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When Portfolio Management Isn’t Working: Amy Modin’s Advice for Starting Over

When Portfolio Management Isn’t Working: Amy Modin’s Advice for Starting Over

by Jennifer Filla | Apr 6, 2026 | Learning Edge Blog, Major Gifts, Prospect Research

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 U.S. Air Force Academy Foundation (USAFA), found herself in...
Vered Siegel on Why Judgment Is the New Scarce Resource in Fundraising

Vered Siegel on Why Judgment Is the New Scarce Resource in Fundraising

by Jennifer Filla | Mar 2, 2026 | Learning Edge Blog, Major Gifts, Prospect Research

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 Director of Prospect Management and Research at American Friends of the...
Derry Deringer on Major Gift Success Through Transparency and Partnership

Derry Deringer on Major Gift Success Through Transparency and Partnership

by Jennifer Filla | Feb 2, 2026 | Major Gifts

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: a rugged 25-hour...
Will Schrepferman on AI-Powered Prospect Research with DonorAtlas

Will Schrepferman on AI-Powered Prospect Research with DonorAtlas

by Jennifer Filla | Jan 5, 2026 | Major Gifts, Prospect Research

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 data science at Harvard and...
Karen Cochran on Cultivating Billion-Dollar Donor Relationships

Karen Cochran on Cultivating Billion-Dollar Donor Relationships

by Jennifer Filla | Nov 3, 2025 | Learning Edge Blog, Major Gifts

“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...
What makes someone a real major gift prospect?

What makes someone a real major gift prospect?

by Jennifer Filla | Oct 6, 2025 | Learning Edge Blog, Major Gifts

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 organization. In this episode of ChatBytes, Jeff shares...
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