“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: 2006

Co-Chair, National Philanthropy Day
Association of Fundraising Professionals (AFP)

The Rainbow Room, Rockefeller Center, New York, NY
November 13, 2006, 11:30am – 2:00pm

Guest Speaker:
Lewis Cullman, New York City Philanthropist, Chairman, Chess-in-the-Schools.
Interviewer:
Jane Hanson, WNBC Anchor/Correspondent.

National Philanthropy Day (NPD), sponsored by the Association of Fundraising Professionals, is a special day set aside to recognize the great contributions of those people active in the philanthropic community who are dedicated to the enrichment of our world.

Presenter
Individual Giving:
Securing New and Upgrading Current Major Gifts
Association of Fundraising Professionals Greater New York Chapter

The Foundation Center, New York, NY
November 1, 2006, 9:00am – 4:00pm

Presenters:
Adrienne Capps, CFRE, Director of Development and Alumni Relations, Dyson College of Arts & Sciences, Pace University
Lorri Greif, CFRE, President, Breakthrough Philanthopy, Inc.
Paul Hokemeyer, J.D., Founder and President, Beverly Associates.
Patricia Moran, CFRE, Sr. Director of Constituent Programs, Fordham University.
Patricia Pollock, CFRE, Executive Director, Caron Treatment Center’s New York Office.
Poonam Prasad, Founder and President, Prasad Consulting & Research.

In this comprehensive and economical one-day seminar on Individual Giving, you will learn the best practices for increasing your major donor pool and upgrading current gifts to your organization. Development officers from small, medium and large organizations will benefit from this seminar focusing on securing major gifts.

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, 2006

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) Fund Raising Day in New York

The Marriott Marquis, New York, NY
June 23, 2006

The Research Track included the following sessions:

  • Ranking Billionaires: How Forbes Calculates the Fortunes of the Mega-Rich.
    Presented by Luisa Kroll, Associate Editor, and Matthew Miller, Senior Reporter, Forbes Magazine.
  • Privacy and the Prospect Researcher.
    Presented by David Lamb, Blackbaud Analytics, and Susan Shebar, University Director of Development Services, Long Island University.
  • What do Gift Officers Really Want?
    Presented by Hugh Dwyer, Director of Development; Susan Kotcher, Director of Major Gifts; and Patrick Sirois, Major Gifts Officer, The International Rescue Committee.
  • Campaign and Screening: What Do We Do with Our New Best Friends?
    Presented by Laura Fredricks, Vice President, Office of Philanthropy for Pace University, and Miriam Wazeter, Director of Prospect Research, Office of Philanthropy, Pace University.

Keynote Speaker
Seven Secrets My Mentors Have Shared With Me
Mid-Atlantic Researchers Conference (MARC) 2006

New York University, New York, NY
May 22, 2006, 12:30 – 2:30pm

Poonam Prasad, founder of one of the most sought-after research firms in the Northeast, talked about the lessons she has learned, often the hard way, from her clients and mentors about being a successful prospect research professional.

Show Me The Money: The Role of Research in Building a Major Gifts Operation
New England Development Research Association (NEDRA)

Egan Research Center, Northeastern University, Boston, MA
March 2, 2006, 12:00 – 3:00pm

Prospect identification, proactive research, electronic screening, peer screening, gift capacity rating, moves management, prospect tracking… in today’s nonprofit marketplace every prospect researcher is expected to be fluent with these processes. But how do you apply these skills to help your organization start up or expand an existing major gifts program? This interactive workshop will offer a step-by-step road map that will be helpful not only to researchers but also to direct mail, annual giving, and major gifts staff at all types of nonprofits, including those that do not have affluent alumni

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