Learn to support the fundraising office with research
Do you provide general support for the fundraising office? Do you get tasked to “research that?” Wish you could add some key research skills to your fundraising best practices toolkit?
This on-demand course teaches you how to identify good prospects, perform profile research, and track prospects using prospect management techniques. It’s based on the techniques I have used providing prospect research to organizations for more than ten years. A lot has changed over the years and in this course I share with you how I’ve given the fundraisers I work with an information edge.
Imagine the next time you get asked to pull a list of people from the database for an event and you suggest different report criteria that results in double the amount of sponsorships? How awesome would that be? Well, that really happened to one of our participants!
You have the intelligence to research – you just need to help pulling it all together.
You won’t regret adding prospect research skills to your resume, either. Prospect research skills are in hot demand, whether you are a fundraising generalist or seeking a prospect research career. In 2017 and now into 2018, hundreds of job postings have been flooding association list-servs – both brand new positions and to fill vacancies as skilled researchers are lured into leadership positions.
(Registration is open, but course first launches on April 2, 2018)
You Will Learn
In this course you will…
- Find information in five distinct areas that are relevant for fundraising.
- Create your own prospect profile.
- Practice key internet search engine techniques.
- Discern between reliable and unreliable information sources.
- Practice an analytical, methodical approach to prospect identification.
- Use ratings and other criteria to identify the best prospects for your organization.
- Apply fundamental prospect management techniques to your organization.
At the Institute, our instructors have been providing prospect research to organizations of all types and sizes for decades. Let us share our secrets for fast and effective prospect research with you.
Please note that this course is designed for a fundraising generalist who performs many different fundraising tasks in addition to prospect research, especially a generalist in a fundraising office with a small staff. This course is NOT designed for researchers with years of experience.
You Will Also Receive
In addition to the course content, you will also receive these great resources:
- 40+ page workbook summarizing the course content and including:
- Clear explanation of the donor gift cycle and the most common donor motivations and interests
- How to apply an analytical approach to solving fundraising problems with research
- Search engine search tips plus a Google advanced search tip sheet
- How to leverage wealth screenings and ratings for prospecting
- List of top resources in the prospect research field
- Glossary with more than 40 terms defined!
- Online Research Links Directories of the best free and fee sources
- Worksheets, samples, and templates you can adapt and use in your office
- Participants who successfully complete the course receive a digital badge to showcase their new skills, and which can be highlighted on sites such as LinkedIn
- Membership in the free Resource Collections online community, including forums and new content added monthly
BONUS: Following the completion of this course you are automatically enrolled for one free year in the Early Career Club (www.EarlyCareerClub.com), a private, online community for prospect research professionals building their careers. ($420 value)
Length and Format of the Course
|Course Duration||You have access to the course materials and private instructor feedback for six months. There is no registration deadline. Your six months begins after your course enrollment key is delivered.|
|Interaction||Interacting with your instructor and peers is an important part of learning. This course provides the following opportunities for interaction:
|Content and Format||There are four modules of content as follows:
Each content module includes short videos (15 or fewer minutes) that cover a knowledge concept or step-by-step instruction. Video content is paired with homework activities to reinforce new knowledge or practice new skills.
As much as possible, homework provides you with the option to work on your own organization’s data and prospects.* The workbook chapters correspond to the modules and in addition to summarizing course content, provide additional information.
|Time Requirements||You should expect to spend anywhere from 2 to 5 hours per week on course materials and homework. A calendar with a suggested timeline for course activities is provided in MS Word format so that you can customize it to create your own timeline.|
|Prerequisites||To be successful in this course, participants should…
|What is Available After the Course?||
*All instructors sign a Confidentiality and NonDisclosure Agreement and agree to abide by the ethical guidelines of Apra (Association of Professional Researchers for Advancement) and AFP (Association of Fundraising Professionals).
About the Instructor
I’m Jennifer Filla, a Prospect Researcher and Fundraiser at Aspire Research Group LLC and co-author of Prospect Research for Fundraisers: The Essential Handbook, part of the AFP/Wiley Fund Development Series. As a consultant I have worked with a lot of small and large organizations that needed to build internal fundraising capacity with prospect research.
I have also been a member of AFP and Apra for more than ten years, speaking and presenting at AFP and Apra meetings and conferences. The demand for clear instruction that can be applied immediately at the fundraising office led me to launch the Prospect Research Institute.
This Generalist Research Training is the next step the Institute is taking to help organizations succeed in their fundraising goals by leveraging professional prospect research techniques.
I’m excited to learn with you over the next six months!
Registration Fees (In U.S. Dollars)
$650 Introductory Offer (Registration is open, but course first launches on April 2, 2018)
Take advantage of this amazingly low introductory price for the launch of this new training!
Course Benefit Summary
- 6 months of access to on-demand training
- 40+ page workbook
- Four modules of content with video tutorials and practice homework, including capstone projects to demonstrate skill proficiency
- Personal instructor feedback
- Live monthly meetings
- Unlimited membership in the Resource Collections, including discussion forums
- One year free membership in the Early Career Club ($420 value)
- Digital badge to showcase prospect research skill acquisition