Predictive A.I. has been changing the data landscape for major gifts. Join Jen Filla for a lively discussion on how information technology is evolving with AI in the field of research and prospect management. She will define and explain the technology currently available and then cover the trends toward company consolidation, improvements in data analysis,… Read More »Trends in Information Technology and AI
Whether you are a development department of one or major gift team of ten, moving major gifts faster follows the same train tracks. Jen Filla takes you on a ride to discover how Research and Prospect Management (RPM) moves you faster down the tracks and how to avoid common pitfalls. Walk away with a framework… Read More »Move Major Gifts Faster with RPM
Jennifer Filla joins the Nonprofit Impact Summits: Gather for Growth where she will lead a powerful session titled “Hiring Your First Major Gift Officer? Leverage Prospect Research!” In this session, you’ll learn to discover how to leverage your database manager and proven prospect research techniques to kick start your new gift officer's first portfolio. With… Read More »Hiring Your First Major Gift Officer? Leverage Prospect Research!
As the ranks of the ultra-wealthy keep growing, family offices are on the rise. Come and discover what a family office is, how it affects philanthropy and gift capacity, and why you should care.
Are you ready to challenge your assumptions and expand your toolkit? In this high-energy session, you'll witness real-time prospect research as our presenters put the brand-new DonorAtlas A.I. tool to the test—warts and wonders alike! Come for the research, stay for the debate—leave with new strategies and a fresh perspective! Wednesday, November 19 at 11:00 am Eastern Time Register FREE Here
Whether you are trying to present public company insider holdings in a profile or providing routine updates on top donors and trustees, getting your prospect’s current equity holdings is not a simple matter. But it could be a lot simpler! Join Jen Filla and Elise Lynch on the journey between the Proxy Statement and the… Read More »SEC Filings: Keeping it data current with or without AI
Are you bogged down with researching new prospects for assignment? Wish you could find creative, new ways to identify prospects? Join Jen Filla and Will Schrepferman for an interactive prospect research challenge where YOU call the shots! We'll race to uncover the clues to compelling new prospects, then put key decisions to a live vote: Which… Read More »The Prospect Research Live Challenge: Race, Vote, and Win Better Prospects with AI
Panel Discussion: Prospect Development Tips and Tricks Jen Filla joins fellow panelist, Aisha Maddox of Rollins College, and Jose Osorno of University of South Carolina, to discuss Prospect Development Tips and Tricks at Apra Florida 2026 Annual Conference. This year’s conference will highlight emerging trends, innovative strategies, and new opportunities shaping the future of Prospect Development. Attendees… Read More »APRA FL 2026 Conference: Prospect Development Going for Gold
You've seen the debate play out. On one end of the rope: people convinced A.I. will upend everything we know about research and prospect management — for better or worse. On the other end: those equally certain it is the key to unlocking capacity, insight, and impact like we've never had before. And there you… Read More »Monkey in the Middle: A.I. Tug of War in Fundraising Research
AI is changing how organizations gather information, analyze prospects, and support fundraising strategy. At the same time, the skills required of prospect researchers continue to evolve.
What prospect research skills look like in a small shop—and how to build them without a new hire. You have a development coordinator, a database administrator, maybe a jack-of-all-trades who handles a little of everything. They’re capable and hardworking — but your major gift pipeline isn’t where it needs to be, and you’re not sure what they could be doing to better support… Read More »Small Shop: Grow Major Gifts With the Team You Have
This moderated debate will explore differing viewpoints on management structures, wealth screening, public data, vendor reliance, due diligence, and established professional best practices—bringing to light the real tradeoffs behind the choices we make every day. Speakers will discuss how these topics influence prospect identification, qualification, portfolio strategy, fundraiser support, and ethical decision-making. Attendees will be… Read More »Across the Divide: An Apra Talks Debate