Development Research & Resources

The Development Research & Resources Office collects, analyzes, and shares information to guide the relationship-building activity that supports the development activity of the University of Arizona. Our vision is to be a leader in the strategic use of advancement information for maximizing the success of the University of Arizona's development program. The Development Research & Resources Office includes the following 3 key support areas: Prospect Research, Prospect Management, and Training & Information Engagement. Key products, services, and responsibilities for each area are outlined below.

The Prospect Research Team is responsible for:

  • Providing prospecting services, which can include identifying new major gift prospects through data mining, basic analytics and modelling, list production, and wealth screening
  • Completing capacity evaluations and ratings
  • Completing wealth screenings and assessments
  • Monitoring news about donors and prospects
  • Providing presidential and general leadership research support
  • Producing research profiles, which provide in-depth wealth, capacity, philanthropic, and institutional relationship/historical information on individuals, corporations, and foundations (based on publicly available sources)
  • Training development staff on conducting basic internet research

You can request support from the Prospect Research Team by emailing

The Prospect Management Team is responsible for:

  • Managing prospect assignments in the Raiser’s Edge, including primary and secondary relationship manager solicitor assignments and reassignments
  • Providing guidance on prospect qualification and disqualification activity
  • Reviewing and assisting with the maintenance of the proposal pipeline
  • Conducting annual portfolio reviews and audits
  • Providing prospect management training and general prospect management (activity and proposal) Raiser’s Edge support
  • Producing all monthly prospect management reports
  • Developing prospect management policies and processes (in partnership with the Prospect Management Committee)

You can request support from the Prospect Management Team by emailing

The Training & Information Engagement Team is responsible for:

  • Developing Raiser’s Edge training courses (sign up for training)
  • Teaching Raiser’s Edge training courses for new, current, and lapsed users
  • Providing one-on-one help sessions
  • Providing open help sessions
  • Assisting users with developing queries, exports, reports, and general Raiser’s Edge questions

You can request support related to Raiser’s Edge Training by emailing

Staff Directory

Emily Walsh

Associate Vice President, Development Research & Resources
Phone: (520) 621-3043

Susie Schwartz

Associate Director, Prospect Research
Phone: (520) 626-4799

Jason Shults

Prospect Research Analyst
Phone: (520) 621-0865

Jill Olsen

Prospect Management Analyst
Phone: (520) 621-2119

Ashley Hansen

Associate Director, Training & Information Engagement
Phone: (520) 626-4590