Prospect Research #Chatbytes

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https://towardsdatascience.com
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https://www.marktechpost.com
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https://www.philanthropyinnovators.com/
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140: When Portfolio Management Isn't Working: Amy Modin's Advice for Starting Over

Monday, April 6, 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

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139: Vered Siegel on Why Judgment Is the New Scarce Resource in Fundraising

Monday, March 2, 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)

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130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises

Monday, June 9, 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

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39: Member Tip: Public Company Insiders + Philanthropy

Tuesday, July 30, 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.

>>Watch the video in the Learning Edge Blog

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38: Member Tip: Prospecting Communication Breakdown

Friday, July 5, 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!

>>Watch the video in the Learning Edge Blog

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37: Donor Colony Collapse with Jay Frost

Tuesday, July 2, 2019 • Duration 25:40

Jay Frost explains why donor attrition is a problem and what you can do about it.

>>Read More in the Learning Edge Blog

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36: Member Update: The Evolution of Prospect Management

Tuesday, June 25, 2019 • Duration 08:12

In this quick update, Jen Filla shares a tip on creating prospect management policy and procedures.

>>Read More in the Learning Edge Blog

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35: #CareerCurious with Marie Danieli, Assistant Director, Prospect and Donor Relations at Columbia Business School

Tuesday, June 4, 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

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34: Inclusive Fundraising Raises Money – That's Why Gender Matters!

Friday, May 3, 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

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33: Can Gravyty get development officers to make more prospect discovery visits?

Thursday, April 4, 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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Prospect Research #Chatbytes – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Prospect Research #Chatbytes – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other99+

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other99+

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