Explore every episode of the podcast Prospect Research #Chatbytes
| Title | Pub. Date | Duration | |
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| 130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises | 09 juin 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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| 129: Janet Weimar on Smarter Portfolios and Team-Based Fundraising | 05 mai 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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| 128: Smooth Development Officer Transitions with Janna Lee | 07 avr. 2025 | 00:15:56 | |
Janna Lee shares top tips for keeping prospects engaged during staff turnover | |||
| 127: Carol Horner on Philanthropy, Life, and Leadership | 03 mars 2025 | 00:15:10 | |
For Carol Horner philanthropy is about more than making a donation, it’s a lifestyle.
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| 126: The Ebb and Flow of Prospect Management with Ruthie Giles | 03 févr. 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 janv. 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 déc. 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 août 2024 | 00:14:47 | |
Kelyn Klein shares how she created a prospect management program as a solo researcher.
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| 120: Diane Remin on Major Gift Fundraising at Small Nonprofits | 05 août 2024 | 00:18:51 | |
Diane Remin shares how she works with small nonprofits to amp up their fundraising.
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| 119: Talking Family Offices with Erik Hoover | 01 juil. 2024 | 00:20:58 | |
Erik Hoover reveals the trends and tactics for recognizing and presenting family offices.
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| 118: Sphere of Influence Research with Chris Mildner | 03 juin 2024 | 00:18:22 | |
Chris Mildner shares how she builds sphere of influence lists for prospecting.
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| 117: Capital Campaign Success Secrets with Peggy Calhoun | 06 mai 2024 | 00:22:14 | |
Peggy Calhoun shares how relationships and prospect ID pair up for success in capital campaigns.
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| 116: The Role of Profile Research in Corporate Fundraising with Tracy LaMondue | 01 avr. 2024 | 00:14:31 | |
Tracy LaMondue shares how she uses corporate profiles to build relationships.
Tracy was featured in our publication, "In Good Company." Get your copy today.
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| 115: Jim Langley on Using Research and Writing to Connect Better with Donors | 04 mars 2024 | 00:20:49 | |
Jim Langley shares how his background in writing led him to fundraising and a focus on better donor connections
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| 114: Leveraging prospect profiles for major gifts with John Cerniglia | 05 févr. 2024 | 00:16:11 | |
John Cerniglia shares stories and advice on getting the most out of prospect profiles.
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| 113: The Democratizing Philanthropy Project with Kina Collins | 08 janv. 2024 | 00:15:18 | |
Kina Collins shares how DPP is training BIPOC nonprofits to flourish.
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| 112: Volunteering Research for Ukraine with Nilufa Begum | 04 déc. 2023 | 00:12:19 | |
Nilufa Begum talks about volunteering to research for Ukraine NGOs
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| 111: Christopher Haight on Donor Qualification from Identification to Visit | 31 oct. 2023 | 00:19:46 | |
Christopher Haight shares his experience creating a successful Discovery Team.
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| 110: Jon Garrow on A.I. Tools for the Modern Prospect Development Office | 02 oct. 2023 | 00:17:40 | |
Jon Garrow shares how he leverages A.I. Tools in Prospect Development
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| 109: Taking Action on DEI in Prospect Development with Sharise Harrison | 05 sept. 2023 | 00:18:58 | |
Sharise Harrison describes her experiences – good and bad – with DEI in the development workplace.
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| 108: International Fundraising with Robert Osborne | 01 août 2023 | 00:22:10 | |
Robert Osbornes shares the similarities and differences fundraising around the globe.
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| 107: Visualizing Data Equity with Meena Das at NamasteData | 27 juin 2023 | 00:25:23 | |
Meena Das teaches us to ask the question: How can we do good with data? | |||
| 106: Brock Silvey and the Case of the Zombie Proposals | 05 juin 2023 | 00:18:38 | |
Find out how Brock Silvey and the team at Northwestern University uncover the truth behind the zombie major gift proposals!
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| 105: #CareerCurious with Tim Wilson | 01 mai 2023 | 00:21:20 | |
Tim Wilson shares his career, who influences him, and why he created the People in Fundraising webcast.
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| 104: Medha Nanal Answers: Can Machine Learning and AI Really Impact Your Nonprofit? | 03 avr. 2023 | 00:19:14 | |
Medha Nanal shares use cases for how machine learning can improve nonprofit outcomes.
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| 103: Profiles in the Database with Michele Tanzosch | 06 mars 2023 | 00:17:12 | |
Michele Tanzosch walks us through her experience storing profiles inside the database
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| 102: Trends in Fundraising and Analytics with Marianne Pelletier | 06 févr. 2023 | 00:17:03 | |
Marianne Pelletier shares her observations from the data analytics point of view.
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| 101: Reflections on 10 Years of Prospect Research Institute | 02 janv. 2023 | 00:04:40 | |
Jen Filla shares her thoughts on the past and future of the Institute.
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| 100: #CareerCurious with Terry Synnott- Journalist, Skateboarder and Prospect Researcher | 29 nov. 2022 | 00:18:02 | |
Discover how Terry Synnott’s unusual career path has informed his prospect research work.
>> Read More on the Learning Edge Blog
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| 99: Achieving nonprofit fundraising data potential with Doug Cogswell | 01 nov. 2022 | 00:19:38 | |
Doug Cogswell explores how organizations achieve fundraising growth with data.
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| 98: Innovations in Capacity Ratings with Adam Bradford | 04 oct. 2022 | 00:15:52 | |
Adam Bradford shares his journey to finding and using Federal Reserve data for better capacity ratings. | |||
| 97: Cryptocurrency and the Opportunity Factor with Elisa Shoenberger | 01 sept. 2022 | 00:13:26 | |
Find out if the “crypto winter” forecasts the end of cryptocurrency for philanthropy.
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| 96: Fundraising with an Abundance Mindset with Gauri Manglik at Instrumentl | 02 août 2022 | 00:19:40 | |
Gauri Manglik shares her tech start-up journey and the secrets behind Instrumentl’s success.
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| 95: Jeff Jowdy on prospect research and teaching the joy of giving in major gifts | 05 juil. 2022 | 00:18:22 | |
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
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| 94: Digital Marketing Data for Fundraising with Joe Stabb | 07 juin 2022 | 00:22:08 | |
Dr. Joe Stabb shares some of his recent projects at the intersection of marketing and fundraising. | |||
| 93: Linda Smith and the Confessions of a Sin City Fundraiser | 03 mai 2022 | 00:18:20 | |
Former Chief Fundraiser of Opportunity Village in Nevada, Linda Smith shares evergreen fundraising wisdom. | |||
| 92: #CareerCurious with Miguel Angel Hernández at Tecnológico de Monterrey in Mexico | 05 avr. 2022 | 00:16:22 | |
Miguel Angel Hernández reveals the secrets to successful prospect research in Mexico! | |||
| 91: Dr. Russell James reveals the secret behind major gift growth – psychology! | 01 mars 2022 | 00:18:00 | |
Whether it is IRS Form 990 data or neuroimaging, Dr. James hunts down the psychology behind giving and its impact on nonprofits. | |||
| 90: Predictive Insights a la carte with Shawn Olds at boodleAI | 01 févr. 2022 | 00:18:03 | |
Find out how AI and machine learning are finally starting to benefit the smaller nonprofit. | |||
| 89: Crypto and Decentralized Finance as Vehicles for Philanthropy with Melody Song | 04 janv. 2022 | 00:19:25 | |
Find out how the rise of cryptocurrency and blockchain technology can assist in democratizing philanthropy. | |||
| 88: Dr. Phildra J. Swagger on building the life you want, not just a career | 07 déc. 2021 | 00:24:13 | |
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. | |||
| 87: #CareerCurious with Vanessa Boyle and Kelly Douglas at Caltech | 02 nov. 2021 | 00:21:01 | |
Prospect research, prospect management, and analytics come together for these “research soul sisters” | |||
| 86: Unleash your creativity for board prospecting | 05 oct. 2021 | 00:23:41 | |
Board consultant, Christal Cherry, shares her board prospecting secrets. | |||
| 85: Backstory and Trends in Prospect Management | 07 sept. 2021 | 00:19:12 | |
Karen Greene talks about getting started in prospect management and demystifies metrics. | |||
| 84: Prospecting for Foundations - Strategically | 04 août 2021 | 00:17:58 | |
Shavonn Richardson shares how to “Think” before you “Ink” your grant proposal. | |||
| 83: Dynamic and Digital: Fundraising Trends with Tim Kachuriak | 06 juil. 2021 | 00:19:02 | |
Tim Kachuriak shares the most recent data from digital fundraising and translates it into actions you can take to raise more money overall.
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| 82: Continuing Education: Should it be Training? Or Education? BOTH! | 16 juin 2021 | 00:19:32 | |
Matt Hugg shares how and why training and education complement each other for nonprofit learners. | |||
| 81: Lacy McAlister on Developing Prospect Management 2.0 | 01 juin 2021 | 00:18:55 | |
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. | |||