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
Janna Lee shares top tips for keeping prospects engaged during staff turnover
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
Ruthie Giles explains the route from organized chaos to managed portfolios.
Devon Villa Gessert shares how she made the leap from doing to planning. >> Read More on the Learning Edge Blog
Raul Peralta, CEO and Founder of Kaleidoscope on making it easier to research financial filings. Additional Resources 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 active community of prospect research professionals asking and answering questions across a wide range of topics.
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. >> Read More on the Learning Edge Blog
Diane Remin shares how she works with small nonprofits to amp up their fundraising. >> Read More on the Learning Edge Blog
Erik Hoover reveals the trends and tactics for recognizing and presenting family offices. >> Read More on the Learning Edge Blog
Chris Mildner shares how she builds sphere of influence lists for prospecting. Read More on the Learning Edge Blog >>
Peggy Calhoun shares how relationships and prospect ID pair up for success in capital campaigns. >> Read More on the Learning Edge Blog
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
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
John Cerniglia shares stories and advice on getting the most out of prospect profiles. >> Read More on the Learning Edge Blog
Kina Collins shares how DPP is training BIPOC nonprofits to flourish. >> Read More on the Learning Edge Blog
Nilufa Begum talks about volunteering to research for Ukraine NGOs >> Read More on the Learning Edge Blog
Christopher Haight shares his experience creating a successful Discovery Team. >> Read More on the Learning Edge Blog
Jon Garrow shares how he leverages A.I. Tools in Prospect Development >> Read More on the Learning Edge Blog
Sharise Harrison describes her experiences – good and bad – with DEI in the development workplace. >> Read More on the Learning Edge Blog
Robert Osbornes shares the similarities and differences fundraising around the globe. >> Read More on the Learning Edge Blog
Meena Das teaches us to ask the question: How can we do good with data? >> Read More on the Learning Edge Blog
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
Tim Wilson shares his career, who influences him, and why he created the People in Fundraising webcast. >> Read More on the Learning Edge Blog
Medha Nanal shares use cases for how machine learning can improve nonprofit outcomes. >> Read More on the Learning Edge Blog
Michele Tanzosch walks us through her experience storing profiles inside the database >> Read More on the Learning Edge Blog
Marianne Pelletier shares her observations from the data analytics point of view. >> Read More on the Learning Edge Blog
Jen Filla shares her thoughts on the past and future of the Institute. >> Read More on the Learning Edge Blog
Discover how Terry Synnott's unusual career path has informed his prospect research work.
Doug Cogswell explores how organizations achieve fundraising growth with data. >> Learn more on the Learning Edge Blog
Adam Bradford shares his journey to finding and using Federal Reserve data for better capacity ratings. >> Learn more on the Learning Edge Blog
Find out if the “crypto winter” forecasts the end of cryptocurrency for philanthropy. >> Read More on the Learning Edge Blog
Gauri Manglik shares her tech start-up journey and the secrets behind Instrumentl's success. >> Read More on the Learning Edge Blog
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
Dr. Joe Stabb shares some of his recent projects at the intersection of marketing and fundraising. >> Read More on the Learning Edge Blog
Former Chief Fundraiser of Opportunity Village in Nevada, Linda Smith shares evergreen fundraising wisdom. >> Read More on the Learning Edge Blog
Miguel Angel Hernández reveals the secrets to successful prospect research in Mexico! >> Read More on the Learning Edge Blog
Whether it is IRS Form 990 data or neuroimaging, Dr. James hunts down the psychology behind giving and its impact on nonprofits. >>Read more on the Learning Edge Blog
Find out how AI and machine learning are finally starting to benefit the smaller nonprofit. >>Read more on the Learning Edge Blog
Find out how the rise of cryptocurrency and blockchain technology can assist in democratizing philanthropy. >>Read more on the Learning Edge Blog
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. >>Read more on the Learning Edge Blog
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. >>Read more on the Learning Edge Blog
Karen Greene talks about getting started in prospect management and demystifies metrics. >>Read more on the Learning Edge Blog
Shavonn Richardson shares how to “Think” before you “Ink” your grant proposal. >>Read more on the Learning Edge Blog
Tim Kachuriak shares the most recent data from digital fundraising and translates it into actions you can take to raise more money overall. >>Read more on the Learning Edge Blog
Matt Hugg shares how and why training and education complement each other for nonprofit learners. >>Read more on the Learning Edge Blog
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. >>Read more on the Learning Edge Blog
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
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