“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: 2008

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 23 – October 21, 2008

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.

Fundraising Research Instructor
2008 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

This intensive program prepares you for a career in fundraising or advancement in the field. Students who successfully complete the program receive a Certificate in Fundraising from NYU’s George H. Heyman, Jr. Center for Philanthropy and Fundraising. This program was developed by Naomi Levine, chair and executive director of the Center and former senior vice president for external affairs at NYU, where she helped raise more than $2.5 billion over 22 years at the University.

WHO SHOULD ENROLL
This program is valuable for fundraisers who want to broaden or focus their skills; nonprofit board members and volunteers who want to become more effective; and those considering philanthropy and fundraising as a career.

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

The Marriott Marquis, New York, NY
June 13, 2008

The Research Track included the following sessions:

  • Planned Giving Demystified.
    Presented by Tony Martignetti, Esq., Managing Director, Martignetti Planned Giving Advisors
  • Big League Research Management: Strategies for Both Large and Small Shops.
    Presented by Tricia Ambler, Manager, Client Services, WealthEngine, Deborah L. Drucker, Research Manager, Central Park Conservancy, and Miriam Wazeter, Director, Prospect Management and Research, Hadassah, WZOA.
  • Politics & Philanthropy: Is there a Link?
    Presented by David Shanton, Executive Director of Development, Baruch College
LinkedIn facebook twitter