A Prospect Research Road Map for Beginners


About the event

This session will look at how even a modest commitment to using prospect research in your development shop can level-up your fundraising goals, sometimes significantly. Whether employed monthly, quarterly, or just annually, many prospect research tools are worth the time and money that you put into them. The session will give an overview of the different options available and how to use them.

Although this is open to all, it is most relevant to Executive Directors, development staff, and anyone who fundraises in their role.
November 2, 2023 9:00 AM

Additional Information

Thursday, November 2, 2023 | 9:00 - 11:00 am

Learning Objectives:

  • Learn how prospect research tools and practices can boost your annual and special-project fundraising.
  • Learn about free and paid resources that are super valuable for research.
  • Learn the difference between wealth screenings and ratings, when to use them for your funding plans, and options for finding a provider you can afford.
  • Learn how to avoid unconscious bias when prospecting and using your data.

Development “how-to” trainings often emphasize textbook best practices created inside nonprofits with very mature fundraising programs, larger staffs, and boards with major gifts relationships. This is rarely the reality for small- to mid-sized nonprofit leaders that must be much grittier and more adaptive.

Taking advantage of prospect research data is one of the easiest ways to level the playing field somewhat between big organizations and smaller ones, or rural versus urban nonprofits.

A portion of this session will be devoted to avoiding unconscious bias in using prospect research data – whether seeking gifts, recruiting for the board, developing event guest lists, or other purposes.

This event is part of our Learning Hub's Learning Lab Series.


Sliding scale fee for 2023 learning labs

Organizational Budget  -  Registration Fee

  • Organizational Budget Up to 100k -  Registration Fee No charge
  • Organizational Budget 101-250k  -  Registration Fee  $15
  • Organizational Budget 251-500k  -  Registration Fee  $25
  • Organizational Budget 501-1M  -  Registration Fee  $35
  • Organizational Budget 1-3M  -  Registration Fee  $45
  • Organizational Budget 3M+  -  Registration Fee  $60

*Please note: If you are paying personally (not through your organization’s budget funds), please select the payment level that is most accessible for you, including the no-charge option if helpful. We want it to be easy for you to join us! We also have limited scholarships for current grantees of the Santa Fe Community Foundation, Anchorum, and Nusenda.


About Emilie De Angelis

Emilie De Angelis has helped leading nonprofits in the arts, culture, and education fields connect with donors to achieve transformative ambitions for more than 25 years.

She served as Director of Capital Gifts for the $400 million Modern Wing expansion at the Art Institute of Chicago, raised $20+ million dollars for the early stage of Steppenwolf Theatre's capital expansion, and designed the rollout of a $50 million endowment campaign for the Latin School of Chicago.

Emilie’s family immigrated to Albuquerque in 1896, and she’s a proud fourth-generation New Mexican. She studied art history at Saint Mary’s College of Notre Dame and spent 18 years working at top nonprofit organizations in Chicago. Her consulting practice now serves nonprofit clients in Albuquerque, Santa Fe, and Chicago.

She’s served as a recurring lecturer for exhibition studies at the School of the Art Institute of Chicago and panelist for the Indiana University School of Public and Environmental Affairs. She’s served as a reviewer on several funding panels, including the Institute of Museum and Library Services (Washington, DC), the CityArts panel for Chicago’s Department of Cultural Affairs, and the Albuquerque Community Foundation.

In 2016, Emilie moved back home with her husband and son to reunite with family and rediscover sunshine. She's Chair of the City of Albuquerque Arts Board that oversees its public art program, appointed by Mayor Tim Keller. She's Vice Chair of the Board at Escuela del Sol Montessori and Harwood Art Center. The volunteer state leader of Moms Demand Action NM from 2017-21, Emilie helped pass three landmark gun violence prevention laws in New Mexico's state legislature and ran for Albuquerque’s City Council in 2021.


Interested? Register your spot now!

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