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Prospect Research #Chatbytes

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Rating
★★★★★
4.8
from
5 reviews
This podcast has
137 episodes
Language
English
Explicit
No
Date created
2015/06/19
Latest episode
2026/02/02
Average duration
18 min.
Release period
33 days

Description

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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138: Derry Deringer on Major Gift Success Through Transparency and Partnership
2026/02/02
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
137: Will Schrepferman on AI-Powered Prospect Research with DonorAtlas
2026/01/05
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
135: Karen Cochran on Cultivating Billion-Dollar Donor Relationships
2025/11/03
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  
134: How Mid-Level Programs Drive Major Gift Growth with Jeff Schreifels
2025/10/06
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.
133: Barbara Shelton on Strategic Solicitation, Curiosity, and the Art of Slowing Down
2025/09/01
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
132: Getting Started and Getting Serious about Due Diligence with Courtney Cutler
2025/08/04
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
131: #CareerCurious: Aisha Maddox Shares How Curiosity Sparked a Career in Prospect Development
2025/07/07
Working across many areas of higher education, Aisha Maddox shares how her genuine curiosity led her to a fulfilling career in prospect development. In this episode, she shares the power of asking questions, the impact of community through APRA, and the many hats she wears as Director of Research and Relationship Management at Rollins College. Resources Mentioned Connect with Aisha: LinkedIn Learn more: Rollins College Advancement Join the Village: APRA Florida | APRA International
130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises
2025/06/09
Bethany Morley, Director of Prospect Strategy and Research at West Chester University Foundation, combines frontline fundraising experience with genealogical expertise. She reveals how targeted portfolio adjustments yielded significant results, including a $1.5M planned gift. Connect with Bethany: LinkedIn Learn more: West Chester University Foundation  
129: Janet Weimar on Smarter Portfolios and Team-Based Fundraising
2025/05/05
Janet Weimar shares how the University of Iowa reimagined qualification and major gift portfolios for greater clarity and collaboration within the entire team. Connect with Janet: LinkedIn
128: Smooth Development Officer Transitions with Janna Lee
2025/04/07
Janna Lee shares top tips for keeping prospects engaged during staff turnover
127: Carol Horner on Philanthropy, Life, and Leadership
2025/03/03
For Carol Horner philanthropy is about more than making a donation, it's a lifestyle. Connect with Carol: LinkedIn | Spiral of Accountability book | Synchronicity Website Connect with Rotary: Rotary International | Rotary of Council Bluffs Noon | The Rotary Foundation  
126: The Ebb and Flow of Prospect Management with Ruthie Giles
2025/02/03
Ruthie Giles explains the route from organized chaos to managed portfolios.
125: #CareerCurious with Devon Villa Gessert: The Path to Leadership
2025/01/06
Devon Villa Gessert shares how she made the leap from doing to planning.  >> Read More on the Learning Edge Blog
124: Making SEC financial filings accessible with Raul Peralta of Kaleidoscope
2024/12/02
Raul Peralta, CEO and Founder of Kaleidoscope on making it easier to research financial filings. Additional Resources Connect with Raul Peralta: LinkedIn | Website Towards Data Science | https://towardsdatascience.com | Blog: "The world's leading publication for data science, AI, data analytics, data engineering and ML professionals." MarkTechPost Media | https://www.marktechpost.com Bindu Reddy on X | https://x.com/bindureddy | She talks about her company, Abacus.ai a lot, but she posts a lot of great content on AI and LLMs. Apra PRSPCT-L | You need to create a free account with what is now officially the Apra Exchange forums, but it originated as an old fashioned list-serv called PRSPCT-L. You'll find an Read more
123: Sarah Cadbury Goes Beyond Performance Metrics to Prospect Insight
2024/11/04
Learn how Sarah Cadbury brought value with automated insights Connect with Sarah Cadbury | LinkedIn | GGA Bio Prospect Development: Rethink How You Categorize Prospects | Sarah Cadbury | Grenzebach Glier and Associates | 2023 Breaking up Is Hard to Do: When Your Organization and Industry Best Practices Grow Apart | Sarah Cadbury | Apra Connections | 2024 Read more

Podcast reviews

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4.8 out of 5
5 reviews
★★★★★
JDWrink 2019/09/04
A Great Non-Profit Resource
I always learn something new from Ms. Filla’s podcast. I especially appreciate her recent short, ~5 minute episodes.
★★★★★
Devon G in DC 2019/04/09
Thank you!!!
Thank you Jen for creating this resource for prospect research!!!
★★★★★
Kim Braun 2017/02/27
Engaging professional development
I very much enjoy this quality podcast highlighting various prospect research and management career paths and trajectories. I appreciate the podcast’s...
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