Prospect Research #Chatbytes

Follow Prospect Research #Chatbytes
Share on
Copy link to clipboard

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.

Prospect Research Institute


    • May 5, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 19m AVG DURATION
    • 129 EPISODES


    Search for episodes from Prospect Research #Chatbytes with a specific topic:

    Latest episodes from Prospect Research #Chatbytes

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

    Play Episode Listen Later May 5, 2025 18:39


    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

    Play Episode Listen Later Apr 7, 2025 15:56


    Janna Lee shares top tips for keeping prospects engaged during staff turnover

    127: Carol Horner on Philanthropy, Life, and Leadership

    Play Episode Listen Later Mar 3, 2025 15:10


    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  

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

    Play Episode Listen Later Feb 3, 2025 18:14


    Ruthie Giles explains the route from organized chaos to managed portfolios.

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

    Play Episode Listen Later Jan 6, 2025 14:30


    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

    Play Episode Listen Later Dec 2, 2024 16:57


    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.

    123: Sarah Cadbury Goes Beyond Performance Metrics to Prospect Insight

    Play Episode Listen Later Nov 4, 2024 19:58


    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

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

    Play Episode Listen Later Oct 7, 2024 16:54


    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

    121: Stepping into Prospect Management with Kelyn Klein

    Play Episode Listen Later Aug 30, 2024 14:47


    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

    Play Episode Listen Later Aug 5, 2024 18:51


    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

    Play Episode Listen Later Jul 1, 2024 20:58


    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

    Play Episode Listen Later Jun 3, 2024 18:22


    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

    Play Episode Listen Later May 6, 2024 22:14


    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

    Play Episode Listen Later Apr 1, 2024 14:31


    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 on Using Research and Writing to Connect Better with Donors

    Play Episode Listen Later Mar 4, 2024 20:49


    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

    Play Episode Listen Later Feb 5, 2024 16:11


    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

    Play Episode Listen Later Jan 8, 2024 15:18


    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

    Play Episode Listen Later Dec 4, 2023 12:19


    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

    Play Episode Listen Later Oct 31, 2023 19:46


    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

    Play Episode Listen Later Oct 2, 2023 17:40


    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

    Play Episode Listen Later Sep 5, 2023 18:58


    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

    Play Episode Listen Later Aug 1, 2023 22:10


    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

    Play Episode Listen Later Jun 27, 2023 25:23


    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

    Play Episode Listen Later Jun 5, 2023 18:38


    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

    Play Episode Listen Later May 1, 2023 21:20


    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?

    Play Episode Listen Later Apr 3, 2023 19:14


    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

    Play Episode Listen Later Mar 6, 2023 17:12


    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

    Play Episode Listen Later Feb 6, 2023 17:03


    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

    Play Episode Listen Later Jan 2, 2023 4:40


    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

    Play Episode Listen Later Nov 29, 2022 18:02


    Discover how Terry Synnott's unusual career path has informed his prospect research work.    

    99: Achieving nonprofit fundraising data potential with Doug Cogswell

    Play Episode Listen Later Nov 1, 2022 19:38


    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

    Play Episode Listen Later Oct 4, 2022 15:52


    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

    Play Episode Listen Later Sep 1, 2022 13:26


    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

    Play Episode Listen Later Aug 2, 2022 19:40


    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

    Play Episode Listen Later Jul 5, 2022 18:22


    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

    Play Episode Listen Later Jun 7, 2022 22:08


    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

    Play Episode Listen Later May 3, 2022 18:20


    Former Chief Fundraiser of Opportunity Village in Nevada, Linda Smith shares evergreen fundraising wisdom. >> Read More on the Learning Edge Blog

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

    Play Episode Listen Later Apr 5, 2022 16:22


    Miguel Angel Hernández reveals the secrets to successful prospect research in Mexico!   >> Read More on the Learning Edge Blog

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

    Play Episode Listen Later Mar 1, 2022 18:00


    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

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

    Play Episode Listen Later Feb 1, 2022 18:03


    Find out how AI and machine learning are finally starting to benefit the smaller nonprofit.   >>Read more on the Learning Edge Blog

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

    Play Episode Listen Later Jan 4, 2022 19:25


    Find out how the rise of cryptocurrency and blockchain technology can assist in democratizing philanthropy.  >>Read more on the Learning Edge Blog

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

    Play Episode Listen Later Dec 7, 2021 24:13


    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

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

    Play Episode Listen Later Nov 2, 2021 21:01


    Prospect research, prospect management, and analytics come together for these “research soul sisters” >>Read more on the Learning Edge Blog

    86: Unleash your creativity for board prospecting

    Play Episode Listen Later Oct 5, 2021 23:41


    Board consultant, Christal Cherry, shares her board prospecting secrets. >>Read more on the Learning Edge Blog

    85: Backstory and Trends in Prospect Management

    Play Episode Listen Later Sep 7, 2021 19:12


    Karen Greene talks about getting started in prospect management and demystifies metrics. >>Read more on the Learning Edge Blog

    84: Prospecting for Foundations - Strategically

    Play Episode Listen Later Aug 4, 2021 17:58


    Shavonn Richardson shares how to “Think” before you “Ink” your grant proposal. >>Read more on the Learning Edge Blog

    Dynamic and Digital: Fundraising Trends with Tim Kachuriak

    Play Episode Listen Later Jul 6, 2021 19:02


    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

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

    Play Episode Listen Later Jun 16, 2021 19:32


    Matt Hugg shares how and why training and education complement each other for nonprofit learners. >>Read more on the Learning Edge Blog

    Lacy McAlister on Developing Prospect Management 2.0

    Play Episode Listen Later Jun 1, 2021 18:55


    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

    80: #CareerCurious with Charles Snyder in Ireland

    Play Episode Listen Later Apr 28, 2021 21:17


    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

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

    Play Episode Listen Later Apr 6, 2021 15:37


    Joan Ogwumike shares the importance of crafting the profile to portray the prospect as a real and whole person. >>Read more on the Learning Edge Blog

    Claim Prospect Research #Chatbytes

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel