Recorded on: September 17, 2026
Most prospect research answers the question “who has capacity?” The best research asks something harder – who has capacity and genuine alignment, and how do you find the ones you’ve overlooked?
This session is a deep dive into advanced research techniques for major and principal gift work. Juli Nguyen, Sr. Director of Prospect Operations and Data Strategy at Pomona College, will share how a decentralized, relationship-driven research operation became a centralized intelligence engine – using iWave batch screening to build a prospect pyramid, surface hidden gems, re-engage prematurely disqualified prospects, and validate fundraising priorities through affinity modeling before greenlighting them.
What you will learn:
- How to connect fundraising priorities to affinity data, and what it looks like to validate that your model is actually working
- Why Pomona set capacity to 0% in their iWave scoring model – and what surfaced when propensity and affinity drove the model instead
- How to build a prospect pyramid from your full constituent universe and turn screening results into actionable research queues
- A framework for requalification – how re-screening over time surfaces prospects that prior assumptions had written off too soon
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