“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: 2002

Prospect Research:
Building the Foundation for a Successful Major Gift Program
Association of Fundraising Professionals (AFP) Morning Workshop, The Princeton Club, New York, NY

The Best Things Online Are Free:
A workshop on how to use the Internet to identify and qualify prospective donors and prepare for solicitations
The Corning Museum of Glass, Corning, NY

Reinvent Your Research Shop by Undertaking an Audit
Association of Professional Researchers for Advancement (APRA), Washington DC

Research Track Chair
Association of Fundraising Professionals (AFP) Fund Raising Day in New York, The Marriott Marquis, New York, NY. The Research Track included the following sessions:

  • Raising the Bar in Research: How to Be at the Top of Your Game! Presented by Deborah B. Miller, Director, Development Research, Virginia Polytechnic Institute.
  • It’s Your Move: Screening, Rating, and Managing Your Major Gift Prospects. Presented by Pamela J. Smith, Director of Advancement Services, Sacred Heart University.
  • Prospecting in Uncertain Times. Presented by David Lawson, President, Prospect Information Network, LLC.

The Best Things Online Are Free:
A workshop on how to use the Internet to identify and qualify prospective donors and prepare for solicitations
 Association of Fundraising Professionals (AFP) Members Only Fundraising Brown Bag, American Institute of Chemical Engineers, New York, NY