“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
Principal
Miller/Rollins
New York City

2018 CALENDAR

Nonprofit Management Program Faculty
Prospect Research: Fundraising Techniques & Technologies
Columbia University School of Professional Studies
New York, NY
Tuesdays, September 4 to December 10, 2018
6:10pm – 8:00pm

This course teaches students the practical skills needed to develop and utilize research for fundraising efforts. It introduces students to assorted research tools and teaches them to develop targeted research strategies. Within an ethical context, they learn how to obtain information on donors and other funding sources. The course also covers how to summarize research findings and how to use research for enhanced written communications.

Click here to learn more about this program

Panelist
Future Proofing Your Business

Navigating the Future of Philanthropy, The Giving Institute Summer Symposium
The Giving Institute
Charleston, South Carolina
Saturday, July 14, 2018
9:15 – 10:30am EDT

As a business leader, you need to work ON your business by making strategic choices, not just IN it. Future-proofing your business entails the never-ending process of continuous improvement, based on long term thinking and fueled by an appetite to be a learning organization. While it is exhausting and sometimes feel like you need a crystal ball, the reward is a nimbler, more resilient business that will stand the test of time. Giving Institute members will share their tactics for shoring up their businesses against the tides of fate.

Panelists:

  • Kate Roosevelt, Executive Vice President Campbell & Company
  • Aly Sterling, President, Aly Sterling Philanthropy
  • Poonam Prasad, President, Prasad Consulting

Click here to learn more about the Giving Institute and the Summer Symposium

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

Research
Track Chairs: George Hartman and Poonam Prasad

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

Speakers:
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


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

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


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

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


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

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

Click here to register for this event

Giving USA 2018 Release Day
The Giving Institute
Giving USA 2018: The Annual Report on Philanthropy for the Year 2017
Tuesday, June 12, 2018
10:00am EST

From natural disasters to social movements to tax reform, 2017 was a landmark year in charitable giving in the US. Get a fresh insight on the factors that shaped the trends in philanthropic giving in 2017 as well as:

  • Insight on the impact of disaster relief campaigns
  • The impact of tax reform on year-end giving
  • More in-depth look at giving to religion
  • Leading intelligence you need to plan and fundraise in the year ahead

Click here to purchase your copy*

*To find out how to get 30% off your purchase with our Prasad Consulting & Research discount, please contact Poonam Prasad at poonam@prasadconsulting.com

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.

Panelists:

  • 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

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

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

Click here to register and view this free webcast

 

 
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