Prospect Research Institute

Prospect Research #Chatbytes

Business EN ↓ 143 episodes

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.

Author

Prospect Research Institute

Category

Business

Latest episode

Jul 6, 2026

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Episodes

68: The "Lean" Fundraising Model: How to Raise Major Dollars with few staff 04.08.2020

Jim Rees leads the Boy Scouts of America, Greater Tampa Bay Area Council and shares how he has raised millions without a big development department. >> Read more on the Learning Edge Blog Additional Resources: AFP Tampa Bay | Tampa, Florida is a thriving metropolitan area and a great place to fundraise! AFP International | The premier association for fundraising professionals Qualifying Donors for...

67: Relational Mapping with WealthQuotient 07.07.2020

What if you could identify and access major gift prospects... at scale? Brian Gonzales has a process for that! >>Read more on the Learning Edge Blog

66: Find Out What Makes a Great Corporate Prospect 02.06.2020

Learn what Chad Royal-Pascoe knows about corporate fundraising success after 20+years of building all kinds of relationships. >>Read more on the Learning Edge Blog

65: How to Refine your Personal Image When Working from Home 11.05.2020

The pandemic has pushed large numbers of people to work from home and how to manage one's video image is on the minds of many. Tammy Parrish share tips to help you navigate with ease. >>Read more on the Learning Edge Blog

64: The Active Donor File "Trap" – A Donor Data Lesson 05.05.2020

Jennifer Paquette, a nonprofit operations professional, shares how one organization overcame the active donor file "trap" and re-engaged with donors to the tune of over a million dollars! Read more at the Learning Edge Blog!

63: #CareerCurious series featuring Erin Craine 07.04.2020

Want to enter or exit the field of prospect research? Erin Craine has done both! Find out how and why. >>Read more on the Learning Edge Blog

62: Member Series: Sandy Montgomery 17.03.2020

From new member to Apra International presenter, Sandy Montgomery is on the move! Find out which key resources she uses in her multi-faceted role at Summa Health Foundation. >> Learn more in the Learning Edge Blog

61: New Course on Fundraising Analytics for Campaigns 05.03.2020

Staupell's on-demand course makes campaign analytics accessible. >> Learn more in the Learning Edge Blog

60: Developing Talent on your Team 03.03.2020

Jenn Zeinner, talent development professional, shares her insights on ways you can grow and retain team members. >> Learn more in the Learning Edge Blog

59: Member Series: Bryan Campbell 20.02.2020

Listen in for some great tips from Prospect Research Institute member Bryan Campbell. When here commends a book, I read it (and pass it on, too)! >> Learn more in the Learning Edge Blog

58: Valuing Commercial Real Estate with Allen Thomas 05.02.2020

Allen Thomas provides clarity around commercial real estate identification and valuation as well as insider resources for those who need to go in deep. >> Learn more in the Learning Edge Blog

57: Member Tips with Deborah Drucker 21.01.2020

Institute member, Deborah Drucker, is a resource-sharing maven and one of the best network connectors I know. Tune in to hear her share her favorite resources and best tips for keeping current in prospect research. >> Learn more in the Learning Edge Blog

56: A Surprising Way Prospect Research Can Help Raise Nonprofit Millions 07.01.2020

Karen Eber Davis shares why she wrote Let's Raise Nonprofit Millions Together with a surprise twist on how prospect research can contribute to nonprofit income. >> Learn more in the Learning Edge Blog

55: Accelerate Your Fundraising in Some Surprising Ways With Clean Donor Data 04.12.2019

Chris LoPresti shares some of the latest technology to keep your donor data clean and productive. >> Learn more in the Learning Edge Blog

54: Member Tip: Conference, Course, Book, or Blog? Does it Really Matter? Yes! 20.11.2019

Your choice of training opportunities depends on what you need to learn, the format or training category, and your individual preferences. Consider categorizing your learning needs to help you decide what learning format, or a combination thereof, will make the best training for you. >>Watch the video in the Learning Edge Blog

53: Member Tip: The Purpose of Training is NOT Learning! 19.11.2019

Your college degree might have been all about acquiring new knowledge and learning, but your training shouldn't be. Find out why! >>Watch Video in the Learning Edge Blog

52: Member Tip: Link Collections are Clutter for Good 13.11.2019

In this quick update, Jen Filla shares an amazing FREE resource from the Prospect Research Institute and tips you off on how you can curate your own clutter. >>Watch Video in the Learning Edge Blog

51: There are no major donors! And other surprising insights from Penelope Burk. 05.11.2019

Penelope Burk shares tips on what information is most important to support deeper donor relationships. >>Read More at the Learning Edge Blog

50: Member Tip: An SEC gift from SECgems.com 15.10.2019

This tip comes from Research Connectors member, Deborah Drucker of The City College of New York who was tipped off by an Apra forum posting. When searching for information on the Form 4, Change in Beneficial Ownership, it's easy to get lost in the volume of filings. Public company insiders file LOTS of Form 4s throughout the year. SECgems.com has an intuitive and friendly interface to search Form...

49: Member Tip: How to Convert Date to Fiscal Year in Excel 10.10.2019

This tip comes from Research Connectors member,ChrisZellofrom the Milwaukee Public Museum. Sometimes it can be tricky to convert a date to your fiscal year. This member tip shows you the exact formula to use and when to apply its use, saving you time and energy in report formatting. >>Watch Video in the Learning Edge Blog

48: Should you be Creating a Donor Engagement Score? 02.10.2019

Fundraising analytics will never be the same! In this tell-all interview, Steve Grimes shares the big secret that makes it possible for anyone to create an engagement score. Tune in and find out. Hint: It involves 0s and 1s! >>Read More at the Learning Edge Blog

47: Member Tip: Prospecting for Interest 24.09.2019

Prospecting for new people out in the wild can be daunting work and finding interest and affinity markers can be a stretch. Find out how to stay on track to success. >>Watch the video in the Learning Edge Blog

46: Member Tip: Valuing Commercial Real Estate 17.09.2019

What does commercial real estate have incommon with an endowed fund? Find out as Jen Fillashares an often-overlooked tip on valuing commercial real estate. >>Read More in the Learning Edge Blog

45: Member Tip: Practicing Insights 10.09.2019

In this member tip, Jen Filla talks about the importance of practicing your skills, such as providing actionable insights, and gives you a framework for crafting insights. >>Watch the video in the Learning Edge Blog

44: Is Gratitude a Feeling or an Algorithm (or both)? 03.09.2019

Nathan Chappell of the Futurus Group shares how they are using machine learning to create a gratitude score and what any size nonprofit can do now to benefit from A.I. >>Read More in the Learning Edge Blog

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