Prospect Research #Chatbytes: Recent Episodes
Prospect Research Institute
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.
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 results, including a $1.5M planned gift.
- Connect with Bethany: LinkedIn
- Learn more: West Chester University Foundation
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
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 Bluffs Noon | The Rotary Foundation
Devon Villa Gessert shares how she made the leap from doing to planning.
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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 leading publication for data science, AI, data analytics, data engineering and ML professionals.”
- MarkTechPost Media | https://www.marktechpost.com
- Bindu Reddy on X | https://x.com/bindureddy | She talks about her company, Abacus.ai a lot, but she posts a lot of great content on AI and LLMs.
- Apra PRSPCT-L | You need to create a free account with what is now officially the Apra Exchange forums, but it originated as an old fashioned list-serv called PRSPCT-L. You’ll find an
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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 Is Hard to Do: When Your Organization and Industry Best Practices Grow Apart | Sarah Cadbury | Apra Connections | 2024
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 dedicated to providing independent, nonpartisan news coverage as a public service. * NewsMatch | NewsMatch is a collaboration of funders, supported through the Fund for Nonprofit News, an open collaborative fund at The Miami Foundation, managed by the Institute for Nonprofit News (INN), and learning partner, News Revenue * How Funders Support Journalism with Ease and Precision | Chronicle of Philanthropy | 10/27/2023 * How This Nationwide Matching Gift Campaign Galvanizes Support for Nonprofit News Outlets| Inside Philanthropy | 10/30/2023 | Requires subscription * “A Pathway to Restoring Local News.” Field Leader Sue Cross on the State of Journalism Philanthropy | Inside Philanthropy | 10/24/2023 | Requires subscription
Kelyn Klein shares how she created a prospect management program as a solo researcher.
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Diane Remin shares how she works with small nonprofits to amp up their fundraising.
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Erik Hoover reveals the trends and tactics for recognizing and presenting family offices.
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Chris Mildner shares how she builds sphere of influence lists for prospecting.
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Peggy Calhoun shares how relationships and prospect ID pair up for success in capital campaigns.
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Tracy LaMondue shares how she uses corporate profiles to build relationships.
Tracy was featured in our publication, "In Good Company." Get your copy today.
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Jim Langley shares how his background in writing led him to fundraising and a focus on better donor connections
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John Cerniglia shares stories and advice on getting the most out of prospect profiles.
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Kina Collins shares how DPP is training BIPOC nonprofits to flourish.
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Nilufa Begum talks about volunteering to research for Ukraine NGOs
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Christopher Haight shares his experience creating a successful Discovery Team.
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Jon Garrow shares how he leverages A.I. Tools in Prospect Development
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Sharise Harrison describes her experiences – good and bad – with DEI in the development workplace.
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Robert Osbornes shares the similarities and differences fundraising around the globe.
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Meena Das teaches us to ask the question: How can we do good with data?
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Find out how Brock Silvey and the team at Northwestern University uncover the truth behind the zombie major gift proposals!
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Tim Wilson shares his career, who influences him, and why he created the People in Fundraising webcast.
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Medha Nanal shares use cases for how machine learning can improve nonprofit outcomes.
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Michele Tanzosch walks us through her experience storing profiles inside the database
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Jen Filla shares her thoughts on the past and future of the Institute.
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Discover how Terry Synnott’s unusual career path has informed his prospect research work.
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Doug Cogswell explores how organizations achieve fundraising growth with data.
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Adam Bradford shares his journey to finding and using Federal Reserve data for better capacity ratings.
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Find out if the “crypto winter” forecasts the end of cryptocurrency for philanthropy.
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Gauri Manglik shares her tech start-up journey and the secrets behind Instrumentl’s success.
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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
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Dr. Joe Stabb shares some of his recent projects at the intersection of marketing and fundraising.
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Former Chief Fundraiser of Opportunity Village in Nevada, Linda Smith shares evergreen fundraising wisdom.
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Miguel Angel Hernández reveals the secrets to successful prospect research in Mexico!
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Whether it is IRS Form 990 data or neuroimaging, Dr. James hunts down the psychology behind giving and its impact on nonprofits.
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Find out how AI and machine learning are finally starting to benefit the smaller nonprofit.
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Find out how the rise of cryptocurrency and blockchain technology can assist in democratizing philanthropy.
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When you have built up years of work experience, why throw it all way and jump into a completely new career? Dr. Swagger shares how, with some reflection, you can discover ways to pivot your career to better align with your life.
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Prospect research, prospect management, and analytics come together for these “research soul sisters” >>Read more on the Learning Edge Blog
Board consultant, Christal Cherry, shares her board prospecting secrets.
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Karen Greene talks about getting started in prospect management and demystifies metrics.
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Shavonn Richardson shares how to “Think” before you “Ink” your grant proposal.
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Tim Kachuriak shares the most recent data from digital fundraising and translates it into actions you can take to raise more money overall.
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Matt Hugg shares how and why training and education complement each other for nonprofit learners.
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Whatever your prospect management process, it will need to be re-assessed at some point. Lacy McAlister walks us through an upgrade at International Justice Mission.
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Charles Snyder shares his career journey to his dream job as Head of Advancement Services at University College Dublin, Ireland. >>Read more on the Learning Edge Blog
Joan Ogwumike shares the importance of crafting the profile to portray the prospect as a real and whole person.
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You know your profession is official when it shows up in entertainment! Author Kate Racculia brings acclaim to the prospect research profession.
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Ever dreamed of being a consultant? Helen Brown shares her journey. >>Read more on the Learning Edge Blog
You won’t be surprised that Trillium Health Partners Foundation raised $75M in 2020 when you hear President & CEO Caroline Riseboro share her prospect research perspective.
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Business Librarian, Cathy Ogur, shares her experience on communicating around research.
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Olesya Zaremba shares how she uses her reference librarian interview skills to succeed in fundraising research
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Jared Sheehan of PwrdBy shares his perspective on A.I. in the nonprofit sector and specifically how it could affect prospect research.
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Selene Hur shares what it’s like to be a solo prospect research professional in Canada.
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Bucknell and Beyond! How Shelby Radcliffe went from Prospect Research Specialist to VP of Institutional Advancement
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Do you get bored easily? Scott Richards does! He shares how he solved the boredom problem at Virtuous.
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Betsy Mehlman shares how she followed her roots to live in Israel and landed in Resource Development at the JDC, working with donors.
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Jim Rees leads the Boy Scouts of America, Greater Tampa Bay Area Council and shares how he has raised millions without a big development department.
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Additional Resources: * AFP Tampa Bay | Tampa, Florida is a thriving metropolitan area and a great place to fundraise! * AFP International | The premier association for fundraising professionals * Qualifying Donors for Major Gift Caseloads | Veritus Group | This covers the research to conduct before and during the call or visit * 5 Ways to Get a Meeting with your Major Donors | Gail Perry
What if you could identify and access major gift prospects... at scale? Brian Gonzales has a process for that!
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Learn what Chad Royal-Pascoe knows about corporate fundraising success after 20+years of building all kinds of relationships.
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The pandemic has pushed large numbers of people to work from home and how to manage one’s video image is on the minds of many. Tammy Parrish share tips to help you navigate with ease.
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Jennifer Paquette, a nonprofit operations professional, shares how one organization overcame the active donor file “trap” and re-engaged with donors to the tune of over a million dollars!
Read more at the Learning Edge Blog!
Want to enter or exit the field of prospect research? Erin Craine has done both! Find out how and why.
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From new member to Apra International presenter, Sandy Montgomery is on the move! Find out which key resources she uses in her multi-faceted role at Summa Health Foundation.
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Staupell’s on-demand course makes campaign analytics accessible.
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Jenn Zeinner, talent development professional, shares her insights on ways you can grow and retain team members.
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Listen in for some great tips from Prospect Research Institute member Bryan Campbell. When here commends a book, I read it (and pass it on, too)!
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Allen Thomas provides clarity around commercial real estate identification and valuation as well as insider resources for those who need to go in deep.
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Institute member, Deborah Drucker, is a resource-sharing maven and one of the best network connectors I know. Tune in to hear her share her favorite resources and best tips for keeping current in prospect research.
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Karen Eber Davis shares why she wrote Let’s Raise Nonprofit Millions Together with a surprise twist on how prospect research can contribute to nonprofit income.
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Chris LoPresti shares some of the latest technology to keep your donor data clean and productive.
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Your choice of training opportunities depends on what you need to learn, the format or training category, and your individual preferences. Consider categorizing your learning needs to help you decide what learning format, or a combination thereof, will make the best training for you.
Watch the video in the Learning Edge Blog
Your college degree might have been all about acquiring new knowledge and learning, but your training shouldn’t be. Find out why!
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In this quick update, Jen Filla shares an amazing FREE resource from the Prospect Research Institute and tips you off on how you can curate your own clutter.
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Penelope Burk shares tips on what information is most important to support deeper donor relationships.
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This tip comes from Research Connectors member, Deborah Drucker of The City College of New York who was tipped off by an Apra forum posting.
When searching for information on the Form 4, Change in Beneficial Ownership, it’s easy to get lost in the volume of filings. Public company insiders file LOTS of Form 4s throughout the year. SECgems.com has an intuitive and friendly interface to search Form 4s and other filings.
This website is another easy way to find out whether a prospect has gifted stock, too.
Watch Video in the Learning Edge Blog
This tip comes from Research Connectors member,ChrisZellofrom the Milwaukee Public Museum.
Sometimes it can be tricky to convert a date to your fiscal year. This member tip shows you the exact formula to use and when to apply its use, saving you time and energy in report formatting.
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Fundraising analytics will never be the same! In this tell-all interview, Steve Grimes shares the big secret that makes it possible for anyone to create an engagement score. Tune in and find out. Hint: It involves 0s and 1s!
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Prospecting for new people out in the wild can be daunting work and finding interest and affinity markers can be a stretch. Find out how to stay on track to success.
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What does commercial real estate have incommon with an endowed fund? Find out as Jen Fillashares an often-overlooked tip on valuing commercial real estate.
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In this member tip, Jen Filla talks about the importance of practicing your skills, such as providing actionable insights, and gives you a framework for crafting insights.
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Nathan Chappell of the Futurus Group shares how they are using machine learning to create a gratitude score and what any size nonprofit can do now to benefit from A.I.
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Every researcher falls down the rabbit hole of research at least once. Jen Filla shares an early warning sign you can use to help manage your time in prospecting, or any research project.
Watch the video in the Learning Edge Blog
Jen Filla shares what happens when you fail to carefully communicate at the beginning of a prospecting project.
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Ready to go beta? Jen Filla shares a tip on using the SEC EDGAR database to quickly discover if a prospect makes gifts of stock.
Resources Mentioned * Insider Stock and Compensation | This on-demand course gives you a solid foundation in researching and valuing executives and directors at public companies. * Prospect Research Takes Wall Street | This YouTube playlist has lots of great tips for searching and finding SEC filings.
Watch the video in the Learning Edge Blog
Listen in as David Callahan shares some of the history behind The Givers and what kind of future faces the mega-philanthropists and the NGOs they support. >>Read More in the Learning Edge Blog
In this quick update, Jen Filla shares a tip on how you can focus on philanthropy when researching public company insiders for stock and compensation.
Watch the video in the Learning Edge Blog
In this quick update, Jen Filla shares a tip on communicating around prospecting criteria. Are you confused? Tune in for 5-minutes to clarify!
Watch the video in the Learning Edge Blog
Jay Frost explains why donor attrition is a problem and what you can do about it.
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In this quick update, Jen Filla shares a tip on creating prospect management policy and procedures.
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Marie Danieli shares her journey into research and how she has leveraged continuing education to promote her career. >>Read More in the Learning Edge Blog
Kathleen Loehr, fundraiser and author of Gender Matters: A Guide to Growing Women’s Philanthropy, shares some essential advice for fundraising for the future. >>Read More in the Learning Edge Blog
Gravyty is a hot new software vendor leveraging artificial intelligence (AI) for fundraising. Find out how. >>Read More in the Learning Edge Blog
Mark Egge shares what Apra presidents really do all year as well as some great career tips. >>Read More in the Learning Edge Blog
Hear how Sarah Dale used her new research skills to benefit all fundraising at the Humane Society of Tampa Bay >>Read More in the Learning Edge Blog
Peter Wylie views data through the eyes of people not the other way around. Find out how and why. >>Read More in the Learning Edge Blog
Retired prospect research professional Cecilia Hogan shares her experience writing the seminal book in our field. >>Read More in the Learning Edge Blog
Suzanne Barlow shares why capacity ratings are so critical when creating your development officer’s prospect portfolio. >>Read More in the Learning Edge Blog
Join Bond Lammey on her journey into prospect research, her nonprofit board service, including Apra International, and her advice for those considering consulting. >>Read More in the Learning Edge Blog
Big data and the hype over artificial intelligence have generated skepticism and misunderstandings. David clears the air, defines cognitive computing, and shares how prospect research professionals will gain a colleague, not lose a job! >>Read More in the Learning Edge Blog
Adrian Salmon, fundraising consultant at GG+A, shares his love of fundraising, the unfolding story of GDPR in the UK, and great tips and resources for becoming compliant with the European Union’s General Data Protection Regulation (GDPR). >>Read More in the Learning Edge Blog
Sabine shares her interest in all things international, how she uses her network to overcome barriers in research, and what it's like to work for an organization operating in more than 200 countries.
Gregory Stahl, CFP®, shares his passion for helping others, demystifies the designations, and offers tips for HNWIs.
Kat shares how her dual career as an Episcopal priest and a fundraising consultant complement each other.
March might be over, but Jen Filla shares why she is proud to be a prospect research professional all year long.
Valerie Anastasio gives background, insight, and forecasts for the role of the standard profile.
Sandra Kent, Charity Jovanovic, and Lara Arlan-Wier share their tips and stories about telecommuting as prospect research professionals.
Marcus Banks, librarian and journalist, focuses our attention on information integrity.
Leigh Petersen shares hot tips on recruiting researchers and becoming a prospect research manager.
Jason shares his career story and his passion for fundraising and prospect research as an employee, volunteer, and now at a consultant firm.
Tracey Church is the Founding Principal of Tracey Church and Associates and co-editor of Prospect Research in Canada, An Essential Guide for Researchers and Fundraisers.
Jo shaares what it's like to be a prospect research professional at a community foundation.
Martin O'Donoghue shares tips on avoiding the filter bubble and collecting and using data practically and ethically.
Susan shares what it's like to be an extrovert who loves working with people and data, and her story about building a prospect management program.
Lisa shares what it's like to be a manager and a compensation savvy woman in the prospect research and advancement services fields.
Tim Horton shares the journey he took to becoming a venture capitalist as well as his perspectives on investing and on philanthropy.
Craig shares what it's like to be a prospect research professional at the same university for 13 years
Stephen shares what it’s like to make a career leap from teaching and activism into prospect research and fundraising analytics
Renee shares what it’s like to become a data scientist, especially in the world of fundraising research
Preeti Gill answers questions about her published work What About Women? in which she writes about women, philanthropy and prospect research.
Anne Soule shares how she saved the day for the president because of her curiosity about dutch auction IPOs
Darren Cooper answers questions about his blog post on what it means to your insider prospect when a public company experiences a Change in Control.