“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: 2009

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
Tuesdays, September 22 – October 13, 2009, 6:30pm – 8:30pm

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 prospectís ability and inclination to give; storing, retrieving, and disseminating information; confidentiality; and other ethical and legal issues. Basic computer skills required.

Pre-Conference Workshop Presenter
The Role of Research in Building a Major Gifts Program
22nd Association of Professional Researchers for Advancement (APRA) Annual International Conference

Marriott Copley Place, Boston, MA
July 29, 2009, 1:30pm – 4:30pm
Prospect identification, proactive research, electronic screening, peer screening, gift screening, gift capacity rating, moves management and prospect tracking — today’s nonprofit marketplace expects every prospect researcher to be fluent with these processes. 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 to researchers as well as direct mail, annual giving and major gifts staff at all types of nonprofit organizations.

Breakout Session Presenter
International Rescue Committee’s Freedom Fund: The Tale of the Ugly Duckling
Mid-Atlantic Researchers Conference 2009 Annual Conference

Princeton University, Princeton, NJ
June 19, 2009, 10:30am – 11:45am

Presented by:
Janet Harris, Vice President for Development, International Rescue Committee.
Poonam Prasad, President, Prasad Consulting & Research.
Hugh Dwyer, Director of Development Operations, International Rescue Committee.

Although they advised against it, the IRC launched a $60 million campaign staffed by this team. Overcoming predicted obstacles plus losses in leadership, 9/11, the dot-com bubble and current downturn, it recently concluded with $110 million raised. Come learn how thoughtful research, creativity, determination and the power of one can transform an ugly duckling into a thing of beauty.

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

The Marriott Marquis, New York, NY
June 12, 2009, 8:30am – 5:00pm

The Research Track included the following sessions:

  • Twitter, Facebook, LinkedIn - How These and Other Web 2.0 Tools are Transforming Prospect Research.
    Presented by Sree Sreenivasan, Multimedia Professor and Dean of Student Affairs, Columbia University Graduate School of Journalism
  • Leveraging Peer Screening Strategically.
    Presented by Alison Sommers-Sayre, Director of Development Research, Princeton University and Suzanne V. Franzino, Associate Director of Development Research, Princeton University
  • International Rescue Committee’s Freedom Fund: The Tale of the Ugly Duckling.
    Presented by Janet Harris, Vice President for Development, International Rescue Committee; Poonam Prasad, President, Prasad Consulting & Research; and Hugh Dwyer, Director of Development Operations, International Rescue Committee
  • It's All About to Change: How Important Trends Are Driving Philanthropy in New Directions.
    Presented by Judith E. Nichols, Ph.D., CFRE, Deputy Director, External Affairs, Brooklyn Public Library
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