Prospect Research #Chatbytes
Business & Finance
About
Prospect research professionals share their stories, tips, and commentary on topics that affect our fundraising work and our lives. We also sneak in guests from outside our field to shake up our perspective on fundraising and prospect research.
Episodes
- 141: Valerie Anastasio on the K-Shaped Economy and the Ultra-Wealthy Donor
Fundraising consultant Valerie Anastasio explains the K-shaped economy, why the ultra-wealthy require discipline rather than optimism from researchers, and how to focus on the 10% of high-net-worth prospects who actually align with your mi…
- 141: Valerie Anastasio on the K-Shaped Economy and the Ultra-Wealthy Donor
Fundraising consultant Valerie Anastasio explains the K-shaped economy, why the ultra-wealthy require discipline rather than optimism from researchers, and how to focus on the 10% of high-net-worth prospects who actually align with your mi…
- 140: When Portfolio Management Isn't Working: Amy Modin's Advice for Starting Over
Amy Modin, Director of Research and Prospect Management at the U.S. Air Force Academy Foundation, shares how she rebuilt a broken portfolio management system by meeting fundraisers where they are, building trust through humility, and showi…
- 139: Vered Siegel on Why Judgment Is the New Scarce Resource in Fundraising
Vered Siegel, CFRE, Director of Prospect Management and Research at American Friends of the Hebrew University, unpacks what it really means to be a strategic partner in the age of AI—and why judgment, not information, is now the scarcest r…
- 138: Derry Deringer on Major Gift Success Through Transparency and Partnership
Major gift consultant Derry Deringer shares how prospect researchers can build fundraiser confidence through focused partnerships and why transparency with donors trumps perfection Read More on the Learning Edge Blog Resources Mentioned De…
- 137: Will Schrepferman on AI-Powered Prospect Research with DonorAtlas
AI isn't just coming to prospect research—it's already here, and it's changing how organizations identify and understand their donors. Will Schrepferman shares why he developed DonorAtlas. Read More on the Learning Edge Blog DonorAtlas | S…
- 136: Diana Marquis on How the Development Director Doing It All Can Succeed with Major Gifts
Diana Marquis, founder of DMgroup Consulting, reveals how to manage major gifts with limited resources—and why good prospect research is the secret weapon every development director needs. Read More in the Learning Edge Blog Resources Ment…
- 135: Karen Cochran on Cultivating Billion-Dollar Donor Relationships
Karen Cochran reveals why two-thirds of transformational gifts come from outside your donor base—and how research unlocks these relationships. Read More on the Learning Edge Blog Connect with Karen: LinkedIn | Philanthropy Innovators Websi…
- 134: How Mid-Level Programs Drive Major Gift Growth with Jeff Schreifels
Co-founder of Veritus Group, Jeff Schreifels shares how to identify true major gift prospects, why two-thirds of donors don't want deeper relationships, and how mid-level programs unlock significant giving opportunities. Read More on the L…
- 133: Barbara Shelton on Strategic Solicitation, Curiosity, and the Art of Slowing Down
Consultant Barbara Shelton shares how deep donor profiles and meaningful conversations transform campaigns. In this episode of ChatBytes, she reveals how researchers, consultants, and gift officers can slow down, ask better questions, and…
- 132: Getting Started and Getting Serious about Due Diligence with Courtney Cutler
Courtney Cutler debunks myths, shares the nuances of due diligence and delivers tips for getting started in your organization. Read More on the Learning Edge Blog
- 131: #CareerCurious: Aisha Maddox Shares How Curiosity Sparked a Career in Prospect Development
Working across many areas of higher education, Aisha Maddox shares how her genuine curiosity led her to a fulfilling career in prospect development. In this episode, she shares the power of asking questions, the impact of community through…
- 130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises
Bethany Morley, Director of Prospect Strategy and Research at West Chester University Foundation, combines frontline fundraising experience with genealogical expertise. She reveals how targeted portfolio adjustments yielded significant res…
- 129: Janet Weimar on Smarter Portfolios and Team-Based Fundraising
Janet Weimar shares how the University of Iowa reimagined qualification and major gift portfolios for greater clarity and collaboration within the entire team. Connect with Janet: LinkedIn
- 128: Smooth Development Officer Transitions with Janna Lee
Janna Lee shares top tips for keeping prospects engaged during staff turnover
- 127: Carol Horner on Philanthropy, Life, and Leadership
For Carol Horner philanthropy is about more than making a donation, it's a lifestyle . Connect with Carol: LinkedIn | Spiral of Accountability book | Synchronicity Website Connect with Rotary: Rotary International | Rotary of Council Bluff…
- 126: The Ebb and Flow of Prospect Management with Ruthie Giles
Ruthie Giles explains the route from organized chaos to managed portfolios.
- 125: #CareerCurious with Devon Villa Gessert: The Path to Leadership
Devon Villa Gessert shares how she made the leap from doing to planning. >> Read More on the Learning Edge Blog
- 124: Making SEC financial filings accessible with Raul Peralta of Kaleidoscope
Raul Peralta, CEO and Founder of Kaleidoscope on making it easier to research financial filings. Additional Resources Connect with Raul Peralta: LinkedIn | Website Towards Data Science | https://towardsdatascience.com | Blog: "The world's…
- 123: Sarah Cadbury Goes Beyond Performance Metrics to Prospect Insight
Learn how Sarah Cadbury brought value with automated insights Connect with Sarah Cadbury | LinkedIn | GGA Bio Prospect Development: Rethink How You Categorize Prospects | Sarah Cadbury | Grenzebach Glier and Associates | 2023 Breaking up I…
- 122: Supporting start-up donor acquisition and retention with Meta Stange at INN
Meta Stange shares how INN manages and leverages the NewsMatch program for its nonprofit news members. Additional Resources Connect with Meta Stange | LinkedIn Institute for Nonprofit News (INN ) | A network of 450 nonprofit newsrooms dedi…
- 121: Stepping into Prospect Management with Kelyn Klein
Kelyn Klein shares how she created a prospect management program as a solo researcher. >> Read More on the Learning Edge Blog
- 120: Diane Remin on Major Gift Fundraising at Small Nonprofits
Diane Remin shares how she works with small nonprofits to amp up their fundraising. >> Read More on the Learning Edge Blog
- 119: Talking Family Offices with Erik Hoover
Erik Hoover reveals the trends and tactics for recognizing and presenting family offices. >> Read More on the Learning Edge Blog
- 118: Sphere of Influence Research with Chris Mildner
Chris Mildner shares how she builds sphere of influence lists for prospecting. Read More on the Learning Edge Blog >>
- 117: Capital Campaign Success Secrets with Peggy Calhoun
Peggy Calhoun shares how relationships and prospect ID pair up for success in capital campaigns. >> Read More on the Learning Edge Blog
- 116: The Role of Profile Research in Corporate Fundraising with Tracy LaMondue
Tracy LaMondue shares how she uses corporate profiles to build relationships. Tracy was featured in our publication, "In Good Company." Get your copy today. >> Read More on the Learning Edge Blog
- 115: Jim Langley on Using Research and Writing to Connect Better with Donors
Jim Langley shares how his background in writing led him to fundraising and a focus on better donor connections >> Read More on the Learning Edge Blog
- 114: Leveraging prospect profiles for major gifts with John Cerniglia
John Cerniglia shares stories and advice on getting the most out of prospect profiles. >> Read More on the Learning Edge Blog
- 113: The Democratizing Philanthropy Project with Kina Collins
Kina Collins shares how DPP is training BIPOC nonprofits to flourish. >> Read More on the Learning Edge Blog
- 112: Volunteering Research for Ukraine with Nilufa Begum
Nilufa Begum talks about volunteering to research for Ukraine NGOs >> Read More on the Learning Edge Blog
- 111: Christopher Haight on Donor Qualification from Identification to Visit
Christopher Haight shares his experience creating a successful Discovery Team. >> Read More on the Learning Edge Blog
- 110: Jon Garrow on A.I. Tools for the Modern Prospect Development Office
Jon Garrow shares how he leverages A.I. Tools in Prospect Development >> Read More on the Learning Edge Blog
- 109: Taking Action on DEI in Prospect Development with Sharise Harrison
Sharise Harrison describes her experiences – good and bad – with DEI in the development workplace. >> Read More on the Learning Edge Blog
- 108: International Fundraising with Robert Osborne
Robert Osbornes shares the similarities and differences fundraising around the globe. >> Read More on the Learning Edge Blog
- 107: Visualizing Data Equity with Meena Das at NamasteData
Meena Das teaches us to ask the question: How can we do good with data? >> Read More on the Learning Edge Blog
- 106: Brock Silvey and the Case of the Zombie Proposals
Find out how Brock Silvey and the team at Northwestern University uncover the truth behind the zombie major gift proposals! >> Read More on the Learning Edge Blog
- 105: #CareerCurious with Tim Wilson
Tim Wilson shares his career, who influences him, and why he created the People in Fundraising webcast. >> Read More on the Learning Edge Blog
- 104: Medha Nanal Answers: Can Machine Learning and AI Really Impact Your Nonprofit?
Medha Nanal shares use cases for how machine learning can improve nonprofit outcomes. >> Read More on the Learning Edge Blog
- 103: Profiles in the Database with Michele Tanzosch
Michele Tanzosch walks us through her experience storing profiles inside the database >> Read More on the Learning Edge Blog
- 102: Trends in Fundraising and Analytics with Marianne Pelletier
Marianne Pelletier shares her observations from the data analytics point of view. >> Read More on the Learning Edge Blog
- 101: Reflections on 10 Years of Prospect Research Institute
Jen Filla shares her thoughts on the past and future of the Institute. >> Read More on the Learning Edge Blog
- 100: #CareerCurious with Terry Synnott- Journalist, Skateboarder and Prospect Researcher
Discover how Terry Synnott's unusual career path has informed his prospect research work. >> Read More on the Learning Edge Blog
- 99: Achieving nonprofit fundraising data potential with Doug Cogswell
Doug Cogswell explores how organizations achieve fundraising growth with data. >> Learn more on the Learning Edge Blog
- 98: Innovations in Capacity Ratings with Adam Bradford
Adam Bradford shares his journey to finding and using Federal Reserve data for better capacity ratings. >> Learn more on the Learning Edge Blog
- 97: Cryptocurrency and the Opportunity Factor with Elisa Shoenberger
Find out if the "crypto winter" forecasts the end of cryptocurrency for philanthropy. >> Read More on the Learning Edge Blog
- 96: Fundraising with an Abundance Mindset with Gauri Manglik at Instrumentl
Gauri Manglik shares her tech start-up journey and the secrets behind Instrumentl's success. >> Read More on the Learning Edge Blog
- 95: Jeff Jowdy on prospect research and teaching the joy of giving in major gifts
Jeff Jowdy has raised the millions and today he shares his perspective on wealth and giving that prospect research can leverage for development officer success >> Read More on the Learning Edge Blog
- 94: Digital Marketing Data for Fundraising with Joe Stabb
Dr. Joe Stabb shares some of his recent projects at the intersection of marketing and fundraising. >> Read More on the Learning Edge Blog
- 93: Linda Smith and the Confessions of a Sin City Fundraiser
Former Chief Fundraiser of Opportunity Village in Nevada, Linda Smith shares evergreen fundraising wisdom. >> Read More on the Learning Edge Blog