Following a well-attended June webinar, this article summarizes key takeaways and practical scenarios from prospect development professionals navigating due diligence and gift acceptance in an uncertain climate. It highlights three real-world case studies detailing reputational risk, structured cross-functional gift reviews, and international research nuances. Additionally, it provides actionable insights on establishing formal governance policies, deploying tiered assessment models, adhering to fact-based research standards, and securing internal leadership buy-in.
In the latest Connections article, Jennifer Moody explores how the Epstein files catalyzed a crucial shift in prospect development. While the headlines faded, the urgent need for robust due diligence and gift acceptance policies remained. Discover how these structured frameworks protect institutional reputations, promote fundraising equity and remove individual bias.
Struggling to explain prospect research to a new hire or wondering where to start with a donor record? Read the latest from Connections as Laurie Holmes previews Apra Fundamentals: Prospect Research, taking place April 7–9. This virtual program demystifies the research lifecycle—from capacity ratings to ethics—with practical, jargon-free instruction. Don’t miss the interactive courtroom-style debate on the ethics of AI! Register now to build your foundation.