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Prospect Research #Chatbytes

Prospect Research #Chatbytes

by Prospect Research Institute★ 4.9(2.4k Reviews)

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129: Janet Weimar on Smarter Portfolios and Team-Based Fundraising
Ep 114478May 5, 2025
18 min
129: Janet Weimar on Smarter Portfolios and Team-Based Fundraising

Janet Weimar shares how the University of Iowa reimagined qualification and major gift portfolios for greater clarity and collaboration within the entire team. Connect with Janet:...

128: Smooth Development Officer Transitions with Janna Lee
Ep 114479Apr 7, 2025
15 min
128: Smooth Development Officer Transitions with Janna Lee

Janna Lee shares top tips for keeping prospects engaged during staff turnover ...

127: Carol Horner on Philanthropy, Life, and Leadership
Ep 114480Mar 3, 2025
15 min
127: Carol Horner on Philanthropy, Life, and Leadership

For Carol Horner philanthropy is about more than making a donation, it's a lifestyle. Connect with Carol: LinkedIn | Spiral of Accountability book | Synchronicity Website Connect...

126: The Ebb and Flow of Prospect Management with Ruthie Giles
Ep 114481Feb 3, 2025
18 min
126: The Ebb and Flow of Prospect Management with Ruthie Giles

Ruthie Giles explains the route from organized chaos to managed portfolios....

125: #CareerCurious with Devon Villa Gessert: The Path to Leadership
Ep 114482Jan 6, 2025
14 min
125: #CareerCurious with Devon Villa Gessert: The Path to Leadership

Devon Villa Gessert shares how she made the leap from doing to planning.  >> Read More on the Learning Edge Blog...

124: Making SEC financial filings accessible with Raul Peralta of Kaleidoscope
Ep 114483Dec 2, 2024
16 min
124: Making SEC financial filings accessible with Raul Peralta of Kaleidoscope

Raul Peralta, CEO and Founder of Kaleidoscope on making it easier to research financial filings. Additional Resources Connect with Raul Peralta: LinkedIn | Website Towards Data Sc...

123: Sarah Cadbury Goes Beyond Performance Metrics to Prospect Insight
Ep 114484Nov 4, 2024
19 min
123: Sarah Cadbury Goes Beyond Performance Metrics to Prospect Insight

Learn how Sarah Cadbury brought value with automated insights Connect with Sarah Cadbury | LinkedIn | GGA Bio Prospect Development: Rethink How You Categorize Prospects | Sarah C...

122: Supporting start-up donor acquisition and retention with Meta Stange at INN
Ep 114485Oct 7, 2024
16 min
122: Supporting start-up donor acquisition and retention with Meta Stange at INN

Meta Stange shares how INN manages and leverages the NewsMatch program for its nonprofit news members. Additional Resources Connect with Meta Stange | LinkedIn Institute for Nonpr...

121: Stepping into Prospect Management with Kelyn Klein
Ep 114486Aug 30, 2024
14 min
121: Stepping into Prospect Management with Kelyn Klein

Kelyn Klein shares how she created a prospect management program as a solo researcher.   >> Read More on the Learning Edge Blog...

120: Diane Remin on Major Gift Fundraising at Small Nonprofits
Ep 114487Aug 5, 2024
18 min
120: Diane Remin on Major Gift Fundraising at Small Nonprofits

Diane Remin shares how she works with small nonprofits to amp up their fundraising.   >> Read More on the Learning Edge Blog...

119: Talking Family Offices with Erik Hoover
Ep 114488Jul 1, 2024
20 min
119: Talking Family Offices with Erik Hoover

Erik Hoover reveals the trends and tactics for recognizing and presenting family offices.   >> Read More on the Learning Edge Blog...

118: Sphere of Influence Research with Chris Mildner
Ep 114489Jun 3, 2024
18 min
118: Sphere of Influence Research with Chris Mildner

Chris Mildner shares how she builds sphere of influence lists for prospecting.   Read More on the Learning Edge Blog >>...

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