“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: 2007

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

The Rainbow Room, Rockefeller Center, New York, NY
November 13, 2007

Guest Speaker:
John Whitehead, Chairman, Goldman-Sachs Foundation.
Interviewer:
Lesley Stahl, 60 Minutes, CBS news 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.

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
October 9 – October 30, 2007

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 topics such 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.

Presenter
Prospect Research:
Building the Foundation for a Successful Major Gift Program
Association of Fundraising Professionals (AFP) Mini-Academy – “Individual Giving”

New York, NY
October 23, 2007

During the session, we will examine the many positive outcomes of an ongoing research program such as:

  • Identifying new donors and upgrading current constituents to major gift levels
  • Focusing staff efforts on the best prospects and enlisting the most appropriate top leaders for assistance
  • Building confidence in the cultivation and solicitation process
  • Creating a campaign framework and developing a realistic gauge for accomplishments

Fundraising Research Instructor
Summer Intensive Certificate in Fundraising
New York University School of Continuing and Professional Studies

George H. Heyman, Jr. Center for Philanthropy and Fundraising, New York, NY
July 11 – July 17, 2007

Start or advance your career in philanthropy and fundraising by earning a Certificate in Fundraising in four weeks. Topics include fundraising concepts and practices, annual and capital campaigns, planned giving, corporate and foundation gifts, working with board members and volunteers, writing for fundraising, and fundraising research and information management. Guest speakers address ethics in fundraising, trends in grantmaking, the grantmaker's perspective, employment and career advice, and the role of philanthropic advisers. Visits to the Foundation Center and a major nonprofit organization are part of the curriculum. Students receive a guided tour of the Foundation Center.

Research Track Chair
Association of Fundraising Professionals (AFP) Fund Raising Day in New York 2007

The Marriott Marquis, New York, NY
June 14, 2007

The Research Track included the following sessions:

  • Taming the Wild Internet.
    Presented by Cecilia Hogan, Director of Prospect Development, University of Puget Sound.
  • The Making and Management of Money: Venture Capitalists, Hedge Fund Managers and Investment Bankers.
    Presented by Elizabeth Crabtree, Director of Prospect Development, Brown University.
  • Global Positioning for Researchers: Mapping Your Way to International Gifts.
    Presented by Cecilia Hogan, Director of Prospect Development, University of Puget Sound.
  • The ABCs of Building Maintaining and Mining Your Database.
    Presented by John Taylor, Principal, Advancement Solutions.

Preconference Workshop Presenter
Show Me The Money:
The Role of Research in Building a Major Gifts Operation
Mid-Atlantic Researchers Conference (MARC) 2007

American University, Washington, DC
May 16, 2007, 9:00am – 12:00pm

Prospect identification, proactive research, electronic screening, peer screening, gift 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.

More Donors, More Dollars: Ramping up your Individual Giving Program
Community Resource Exchange

New York, NY
February 26, 2007, 12:00 – 2:00pm

In 2005, 76.5% of contributions to nonprofits came from individual donors. Nonprofit organizations – including those serving immigrants — need to be able to identify who within their constituency is capable of giving a major gift in order to survive. In this session, you will learn the best practices for creating & increasing your major donor pool and securing major gifts to your organization. You will be taken through the prospect management process from identification to gift to ongoing cultivation, and gain the tools necessary to build an individual donor program. Learn the role of research in creating and maintaining an effective individual giving program that will allow you to diversify your fundraising efforts.

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