“Thank you, Poonam, for ‘just being you’ and for sharing resources with other track chairs throughout the year – I think it all helped to make for a wonderful conference.”

Lorraine Boreyko
Vice President
Shakin Boreyko Consulting
New York City

GENERAL RESEARCH REFERENCES

Prospect Research: A Primer for Growing Nonprofits,
Cecilia Hogan, Jones & Bartlett, 2008.

Re-Invent Your Research Shop by Undertaking an Audit
Presentation
by Poonam Prasad and Gloria Kao for Fund Raising Day New York 2003
View pdf

Search engine ratings, tips and resources

Asia: A Continent in Perspective
Presentation
by Linlin Chen Reid for Fund Raising Day New York 2018
View pdf

Data-Driven Portfolio Reviews
Presentation
by Lindsay A. Brown for Fund Raising Day New York 2018
View pdf

Basics of Individual Research
Handout
 by David Shanton for Fund Raising Day New York 2002
View pdf

FINANCIAL ANALYSIS REFERENCES

Aswath Damodaran, a renowned expert in business valuation at NYU’s Stern School of Business
Valuing a Business: It’s not Rocket Science…
Presentation for Fund Raising Day New York 2005
View pdf

Net Worth Estimates: Voodoo or Make-Do?
Presentation by Melinda Papowitz for Fund Raising Day New York 2003
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Profile Report: Managing Director—Investment Banking
Profile Report Example by Melinda Papowitz for Fund Raising Day New York 2003
View pdf

Profile Report: Private Company Owner
Profile Report Example by Melinda Papowitz for Fund Raising Day New York 2003
View pdf

Roslyn’s Basic Intro to Investment Advisers: Private Equity, Venture Capital & Hedge Fund Firms
Roslyn Clarke, Assistant Director of Research at Harvard University
Handout for Fund Raising Day New York 2015
View pdf

FUNDRAISING REFERENCES

The Foundation Center’s Philanthropy News Digest

Giving USA, an annual report on philanthropy published by the Giving Institute (formerly the American Association of Fund Raising Council)

New York University, School of Continuing and Professional Studies, George H. Heyman, Jr. Center for Philanthropy and Fundraising

The Donor Pipeline—It Starts with the Invitation List: Turning Guests into Donors”
Handout for Fund Raising Day New York 2015 created by:
Deborah MacFarlane Antoine, President and CEO, New York Junior Tennis & Learning
Robin Merle, CFRE, Senior Vice President and Chief Development Officer, Hospital for Special Surgery
Poonam Prasad, Founder and President, Prasad Consulting and Research
Andrea Vakos, Senior Director of Development, Regional Giving, UConn Foundation

The Key to Campaign Success in Difficult Economic Times
Handout for Fund Raising Day New York 2003 created by:
Christopher J. Hughes, Senior Development Officer for Prospect Research, The Metropolitan Museum of Art
Nina Diefenbach, Deputy Vice President for External Affairs and Chief Development Officer, The Metropolitan Museum of Art

Prospecting in Uncertain Times
Presentation for Fund Raising Day New York 2002 created by:
David M. Lawson, President, Prospect Information Network, LLC

It's Your Move: Screening, Rating and Managing Your Major Gift Prospects
Presentation for Fund Raising Day New York 2002 created by:
Pamela J. Smith, Director of Advancement Services, Sacred Heart University

Raising the Bar In Research: How to Be at the Top of Your Game!
Presentation for Fund Raising Day New York 2002 created by:
Deborah B. Miller, Director, Development Research-Virginia Tech

Major & Planned Gifts: An Introduction and Overview
Handout created by Gabrielle Gilliam for Fund Raising Day New York 2002

ARTICLES

Wingfield, Nick, Mike Isaac and Katie Benner. “Google and Facebook Take Aim at Fake News Sites.” The New York Times. November 14, 2016.

Norris, Sean. “School Discovers $1.5M Gift Was Scam—After Spending Funds.” NonProfitPRO. June 9, 2016.

Methven, Jon. “My Night as A Billionaire” The New York Times. September 13, 2012.

Hall, Holly. “Donor Research Plays a Key Role in College Fund-Raising Success, Study Finds.” The Chronicle of Philanthropy. October 8, 2009.

Leonhardt, David and Geraldine Fabrikant. “Rise of the Super-Rich Hits a Sobering Wall.” The New York Times. August 20, 2009.

Wasley, Paula. “Changing Demographics Could Be More of a Challenge to Charities Than the Recession.” Chronicle of Philanthropy. June 14, 2009

Hogan, Cecilia. “Around the Fundraising Campfire. Stories of Dismal Failure, Near Misses, and Great Success.” Searcher Magazine. September 2006.

Seigenthaler, John. “A False Wikipedia ‘Biography’.” USA Today. November 30, 2005: 11A.

Fox, Margalit. “Rutherford Aris, 76, Chemical Engineer, Dies.” The New York Times. November 20, 2005.

Millar III, Robert G. “How Much is That Donor in Your Records?” Case Currents. September, 1999.

Johnson, Barry W. “Personal Wealth, 1992-1995” Compendium of Federal Transfer Tax and Personal Wealth Studies, Volume 2. 1995.

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