Prospect Research #Chatbytes Podcast
1) 137: Will Schrepferman on AI-Powered Prospect Research with DonorAtlas
AI isn't just coming to prospect research—it's already here, and it's changing how organizations identify and understand their donors. Will Schrepferman shares why he developed DonorAtlas. Read More o...Show More
2) Diana Marquis on How the Development Director Doing It All Can Succeed with Major Gifts
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. Read More i...Show More
3) 135: Karen Cochran on Cultivating Billion-Dollar Donor Relationships
Karen Cochran reveals why two-thirds of transformational gifts come from outside your donor base—and how research unlocks these relationships. Read More on the Learning Edge Blog Connect with Karen:...Show More
4) 134: How Mid-Level Programs Drive Major Gift Growth with Jeff Schreifels
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 g...Show More
5) 133: Barbara Shelton on Strategic Solicitation, Curiosity, and the Art of Slowing Down
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 ca...Show More
6) Courtney Cutler on the Nuance and Necessity of Philanthropic Due Diligence
Due diligence is about more than saying no—it’s about moving gifts forward with confidence. In this episode of ChatBytes, Courtney Cutler shares how researchers can build sustainable, bias-aware due d...Show More
7) 131: #CareerCurious: Aisha Maddox Shares How Curiosity Sparked a Career in Prospect Development
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 que...Show More
8) 130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises
Bethany Morley, Director of Prospect Strategy and Research at West Chester University Foundation, combines frontline fundraising experience with genealogical expertise. She reveals how targeted portfo...Show More
130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises
16:01 | Jun 9th, 2025
9) 129: Janet Weimar on Smarter Portfolios and Team-Based Fundraising
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: LinkedIn
10) 128: Smooth Development Officer Transitions with Janna Lee
Janna Lee shares top tips for keeping prospects engaged during staff turnover