Preview Mode Links will not work in preview mode

Podcast interviews with leading prospect research professionals and others

Prospect research professionals share their stories, tips, and commentary on topics that affect our fundraising work and our lives. We also sneak in guests from outside our field to shake up our perspective on fundraising and prospect research.

  1. All Episodes
  2. 2025
  3. 06

130: Bethany Morley on Proactive Portfolio Management and Planned Gift Surprises

Jun 9, 2025

Bethany Morley, Director of Prospect Strategy and Research at West Chester University Foundation, combines frontline fundraising experience with genealogical expertise. She reveals how targeted portfolio adjustments yielded significant results, including a $1.5M planned gift.

  • Connect with Bethany: LinkedIn
  • Learn more:

Read More