Prospect Research #Chatbytes cover art

All Episodes

Prospect Research #Chatbytes — 146 episodes

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Title
1

145: Evelyn Chen on Braver Leadership and Philanthropic Due Diligence

2

144: Mary Petersen on Why Gift Officers Stall on New Prospects — and How to Start

3

143: #CareerCurious on Going Solo in Prospect Development with Regina Alhassan

4

142: Tricia Marsherall on Clean Data, Clear Strategy, and How Donor Databases Really Work

5

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

6

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

7

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

8

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

9

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

10

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

11

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

12

135: Karen Cochran on Cultivating Billion-Dollar Donor Relationships

13

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

14

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

15

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

16

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

17

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

18

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

19

128: Smooth Development Officer Transitions with Janna Lee

20

127: Carol Horner on Philanthropy, Life, and Leadership

21

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

22

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

23

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

24

123: Sarah Cadbury Goes Beyond Performance Metrics to Prospect Insight

25

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

26

121: Stepping into Prospect Management with Kelyn Klein

27

120: Diane Remin on Major Gift Fundraising at Small Nonprofits

28

119: Talking Family Offices with Erik Hoover

29

118: Sphere of Influence Research with Chris Mildner

30

117: Capital Campaign Success Secrets with Peggy Calhoun

31

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

32

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

33

114: Leveraging prospect profiles for major gifts with John Cerniglia

34

113: The Democratizing Philanthropy Project with Kina Collins

35

112: Volunteering Research for Ukraine with Nilufa Begum

36

111: Christopher Haight on Donor Qualification from Identification to Visit

37

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

38

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

39

108: International Fundraising with Robert Osborne

40

107: Visualizing Data Equity with Meena Das at NamasteData

41

106: Brock Silvey and the Case of the Zombie Proposals

42

105: #CareerCurious with Tim Wilson

43

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

44

103: Profiles in the Database with Michele Tanzosch

45

102: Trends in Fundraising and Analytics with Marianne Pelletier

46

101: Reflections on 10 Years of Prospect Research Institute

47

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

48

99: Achieving nonprofit fundraising data potential with Doug Cogswell

49

98: Innovations in Capacity Ratings with Adam Bradford

50

97: Cryptocurrency and the Opportunity Factor with Elisa Shoenberger

51

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

52

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

53

94: Digital Marketing Data for Fundraising with Joe Stabb

54

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

55

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

56

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

57

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

58

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

59

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

60

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

61

86: Unleash your creativity for board prospecting

62

85: Backstory and Trends in Prospect Management

63

84: Prospecting for Foundations - Strategically

64

83: Dynamic and Digital: Fundraising Trends with Tim Kachuriak

65

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

66

81: Lacy McAlister on Developing Prospect Management 2.0

67

80: #CareerCurious with Charles Snyder in Ireland

68

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

69

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

70

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

71

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

72

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

73

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

74

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

75

72: #CareerCurious with Canadian Researcher Selene Hur

76

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

77

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

78

69: #CareerCurious with Betsy Mehlman in Israel

79

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

80

67: Relational Mapping with WealthQuotient

81

66: Find Out What Makes a Great Corporate Prospect

82

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

83

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

84

63: #CareerCurious series featuring Erin Craine

85

62: Member Series: Sandy Montgomery

86

61: New Course on Fundraising Analytics for Campaigns

87

60: Developing Talent on your Team

88

59: Member Series: Bryan Campbell

89

58: Valuing Commercial Real Estate with Allen Thomas

90

57: Member Tips with Deborah Drucker

91

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

92

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

93

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

94

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

95

52: Member Tip: Link Collections are Clutter for Good

96

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

97

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

98

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

99

48: Should you be Creating a Donor Engagement Score?

100

47: Member Tip: Prospecting for Interest

101

46: Member Tip: Valuing Commercial Real Estate

102

45: Member Tip: Practicing Insights

103

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

104

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

105

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

106

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

107

40: Ethical Issues of Mega-Philanthropy

108

39: Member Tip: Public Company Insiders + Philanthropy

109

38: Member Tip: Prospecting Communication Breakdown

110

37: Donor Colony Collapse with Jay Frost

111

36: Member Update: The Evolution of Prospect Management

112

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

113

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

114

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

115

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

116

31: Applying prospect research across the development program

117

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

118

29: #CareerCurious with Cecilia Hogan

119

28: How to Create Prospect Portfolios that Reach Fundraising Goals

120

27: #CareerCurious with Bond Lammey

121

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

122

25: GDPR for the Love of Fundraising

123

24: #CareerCurious: Sabine Schuller

124

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

125

22: #CareerCurious series featuring Kat Banakis

126

21: #ResearchPride with Jen Filla

127

20: Prospect Profiles and the Future of Research

128

19: Creating Capacity Ratings for Corporations and Foundations

129

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

130

17: Keeping it Real in the Era of Click Bait

131

16: Hiring and Managing Great Prospect Researchers

132

15: #CareerCurious series featuring Jason Briggs

133

14: A Book Story: Prospect Research in Canada

134

13: #CareerCurious series featuring Jo Theodosopoulos

135

12: #CareerCurious series featuring Chris Mildner

136

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

137

10: #CareerCurious series featuring Susan Hayes-McQueen

138

9: #CareerCurious series featuring Lisa Howley

139

8: Conversation with Tim Horton, a venture capitalist

140

7: #Career Curious Series featuring Craig Belanger

141

6: #CareerCurious series featuring Stephen Lambert PhD

142

5-#CareerCurious series featuring Renee Teate

143

4-#CareerCurious series featuring Mark Koenig

144

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

145

2: Public Company Insiders and Fundraising – IRL Stories!

146

1: Buyouts, Inversions and Acquisitions, Oh My!