Explore every episode of the podcast Prospect Research #Chatbytes
| Title | Pub. Date | Duration | |
|---|---|---|---|
| 140: When Portfolio Management Isn't Working: Amy Modin's Advice for Starting Over | 06 Apr 2026 | 00:19:33 | |
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 | 02 Mar 2026 | 00:22:34 | |
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
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| 130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises | 09 Jun 2025 | 00:16:01 | |
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.
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| 39: Member Tip: Public Company Insiders + Philanthropy | 30 Jul 2019 | 00:04:44 | |
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 | 05 Jul 2019 | 00:06:01 | |
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 | 02 Jul 2019 | 00:25:40 | |
Jay Frost explains why donor attrition is a problem and what you can do about it. | |||
| 36: Member Update: The Evolution of Prospect Management | 25 Jun 2019 | 00:08:12 | |
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 | 04 Jun 2019 | 00:14:20 | |
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! | 03 May 2019 | 00:21:46 | |
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? | 04 Apr 2019 | 00:18:40 | |
Gravyty is a hot new software vendor leveraging artificial intelligence (AI) for fundraising. Find out how. >>Read More in the Learning Edge Blog | |||
| 32: #CareerCurious with Mark Egge, 2018-2019 President of Apra International | 12 Mar 2019 | 00:19:13 | |
Mark Egge shares what Apra presidents really do all year as well as some great career tips. >>Read More in the Learning Edge Blog | |||
| 31: Applying prospect research across the development program | 13 Feb 2019 | 00:11:39 | |
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 | |||
| 30: Data + Analytics: What's the Impact? Ask Peter. | 09 Jan 2019 | 00:20:07 | |
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 | |||
| 129: Janet Weimar on Smarter Portfolios and Team-Based Fundraising | 05 May 2025 | 00:18:39 | |
Janet Weimar shares how the University of Iowa reimagined qualification and major gift portfolios for greater clarity and collaboration within the entire team.
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| 29: #CareerCurious with Cecilia Hogan | 25 Oct 2018 | 00:23:44 | |
Retired prospect research professional Cecilia Hogan shares her experience writing the seminal book in our field. >>Read More in the Learning Edge Blog | |||
| 28: How to Create Prospect Portfolios that Reach Fundraising Goals | 26 Sep 2018 | 00:19:54 | |
Suzanne Barlow shares why capacity ratings are so critical when creating your development officer's prospect portfolio. >>Read More in the Learning Edge Blog | |||
| 27: #CareerCurious with Bond Lammey | 31 Aug 2018 | 00:18:56 | |
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 | |||
| 26: David Lawson explains how Big Data can translate into Big Good | 28 Aug 2018 | 00:26:31 | |
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 | |||
| 25: GDPR for the Love of Fundraising | 25 Jul 2018 | 00:23:48 | |
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 | |||
| 24: #CareerCurious: Sabine Schuller | 26 Jun 2018 | 00:16:38 | |
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. | |||
| 23: Wealth Advisors and Philanthropy: What's your passion? | 29 May 2018 | 00:14:34 | |
Gregory Stahl, CFP®, shares his passion for helping others, demystifies the designations, and offers tips for HNWIs. | |||
| 22: #CareerCurious series featuring Kat Banakis | 23 Apr 2018 | 00:22:04 | |
Kat shares how her dual career as an Episcopal priest and a fundraising consultant complement each other. | |||
| 21: #ResearchPride with Jen Filla | 27 Mar 2018 | 00:06:49 | |
March might be over, but Jen Filla shares why she is proud to be a prospect research professional all year long. | |||
| 20: Prospect Profiles and the Future of Research | 27 Feb 2018 | 00:21:50 | |
Valerie Anastasio gives background, insight, and forecasts for the role of the standard profile. | |||
| 128: Smooth Development Officer Transitions with Janna Lee | 07 Apr 2025 | 00:15:56 | |
Janna Lee shares top tips for keeping prospects engaged during staff turnover | |||
| 19: Creating Capacity Ratings for Corporations and Foundations | 31 Jan 2018 | 00:20:38 | |
Sarah Anderson shares her experience with rating corporations and foundations. | |||
| 18: #CareerCurious Telecommuting: Prospect Research from the Home Office | 26 Dec 2017 | 00:29:21 | |
Sandra Kent, Charity Jovanovic, and Lara Arlan-Wier share their tips and stories about telecommuting as prospect research professionals. | |||
| 17: Keeping it Real in the Era of Click Bait | 28 Nov 2017 | 00:25:40 | |
Marcus Banks, librarian and journalist, focuses our attention on information integrity. | |||
| 16: Hiring and Managing Great Prospect Researchers | 15 Oct 2017 | 00:20:26 | |
Leigh Petersen shares hot tips on recruiting researchers and becoming a prospect research manager. | |||
| 15: #CareerCurious series featuring Jason Briggs | 15 Sep 2017 | 00:29:53 | |
Jason shares his career story and his passion for fundraising and prospect research as an employee, volunteer, and now at a consultant firm. | |||
| 14: A Book Story: Prospect Research in Canada | 15 Aug 2017 | 00:23:04 | |
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. | |||
| 13: #CareerCurious series featuring Jo Theodosopoulos | 25 Jul 2017 | 00:22:37 | |
Jo shaares what it's like to be a prospect research professional at a community foundation. | |||
| 12: #CareerCurious series featuring Chris Mildner | 01 Jul 2017 | 00:32:32 | |
Chris shares what it's like to be a prospect researcher in a healthcare organization. | |||
| 11: Data Discussion: Filter Bubble, Privacy, and More | 02 Jun 2017 | 00:52:19 | |
Martin O'Donoghue shares tips on avoiding the filter bubble and collecting and using data practically and ethically. | |||
| 10: #CareerCurious series featuring Susan Hayes-McQueen | 12 Apr 2017 | 00:35:47 | |
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. | |||
| 127: Carol Horner on Philanthropy, Life, and Leadership | 03 Mar 2025 | 00:15:10 | |
For Carol Horner philanthropy is about more than making a donation, it's a lifestyle.
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| 9: #CareerCurious series featuring Lisa Howley | 15 Mar 2017 | 00:38:58 | |
Lisa shares what it's like to be a manager and a compensation savvy woman in the prospect research and advancement services fields. | |||
| 8: Conversation with Tim Horton, a venture capitalist | 13 Feb 2017 | 01:00:31 | |
Tim Horton shares the journey he took to becoming a venture capitalist as well as his perspectives on investing and on philanthropy. | |||
| 7: #Career Curious Series featuring Craig Belanger | 24 Jan 2017 | 00:38:28 | |
Craig shares what it's like to be a prospect research professional at the same university for 13 years | |||
| 6: #CareerCurious series featuring Stephen Lambert PhD | 01 Dec 2016 | 00:39:47 | |
Stephen shares what it's like to make a career leap from teaching and activism into prospect research and fundraising analytics | |||
| 5-#CareerCurious series featuring Renee Teate | 28 Nov 2016 | 00:31:36 | |
Renee shares what it's like to become a data scientist, especially in the world of fundraising research | |||
| 4-#CareerCurious series featuring Mark Koenig | 28 Nov 2016 | 00:25:38 | |
Mark shares what it's like to lead the Advancement Services Department | |||
| 3: What About Women? Prospect Development from a Female Perspective | 26 May 2015 | 00:26:31 | |
Preeti Gill answers questions about her published work What About Women? in which she writes about women, philanthropy and prospect research. | |||
| 1: Buyouts, Inversions and Acquisitions, Oh My! | 03 Mar 2015 | 00:21:50 | |
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. | |||
| 126: The Ebb and Flow of Prospect Management with Ruthie Giles | 03 Feb 2025 | 00:18:14 | |
Ruthie Giles explains the route from organized chaos to managed portfolios. | |||
| 125: #CareerCurious with Devon Villa Gessert: The Path to Leadership | 06 Jan 2025 | 00:14:30 | |
Devon Villa Gessert shares how she made the leap from doing to planning. | |||
| 124: Making SEC financial filings accessible with Raul Peralta of Kaleidoscope | 02 Dec 2024 | 00:16:57 | |
Raul Peralta, CEO and Founder of Kaleidoscope on making it easier to research financial filings. Additional Resources
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| 123: Sarah Cadbury Goes Beyond Performance Metrics to Prospect Insight | 04 Nov 2024 | 00:19:58 | |
Learn how Sarah Cadbury brought value with automated insights
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| 122: Supporting start-up donor acquisition and retention with Meta Stange at INN | 07 Oct 2024 | 00:16:54 | |
Meta Stange shares how INN manages and leverages the NewsMatch program for its nonprofit news members. Additional Resources
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| 121: Stepping into Prospect Management with Kelyn Klein | 30 Aug 2024 | 00:14:47 | |
Kelyn Klein shares how she created a prospect management program as a solo researcher.
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