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Prospect Research #Chatbytes

Prospect Research #Chatbytes

by Prospect Research Institute★ 4.9(2.4k Reviews)

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141: Valerie Anastasio on the K-Shaped Economy and the Ultra-Wealthy Donor
Ep 357431944 may 2026
27 min
141: Valerie Anastasio on the K-Shaped Economy and the Ultra-Wealthy Donor

Fundraising consultant Valerie Anastasio explains the K-shaped economy, why the ultra-wealthy require discipline rather than optimism from researchers, and how to focus on the 10% ...

140: When Portfolio Management Isn't Working: Amy Modin's Advice for Starting Over
Ep 357431936 abr 2026
19 min
140: When Portfolio Management Isn't Working: Amy Modin's Advice for Starting Over

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...

139: Vered Siegel on Why Judgment Is the New Scarce Resource in Fundraising
Ep 357431922 mar 2026
22 min
139: Vered Siegel on Why Judgment Is the New Scarce Resource in Fundraising

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 ...

138: Derry Deringer on Major Gift Success Through Transparency and Partnership
Ep 1144692 feb 2026
17 min
138: Derry Deringer on Major Gift Success Through Transparency and Partnership

Major gift consultant Derry Deringer shares how prospect researchers can build fundraiser confidence through focused partnerships and why transparency with donors trumps perfection...

137: Will Schrepferman on AI-Powered Prospect Research with DonorAtlas
Ep 1144705 ene 2026
18 min
137: Will Schrepferman on AI-Powered Prospect Research with DonorAtlas

AI isn't just coming to prospect research—it's already here, and it's changing how organizations identify and understand their donors. Will Schrepferman shares why he developed Don...

136: Diana Marquis on How the Development Director Doing It All Can Succeed with Major Gifts
Ep 1144719 dic 2025
22 min
136: Diana Marquis on How the Development Director Doing It All Can Succeed with Major Gifts

Diana Marquis, founder of DMgroup Consulting, reveals how to manage major gifts with limited resources—and why good prospect research is the secret weapon every development directo...

135: Karen Cochran on Cultivating Billion-Dollar Donor Relationships
Ep 1144723 nov 2025
17 min
135: Karen Cochran on Cultivating Billion-Dollar Donor Relationships

Karen Cochran reveals why two-thirds of transformational gifts come from outside your donor base—and how research unlocks these relationships. Read More on the Learning Edge Blog ...

134: How Mid-Level Programs Drive Major Gift Growth with Jeff Schreifels
Ep 1144736 oct 2025
17 min
134: How Mid-Level Programs Drive Major Gift Growth with Jeff Schreifels

Co-founder of Veritus Group, Jeff Schreifels shares how to identify true major gift prospects, why two-thirds of donors don't want deeper relationships, and how mid-level programs ...

133: Barbara Shelton on Strategic Solicitation, Curiosity, and the Art of Slowing Down
Ep 1144741 sept 2025
18 min
133: Barbara Shelton on Strategic Solicitation, Curiosity, and the Art of Slowing Down

Consultant Barbara Shelton shares how deep donor profiles and meaningful conversations transform campaigns. In this episode of ChatBytes, she reveals how researchers, consultants, ...

132: Getting Started and Getting Serious about Due Diligence with Courtney Cutler
Ep 1144754 ago 2025
15 min
132: Getting Started and Getting Serious about Due Diligence with Courtney Cutler

Courtney Cutler debunks myths, shares the nuances of due diligence and delivers tips for getting started in your organization. Read More on the Learning Edge Blog...

131: #CareerCurious: Aisha Maddox Shares How Curiosity Sparked a Career in Prospect Development
Ep 1144767 jul 2025
16 min
131: #CareerCurious: Aisha Maddox Shares How Curiosity Sparked a Career in Prospect Development

Working across many areas of higher education, Aisha Maddox shares how her genuine curiosity led her to a fulfilling career in prospect development. In this episode, she shares the...

130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises
Ep 1144779 jun 2025
16 min
130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises

Bethany Morley, Director of Prospect Strategy and Research at West Chester University Foundation, combines frontline fundraising experience with genealogical expertise. She reveals...

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