Prospect Research Institute
Prospect Research #Chatbytes
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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Prospect Research Institute
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6. Jul 2026
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43: Member Tip: Prospecting Down the Rabbit Hole: Managing Your Time 27.08.2019 6:25
Every researcher falls down the rabbit hole of research at least once. Jen Filla shares an early warning sign you can use to help manage your time in prospecting, or any research project. >>Watch the video in the Learning Edge Blog
42: Member Tip: Prospecting Down the Rabbit Hole: Managing Expectations 20.08.2019 6:16
Jen Filla shares what happens when you fail to carefully communicate at the beginning of a prospecting project. >>Watch the video in the Learning Edge Blog
41: Member Tip: Search Tip on Insiders' Gifted Stock 13.08.2019 5:38
Ready to go beta? Jen Filla shares a tip on using the SEC EDGAR database to quickly discover if a prospect makes gifts of stock. Resources Mentioned Insider Stock and Compensation | This on-demand course gives you a solid foundation in researching and valuing executives and directors at public companies. Prospect Research Takes Wall Street | This YouTube playlist has lots of great tips for sear...
40: Ethical Issues of Mega-Philanthropy 07.08.2019 23:41
Listen in as David Callahan shares some of the history behind The Givers and what kind of future faces the mega-philanthropists and the NGOs they support. >>Read More in the Learning Edge Blog
39: Member Tip: Public Company Insiders + Philanthropy 30.07.2019 4:44
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
38: Member Tip: Prospecting Communication Breakdown 05.07.2019 6:01
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
37: Donor Colony Collapse with Jay Frost 02.07.2019 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
36: Member Update: The Evolution of Prospect Management 25.06.2019 8:12
In this quick update, Jen Filla shares a tip on creating prospect management policy and procedures. >>Read More in the Learning Edge Blog
35: #CareerCurious with Marie Danieli, Assistant Director, Prospect and Donor Relations at Columbia Business School 04.06.2019 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
34: Inclusive Fundraising Raises Money – That's Why Gender Matters! 03.05.2019 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
33: Can Gravyty get development officers to make more prospect discovery visits? 04.04.2019 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
32: #CareerCurious with Mark Egge, 2018-2019 President of Apra International 12.03.2019 19:13
Mark Egge shares what Apra presidents really do all year as well as some great career tips. >>Read More in the Learning Edge Blog
31: Applying prospect research across the development program 13.02.2019 11:39
Hear how Sarah Dale used her new research skills to benefit all fundraising at the Humane Society of Tampa Bay >>Read More in the Learning Edge Blog
30: Data + Analytics: What's the Impact? Ask Peter. 09.01.2019 20:07
Peter Wylie views data through the eyes of people not the other way around. Find out how and why. >>Read More in the Learning Edge Blog
29: #CareerCurious with Cecilia Hogan 25.10.2018 23:44
Retired prospect research professional Cecilia Hogan shares her experience writing the seminal book in our field. >>Read More in the Learning Edge Blog
28: How to Create Prospect Portfolios that Reach Fundraising Goals 26.09.2018 19:54
Suzanne Barlow shares why capacity ratings are so critical when creating your development officer's prospect portfolio. >>Read More in the Learning Edge Blog
27: #CareerCurious with Bond Lammey 31.08.2018 18:56
Join Bond Lammey on her journey into prospect research, her nonprofit board service, including Apra International, and her advice for those considering consulting. >>Read More in the Learning Edge Blog
26: David Lawson explains how Big Data can translate into Big Good 28.08.2018 26:31
Big data and the hype over artificial intelligence have generated skepticism and misunderstandings. David clears the air, defines cognitive computing, and shares how prospect research professionals will gain a colleague, not lose a job! >>Read More in the Learning Edge Blog
25: GDPR for the Love of Fundraising 25.07.2018 23:48
Adrian Salmon, fundraising consultant at GG+A, shares his love of fundraising, the unfolding story of GDPR in the UK, and great tips and resources for becoming compliant with the European Union's General Data Protection Regulation (GDPR). >>Read More in the Learning Edge Blog
24: #CareerCurious: Sabine Schuller 26.06.2018 16:38
Sabine shares her interest in all things international, how she uses her network to overcome barriers in research, and what it's like to work for an organization operating in more than 200 countries.
23: Wealth Advisors and Philanthropy: What's your passion? 29.05.2018 14:34
Gregory Stahl, CFP®, shares his passion for helping others, demystifies the designations, and offers tips for HNWIs.
22: #CareerCurious series featuring Kat Banakis 23.04.2018 22:04
Kat shares how her dual career as an Episcopal priest and a fundraising consultant complement each other.
21: #ResearchPride with Jen Filla 27.03.2018 6:49
March might be over, but Jen Filla shares why she is proud to be a prospect research professional all year long.
20: Prospect Profiles and the Future of Research 27.02.2018 21:50
Valerie Anastasio gives background, insight, and forecasts for the role of the standard profile.
19: Creating Capacity Ratings for Corporations and Foundations 31.01.2018 20:38
Sarah Anderson shares her experience with rating corporations and foundations.
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