“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

PRIOR TOPICS & ENGAGEMENTS: 2004

Presenter
Fundraising and Development in Diverse Communities
Council for Resource Development (CRD) 38th Annual Conference

Washington, DC
December 1, 2004, 1:30 – 4:30pm
December 3, 2004, 3:00 – 4:15pm

Presenters:
Dr. Cheryl Green, Dean of Resource and Community Development, Eastfield College.
Joanna Brown, Director of Alumni Relations, Holyoke Community College.
Carla Shafer, M.Ed., Grant Developer and Title III Coordinator, Everett Community College.
Poonam Prasad, Founding Principal, Prasad Communications & Research.

An experienced panel of speakers will discuss the unique philanthropic patterns of diverse communities, enabling attendees to understand how community colleges can secure some of the $175 billion minorities give to charities each year. Learn basic tools and strategies that other institutions have used to cultivate minority donors, receive an annotated bibliography of research in the area, as well as a summary report of best practices and strategies by the Kellogg Foundation and the Business Women’s Network.

Roundtable Discussion Moderator
Association of Prospect Researchers, New York Chapter

Memorial Sloan Kettering Cancer Center, New York, NY
November 4, 2004, 5:30 – 7:00pm

Join your colleagues for an evening of great discussions, exciting ideas, and an exchange of challenges facing us in our workplace. Roundtable discussions will be on the following topics:
Proactive Research, Prospect Tracking and Management, Campaign Strategies, Database Screening, Family Foundations.

Presenter
Fundraising Planning for Results:
Using Prospect Research to Support a Major Gifts Program
Middle Atlantic Association of Museums (MAAM)

Philadelphia, PA
October 18, 2004

Presenters:
Eleanor Cicerchi, Director of Development, Corning Museum of Glass.
Poonam Prasad, President, Prasad Consulting & Research.

Adjunct Instructor
Course on Fundraising Research and Information Management
New York University School of Continuing and Professional Studies

George H. Heyman, Jr. Center for Philanthropy and Fundraising, New York, NY
September – October, 2004

To help your organization flourish, you need to know how to find and use the tools that will identify and evaluate prospects and track donors. This course covers such topics as prospecting for new donors—including cost-effective research tools and accessing free information – and evaluating a prospect’s ability and inclination to give; storing, retrieving, and disseminating information; confidentiality; and other ethical and legal issues. Basic computer skills required.

Research Track Chair
Association of Fundraising Professionals (AFP) 2004 Fund Raising Day in New York

The Marriott Marquis, New York, NY
June 25, 2004

The Research Track included the following sessions:

  • What Do I Do With This News? Using Research to Strategize for a Major Ask.
    So you’re going to ask for a big gift? Come and learn how a frontline fundraiser and prospect researcher can team up to craft a successful ask. An expert researcher and a master frontline fundraiser with many years of experience teaching solicitation strategy, will set the stage for session participants to use prospect research in role-paying an ask.
    • Prospect Research: How Much is Enough?
      Presented by Claire Collier, Prospect Researcher, Buffalo State College.
    • Making the Ask or How to Offer Philanthropic Opportunities.
      Presented by Carmine A. Grande, DPS, ACFRE, Vice President, Institutional Advancement, Buffalo State College.
  • Booked Gifts or Book Ends? Maximizing the Results from a Database Screening.
    Moderated by Poonam Prasad, a diverse panel of development professionals will discuss their experiences with bulk database screening and share the lessons they have learned.

Presenters:
Chuck Kehoe, Associate Director, Advancement Research, KCET.
Susan Shebar, University Director of Development Services, Long Island University.
Cathy Terrones, Director, Research Services, Scripps Health Foundation.
Brad William Voigt, CFRE, Director of Development, Peabody Essex Museum.

Presenter
Ahead of the Curve:
Using an Audit to Advance your Research Operation
Association of Professional Researchers for Advancement (APRA) Minnesota Chapter Spring Conference

University of Minnesota-McNamara Alumni Center, Minneapolis, MN
May 20, 2004, 8:30am – 4:00pm

Presenters:
Gloria Kao, Director of Development Operations, NY Presbyterian Hospital/Weill Cornell Medical College.
Poonam Prasad, Founding Principal, Prasad Communications & Research.

Is your research shop proactively identifying and qualifying new prospects for your frontline fundraisers or is it still grinding out one-size fits-all reactive research profiles? Do your reports reflect the high quality of information now available?

Learn how a 20-year research operation re-invented itself and decide whether your research initiative needs a tune up. This case study has applicability for organizations with large research units, one-person shops as well as those who choose to outsource their research for educational, medical, human services and other types of non-profits.

Fundamentals Express:
Research for the Fundraising Professional
Association of Fundraising Professionals (AFP) Greater New York Chapter

The Support Center for Nonprofit Management, New York, NY
April 16, 2004, 7:15 – 8:45pm

Research is a vital part of the development process. From identifying to profiling to prospecting; this course will offer an introduction to valuable tools and resources used in prospect research.

Presenter
Ahead of the Curve:
Using an Audit to Advance your Research Operation
New England Development Research Association (NEDRA)

Massachusetts Institute of Technology, Stratton Student Center Mezzanine Lounge, Cambridge MA
March 4, 2004, 12:30 – 4:00pm

Presenters:
Gloria Kao, Director of Development Operations, NY Presbyterian Hospital/Weill Cornell Medical College
Poonam Prasad, Founding Principal, Prasad Communications & Research

Is your research shop proactively identifying and qualifying new prospects for your frontline fundraisers or is it still grinding out one-size fits-all reactive research profiles? Do your reports reflect the high quality of information now available?

Learn how a 20-year research operation re-invented itself and decide whether your research initiative needs a tune up. This case study has applicability for organizations with large research units, one-person shops as well as those who choose to outsource their research effort.

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