Prospect Research #Chatbytes

Prospect Research Institute
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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.

  1. 6 ABR

    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 where they are, building trust through humility, and showing up consistently—even when best practices don't fit. Connect with Amy on LinkedIn Read More on the Learning Edge Blog

    20 min

  2. 2 MAR

    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 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) Read More on the Learning Edge Blog

    23 min

  3. 2 FEB

    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 Read More on the Learning Edge Blog Resources Mentioned Derry Deringer | Connect on LinkedIn | Website: Deringer Consulting

    18 min

  4. 5 ENE

    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 DonorAtlas. Read More on the Learning Edge Blog DonorAtlas | Solutions for Nonprofits Will Schrepferman | Connect on LinkedIn CARA Webinar | The Prospect Research Live Challenge: Race, Vote, and Win Better Prospects with AI | 1-2pm ET | Registration

    19 min

  5. 03/11/2025

    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 Connect with Karen: LinkedIn | Philanthropy Innovators Website Why Your Major Gifts Program is Falling Short—And How to Fix It | Karen Cochran 5 Ways to Develop Billion-Dollar Relationships | Karen Cochran at AFP ICON 2025 | Available for purchase at AFP online

    18 min

  6. 06/10/2025

    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 unlock significant giving opportunities. Read More on the Learning Edge Blog Resources Mentioned Connect with Jeff: LinkedIn Veritus Group | The consulting firm Jeff co-founded in 2009 that works with nonprofits globally to create, build, and manage mid and major gift programs. Veritus Group Academy – An online training center launched in 2016 for fundraisers worldwide to develop skills in mid and major gifts.

    18 min

  7. 01/09/2025

    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, and gift officers can slow down, ask better questions, and raise both their expectations—and their results. Read More in the Learning Edge Blog Resources Mentioned Connect with Barbara Shelton | LinkedIn Explore the Aspire Research Group Learn more about M.Gale

    19 min

  8. 04/08/2025

    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

    16 min
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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.

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