Prospect Research #Chatbytes

By Prospect Research Institute

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Subscribers: 12
Reviews: 0
Episodes: 139

Description

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.

Episode Date
139: Vered Siegel on Why Judgment Is the New Scarce Resource in Fundraising
Mar 02, 2026
138: Derry Deringer on Major Gift Success Through Transparency and Partnership
Feb 02, 2026
137: Will Schrepferman on AI-Powered Prospect Research with DonorAtlas
Jan 05, 2026
136: Diana Marquis on How the Development Director Doing It All Can Succeed with Major Gifts
Dec 09, 2025
135: Karen Cochran on Cultivating Billion-Dollar Donor Relationships
Nov 03, 2025
134: How Mid-Level Programs Drive Major Gift Growth with Jeff Schreifels
Oct 06, 2025
133: Barbara Shelton on Strategic Solicitation, Curiosity, and the Art of Slowing Down
Sep 01, 2025
132: Getting Started and Getting Serious about Due Diligence with Courtney Cutler
Aug 04, 2025
131: #CareerCurious: Aisha Maddox Shares How Curiosity Sparked a Career in Prospect Development
Jul 07, 2025
130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises
Jun 09, 2025
129: Janet Weimar on Smarter Portfolios and Team-Based Fundraising
May 05, 2025
128: Smooth Development Officer Transitions with Janna Lee
Apr 07, 2025
127: Carol Horner on Philanthropy, Life, and Leadership
Mar 03, 2025
126: The Ebb and Flow of Prospect Management with Ruthie Giles
Feb 03, 2025
125: #CareerCurious with Devon Villa Gessert: The Path to Leadership
Jan 06, 2025
124: Making SEC financial filings accessible with Raul Peralta of Kaleidoscope
Dec 02, 2024
123: Sarah Cadbury Goes Beyond Performance Metrics to Prospect Insight
Nov 04, 2024
122: Supporting start-up donor acquisition and retention with Meta Stange at INN
Oct 07, 2024
121: Stepping into Prospect Management with Kelyn Klein
Aug 30, 2024
120: Diane Remin on Major Gift Fundraising at Small Nonprofits
Aug 05, 2024
119: Talking Family Offices with Erik Hoover
Jul 01, 2024
118: Sphere of Influence Research with Chris Mildner
Jun 03, 2024
117: Capital Campaign Success Secrets with Peggy Calhoun
May 06, 2024
116: The Role of Profile Research in Corporate Fundraising with Tracy LaMondue
Apr 01, 2024
115: Jim Langley on Using Research and Writing to Connect Better with Donors
Mar 04, 2024
114: Leveraging prospect profiles for major gifts with John Cerniglia
Feb 05, 2024
113: The Democratizing Philanthropy Project with Kina Collins
Jan 08, 2024
112: Volunteering Research for Ukraine with Nilufa Begum
Dec 04, 2023
111: Christopher Haight on Donor Qualification from Identification to Visit
Oct 31, 2023
110: Jon Garrow on A.I. Tools for the Modern Prospect Development Office
Oct 02, 2023
109: Taking Action on DEI in Prospect Development with Sharise Harrison
Sep 05, 2023
108: International Fundraising with Robert Osborne
Aug 01, 2023
107: Visualizing Data Equity with Meena Das at NamasteData
Jun 27, 2023
106: Brock Silvey and the Case of the Zombie Proposals
Jun 05, 2023
105: #CareerCurious with Tim Wilson
May 01, 2023
104: Medha Nanal Answers: Can Machine Learning and AI Really Impact Your Nonprofit?
Apr 03, 2023
103: Profiles in the Database with Michele Tanzosch
Mar 06, 2023
102: Trends in Fundraising and Analytics with Marianne Pelletier
Feb 06, 2023
101: Reflections on 10 Years of Prospect Research Institute
Jan 02, 2023
100: #CareerCurious with Terry Synnott- Journalist, Skateboarder and Prospect Researcher
Nov 29, 2022
99: Achieving nonprofit fundraising data potential with Doug Cogswell
Nov 01, 2022
98: Innovations in Capacity Ratings with Adam Bradford
Oct 04, 2022
97: Cryptocurrency and the Opportunity Factor with Elisa Shoenberger
Sep 01, 2022
96: Fundraising with an Abundance Mindset with Gauri Manglik at Instrumentl
Aug 02, 2022
95: Jeff Jowdy on prospect research and teaching the joy of giving in major gifts
Jul 05, 2022
94: Digital Marketing Data for Fundraising with Joe Stabb
Jun 07, 2022
93: Linda Smith and the Confessions of a Sin City Fundraiser
May 03, 2022
92: #CareerCurious with Miguel Angel Hernández at Tecnológico de Monterrey in Mexico
Apr 05, 2022
91: Dr. Russell James reveals the secret behind major gift growth – psychology!
Mar 01, 2022
90: Predictive Insights a la carte with Shawn Olds at boodleAI
Feb 01, 2022
89: Crypto and Decentralized Finance as Vehicles for Philanthropy with Melody Song
Jan 04, 2022
88: Dr. Phildra J. Swagger on building the life you want, not just a career
Dec 07, 2021
87: #CareerCurious with Vanessa Boyle and Kelly Douglas at Caltech
Nov 02, 2021
86: Unleash your creativity for board prospecting
Oct 05, 2021
85: Backstory and Trends in Prospect Management
Sep 07, 2021
84: Prospecting for Foundations - Strategically
Aug 04, 2021
83: Dynamic and Digital: Fundraising Trends with Tim Kachuriak
Jul 06, 2021
82: Continuing Education: Should it be Training? Or Education? BOTH!
Jun 16, 2021
81: Lacy McAlister on Developing Prospect Management 2.0
Jun 01, 2021
80: #CareerCurious with Charles Snyder in Ireland
Apr 28, 2021
79: Break it to make it! Profiles should reflect the prospect, not the template.
Apr 06, 2021
78: Tuesday Mooney, Prospect Research, and the Story Writing Bug
Mar 08, 2021
77: #CareerCurious with Helen Brown, President of The Helen Brown Group
Mar 02, 2021
76: Healthcare Leadership's $75M Perspective on Prospect Research
Feb 02, 2021
75: It's All About Communication! Research as an Iterative Process.
Jan 21, 2021
74: Prospect Researchers as the Reference Librarians of the Development Office
Jan 05, 2021
73: A.I. in the Nonprofit Sector with Jared Sheehan of PwrdBy
Dec 01, 2020
72: #CareerCurious with Canadian Researcher Selene Hur
Nov 03, 2020
71: #CareerCurious with Shelby Radcliffe: from Prospect Researcher to Advancement VP
Oct 06, 2020
70: #CareerCurious with Scott Richards, Director of Training at Virtuous, a nonprofit CRM and marketing platform
Sep 15, 2020
69: #CareerCurious with Betsy Mehlman in Israel
Sep 01, 2020
68: The "Lean" Fundraising Model: How to Raise Major Dollars with few staff
Aug 04, 2020
67: Relational Mapping with WealthQuotient
Jul 07, 2020
66: Find Out What Makes a Great Corporate Prospect
Jun 02, 2020
65: How to Refine your Personal Image When Working from Home
May 11, 2020
64: The Active Donor File "Trap" – A Donor Data Lesson
May 05, 2020
63: #CareerCurious series featuring Erin Craine
Apr 07, 2020
62: Member Series: Sandy Montgomery
Mar 17, 2020
61: New Course on Fundraising Analytics for Campaigns
Mar 05, 2020
60: Developing Talent on your Team
Mar 03, 2020
59: Member Series: Bryan Campbell
Feb 20, 2020
58: Valuing Commercial Real Estate with Allen Thomas
Feb 05, 2020
57: Member Tips with Deborah Drucker
Jan 21, 2020
56: A Surprising Way Prospect Research Can Help Raise Nonprofit Millions
Jan 07, 2020
55: Accelerate Your Fundraising in Some Surprising Ways With Clean Donor Data
Dec 04, 2019
54: Member Tip: Conference, Course, Book, or Blog? Does it Really Matter? Yes!
Nov 20, 2019
53: Member Tip: The Purpose of Training is NOT Learning!
Nov 19, 2019
52: Member Tip: Link Collections are Clutter for Good
Nov 13, 2019
51: There are no major donors! And other surprising insights from Penelope Burk.
Nov 05, 2019
50: Member Tip: An SEC gift from SECgems.com
Oct 15, 2019
49: Member Tip: How to Convert Date to Fiscal Year in Excel
Oct 10, 2019
48: Should you be Creating a Donor Engagement Score?
Oct 02, 2019
47: Member Tip: Prospecting for Interest
Sep 24, 2019
46: Member Tip: Valuing Commercial Real Estate
Sep 17, 2019
45: Member Tip: Practicing Insights
Sep 10, 2019
44: Is Gratitude a Feeling or an Algorithm (or both)?
Sep 03, 2019
43: Member Tip: Prospecting Down the Rabbit Hole: Managing Your Time
Aug 27, 2019
42: Member Tip: Prospecting Down the Rabbit Hole: Managing Expectations
Aug 20, 2019
41: Member Tip: Search Tip on Insiders' Gifted Stock
Aug 13, 2019
40: Ethical Issues of Mega-Philanthropy
Aug 07, 2019
39: Member Tip: Public Company Insiders + Philanthropy
Jul 30, 2019
38: Member Tip: Prospecting Communication Breakdown
Jul 05, 2019
37: Donor Colony Collapse with Jay Frost
Jul 02, 2019
36: Member Update: The Evolution of Prospect Management
Jun 25, 2019
35: #CareerCurious with Marie Danieli, Assistant Director, Prospect and Donor Relations at Columbia Business School
Jun 04, 2019
34: Inclusive Fundraising Raises Money – That's Why Gender Matters!
May 03, 2019
33: Can Gravyty get development officers to make more prospect discovery visits?
Apr 04, 2019
32: #CareerCurious with Mark Egge, 2018-2019 President of Apra International
Mar 12, 2019
31: Applying prospect research across the development program
Feb 13, 2019
30: Data + Analytics: What's the Impact? Ask Peter.
Jan 09, 2019
29: #CareerCurious with Cecilia Hogan
Oct 25, 2018
28: How to Create Prospect Portfolios that Reach Fundraising Goals
Sep 26, 2018
27: #CareerCurious with Bond Lammey
Aug 31, 2018
26: David Lawson explains how Big Data can translate into Big Good
Aug 28, 2018
25: GDPR for the Love of Fundraising
Jul 25, 2018
24: #CareerCurious: Sabine Schuller
Jun 26, 2018
23: Wealth Advisors and Philanthropy: What's your passion?
May 29, 2018
22: #CareerCurious series featuring Kat Banakis
Apr 23, 2018
21: #ResearchPride with Jen Filla
Mar 27, 2018
20: Prospect Profiles and the Future of Research
Feb 27, 2018
19: Creating Capacity Ratings for Corporations and Foundations
Jan 31, 2018
18: #CareerCurious Telecommuting: Prospect Research from the Home Office
Dec 26, 2017
17: Keeping it Real in the Era of Click Bait
Nov 28, 2017
16: Hiring and Managing Great Prospect Researchers
Oct 15, 2017
15: #CareerCurious series featuring Jason Briggs
Sep 15, 2017
14: A Book Story: Prospect Research in Canada
Aug 15, 2017
13: #CareerCurious series featuring Jo Theodosopoulos
Jul 25, 2017
12: #CareerCurious series featuring Chris Mildner
Jul 01, 2017
11: Data Discussion: Filter Bubble, Privacy, and More
Jun 02, 2017
10: #CareerCurious series featuring Susan Hayes-McQueen
Apr 12, 2017
9: #CareerCurious series featuring Lisa Howley
Mar 15, 2017
8: Conversation with Tim Horton, a venture capitalist
Feb 13, 2017
7: #Career Curious Series featuring Craig Belanger
Jan 24, 2017
6: #CareerCurious series featuring Stephen Lambert PhD
Dec 01, 2016
5-#CareerCurious series featuring Renee Teate
Nov 28, 2016
4-#CareerCurious series featuring Mark Koenig
Nov 28, 2016
3: What About Women? Prospect Development from a Female Perspective
May 26, 2015
2: Public Company Insiders and Fundraising – IRL Stories!
Mar 24, 2015
1: Buyouts, Inversions and Acquisitions, Oh My!
Mar 03, 2015