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.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
126: The Ebb and Flow of Prospect Management with Ruthie Giles
18:14
18:14
Play later
Play later
Lists
Like
Liked
18:14Ruthie Giles explains the route from organized chaos to managed portfolios.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
125: #CareerCurious with Devon Villa Gessert: The Path to Leadership
14:30
14:30
Play later
Play later
Lists
Like
Liked
14:30Devon Villa Gessert shares how she made the leap from doing to planning. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
124: Making SEC financial filings accessible with Raul Peralta of Kaleidoscope
16:57
16:57
Play later
Play later
Lists
Like
Liked
16:57Raul Peralta, CEO and Founder of Kaleidoscope on making it easier to research financial filings. Additional Resources Connect with Raul Peralta: LinkedIn | Website Towards Data Science | https://towardsdatascience.com | Blog: “The world’s leading publication for data science, AI, data analytics, data engineering and ML professionals.” MarkTechPost …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
123: Sarah Cadbury Goes Beyond Performance Metrics to Prospect Insight
19:58
19:58
Play later
Play later
Lists
Like
Liked
19:58Learn 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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
122: Supporting start-up donor acquisition and retention with Meta Stange at INN
16:54
16:54
Play later
Play later
Lists
Like
Liked
16:54Meta 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 collab…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
121: Stepping into Prospect Management with Kelyn Klein
14:47
14:47
Play later
Play later
Lists
Like
Liked
14:47Kelyn Klein shares how she created a prospect management program as a solo researcher. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
120: Diane Remin on Major Gift Fundraising at Small Nonprofits
18:51
18:51
Play later
Play later
Lists
Like
Liked
18:51Diane Remin shares how she works with small nonprofits to amp up their fundraising. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
119: Talking Family Offices with Erik Hoover
20:58
20:58
Play later
Play later
Lists
Like
Liked
20:58Erik Hoover reveals the trends and tactics for recognizing and presenting family offices. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
118: Sphere of Influence Research with Chris Mildner
18:22
18:22
Play later
Play later
Lists
Like
Liked
18:22Chris Mildner shares how she builds sphere of influence lists for prospecting. Read More on the Learning Edge Blog >>
…
continue reading
![Artwork](/static/images/128pixel.png)
1
117: Capital Campaign Success Secrets with Peggy Calhoun
22:14
22:14
Play later
Play later
Lists
Like
Liked
22:14Peggy Calhoun shares how relationships and prospect ID pair up for success in capital campaigns. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
116: The Role of Profile Research in Corporate Fundraising with Tracy LaMondue
14:31
14:31
Play later
Play later
Lists
Like
Liked
14:31Tracy 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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
115: Jim Langley on Using Research and Writing to Connect Better with Donors
20:49
20:49
Play later
Play later
Lists
Like
Liked
20:49Jim 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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
114: Leveraging prospect profiles for major gifts with John Cerniglia
16:11
16:11
Play later
Play later
Lists
Like
Liked
16:11John Cerniglia shares stories and advice on getting the most out of prospect profiles. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
113: The Democratizing Philanthropy Project with Kina Collins
15:18
15:18
Play later
Play later
Lists
Like
Liked
15:18Kina Collins shares how DPP is training BIPOC nonprofits to flourish. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
112: Volunteering Research for Ukraine with Nilufa Begum
12:19
12:19
Play later
Play later
Lists
Like
Liked
12:19Nilufa Begum talks about volunteering to research for Ukraine NGOs >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
111: Christopher Haight on Donor Qualification from Identification to Visit
19:46
19:46
Play later
Play later
Lists
Like
Liked
19:46Christopher Haight shares his experience creating a successful Discovery Team. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
110: Jon Garrow on A.I. Tools for the Modern Prospect Development Office
17:40
17:40
Play later
Play later
Lists
Like
Liked
17:40Jon Garrow shares how he leverages A.I. Tools in Prospect Development >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
109: Taking Action on DEI in Prospect Development with Sharise Harrison
18:58
18:58
Play later
Play later
Lists
Like
Liked
18:58Sharise Harrison describes her experiences – good and bad – with DEI in the development workplace. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
108: International Fundraising with Robert Osborne
22:10
22:10
Play later
Play later
Lists
Like
Liked
22:10Robert Osbornes shares the similarities and differences fundraising around the globe. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
107: Visualizing Data Equity with Meena Das at NamasteData
25:23
25:23
Play later
Play later
Lists
Like
Liked
25:23Meena Das teaches us to ask the question: How can we do good with data? >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
106: Brock Silvey and the Case of the Zombie Proposals
18:38
18:38
Play later
Play later
Lists
Like
Liked
18:38Find 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
…
continue reading
Tim Wilson shares his career, who influences him, and why he created the People in Fundraising webcast. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
104: Medha Nanal Answers: Can Machine Learning and AI Really Impact Your Nonprofit?
19:14
19:14
Play later
Play later
Lists
Like
Liked
19:14Medha Nanal shares use cases for how machine learning can improve nonprofit outcomes. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
103: Profiles in the Database with Michele Tanzosch
17:12
17:12
Play later
Play later
Lists
Like
Liked
17:12Michele Tanzosch walks us through her experience storing profiles inside the database >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
102: Trends in Fundraising and Analytics with Marianne Pelletier
17:03
17:03
Play later
Play later
Lists
Like
Liked
17:03Marianne Pelletier shares her observations from the data analytics point of view. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
101: Reflections on 10 Years of Prospect Research Institute
4:40
4:40
Play later
Play later
Lists
Like
Liked
4:40Jen Filla shares her thoughts on the past and future of the Institute. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
100: #CareerCurious with Terry Synnott- Journalist, Skateboarder and Prospect Researcher
18:02
18:02
Play later
Play later
Lists
Like
Liked
18:02Discover how Terry Synnott’s unusual career path has informed his prospect research work. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
99: Achieving nonprofit fundraising data potential with Doug Cogswell
19:38
19:38
Play later
Play later
Lists
Like
Liked
19:38Doug Cogswell explores how organizations achieve fundraising growth with data. >> Learn more on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
98: Innovations in Capacity Ratings with Adam Bradford
15:52
15:52
Play later
Play later
Lists
Like
Liked
15:52Adam Bradford shares his journey to finding and using Federal Reserve data for better capacity ratings. >> Learn more on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
97: Cryptocurrency and the Opportunity Factor with Elisa Shoenberger
13:26
13:26
Play later
Play later
Lists
Like
Liked
13:26Find out if the “crypto winter” forecasts the end of cryptocurrency for philanthropy. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
96: Fundraising with an Abundance Mindset with Gauri Manglik at Instrumentl
19:40
19:40
Play later
Play later
Lists
Like
Liked
19:40Gauri Manglik shares her tech start-up journey and the secrets behind Instrumentl’s success. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
95: Jeff Jowdy on prospect research and teaching the joy of giving in major gifts
18:22
18:22
Play later
Play later
Lists
Like
Liked
18:22Jeff 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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
94: Digital Marketing Data for Fundraising with Joe Stabb
22:08
22:08
Play later
Play later
Lists
Like
Liked
22:08Dr. Joe Stabb shares some of his recent projects at the intersection of marketing and fundraising. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
93: Linda Smith and the Confessions of a Sin City Fundraiser
18:20
18:20
Play later
Play later
Lists
Like
Liked
18:20Former Chief Fundraiser of Opportunity Village in Nevada, Linda Smith shares evergreen fundraising wisdom. >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
92: #CareerCurious with Miguel Angel Hernández at Tecnológico de Monterrey in Mexico
16:22
16:22
Play later
Play later
Lists
Like
Liked
16:22Miguel Angel Hernández reveals the secrets to successful prospect research in Mexico! >> Read More on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
91: Dr. Russell James reveals the secret behind major gift growth – psychology!
18:00
18:00
Play later
Play later
Lists
Like
Liked
18:00Whether 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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
90: Predictive Insights a la carte with Shawn Olds at boodleAI
18:03
18:03
Play later
Play later
Lists
Like
Liked
18:03Find out how AI and machine learning are finally starting to benefit the smaller nonprofit. >>Read more on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
89: Crypto and Decentralized Finance as Vehicles for Philanthropy with Melody Song
19:25
19:25
Play later
Play later
Lists
Like
Liked
19:25Find out how the rise of cryptocurrency and blockchain technology can assist in democratizing philanthropy. >>Read more on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
88: Dr. Phildra J. Swagger on building the life you want, not just a career
24:13
24:13
Play later
Play later
Lists
Like
Liked
24:13When 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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
87: #CareerCurious with Vanessa Boyle and Kelly Douglas at Caltech
21:01
21:01
Play later
Play later
Lists
Like
Liked
21:01Prospect research, prospect management, and analytics come together for these “research soul sisters” >>Read more on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
86: Unleash your creativity for board prospecting
23:41
23:41
Play later
Play later
Lists
Like
Liked
23:41Board consultant, Christal Cherry, shares her board prospecting secrets. >>Read more on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
85: Backstory and Trends in Prospect Management
19:12
19:12
Play later
Play later
Lists
Like
Liked
19:12Karen Greene talks about getting started in prospect management and demystifies metrics. >>Read more on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
84: Prospecting for Foundations - Strategically
17:58
17:58
Play later
Play later
Lists
Like
Liked
17:58Shavonn Richardson shares how to “Think” before you “Ink” your grant proposal. >>Read more on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
83: Dynamic and Digital: Fundraising Trends with Tim Kachuriak
19:02
19:02
Play later
Play later
Lists
Like
Liked
19:02Tim 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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
82: Continuing Education: Should it be Training? Or Education? BOTH!
19:32
19:32
Play later
Play later
Lists
Like
Liked
19:32Matt Hugg shares how and why training and education complement each other for nonprofit learners. >>Read more on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
81: Lacy McAlister on Developing Prospect Management 2.0
18:55
18:55
Play later
Play later
Lists
Like
Liked
18:55Whatever 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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
80: #CareerCurious with Charles Snyder in Ireland
21:17
21:17
Play later
Play later
Lists
Like
Liked
21:17Charles 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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
79: Break it to make it! Profiles should reflect the prospect, not the template.
15:37
15:37
Play later
Play later
Lists
Like
Liked
15:37Joan 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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
78: Tuesday Mooney, Prospect Research, and the Story Writing Bug
18:49
18:49
Play later
Play later
Lists
Like
Liked
18:49You know your profession is official when it shows up in entertainment! Author Kate Racculia brings acclaim to the prospect research profession. >>Read more on the Learning Edge Blog
…
continue reading
![Artwork](/static/images/128pixel.png)
1
77: #CareerCurious with Helen Brown, President of The Helen Brown Group
17:08
17:08
Play later
Play later
Lists
Like
Liked
17:08Ever dreamed of being a consultant? Helen Brown shares her journey. >>Read more on the Learning Edge Blog
…
continue reading