“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: 2013

Co-Presenter
How to Be a Successful Fundraiser

George H. Heyman Jr. Center for Philanthropy and Fundraising,
New York University School of Continuing and Professional Studies
New York, NY
November 6, 2013
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
Introduction to Prospect Research

George H. Heyman Jr. Center for Philanthropy and Fundraising
New York University School of Continuing and Professional Studies
New York, NY
November 7 - December 5, 2013
6:30 - 9:00pm, every other week

To help your organization flourish, you need to know how to locate and use tools that identify and evaluate prospects and track donors. Explore topics such as prospecting for new donors, including using cost-effective research tools, accessing free information, and evaluating a prospect’s ability and inclination to give, as well as storing, retrieving, and disseminating information. Also, discuss confidentiality and other ethical and legal issues.

NYU Heyman Center for Philanthropy and Fundraising ‘Art of the Ask: From the Perspectives of Professionals and Philanthropist’
October 4, 2013

Asking for a gift is both an art and a science. Without an understanding of the most effective methods of asking for financial support, no fundraiser responsible for soliciting gifts from individuals, corporations, or foundations can succeed. In this course, three highly successful fundraisers discuss their approaches and a philanthropist is invited to report on how he or she reacts to a particular ask.

Association of Professional Researchers for Advancement (APRA) Best Practices Webcast, ‘Fundamentals of International Research’ with Poonam Prasad and Debbie Miller

September 26, 2013

Since 1995, when Sir Gordon Wu's extraordinary $100 million pledge to Princeton University was announced, there has never been a question about the importance of identifying and cultivating international alumni and parents at US-based educational institutions. Can medical and cause-related organizations also benefit from the generosity of overseas donors? Poonam Prasad and Debbie Miller will provide you an overview of the how-tos of international research and discuss successful case studies from several different types of organizations that have taken a serious and successful approach to international fundraising.

Following the webcast, participants will be able to:

  • Create a plan of how to approach researching overseas donors
  • Understand how to overcome barriers to their success with such projects
  • Develop a list of the best resources for their international constituency

Giving Institute Summer Symposium
Concluding GI Member Discussion Panel

July 27, 2013

This reflective panel will focus on themes and learnings from the past two days of the Symposium, new ideas, old lessons confirmed, ah-ha moments. Panelists will discuss how they will incorporate these concepts within their firms and with their clients. The wrap-up will be looking forward to how the information gained will be best put to use.

Panelists include:

  • Marnie Speaks, President and CEO, KCI Ketchem
  • Rachel Hutchisson, Director of Corporate Citizenship and Philanthropy, Blackbaud
  • Keith Curtis, Founder, President, The Curtis Group
  • Poonam Prasad, Founder and President, Prasad Consulting and Research

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

The Marriott Marquis, New York, NY
Friday, June 7, 2013
8:30am – 5:00pm

Fundraising Day New York is the premier east coast conference on philanthropy. This one-day event takes over the Marriott Marquis in Times Square, NYC, bringing together the best and brightest nonprofit professionals from around the world to share their thoughts and advice.

Poonam Prasad's Presentation:
Are The Best Things Online Free? Resources to Identify and Profile Prospects.

Do you need more information about the interests and giving capacity of a prospect you are going to see and wonder who among your core constituents you might target for a major gift or how to prioritize your prospect pool and wish you knew names of more people interested in your type of agency or program or how out how to keep up with the latest news about your top prospects? If so, whether you're fundraising for a small or large shop, this session is for you. During the workshop, we will access real websites to find out information about a living corporate leader who is also a foundation officer and major donor.

You will 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

Event Committee Member
Star Forum
New York Women's Agenda

New York, NY
Thursday March 14, 2013
5:30pm

Event Committee Member
Diamond Doubles Tennis Tournament
New York Junior Tennis and Learning
NYU Heyman Center for Philanthropy and Fundraising
SPORTIME Randall's Island
February 7, 2013
11:00am

Diamond Doubles celebrates its second year as a tennis tournament for women players {rated 4.0 and above} to benefit New York Junior Tennis & Learning. This event will enable NYJTL to continue enriching lives through the character-building sport of tennis.

Co-Presenter with Naomi Levine
The Art of the Ask
NYU Heyman Center for Philanthropy and Fundraising
New York, NY
Monday, January 7, 2013
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 7, 2013 from 9:00 am-5:00 pm. 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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