Prospect Research #Chatbytes – Details, episodes & analysis
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Prospect Research #Chatbytes
Prospect Research Institute
Frequency: 1 episode/30d. Total Eps: 139
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See all- https://www.wsj.com/
131 shares
- https://www.bloomberg.com/
82 shares
- https://afpglobal.org/
43 shares
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See allScore global : 38%
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140: When Portfolio Management Isn't Working: Amy Modin's Advice for Starting Over
lundi 6 avril 2026 • Duration 19:33
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 showing up consistently—even when best practices don't fit.
Connect with Amy on LinkedIn
139: Vered Siegel on Why Judgment Is the New Scarce Resource in Fundraising
lundi 2 mars 2026 • Duration 22:34
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 resource in fundraising operations.
Resources Mentioned
- Connect with Vered Siegel : LinkedIn | Website
- Don't Just Ask the Database Directly | Vered Siegel | White Paper | 2026
- What Money Can't Buy: The Moral Limits of Markets by Michael J. Sandel
- Moralizing Technology: Understanding and Designing the Morality of Things by Peter-Paul Verbeek
- The Ethics of Ambiguity by Simone de Beauvoir
- Association of Advancement Services Professionals (AASP)
130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises
lundi 9 juin 2025 • Duration 16:01
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
39: Member Tip: Public Company Insiders + Philanthropy
mardi 30 juillet 2019 • Duration 04:44
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.
38: Member Tip: Prospecting Communication Breakdown
vendredi 5 juillet 2019 • Duration 06:01
In this quick update, Jen Filla shares a tip on communicating around prospecting criteria. Are you confused? Tune in for 5-minutes to clarify!
37: Donor Colony Collapse with Jay Frost
mardi 2 juillet 2019 • Duration 25:40
Jay Frost explains why donor attrition is a problem and what you can do about it.
36: Member Update: The Evolution of Prospect Management
mardi 25 juin 2019 • Duration 08:12
In this quick update, Jen Filla shares a tip on creating prospect management policy and procedures.
35: #CareerCurious with Marie Danieli, Assistant Director, Prospect and Donor Relations at Columbia Business School
mardi 4 juin 2019 • Duration 14:20
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
34: Inclusive Fundraising Raises Money – That's Why Gender Matters!
vendredi 3 mai 2019 • Duration 21:46
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
33: Can Gravyty get development officers to make more prospect discovery visits?
jeudi 4 avril 2019 • Duration 18:40
Gravyty is a hot new software vendor leveraging artificial intelligence (AI) for fundraising. Find out how. >>Read More in the Learning Edge Blog
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