“Your workshop today was excellent and gave me real insights into how and why my clients should structure and manage their research programs and set research priorities....and why prospect research is much more than Googling a name.”

Michael P. Miller
New York City


The Data on Donor-Advised Funds: New Insights You Need to Know
The Giving Institute
Live Webcast
Thursday, March 1, 2018
2:00pm – 3:30pm EST

Donor-advised funds are among today’s hottest topics with both donors and nonprofits, but until now there has been little aggregate information available about the granting side of the donor-advised fund equation. How much do donor-advised funds give to nonprofits annually? Which types of nonprofits do donor-advised funds support, and which types receive the most and the least from donor-advised fund grants? How have these trends changed over time?

Join The Giving Institute and Giving USA Foundation on Thursday, March 1, when expert panelists will discuss the new Giving USA Special Report: "The Data on Donor-Advised Funds: New Insights You Need to Know.” The Special Report fills in gaps in data and understanding about these important giving vehicles and takes a rigorous, new, in-depth look at where the money goes. During our live webcast, expect to have your most pressing questions about donor-advised funds and how to incorporate this giving vehicle into your fundraising plans answered.


  • Mike Geary, Attorney at Law, LLC, at Geary, Porter & Donovan, P.C.
  • Pam Norley, President of Fidelity Charitable
  • Una Osili, Professor of Economics and Associate Dean for Research and International Programs, Indiana University, Lilly Family School of Philanthropy
  • Dave Scullin, CEO of the Communities Foundation of Texas

W. Keith Curtis, Founder & President of The Curtis Group

Online Moderator:
Rachel Hutchisson, VP, Corporate Citizenship & Philanthropy, Blackbaud, Inc.

Click here to register for this free webcast

Fundraising Day in New York (FRDNY) Conference
Association of Fundraising Professionals (AFP)

Marriott Marquis Times Square
The Marriott Marquis, New York, NY
Friday, June 22, 2018
8:45am – 5:00pm

Track Chairs: George Hartman and Poonam Prasad

Time 8:45am – 10am
From Discovery to Major Donor

Discovery work can be exciting but can present some challenges. This presentation is a case study of how the principal & major gifts team at the Planned Parenthood Federation of America and the Planned Parenthood Action Fund launched an innovative, data-driven culture of discovery at their organization. Hear the challenges and learning opportunities they encountered when they embarked on changing the culture of outreach. See how the team approached discovery work by harnessing data, research, and prioritizing outreach efforts.

You'll learn to:

  • Navigate the successes and challenges of building and implementing a discovery program
  • Empower both frontline and operations team members to prioritize discovery work
  • Take small risks that lead to big changes and can shift conventional thinking

Megan Heister
, Director, Research & Prospect Management, Planned Parenthood Federation of America & Planned Parenthood Action Fund
Jamaul Webster, Principal & Major Gifts Director, Planned Parenthood Federation of America & Planned Parenthood Action Fund

Time 10:45am – 12am
A Tool for Data-Driven Portfolio Reviews

Portfolio reviews are essential for ensuring that gift officers can focus on the best prospects, but they can be time-consuming for analysts. To make this process more efficient, we developed an Excel tool that enables analysts to make the same (and sometimes better) recommendations in a fraction of the time.

You'll learn to:

  • Develop an organized, data-driven approach to portfolio reviews
  • Build a portfolio review tool using Excel

Lindsay A. Brown
, Associate Director, Analytics, Dana-Farber Cancer Institute

Time 2pm – 3:15pm
The Million Donor Question: How the ACLU has Identified Its Best Prospects During Times of Change

Since the 2016 election, the ACLU’s base of supporters has quadrupled to about 2 million – the greatest outpouring of support in its nearly 100-year history. In this intermediate-level session, the presenters will discuss how the organization has identified and engaged its highest-priority donors and prospects.

You'll learn to:

  • Create a structured approach for uncovering the highest-priority prospects among a large group of supporters
  • Develop and apply prospect identification and prioritization tools
  • Establish best practices for portfolio sizes and prospect management and qualification

Lexi Adams
, Deputy Director of Leadership Gifts, American Civil Liberties Union (ACLU)
Jeff Vessels, Director of Leadership Gifts, American Civil Liberties Union (ACLU)

Time 3:45pm – 5pm
Asia: A Continent in Perspective

In recent years, U.S. institutions increasingly received transformative gifts from Asian donors. This session will provide an overview of the vast and varied wealth landscape in East and Southeast Asia; discuss how information is discovered, evaluated, and speculated upon; and provide insights on evaluating the gift capacity of Asian prospects.

You'll learn to:

  • Overall wealth information and about individual fortunes in East and Southeast Asian countries
  • Valuable resources and tools to find Asia-related wealth information
  • Techniques to help you evaluate an Asian prospect's gift capacity

Linlin C. Reid, Senior Research Analyst, New York University

Click here to register for this event


LinkedIn facebook twitter