Useful Resources
GENERAL RESEARCH REFERENCES
Startup Funding Stages You Should Know About by Arsalan Sajid, June 17, 2021
Startup Stages
Fact-finding in the era of Social Media and Fake News by Sree Sreenivasan for Fund Raising Day New York 2019
Sree's Top Social Media Tips
Enthusiasts, Strategists, Closers, Oh My: The New Major Donor Archetypes—and Your Prospects by Colleen O’Grady and Peter Barber for Fund Raising Day New York 2019
Megadonors
Persuading and Negotiating for Success: Portfolio Reviews by Anne Dean and Bond Lammey for Fund Raising Day New York 2019
Negotiating Success Standards Portfolio Reviews
Big Data Fundraising Trends from NY Nonprofits by Jon Biedermann and Nathan Dietz for Fund Raising Day New York 2019
Tax Reform and the Impact on Giving
Asia: A Continent in Perspective
Presentation by Linlin Chen Reid for Fund Raising Day New York 2018
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Data-Driven Portfolio Reviews
Presentation by Lindsay A. Brown for Fund Raising Day New York 2018
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Prospect Research: A Primer for Growing Nonprofits,
Cecilia Hogan, Jones & Bartlett, 2008.
Re-Invent Your Research Shop by Undertaking an Audit
Presentation by Poonam Prasad and Gloria Kao for Fund Raising Day New York 2003
Basics of Individual Research
Handout by David Shanton for Fund Raising Day New York 2002
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6 Google Tricks That Will Turn You Into an Internet Detective
The New York Times, 2019
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FINANCIAL ANALYSIS REFERENCES
Roslyn’s Basic Intro to Investment Advisers: Private Equity, Venture Capital & Hedge Fund Firms
Roslyn Clarke, Assistant Director of Research at Harvard University
Handout for Fund Raising Day New York 2015
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Aswath Damodaran, a renowned expert in business valuation at NYU’s Stern School of Business
Valuing a Business: It’s not Rocket Science…
Presentation for Fund Raising Day New York 2005
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Net Worth Estimates: Voodoo or Make-Do?
Presentation by Melinda Papowitz for Fund Raising Day New York 2003
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Profile Report: Managing Director—Investment Banking
Profile Report Example by Melinda Papowitz for Fund Raising Day New York 2003
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Profile Report: Private Company Owner
Profile Report Example by Melinda Papowitz for Fund Raising Day New York 2003
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“Poonam is one of America’s leading experts on philanthropy and her advice and counsel is sought by the most important nonprofits in the land. I’ve followed her career and been so impressed by the work she has done for so many top organizations. I’ve also recommended her to nonprofits whenever I’ve had the chance.
When I organized a conference of 75 organizations for which we needed a fundraising expert, we only asked Poonam and she was kind enough to spend several hours helping us. She was a big hit and many of her tips have stuck with me and others. Thanks to her, I’ve spoken twice at Fund Raising Day New York, the biggest one-day conference of the Association of Fundraising Professionals. At the event, it was great to see Poonam’s influence and impact as a board member, fundraising guru and beloved colleague. If you get a chance to work with Poonam, jump at it!“
Sree Sreenivasan
Digital and social media strategist and consultant
Center10 Consulting LLC
New York City
“Naomi Levine* describes Poonam as "... one of the best teachers we have at the Heyman Center for Philanthropy and Fundraising. She is not only an expert in research, but has a charming and effective manner of speaking. She relates beautifully to the students, who like her very much. In substance and in delivery, I classify her as A+" and I could not agree more. Poonam knows the subject of Prospect Research well. She is strategic, approachable, and professional.”
Angeilie Hyman-Robinson
Associate Director, Corporate Education and Tailored Programs
NYU School of Professional Studies
New York City
*Naomi Levine
Former Senior Vice President for External Affairs
Former Chair and Executive Director of the George H. Heyman, Jr. Center for Philanthropy and Fundraising
New York University
New York City
“Thank you, Poonam, for ‘just being you’ and for sharing resources with other track chairs throughout the year – I think it all helped to make for a wonderful conference.”
Lorraine Boreyko
Vice President
Shakin Boreyko Consulting
New York City
FUNDRAISING REFERENCES
The Foundation Center’s Philanthropy News Digest
Giving USA, an annual report on philanthropy published by the Giving Institute (formerly the American Association of Fund Raising Council)
Columbia University School of Professional Studies, Nonprofit Management
The Donor Pipeline—It Starts with the Invitation List: Turning Guests into Donors
Handout for Fund Raising Day New York 2015 created by:
Deborah MacFarlane Antoine, President and CEO, New York Junior Tennis & Learning
Robin Merle, CFRE, Senior Vice President and Chief Development Officer, Hospital for Special Surgery
Poonam Prasad, Founder and President, Prasad Consulting and Research
Andrea Vakos, Senior Director of Development, Regional Giving, UConn Foundation
The Key to Campaign Success in Difficult Economic Times
Handout for Fund Raising Day New York 2003 created by:
Christopher J. Hughes, Senior Development Officer for Prospect Research, The Metropolitan Museum of Art
Nina Diefenbach, Deputy Vice President for External Affairs and Chief Development Officer, The Metropolitan Museum of Art
Prospecting in Uncertain Times
Presentation for Fund Raising Day New York 2002 created by:
David M. Lawson, President, Prospect Information Network, LLC
It's Your Move: Screening, Rating and Managing Your Major Gift Prospects
Presentation for Fund Raising Day New York 2002 created by:
Pamela J. Smith, Director of Advancement Services, Sacred Heart University
Raising the Bar In Research: How to Be at the Top of Your Game!
Presentation for Fund Raising Day New York 2002 created by:
Deborah B. Miller, Director, Development Research-Virginia Tech
Major & Planned Gifts: An Introduction and Overview
Handout created by Gabrielle Gilliam for Fund Raising Day New York 2002
ARTICLES
Burack, Emily. “How Rage Giving Became Philanthropy’s New Normal” Town & County. June 25, 2022
Holbrook, Alice and Nerdwallet. “When LexisNexis Makes a Mistake, You Pay For It.” Newsweek. September 26, 2019.
Wingfield, Nick, Mike Isaac and Katie Benner. “Google and Facebook Take Aim at Fake News Sites.” The New York Times. November 14, 2016.
Norris, Sean. “School Discovers $1.5M Gift Was Scam—After Spending Funds.” NonProfitPRO. June 9, 2016.
Methven, Jon. “My Night as A Billionaire” The New York Times. September 13, 2012.
Hall, Holly. “Donor Research Plays a Key Role in College Fund-Raising Success, Study Finds.” The Chronicle of Philanthropy. October 8, 2009.
Leonhardt, David and Geraldine Fabrikant. “Rise of the Super-Rich Hits a Sobering Wall.” The New York Times. August 20, 2009.
Wasley, Paula. “Changing Demographics Could Be More of a Challenge to Charities Than the Recession.” Chronicle of Philanthropy. June 14, 2009
Hogan, Cecilia. “Around the Fundraising Campfire. Stories of Dismal Failure, Near Misses, and Great Success.” Searcher Magazine. September 2006.
Seigenthaler, John. “A False Wikipedia ‘Biography’.” USA Today. November 30, 2005: 11A.
Fox, Margalit. “Rutherford Aris, 76, Chemical Engineer, Dies.” The New York Times. November 20, 2005.
Millar III, Robert G. “How Much is That Donor in Your Records?” Case Currents. September, 1999.
Johnson, Barry W. “Personal Wealth, 1992-1995” Compendium of Federal Transfer Tax and Personal Wealth Studies, Volume 2. 1995.