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… Read More »Family Offices 101: What They Are and How They Manage Wealth
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… Read More »Unmasking Prospects: Live Research Showdown with Generative A.I.—Love It or Hate It!
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… 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… 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… 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.… Read More »Monkey in the Middle: A.I. Tug of War in Fundraising Research