Prospect Research #Chatbytes cover art

All Episodes

Prospect Research #Chatbytes — 142 episodes

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Title
1

141: Valerie Anastasio on the K-Shaped Economy and the Ultra-Wealthy Donor

2

140: When Portfolio Management Isn't Working: Amy Modin's Advice for Starting Over

3

139: Vered Siegel on Why Judgment Is the New Scarce Resource in Fundraising

4

138: Derry Deringer on Major Gift Success Through Transparency and Partnership

5

137: Will Schrepferman on AI-Powered Prospect Research with DonorAtlas

6

136: Diana Marquis on How the Development Director Doing It All Can Succeed with Major Gifts

7

Diana Marquis on AI, Prospect Research, and the Future of Fundraising

8

135: Karen Cochran on Cultivating Billion-Dollar Donor Relationships

9

134: How Mid-Level Programs Drive Major Gift Growth with Jeff Schreifels

10

133: Barbara Shelton on Strategic Solicitation, Curiosity, and the Art of Slowing Down

11

132: Getting Started and Getting Serious about Due Diligence with Courtney Cutler

12

131: #CareerCurious: Aisha Maddox Shares How Curiosity Sparked a Career in Prospect Development

13

130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises

14

129: Janet Weimar on Smarter Portfolios and Team-Based Fundraising

15

128: Smooth Development Officer Transitions with Janna Lee

16

127: Carol Horner on Philanthropy, Life, and Leadership

17

126: The Ebb and Flow of Prospect Management with Ruthie Giles

18

125: #CareerCurious with Devon Villa Gessert: The Path to Leadership

19

124: Making SEC financial filings accessible with Raul Peralta of Kaleidoscope

20

123: Sarah Cadbury Goes Beyond Performance Metrics to Prospect Insight

21

122: Supporting start-up donor acquisition and retention with Meta Stange at INN

22

121: Stepping into Prospect Management with Kelyn Klein

23

120: Diane Remin on Major Gift Fundraising at Small Nonprofits

24

119: Talking Family Offices with Erik Hoover

25

118: Sphere of Influence Research with Chris Mildner

26

117: Capital Campaign Success Secrets with Peggy Calhoun

27

116: The Role of Profile Research in Corporate Fundraising with Tracy LaMondue

28

115: Jim Langley on Using Research and Writing to Connect Better with Donors

29

114: Leveraging prospect profiles for major gifts with John Cerniglia

30

113: The Democratizing Philanthropy Project with Kina Collins

31

112: Volunteering Research for Ukraine with Nilufa Begum

32

111: Christopher Haight on Donor Qualification from Identification to Visit

33

110: Jon Garrow on A.I. Tools for the Modern Prospect Development Office

34

109: Taking Action on DEI in Prospect Development with Sharise Harrison

35

108: International Fundraising with Robert Osborne

36

107: Visualizing Data Equity with Meena Das at NamasteData

37

106: Brock Silvey and the Case of the Zombie Proposals

38

105: #CareerCurious with Tim Wilson

39

104: Medha Nanal Answers: Can Machine Learning and AI Really Impact Your Nonprofit?

40

103: Profiles in the Database with Michele Tanzosch

41

102: Trends in Fundraising and Analytics with Marianne Pelletier

42

101: Reflections on 10 Years of Prospect Research Institute

43

100: #CareerCurious with Terry Synnott- Journalist, Skateboarder and Prospect Researcher

44

99: Achieving nonprofit fundraising data potential with Doug Cogswell

45

98: Innovations in Capacity Ratings with Adam Bradford

46

97: Cryptocurrency and the Opportunity Factor with Elisa Shoenberger

47

96: Fundraising with an Abundance Mindset with Gauri Manglik at Instrumentl

48

95: Jeff Jowdy on prospect research and teaching the joy of giving in major gifts

49

94: Digital Marketing Data for Fundraising with Joe Stabb

50

93: Linda Smith and the Confessions of a Sin City Fundraiser

51

92: #CareerCurious with Miguel Angel Hernández at Tecnológico de Monterrey in Mexico

52

91: Dr. Russell James reveals the secret behind major gift growth – psychology!

53

90: Predictive Insights a la carte with Shawn Olds at boodleAI

54

89: Crypto and Decentralized Finance as Vehicles for Philanthropy with Melody Song

55

88: Dr. Phildra J. Swagger on building the life you want, not just a career

56

87: #CareerCurious with Vanessa Boyle and Kelly Douglas at Caltech

57

86: Unleash your creativity for board prospecting

58

85: Backstory and Trends in Prospect Management

59

84: Prospecting for Foundations - Strategically

60

83: Dynamic and Digital: Fundraising Trends with Tim Kachuriak

61

82: Continuing Education: Should it be Training? Or Education? BOTH!

62

81: Lacy McAlister on Developing Prospect Management 2.0

63

80: #CareerCurious with Charles Snyder in Ireland

64

79: Break it to make it! Profiles should reflect the prospect, not the template.

65

78: Tuesday Mooney, Prospect Research, and the Story Writing Bug

66

77: #CareerCurious with Helen Brown, President of The Helen Brown Group

67

76: Healthcare Leadership's $75M Perspective on Prospect Research

68

75: It's All About Communication! Research as an Iterative Process.

69

74: Prospect Researchers as the Reference Librarians of the Development Office

70

73: A.I. in the Nonprofit Sector with Jared Sheehan of PwrdBy

71

72: #CareerCurious with Canadian Researcher Selene Hur

72

71: #CareerCurious with Shelby Radcliffe: from Prospect Researcher to Advancement VP

73

70: #CareerCurious with Scott Richards, Director of Training at Virtuous, a nonprofit CRM and marketing platform

74

69: #CareerCurious with Betsy Mehlman in Israel

75

68: The "Lean" Fundraising Model: How to Raise Major Dollars with few staff

76

67: Relational Mapping with WealthQuotient

77

66: Find Out What Makes a Great Corporate Prospect

78

65: How to Refine your Personal Image When Working from Home

79

64: The Active Donor File "Trap" – A Donor Data Lesson

80

63: #CareerCurious series featuring Erin Craine

81

62: Member Series: Sandy Montgomery

82

61: New Course on Fundraising Analytics for Campaigns

83

60: Developing Talent on your Team

84

59: Member Series: Bryan Campbell

85

58: Valuing Commercial Real Estate with Allen Thomas

86

57: Member Tips with Deborah Drucker

87

56: A Surprising Way Prospect Research Can Help Raise Nonprofit Millions

88

55: Accelerate Your Fundraising in Some Surprising Ways With Clean Donor Data

89

54: Member Tip: Conference, Course, Book, or Blog? Does it Really Matter? Yes!

90

53: Member Tip: The Purpose of Training is NOT Learning!

91

52: Member Tip: Link Collections are Clutter for Good

92

51: There are no major donors! And other surprising insights from Penelope Burk.

93

50: Member Tip: An SEC gift from SECgems.com

94

49: Member Tip: How to Convert Date to Fiscal Year in Excel

95

48: Should you be Creating a Donor Engagement Score?

96

47: Member Tip: Prospecting for Interest

97

46: Member Tip: Valuing Commercial Real Estate

98

45: Member Tip: Practicing Insights

99

44: Is Gratitude a Feeling or an Algorithm (or both)?

100

43: Member Tip: Prospecting Down the Rabbit Hole: Managing Your Time

101

42: Member Tip: Prospecting Down the Rabbit Hole: Managing Expectations

102

41: Member Tip: Search Tip on Insiders' Gifted Stock

103

40: Ethical Issues of Mega-Philanthropy

104

39: Member Tip: Public Company Insiders + Philanthropy

105

38: Member Tip: Prospecting Communication Breakdown

106

37: Donor Colony Collapse with Jay Frost

107

36: Member Update: The Evolution of Prospect Management

108

35: #CareerCurious with Marie Danieli, Assistant Director, Prospect and Donor Relations at Columbia Business School

109

34: Inclusive Fundraising Raises Money – That's Why Gender Matters!

110

33: Can Gravyty get development officers to make more prospect discovery visits?

111

32: #CareerCurious with Mark Egge, 2018-2019 President of Apra International

112

31: Applying prospect research across the development program

113

30: Data + Analytics: What's the Impact? Ask Peter.

114

29: #CareerCurious with Cecilia Hogan

115

28: How to Create Prospect Portfolios that Reach Fundraising Goals

116

27: #CareerCurious with Bond Lammey

117

26: David Lawson explains how Big Data can translate into Big Good

118

25: GDPR for the Love of Fundraising

119

24: #CareerCurious: Sabine Schuller

120

23: Wealth Advisors and Philanthropy: What's your passion?

121

22: #CareerCurious series featuring Kat Banakis

122

21: #ResearchPride with Jen Filla

123

20: Prospect Profiles and the Future of Research

124

19: Creating Capacity Ratings for Corporations and Foundations

125

18: #CareerCurious Telecommuting: Prospect Research from the Home Office

126

17: Keeping it Real in the Era of Click Bait

127

16: Hiring and Managing Great Prospect Researchers

128

15: #CareerCurious series featuring Jason Briggs

129

14: A Book Story: Prospect Research in Canada

130

13: #CareerCurious series featuring Jo Theodosopoulos

131

12: #CareerCurious series featuring Chris Mildner

132

11: Data Discussion: Filter Bubble, Privacy, and More

133

10: #CareerCurious series featuring Susan Hayes-McQueen

134

9: #CareerCurious series featuring Lisa Howley

135

8: Conversation with Tim Horton, a venture capitalist

136

7: #Career Curious Series featuring Craig Belanger

137

6: #CareerCurious series featuring Stephen Lambert PhD

138

5-#CareerCurious series featuring Renee Teate

139

4-#CareerCurious series featuring Mark Koenig

140

3: What About Women? Prospect Development from a Female Perspective

141

2: Public Company Insiders and Fundraising – IRL Stories!

142

1: Buyouts, Inversions and Acquisitions, Oh My!