Prasad Consulting & Research

Prior Workshops & Events

Prior Topics & Engagements

Check out our posts below to read detailed descriptions of past workshops, conferences, presentations, and events.
Feel free to reach out if you have any questions or would like additional information regarding a particular topic.

Workshops & Events 2019

AFP Webinar: Getting the Board Onboard
Wednesday, October 16, 2019
Enthusiastic, dedicated and full Board involvement is essential for success fundraising. Board members may be nervous about fundraising – not because they cannot do it, but because they didn’t hear about it during recruitment, never learned how to do it and think they will make enemies of their friends if they ask. In a webinar moderated by Poonam Prasad, participants will review best practice board roles and responsibilities, examine a framework for assessing the type(s) of resistance the organization must address, and then use the framework to draft an action plan to address and overcome the resistance! Click here to register!

AFP-NYC Members’ Only Program: Using LinkedIn as a Fundraising and Communications Tool
Friday, October 4, 2019
8:30 - 10:00 AM
355 Lexington Avenue, 15th Fl., New York, NY
In this members-only event, Sree Sreenivasan, a leading consultant, speaker and trainer for nonprofits, corporations, startups and executives, will walk you through how to utilize LinkedIn as a tool for Prospect Research. His presentation will address how to refine your LinkedIn profile, engaging audiences through social media, and more! If you can’t make it to the program, check out this article about Sree's 2019 Fundraising Day New York session written by The NonProfit Times.

Columbia Nonprofit Management Master Class
Columbia University
School of Professional Studies

Thursday, October 3, 2019
5:30 - 8:30 PM
The Nonprofit Management Program at Columbia University School of Professional Studies will present its next Master Class, One in Ten: The Crucial Nonprofit Workforce in America its Pipeline and its Future, on Thursday, October 3, 2019. Renowned expert on national service and nonprofit policy Shirley Sagawa will address the critical role of and challenges for the nonprofit workforce in our communities and civil society, its continuing professionalization and need for pipeline development, and implications for policy as an often invisible, albeit crucial, workforce demographic. A networking reception will be held prior to the presentation; refreshments and light hors d’oeuvres will be provided.

Columbia SPS is currently accepting applications for the student cohort to begin in Spring 2020 (January). Applications for Fall 2020, including the fully online master’s program, will open in the latter part of September. If you know of a colleague or friend who may be interested in applying to the program, please encourage them to visit the program's website to view the curriculum and to register for an upcoming information session. The program is always looking for potential capstone project clients and career opportunities including internships and professional opportunities for students. If you, your employer or client has an interest in either opportunity, please have them contact Frances J. Laviscount, Deputy Academic Director at

Columbia University
Nonprofit Management Alumni Reception
On July 25th, Columbia University held its annual Nonprofit Management Alumni Celebration & Networking Event for the classes of 2006 - 2019 at the Boat Basin Cafe. The event was organized by Cindy Lott, Esq., Academic Program Director for the Nonprofit Management Program at Columbia's School of Professional Studies. Cindy and Poonam are seen to the right with Bator Kovacs and Soo Sing Lim, alumni from Poonam’s class: Prospect Research: Techniques & Technologies.

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Prospect Research Training
July 1st & 8th
11:00 - 4:00 PM
Poonam instructed a prospect research training workshop for development professionals working at the American Jewish Committee. Among other things, the training covered:

  • The use of prospect research tools

  • Using research to assess gift capacity

  • Cultivation and ask strategies for frontline fundraisers

  • Ethics in development

Guest Speaker
AIF New York Chapter
Young Professional Speaker series

Monday June 24th
8:00 PM

AIF Young Professionals – New York Young Professionals Chapter is the New York area youth chapter of AIF. With the goal of accelerating social and economic change in India, AIF-YP New York has focused on engaging and educating young professionals about the work AIF is doing in India. As a group, the AIF-YP New York organizes activities targeting young professionals in NYC. These activities include fund raisers, social mixers, cultural celebrations, and speaker series, providing a common arena to interact and exchange ideas. The core team meets every week to plan these activities. The AIF-YP New York Chapter also supports AIF – by building awareness of AIF and fund raising for some AIF supported initiatives.
In this Speaker series, Poonam sharedFive Facts Every Fundraiser should Know” including survey results and discussion about the Giving USA 2018 survey.


Women In Development
The Woman of Achievement Award Luncheon
Wednesday, June 19, 2019,
11:30 a.m. – 2:00 p.m.
Cipriani 42nd Street
110 East 42nd Street, NYC

2019 Honoree: Ruth C. Browne, SD, President and Chief Executive Officer, Ronald McDonald House New York
The Woman of Achievement Award Luncheon is Women in Development (WiD), New York’s highest profile, signature event. Its purpose is to recognize and promote the achievements of a distinguished colleague who has demonstrated extraordinary service to the field of development and philanthropy, to celebrate the profession and its contributions to the nonprofit sector and society. Over 300 development professionals, philanthropists, and nonprofit volunteer leaders attend annually, representing a diverse range of sectors including arts and culture, civic and environmental, advocacy, education, health services, international relations, social and legal services, and much more.

Prasad Consulting was a sponsor of this event. Poonam is seen here with Ruth C Browne and students from Columbia University Nonprofit Management Program.

Giving USA 2019 Release Day
The Giving Institute
Giving USA 2018: The Annual Report on Philanthropy for the Year 2018
Tuesday, June 18, 2019
10:00am EST

Giving USA 2019: The Annual Report on Philanthropy for the Year 2018  is here. Order one of the Giving USA 2019 products and secure the strategic intelligence that will help you achieve greater results.

Giving USA 2019  will give you…

  • A reliable and comprehensive reference tool to educate board members and staff on philanthropic trends

  • Informative analysis to help build your organization’s fundraising outlook, strategy and goals

  • Examples of how to prioritize fundraising efforts

  • Practitioner tips to help focus your funding strategies

Click here to purchase your copy*

*To find out how to get 30% off your purchase with our Prasad Consulting & Research discount, please contact Poonam Prasad at


Track Chair
Fundraising Day New York Conference
Friday, June 14, 2019
8:45 AM 4:00 PM
New York Marriott Marquis
1535 Broadway New York, NY, 10036

Keynote Speaker
Fatima Shama
Executive Director, The Fresh Air Fund

An exciting moment for us occurred during the keynote speech given at the luncheon by Fatima Shama, Executive Director,The Fresh Air Fund. She singled out our client for the past 10 years, the New York Women’s Foundation for a special shout out, proudly reporting that it was from the Foundation that she received her very first grant in an early career position at a grassroots nonprofit in Brooklyn. For more than 30 years now, the New York Women’s Foundation has been known for its innovative work in catalyzing change through bold investments in community-based solutions throughout New York City’s five boroughs.

Fatima Shama is the executive director of The Fresh Air Fund, the 140 year-old nonprofit agency that provides free summer experiences for New York City children from low-income communities through summer camps and a host families program in rural and suburban communities along the East Coast and Southern Canada, and provides year-round leadership and educational programs.  Ms. Shama served in Mayor Michael R. Bloomberg’s administration as the commissioner of the NYC Mayor’s Office of Immigrant Affairs from 2009 through 2013. From 2007 through 2009, she served as Mayor’s senior education policy advisor, and in 2006, when Ms. Shama joined Mayor Bloomberg’s office, she worked on a special initiative on the intersection between health care, language access, and literacy. Immediately after the administration and prior to joining The Fund, Ms. Shama served on the senior team at Maimonides Medical Center in Brooklyn, New York overseeing their External Affairs department and special projects. Ms. Shama serves as a Trustee on the New York Foundation board, on the Board of Coro Leadership New York, and the New York Immigration Coalition.

The Research & Prospect Development Track

8:45 AM  -  10:00 AM In the first session, Enthusiasts, Strategists, Closers, Oh My: The New Major Donor Archetypes—and Your Prospects, In the first session, Enthusiasts, Strategists, Closers, Oh My: The New Major Donor Archetypes—and Your Prospects, Colleen O’Grady, Lipman Hearne’s philanthropic communications strategist, and Peter Barber, Executive Vice President, Business and Account Development with Lipman Hearne, presented a case study on five inspiring Major Donor Archetypes drawing on verbatim statements from 150+ high-profile donors.Their research is continuing and they hope to provide find additional research there in future. Here is the link to the Megadonor Archetype information from the Lipman Hearne Website.

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10:45 AM  -  12:00 PM In Fact-finding in the era of Social Media and Fake News Sree Sreenivasan, a leading consultant, speaker and trainer for nonprofits, corporations, startups and executives, walked us through how to utilize LinkedIn as a tool for Prospect Research. Check out this article about Sree's session written by The NonProfit Times.

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2:00 PM  -  3:15 PM Jon Biedermann, manager of fundraising business units and products of DonorPerfect, and Nathan Dietz, a published scholar and experienced practitioner of quantitative and qualitative social science research with the Senior Research Associate in the Center on Nonprofits and Philanthropy at Urban Institute and the Do Good Institute at the University of Maryland led our third session, Big Data Fundraising Trends from NY Nonprofits. In this session Jon and Nathan performed a deep dive into giving data from thousands of nonprofits and millions of donors both nationwide and in the New York metro area. You can find their presentation here.

3:45 PM  -  5:00 PM Persuading and Negotiating for Success: Portfolio Reviews Prospect development has grown beyond the “nerdy folks in the back room” reputation, yet many of us struggle to build collaborative relationships with our front line partners. We will provide communication techniques centered on adding names to portfolios, removing inactive prospects, and assessing prospects to queue up for strategy meetings. In our final session, Persuading and Negotiating for Success: Portfolio Reviews, Anne Dean, the managing director of Research and Relationship Management at George Washington University, and Bond Lammey, Managing Associate at Bentz Whaley Flessner specializing in prospect development and donor relations, helped tackle the struggle of building collaborative relationships between prospect development folks and their frontline partners.


Family & Children's Agency
Friday, May 31, 2019
6:30 PM 11:00 PM
The Tokeneke
Club 4 Butlers Island Road Darien, CT, 06820

IMAGINE is the biggest event of the year for the Family and Children’s Agency. Join them at the Tokeneke Club in Darien, CT for an evening of dinner, dancing, and fundraising as you see the real impact of their work. This year's event will be held on Friday, May 31 at The Tokeneke Club in Darien, set in a private enclave, on an idyllic cove, with breathtaking views of Long Island Sound. Event honorees, Julene and Simon Greenshields of Wilton, will be presented with the Spirit of FCA Award for their extraordinary commitment and service to the agency. For more information about this event please check the event page here.


2019 NYWF Celebrating Women Breakfast
New York Women’s Foundation
Tuesday, May 14, 2019
7:30 AM 9:00 AM
Marriott Marquis
1535 Broadway New York, NY, 10036

2019 Celebrating Women Breakfast
Join the New York Women’s Foundation as they celebrate the work of their grantee partners—women-led community organizations working to create an economically secure, safer future for all women and families in New York City. The Breakfast also honors women leaders who work to empower women and girls in New York City and the world. Past honorees have included Madeleine Albright, Queen Latifah, Secretary of State Hillary Rodham Clinton, Billie Jean King, Gloria Steinem, and Nobel Laureates Leymah Gbowee and Dr. Wangari Muta Maathai. Attended by 2,200 guests, the Breakfast raises $2 million, a significant portion of their $8 million in annual grantmaking.

The Norman Vincent Peale Awards for Positive Thinking.
Tuesday, April 30, 2019
6:00 PM 8:00 PM
The Yale Club 50 Vanderbilt Avenue New York, NY 10017
Blanton-Peale Institute and Counseling Center’s 2019 Gala featuring the Norman Vincent Peale Awards for Positive Thinking.

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NYU Longer Service Recognition Reception
Tuesday, April 16, 2019
4:00 PM  6:00 PM

Prasad Consulting & Research is pleased to announce that Professor Prasad will receive an award for her 15 years of service to the New York University School of Professional Studies!

Poonam has been teaching prospect research in the Certificate and former Diploma and Masters Programs at the George Heyman Center for Philanthropy and Fundraising within the Center for Global Affairs.

The NYUSPS community will acknowledge the years of service and continued dedication of faculty with Longer Service Recognition Awards at a reception on Tuesday April 16 from 4:00 PM - 6:00 PM.

Poonam Prasad