospect Management 2.0
80: #CareerCurious with Charles Snyder in Ireland
79: Break it to make it! Profiles should reflect the prospect, not the template.
78: Tuesday Mooney, Prospect Research, and the Story Writing Bug
77: #CareerCurious with Helen Brown, President of The Helen Brown Group
76: Healthcare Leadership's $75M Perspective on Prospect Research
75: It's All About Communication! Research as an Iterative Process.
74: Prospect Researchers as the Reference Librarians of the Development Office
73: A.I. in the Nonprofit Sector with Jared Sheehan of PwrdBy
72: #CareerCurious with Canadian Researcher Selene Hur
71: #CareerCurious with Shelby Radcliffe: from Prospect Researcher to Advancement VP
70: #CareerCurious with Scott Richards, Director of Training at Virtuous, a nonprofit CRM and marketing platform
69: #CareerCurious with Betsy Mehlman in Israel
68: The "Lean" Fundraising Model: How to Raise Major Dollars with few staff
67: Relational Mapping with WealthQuotient
66: Find Out What Makes a Great Corporate Prospect
65: How to Refine your Personal Image When Working from Home
64: The Active Donor File "Trap" – A Donor Data Lesson
63: #CareerCurious series featuring Erin Craine
62: Member Series: Sandy Montgomery
61: New Course on Fundraising Analytics for Campaigns
60: Developing Talent on your Team
59: Member Series: Bryan Campbell
58: Valuing Commercial Real Estate with Allen Thomas
57: Member Tips with Deborah Drucker
56: A Surprising Way Prospect Research Can Help Raise Nonprofit Millions
55: Accelerate Your Fundraising in Some Surprising Ways With Clean Donor Data
54: Member Tip: Conference, Course, Book, or Blog? Does it Really Matter? Yes!
53: Member Tip: The Purpose of Training is NOT Learning!
52: Member Tip: Link Collections are Clutter for Good
51: There are no major donors! And other surprising insights from Penelope Burk.
50: Member Tip: An SEC gift from SECgems.com
49: Member Tip: How to Convert Date to Fiscal Year in Excel
48: Should you be Creating a Donor Engagement Score?
47: Member Tip: Prospecting for Interest
46: Member Tip: Valuing Commercial Real Estate
45: Member Tip: Practicing Insights
44: Is Gratitude a Feeling or an Algorithm (or both)?
43: Member Tip: Prospecting Down the Rabbit Hole: Managing Your Time
42: Member Tip: Prospecting Down the Rabbit Hole: Managing Expectations
41: Member Tip: Search Tip on Insiders' Gifted Stock
40: Ethical Issues of Mega-Philanthropy
39: Member Tip: Public Company Insiders + Philanthropy
38: Member Tip: Prospecting Communication Breakdown
37: Donor Colony Collapse with Jay Frost
36: Member Update: The Evolution of Prospect Management
35: #CareerCurious with Marie Danieli, Assistant Director, Prospect and Donor Relations at Columbia Business School
34: Inclusive Fundraising Raises Money – That's Why Gender Matters!
33: Can Gravyty get development officers to make more prospect discovery visits?
32: #CareerCurious with Mark Egge, 2018-2019 President of Apra International
31: Applying prospect research across the development program
30: Data + Analytics: What's the Impact? Ask Peter.
29: #CareerCurious with Cecilia Hogan
28: How to Create Prospect Portfolios that Reach Fundraising Goals
27: #CareerCurious with Bond Lammey
26: David Lawson explains how Big Data can translate into Big Good
25: GDPR for the Love of Fundraising
24: #CareerCurious: Sabine Schuller
23: Wealth Advisors and Philanthropy: What's your passion?
22: #CareerCurious series featuring Kat Banakis
21: #ResearchPride with Jen Filla
20: Prospect Profiles and the Future of Research
19: Creating Capacity Ratings for Corporations and Foundations
18: #CareerCurious Telecommuting: Prospect Research from the Home Office
17: Keeping it Real in the Era of Click Bait
16: Hiring and Managing Great Prospect Researchers
15: #CareerCurious series featuring Jason Briggs
14: A Book Story: Prospect Research in Canada
13: #CareerCurious series featuring Jo Theodosopoulos
12: #CareerCurious series featuring Chris Mildner
11: Data Discussion: Filter Bubble, Privacy, and More
10: #CareerCurious series featuring Susan Hayes-McQueen
9: #CareerCurious series featuring Lisa Howley
8: Conversation with Tim Horton, a venture capitalist
7: #Career Curious Series featuring Craig Belanger
6: #CareerCurious series featuring Stephen Lambert PhD
5-#CareerCurious series featuring Renee Teate
4-#CareerCurious series featuring Mark Koenig
3: What About Women? Prospect Development from a Female Perspective
2: Public Company Insiders and Fundraising – IRL Stories!
1: Buyouts, Inversions and Acquisitions, Oh My!