Publications:

Foundations in Fundraising Analytics Workbook

The Foundations in Fundraising Workbook introduces you to descriptive, comparative, and predictive analytics, providing definitions, examples and tips. Built with input from an expert Content Review Panel with many years practicing analytics in fundraising, this workbook keeps it simple, accurate, and practical. What’s in the Workbook The workbook is printed and contains 45 pages of… Read More »

On Social Media

Prospect Research Perspectives Magazine: On Social Media Social media is a HUGE cultural trend affecting fundraising and research. Are you familiar with the social media playing field and how it impacts fundraising and prospect research? In the On Social Media edition of Prospect Research Perspectives magazine, we give you the big picture on how social… Read More »

Prospect Research Perspectives

Some ideas require more space than a 500-word blog post can provide. Prospect Research Perspectives magazine provides the space to explore new ideas and trends affecting the field of fundraising research. Every fundraising professional – whether a researcher, gift officer or vice president – needs to know how to harness information to achieve fundraising goals…. Read More »

What About Women?

Prospect Development from a Female Perspective   This is a story about a female Prospect Researcher tasked with identifying and researching women prospects and donors at a community non-profit. There are trials and tribulations as she discovers that the publicly available resources information professionals employ in their day to day work lack robust details about… Read More »

Insider Stock & Comp Workbook

 Prospect Research Takes Wall Street Series The Insider Stock and Compensation Workbook summarizes the research and presentation techniques for public company directors and executives. I have been reading financial filings for 18 years, both in the corporate and not-for-profit world. In this workbook I share some of my secrets for teasing out the numbers that… Read More »

Introduction to Prospect Profiles Workbook

  The Updated Introduction to Prospect Profiles Workbook summarizes the profile search process and search techniques that form the foundation for comprehensive learning on the subject. It’s based on the techniques I have used researching prospects for organizations for more than ten years. What’s in the Workbook The workbook is printed and contains 49 pages of… Read More »

Search Tips 4Fundraising Research

Learn to perform basic prospect research and find information on your prospects – fast! The Search Tips 16-page booklet walks you through step-by-step with free and low cost sources. Description Maybe you are a director of development, a major gifts officer, or a new prospect researcher. Maybe you wear multiple hats in your organization. You… Read More »