If you’ve been hearing about the K-shaped economy and wondering what it means for your prospect pool, Valerie Anastasio has some clarity—and a dose of realism—to offer. Valerie is a fundraising consultant who’s spent decades…
What do you do when you walk into a new job and discover that the portfolio management system looks good on paper—but isn’t actually working? Amy Modin, Director of Research and Prospect Management at the…
What happens when AI can generate a list or a prospect summary in seconds—but still can’t tell you what to do with it? That’s the central question Vered Siegel lives and breathes every day as…
What if the answer to fundraiser hesitancy isn’t more data—but better partnership? Major gift consultant Derry Deringer has spent 13 years helping nonprofits raise transformative dollars. His journey to fundraising began in an unlikely place:…
Meet Will Schrepferman: a 24-year-old who’s been fundraising for more than half his life. Will raised his first dollar at age 13 and has spent his entire career around philanthropy and mission-driven organizations. After studying…
“How hard can it be?” That’s what Diana Marquis thought when she first tried to raise money as a volunteer. Spoiler: it was harder than expected. But that early experience launched a 20+ year fundraising…
“If it’s not in the system, it didn’t happen.” Karen Cochran has repeated this mantra throughout her 30+ year career in fundraising, and it’s advice that prospect research professionals need to hear—especially when pursuing transformational…
If you ask Jeff Schreifels, Principal at Veritus Group, the answer is clear: It’s not about wealth ratings or capacity scores alone. It’s about finding the donors who actually want a deeper relationship with your…
At the Prospect Research Institute, we know we have a lot of content. Sometimes, choosing what to purchase can feel like walking into the grocery store and facing a wall of Tide detergent—so many options, all promising to…
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.
What if I told you that philanthropic due diligence isn’t actually about saying “no” to donations? That it’s not all about playing detective trying to catch bad actors? In this Prospect Research #ChatBytes episode, Courtney…
Have you ever been called nosy—and turned it into a superpower? Aisha Maddox has! As Director of Research and Relationship Management at Rollins College, she proudly credits her “genuine curiosity” for launching a career she…