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107: Visualizing Data Equity with Meena Das at NamasteData

Prospect Research #Chatbytes

Release Date: 06/27/2023

Diana Marquis on How the Development Director Doing It All Can Succeed with Major Gifts show art Diana Marquis on How the Development Director Doing It All Can Succeed with Major Gifts

Prospect Research #Chatbytes

Diana Marquis, founder of DMgroup Consulting, reveals how to manage major gifts with limited resources—and why good prospect research is the secret weapon every development director needs. Resources Mentioned Connect with Diana: |

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135: Karen Cochran on Cultivating Billion-Dollar Donor Relationships show art 135: Karen Cochran on Cultivating Billion-Dollar Donor Relationships

Prospect Research #Chatbytes

Karen Cochran reveals why two-thirds of transformational gifts come from outside your donor base—and how research unlocks these relationships. Connect with Karen: | | Karen Cochran | Karen Cochran at AFP ICON 2025 | Available for purchase at AFP online  

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134: How Mid-Level Programs Drive Major Gift Growth with Jeff Schreifels show art 134: How Mid-Level Programs Drive Major Gift Growth with Jeff Schreifels

Prospect Research #Chatbytes

Co-founder of Veritus Group, Jeff Schreifels shares how to identify true major gift prospects, why two-thirds of donors don't want deeper relationships, and how mid-level programs unlock significant giving opportunities. Resources Mentioned Connect with Jeff: | The consulting firm Jeff co-founded in 2009 that works with nonprofits globally to create, build, and manage mid and major gift programs. – An online training center launched in 2016 for fundraisers worldwide to develop skills in mid and major gifts.

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133: Barbara Shelton on Strategic Solicitation, Curiosity, and the Art of Slowing Down show art 133: Barbara Shelton on Strategic Solicitation, Curiosity, and the Art of Slowing Down

Prospect Research #Chatbytes

Consultant Barbara Shelton shares how deep donor profiles and meaningful conversations transform campaigns. In this episode of ChatBytes, she reveals how researchers, consultants, and gift officers can slow down, ask better questions, and raise both their expectations—and their results. Resources Mentioned Connect with Explore the Learn more about

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132: Getting Started and Getting Serious about Due Diligence with Courtney Cutler show art 132: Getting Started and Getting Serious about Due Diligence with Courtney Cutler

Prospect Research #Chatbytes

Courtney Cutler debunks myths, shares the nuances of due diligence and delivers tips for getting started in your organization.

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131: #CareerCurious: Aisha Maddox Shares How Curiosity Sparked a Career in Prospect Development show art 131: #CareerCurious: Aisha Maddox Shares How Curiosity Sparked a Career in Prospect Development

Prospect Research #Chatbytes

Working across many areas of higher education, Aisha Maddox shares how her genuine curiosity led her to a fulfilling career in prospect development. In this episode, she shares the power of asking questions, the impact of community through APRA, and the many hats she wears as Director of Research and Relationship Management at Rollins College. Resources Mentioned Connect with Aisha: Learn more: Join the Village: |

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130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises show art 130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises

Prospect Research #Chatbytes

Bethany Morley, Director of Prospect Strategy and Research at West Chester University Foundation, combines frontline fundraising experience with genealogical expertise. She reveals how targeted portfolio adjustments yielded significant results, including a $1.5M planned gift. Connect with Bethany: Learn more:  

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129: Janet Weimar on Smarter Portfolios and Team-Based Fundraising show art 129: Janet Weimar on Smarter Portfolios and Team-Based Fundraising

Prospect Research #Chatbytes

Janet Weimar shares how the University of Iowa reimagined qualification and major gift portfolios for greater clarity and collaboration within the entire team. Connect with Janet:

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128: Smooth Development Officer Transitions with Janna Lee show art 128: Smooth Development Officer Transitions with Janna Lee

Prospect Research #Chatbytes

Janna Lee shares top tips for keeping prospects engaged during staff turnover

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127: Carol Horner on Philanthropy, Life, and Leadership show art 127: Carol Horner on Philanthropy, Life, and Leadership

Prospect Research #Chatbytes

For Carol Horner philanthropy is about more than making a donation, it’s a . Connect with Carol: | | Connect with Rotary: | |  

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Meena Das teaches us to ask the question: How can we do good with data?

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