# read learning edge — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover read learning edge. Page: Feed: --- ## [144: Mary Petersen on Why Gift Officers Stall on New Prospects — and How to Start](https://prorinstitute.libsyn.com/144-mary-petersen-on-what-researchers-wish-gift-officers-knew-about-prospect-qualification) _2026-08-03 · Prospect Research #Chatbytes_ Major gift coach, podcaster, and author Mary Petersen has spent 25 years in the field and she's seen what happens when fundraisers don't act on research, chase high-capacity but low-affinity prospects, and avoid making the first call. In this episode, she shares what the early discovery phase of major gift fundraising really looks like, and how researchers and development officers can work better… [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB144-PetersenMary-Assembly_final.mp3?dest-id=256174) ## [143: #CareerCurious on Going Solo in Prospect Development with Regina Alhassan](https://prorinstitute.libsyn.com/143-careercurious-on-going-solo-in-prospect-development-with-regina-alhassan) _2026-07-06 · Prospect Research #Chatbytes_ Regina Alhassan didn't plan to end up in fundraising — but 30 years later, she's the CEO of ResearchPRO and a passionate advocate for the value prospect development professionals bring to the table. In this Career Curious episode, she opens up about the accidental beginning, the faith walk of entrepreneurship, and what she'd tell anyone thinking about going solo. Read More on the Learning Edge… [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB143-AlhassanRegina-Assembly_final.mp3?dest-id=256174) ## [142: Tricia Marsherall on Clean Data, Clear Strategy, and How Donor Databases Really Work](https://prorinstitute.libsyn.com/142-tricia-marsherall-on-clean-data-clear-strategy-and-how-donor-databases-really-work) _2026-06-01 · Prospect Research #Chatbytes_ Tricia Marsherall, founder of Donor Database Experts, has seen it all: nonprofits convinced their database is broken, teams without a shared definition of "major gift," and the costly mistake of switching systems to solve a strategy problem. In this episode, she shares what thriving fundraising operations actually look like — and the preventative care every nonprofit needs. Resources Mentioned… [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB142-MarsherallTricia-Assembly_final.mp3?dest-id=256174) ## [141: Valerie Anastasio on the K-Shaped Economy and the Ultra-Wealthy Donor](https://prorinstitute.libsyn.com/141-valerie-anastasio-on-the-k-shaped-economy-and-the-ultra-wealthy-donor) _2026-05-04 · Prospect Research #Chatbytes_ Fundraising consultant Valerie Anastasio explains the K-shaped economy, why the ultra-wealthy require discipline rather than optimism from researchers, and how to focus on the 10% of high-net-worth prospects who actually align with your mission—instead of chasing every billionaire. Connect with Valerie Anastasio: LinkedIn Inside Philanthropy by David Callahan: insidephilanthropy.com The Wall… ## [140: When Portfolio Management Isn't Working: Amy Modin's Advice for Starting Over](https://prorinstitute.libsyn.com/140-when-portfolio-management-isnt-working-amy-modins-advice-for-starting-over) _2026-04-06 · Prospect Research #Chatbytes_ Amy Modin, Director of Research and Prospect Management at the U.S. Air Force Academy Foundation, shares how she rebuilt a broken portfolio management system by meeting fundraisers where they are, building trust through humility, and showing up consistently—even when best practices don't fit. Connect with Amy on LinkedIn Read More on the Learning Edge Blog [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB140-ModinAmy-FINAL.mp3?dest-id=256174) ## [139: Vered Siegel on Why Judgment Is the New Scarce Resource in Fundraising](https://prorinstitute.libsyn.com/139-vered-siegel-on-why-judgment-is-the-new-scarce-resource-in-fundraising) _2026-03-02 · Prospect Research #Chatbytes_ Vered Siegel, CFRE, Director of Prospect Management and Research at American Friends of the Hebrew University, unpacks what it really means to be a strategic partner in the age of AI—and why judgment, not information, is now the scarcest resource in fundraising operations. Resources Mentioned Connect with Vered Siegel : LinkedIn | Website Don't Just Ask the Database Directly | Vered Siegel | White… [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB139-SiegelVered-Assembly_final.mp3?dest-id=256174) ## [138: Derry Deringer on Major Gift Success Through Transparency and Partnership](https://prorinstitute.libsyn.com/138-derry-deringer-on-major-gift-success-through-transparency-and-partnership) _2026-02-02 · Prospect Research #Chatbytes_ Major gift consultant Derry Deringer shares how prospect researchers can build fundraiser confidence through focused partnerships and why transparency with donors trumps perfection Read More on the Learning Edge Blog Resources Mentioned Derry Deringer | Connect on LinkedIn | Website: Deringer Consulting [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB138-DeringerDerry-Assembly_final.mp3?dest-id=256174) ## [137: Will Schrepferman on AI-Powered Prospect Research with DonorAtlas](https://prorinstitute.libsyn.com/137-will-schrepferman-on-ai-powered-prospect-research-with-donoratlas) _2026-01-05 · Prospect Research #Chatbytes_ 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 on the Learning Edge Blog DonorAtlas | Solutions for Nonprofits Will Schrepferman | Connect on LinkedIn CARA Webinar | The Prospect Research Live Challenge: Race, Vote, and Win Better Prospects with AI… [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB137-SchrepfermanWill-Assembly_FINAL.mp3?dest-id=256174) ## [136: Diana Marquis on How the Development Director Doing It All Can Succeed with Major Gifts](https://prorinstitute.libsyn.com/diana-marquis-on-how-the-development-director-doing-it-all-can-succeed-with-major-gifts) _2025-12-09 · Prospect Research #Chatbytes_ 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 in the Learning Edge Blog Resources Mentioned Connect with Diana: LinkedIn | DMgroup Consulting [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB136-MarquisDiana-FINAL.mp3?dest-id=256174) ## [135: Karen Cochran on Cultivating Billion-Dollar Donor Relationships](https://prorinstitute.libsyn.com/135-karen-cochran-on-cultivating-billion-dollar-donor-relationships) _2025-11-03 · Prospect Research #Chatbytes_ 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: LinkedIn | Philanthropy Innovators Website Why Your Major Gifts Program is Falling Short—And How to Fix It | Karen Cochran 5 Ways to Develop Billion-Dollar Relationships | Karen Cochran at AFP ICON… [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB135-CochranKaren-Assembly.mp3?dest-id=256174) ## [AI publishing with human taste (Sponsored)](https://crawlproof.com/a/36CKh14en6WM) _2025-11-03 · **Sponsored**_ Convert AI research into blogs, podcasts, and newsletters with optional human review. ## [134: How Mid-Level Programs Drive Major Gift Growth with Jeff Schreifels](https://prorinstitute.libsyn.com/134-how-mid-level-programs-drive-major-gift-growth-with-jeff-schreifels) _2025-10-06 · Prospect Research #Chatbytes_ 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 giving opportunities. Read More on the Learning Edge Blog Resources Mentioned Connect with Jeff: LinkedIn Veritus Group | The consulting firm Jeff co-founded in 2009 that works with nonprofits globally… [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB134-SchreifelsJeff-Assembly_FINAL.mp3?dest-id=256174) ## [133: Barbara Shelton on Strategic Solicitation, Curiosity, and the Art of Slowing Down](https://prorinstitute.libsyn.com/133-barbara-shelton-on-strategic-solicitation-curiosity-and-the-art-of-slowing-down) _2025-09-01 · Prospect Research #Chatbytes_ 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 can slow down, ask better questions, and raise both their expectations—and their results. Read More in the Learning Edge Blog Resources Mentioned Connect with Barbara Shelton | LinkedIn Explore the… [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB133-SheltonBarbara-FINAL.mp3?dest-id=256174) ## [132: Getting Started and Getting Serious about Due Diligence with Courtney Cutler](https://prorinstitute.libsyn.com/courtney-cutler-on-the-nuance-and-necessity-of-philanthropic-due-diligence) _2025-08-04 · Prospect Research #Chatbytes_ Courtney Cutler debunks myths, shares the nuances of due diligence and delivers tips for getting started in your organization. Read More on the Learning Edge Blog [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB132-CutlerCourtney-Assembly_FINAL.mp3?dest-id=256174) ## [131: #CareerCurious: Aisha Maddox Shares How Curiosity Sparked a Career in Prospect Development](https://prorinstitute.libsyn.com/131-careercurious-aisha-maddox-shares-how-curiosity-sparked-a-career-in-prospect-development) _2025-07-07 · Prospect Research #Chatbytes_ 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 questions, the impact of community through APRA, and the many hats she wears as Director of Research and Relationship Management at Rollins College. Resources Mentioned Connect with Aisha: LinkedIn Learn… [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB131-MaddoxAisha-FINAL.mp3?dest-id=256174) ## [130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises](https://prorinstitute.libsyn.com/130-bethany-morley-on-proactive-portfolio-management-and-planned-gift-surprises) _2025-06-09 · Prospect Research #Chatbytes_ Bethany Morley, Director of Prospect Strategy and Research at West Chester University Foundation, combines frontline fundraising experience with genealogical expertise. She reveals how targeted portfolio adjustments yielded significant results, including a $1.5M planned gift. Connect with Bethany: LinkedIn Learn more: West Chester University Foundation [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB130-MorleyBethany-FINAL.mp3?dest-id=256174) ## [129: Janet Weimar on Smarter Portfolios and Team-Based Fundraising](https://prorinstitute.libsyn.com/129-janet-weimar-on-smarter-portfolios-and-team-based-fundraising) _2025-05-05 · Prospect Research #Chatbytes_ 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 [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB129-WeimarJanet-FINAL.mp3?dest-id=256174) ## [128: Smooth Development Officer Transitions with Janna Lee](https://prorinstitute.libsyn.com/128-smooth-development-officer-transitions-with-janna-lee) _2025-04-07 · Prospect Research #Chatbytes_ Janna Lee shares top tips for keeping prospects engaged during staff turnover [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB128-HolmLeeJanna-FINAL.mp3?dest-id=256174) ## [127: Carol Horner on Philanthropy, Life, and Leadership](https://prorinstitute.libsyn.com/127-carol-horner-on-philanthropy-life-and-leadership) _2025-03-03 · Prospect Research #Chatbytes_ For Carol Horner philanthropy is about more than making a donation, it's a lifestyle . Connect with Carol: LinkedIn | Spiral of Accountability book | Synchronicity Website Connect with Rotary: Rotary International | Rotary of Council Bluffs Noon | The Rotary Foundation [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB127-HornerCarol-FINAL.mp3?dest-id=256174) ## [126: The Ebb and Flow of Prospect Management with Ruthie Giles](https://prorinstitute.libsyn.com/126-the-ebb-and-flow-of-prospect-management-with-ruthie-giles) _2025-02-03 · Prospect Research #Chatbytes_ Ruthie Giles explains the route from organized chaos to managed portfolios. [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB126-GilesRuthie-Assembly_FINAL.mp3?dest-id=256174) ## [125: #CareerCurious with Devon Villa Gessert: The Path to Leadership](https://prorinstitute.libsyn.com/125-careercurious-with-devon-villa-gessert-the-path-to-leadership) _2025-01-06 · Prospect Research #Chatbytes_ Devon Villa Gessert shares how she made the leap from doing to planning. \>\> Read More on the Learning Edge Blog [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB125-VillaGessertDevon_FINAL.mp3?dest-id=256174) ## [Every Channel. One Login. (Sponsored)](https://crawlproof.com/a/NhIAllgm2Ml8) _2025-01-06 · **Sponsored**_ 17,000+ live channels, movies and sports on any device. Free trial, no IP lock. ## [124: Making SEC financial filings accessible with Raul Peralta of Kaleidoscope](https://prorinstitute.libsyn.com/124-making-sec-financial-filings-accessible-with-raul-peralta-of-kaleidoscope) _2024-12-02 · Prospect Research #Chatbytes_ Raul Peralta, CEO and Founder of Kaleidoscope on making it easier to research financial filings. Additional Resources Connect with Raul Peralta: LinkedIn | Website Towards Data Science | https://towardsdatascience.com | Blog: "The world's leading publication for data science, AI, data analytics, data engineering and ML professionals." MarkTechPost Media | https://www.marktechpost.com Bindu Reddy… [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB124-PeraltaRaul-Assembly_done.mp3?dest-id=256174) ## [123: Sarah Cadbury Goes Beyond Performance Metrics to Prospect Insight](https://prorinstitute.libsyn.com/123-sarah-cadbury-goes-beyond-performance-metrics-to-prospect-insight) _2024-11-04 · Prospect Research #Chatbytes_ Learn how Sarah Cadbury brought value with automated insights Connect with Sarah Cadbury | LinkedIn | GGA Bio Prospect Development: Rethink How You Categorize Prospects | Sarah Cadbury | Grenzebach Glier and Associates | 2023 Breaking up Is Hard to Do: When Your Organization and Industry Best Practices Grow Apart | Sarah Cadbury | Apra Connections | 2024 Read more [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB123-CadburySarah-FINAL.mp3?dest-id=256174) ## [122: Supporting start-up donor acquisition and retention with Meta Stange at INN](https://prorinstitute.libsyn.com/122-supporting-start-up-donor-acquisition-and-retention-with-meta-stange-at-inn) _2024-10-07 · Prospect Research #Chatbytes_ Meta Stange shares how INN manages and leverages the NewsMatch program for its nonprofit news members. Additional Resources Connect with Meta Stange | LinkedIn Institute for Nonprofit News (INN ) | A network of 450 nonprofit newsrooms dedicated to providing independent, nonpartisan news coverage as a public service. NewsMatch | NewsMatch is a collaboration of funders, supported through the Fund… [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB121-MetaStange_FINAL.mp3?dest-id=256174) ## [121: Stepping into Prospect Management with Kelyn Klein](https://prorinstitute.libsyn.com/121-stepping-into-prospect-management-with-kelyn-klein) _2024-08-30 · Prospect Research #Chatbytes_ Kelyn Klein shares how she created a prospect management program as a solo researcher. \>\> Read More on the Learning Edge Blog [Listen](https://traffic.libsyn.com/secure/prorinstitute/CB121-KleinKelyn-Assembly_FINAL.mp3?dest-id=256174)