“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

UPCOMING ENGAGEMENTS

May 5th, 2008
11:30am-2:00pm
Woman of Achievement Award Luncheon
Women in Development, New York, The Rainbow Room, 30 Rockefeller Plaza, New York, NY

Honoring: Paula Kerger, President & CEO, Public Broadcasting Service
Tickets by advance reservation only.

Register Online by April 28th

June 13th, 2008
Research Track Chair
Association of Fundraising Professionals (AFP) Fund Raising Day in New York, The Marriott Marquis, New York, NY.

The Research Track will include the following sessions:

  • Planned Giving Demystified. Presented by Tony Martignetti, Esq., Managing Director, Martignetti Planned Giving Advisors
  • Big League Research Management: Strategies for Both Large and Small Shops. Presented by Tricia Ambler, Manager, Client Services, WealthEngine, Deborah L. Drucker, Research Manager, Central Park Conservancy, and Miriam Wazeter, Director, Prospect Management and Research, Hadassah, WZOA.
  • Politics & Philanthropy: Is there a Link? Presented by David Shanton, Executive Director of Development, Baruch College

Fall, 2008
Course on Fundraising Research and Information Management
 New York University, School of Continuing and Professional Studies, George H. Heyman, Jr. Center for Philanthropy and Fundraising, New York, NY

To help your organization flourish, you need to know how to find and use the tools that will identify and evaluate prospects and track donors. This course covers topics such as prospecting for new donors – including cost-effective research tools and accessing free information – and evaluating a prospect’s ability and inclination to give; storing, retrieving, and disseminating information; confidentiality; and other ethical and legal issues. Basic computer skills required.