All Courses: Prospect Research:

Introduction to Prospect Profiles

Learn to qualify your prospects with public information! Are you a fundraiser or new prospect research analyst? Do you need to search efficiently and analyze and present information effectively on your donor prospects? This course teaches you how to build a prospect profile with simple search techniques – step by step. It’s based on the techniques I… Read More »

Capacity Rating Workshop

Are you confused about how capacity ratings are created? Worried that you are using the wrong formulas or don’t have any? Curious how other people are doing it? In this two-week workshop you learn the jargon, get introduced to the research studies behind the formulas, and practice rating for capacity. Then you and your peers… Read More »

Insider Stock and Compensation

Are you confused by the endless tables and footnotes in financial filings? Frustrated trying to calculate stock options? Struggle with understanding insiders’ capacity? This course teaches you how to find, understand and share how your prospect’s insider stock and compensation can turn into a gift. It’s based on the techniques I have developed while researching… Read More »