Prospect Research

Includes a Live Web Event on 02/27/2025 at 12:00 PM (EST)

Early bird discount - Save $100 by registering before Friday, January 31st

OVERVIEW

One of the most important skills in fundraising is knowing how to determine the wealth and interests of individual prospects. Whether you’re a gift officer on the frontlines or behind the scenes supporting the work of others, it’s important to approach your research in an organized and systematic way. Doing so will help your team stay focused on the right prospects today, while developing a stronger donor pipeline for the future.

Register now for your entire team to learn how to conduct good prospect research to support your institution’s fundraising efforts.

WHAT YOU'LL DISCOVER

Methods for determining wealth and gift capacity
Tactics for assessing inclination and interests
Tips for developing rating and tracking systems
Guidelines for maintaining information and sharing it with others
Examples from other institutions, and more!

WHAT YOU GET

One log-in to the LIVE webinar; invite your entire team
Link to watch a recording of the webinar following the live event
Your questions answered by an expert
Copies of the presentation materials and resources
Eligible for 1 point of CFRE credit
AGN Members get FREE webinar registration. Click here to learn more.

Prefer to pay by check? Complete this form and we'll send you an invoice.

Dan Allenby (Host)

President & Founder | Annual Giving Network

Dan Allenby is an author, speaker, and consultant who has worked with educational institutions for over 25 years to improve their fundraising results. An internationally-recognized expert on annual giving, he is the recipient of CASE’s prestigious “Crystal Apple” award for teaching excellence. He is principal and founder of Annual Giving Network and previously led annual giving and membership programs at Boston University, Tufts University, Georgetown University, and the National Geographic Society.

Jennifer Culotta

Executive Director of Development for Broad-Based Campaigns & Strategic Engagement at University of Maryland

Jennifer serves as the Executive Director of Development for Broad-Based Campaigns & Strategic Engagement at the University of Maryland, where she formerly led the Annual Giving program. Her other experience includes marketing and communications and theater. She holds a B.F.A. in Musical Theater Performance from Emerson College and an M.A. in Arts Management from George Mason University.

Alessandra Demmons

Director, Pipeline Development at University of California, Berkeley

Alessandra has led programs at the Haas School of Business, as well as, the University of California, San Francisco. She currently serves as the Director, Pipeline Development at University of California, Berkeley. Her other experience includes work in student life, and the Boys & Girls Club. She holds a B.A. in environmental studies from University of Redlands and a Masters in Nonprofit Administration from the University of California, San Francisco.

Yoon Van Hout

Executive Director, Annual Giving at University of Florida

Yoon currently serves as the Executive Director, Annual Giving at University of Florida. She has led annual giving programs at Embry-Riddle Aeronautical University and UF Health and worked in development at the University of Michigan and Michigan Medicine. She holds a B.A. in Communication Studies and Political Science from the University of Michigan, as well as an M.S. in Management from Embry-Riddle Aeronautical University.