“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: 2012

20th Anniversary Committee Chair
New York Women's Agenda 20th Anniversary Celebration
McGraw-Hill Building
Wednesday, December 5, 2012
6:00 – 8:00pm

The culmination of the New York Women's Agenda's year-long series of 20th Anniversary special events. A celebratory evening with special guest Lily Ledbetter, who will be receiving the Star award for Advocacy.

Co- Presenter with Naomi Levine
Full Day Workshop: The Art of The Ask
George Heyman Center for Philanthropy and Fundraising at New York University
11 West 42nd Street, Room 1027
Wednesday, October 24, 2012
9:00am – 5:00pm

The Art of the Ask, a full day of learning every aspect of fundraising can be an important part of a fundraiser's education,” said Naomi Levine, the principal presenter of this session. The Art of the Ask will take place on Wednesday, October 24, 2012 from 9:00am – 5:00pm. The full-day course covers: activity leading to the ask, prospect research, the ask meeting, handling objections, and closing the deal.

Co- Presenter with Naomi Levine
Full Day Workshop: How to Be a Successful Fundraiser
George Heyman Center for Philanthropy and Fundraising at New York University
Friday, October 5, 2012
9:00am – 5:00pm

Fundraising is an exciting profession, offering meaningful job opportunities across a wide range of institutions, agencies, and organizations in both the public and private sectors. Naomi Levine explores such topics as fundraising strategies, obtaining and managing major gifts, capital campaigns, corporate and foundation fundraising, planned giving, board relationships, ethics in fundraising, and community visibility. She also explores, in depth, the power of women philanthropists, who control 51 percent of the privately held wealth in the United States.

Adjunct Assistant Professor
Course on Fundraising Research and Information Management
New York University, School of Continuing and Professional Studies
George Heyman Center for Philanthropy and Fundraising, New York, NY
September 19 – October 10, 2012

To help your organization flourish, you need to know how to identify, research, cultivate, and track donors. During this course you will learn how to use free and cost-effective research tools to evaluate a prospect's ability and inclination to give; and how to store, retrieve, and disseminate information. Topics such as donor confidentiality and other ethical and legal issues will also be covered. You will also learn about prospecting for new donors. Basic skills in internet and MS Word, and a command of written English required.

Conference Planning Committee
Summer Symposium
Giving Institute: Leading Consultants to Non-Profits
Park City, Utah
July 19 - 22, 2012

Presenter and Research Track Co- Chair
Association of Fundraising Professionals (AFP) Fund Raising Day in New York Conference

The New York Marriott Marquis
New York City
Friday, June 8, 2012

The 10 Most Important Things You Need to Know about Major Donor Research

(Plus, your questions answered.)
As you adjust to the new normal and a more thinly-staffed development department, researching donors and prospects is more important than ever in order to maximize your time and resources. Poonam Prasad, President of New York City-based consulting firm Prasad Consulting & Research, reveals the mysteries of expensive and similar-sounding online wealth identification databases, free websites, and other resources. Is Googling good enough or must you invest mega dollars to bring in major gifts in today's challenging environment?

You'll learn:

  • How prospect research can help your organization to maximize donor potential.
  • Beyond Google; how to recognize good research, and which research tools to invest in.
  • Tips for maximum efficiency and accuracy.

20th Anniversary Committee Chair
New York Women's Agenda 20th Anniversary Celebration Kick Off Event:
Coffee and Conversation with New York City Council Speaker Christine Quinn
39 Broadway, Suite 2300, New York, NY
Thursday, March 1, 2012
8:00 – 9:30am

A morning of coffee and conversation with New York City Council Speaker Christine Quinn to launch the New York Women's Agenda's 20th Anniversary celebration. This event is for NYWA member organization presidents and 20th Anniversary Fund donors.

Co-Presenter with Naomi Levine
Fundraising Seminar
New York University School of Nursing
New York, NY
Wednesday, January 11, 2012
9:00am – 1:00pm

A half day seminar introduction to the fundamentals of fundraising designed for the senior faculty and staff of the NYU School of Nursing.

Co-Presenter with Naomi Levine
The Art of the Ask
NYU Heyman Center for Philanthropy and Fundraising
New York, NY
Monday, January 9, 2012
9:00am – 5:00pm

The Art of the Ask, a full day of learning every aspect of fundraising can be an important part of a fundraiser's education,” said Naomi Levine, the principal presenter of this session. The Art of the Ask, PHIL1-CE9062, will take place on Monday, January 9, 2012 from 9:00am – 5:00pm. The full-day course covers: activity leading to the ask, prospect research, the ask meeting, handling objections, and closing the deal.

 

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