Introduction to Prospect Profiles

Learn to qualify your prospects with public information!

IPP_course_iconAre you a fundraiser or new prospect research analyst? Do you need to search efficiently and analyze and present information effectively on your donor prospects?

Sneak Peek
2-min Course Sneak Peek

This course teaches you how to build a prospect profile with simple search techniques – step by step. It’s based on the techniques I have used researching prospects for 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 pull together information about a prospect for a front-line fundraiser and she stops you in the hall and tells you how valuable it was and asks you for advice on her cultivation strategy. How cool would that be?

You have the intelligence – you just need to know the what, where and how.

Past students have transformed how they find and communicate prospect information, including changing their profile format for an easier read and sharing their insights about the information with the front-line fundraiser.

In the past twelve months I’ve seen more than 300 postings on the association list-serv seeking to fill positions in the prospect research field. As part of the greater information management industry, prospect research continues to change and grow. Trained prospect researchers are in demand!

You Will Learn

In this course you will…

  • Find information in five distinct areas that are relevant for fundraising.
  • Create your own prospect profile.
  • Quickly locate key sources of public information.
  • Become a search engine power user.
  • Identify which information sources are the most reliable.
  • Get savvy about different profile strategies for different needs.
  • Translate information into fundraising action.

I have been crafting effective prospect profiles for more than ten years and for all types and sizes of organizations. Let me share my secrets for fast and effective prospect research with you.

Please note that this course is designed for a researcher with three or fewer years of experience, or someone who doesn’t research often. This course is NOT designed for researchers with many years of experience preparing prospect profiles.

The live class discussions were great! It is so important for me to be able to ask questions and learn from other students’ comments and questions. The live classes really helped me explore some of the concepts as I experienced them at work. –Liat Regev, Cambridge MA

You Will Also Receive

In addition to the five weeks of course content, you will also receive these great resources:

  • Course Workbook

    54-page workbook summarizing the video lectures and including:

    • Search engine search tips plus a Google advanced search tip sheet
    • Practice exercises with detailed answers in the appendix
    • Content to fill-in the “gaps” of knowledge about public and private data and information sources
    • New Chapter  on Wealth Screenings and Capacity Ratings
    • Glossary with more than 40 terms defined across 8 pages!
  • Research Links Directory of the best free and fee sources
  • Blank profile templates you can adapt and use in your office
  • The Profile Collection of templates and commentary
  • Current articles about topics like political contributions and real estate


BONUS: Participants who complete the course receive a digital badge to use on sites such as LinkedIn.

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Length of the Course

Registration Deadline: 26 Jan 2018 | Fri
Course Opens: 05 Feb  2018 | Mon
Orientation: 06 Feb 2018 | Tue | 1pm-2pm ET
Meetings: 16 Feb 2018 | Fri
23 Feb 2018 | Fri
02 Mar  2018 | Fri
09 Mar 2018 | Fri
16 Mar 2018 | Fri
*All classes are 1-2pm ET
Course Closes: 23 Mar 2018 | Fri

Warning: Be prepared to spend an hour or more each weekday on homework and class time.

Format

This course combines a learn-on-your-own, online classroom with live classes facilitated by an instructor. Called a “flipped” classroom, you watch the video lectures and do the homework, and then the class meets live to review the homework and have discussion. The course includes:

  1.  Short video lectures you watch on your own (total time 1-3 hours)
  2.  Live, online class meetings for discussion and problem-solving (1 hour each)
  3. Workbook, homework, capstone project and final quiz (schedule at least an hour a day)

You are a busy professional so we created a calendar guide with suggested dates for each piece of the program: video lectures, homework, reading, and class discussion. It’s an MS Word document that you can adjust to fit your schedule, and it works out to about an hour each day.

By combining self-study with live classroom discussion you get to ask an expert your questions and learn from fellow students. After each live class discussion the meeting notes and video recording are available on the classroom website. You can access all the course materials in the online classroom at any time and you will be asking and answering questions in the course forum (similar to an email group just for this course), which gets pushed right into your email inbox.

You can replay or home in on certain times of the video lectures, which are no more than 15 minutes and usually shorter. Short videos cover one concept or step-by-step instruction at a time and are easy to squeeze in wherever fits best in your schedule. The printed workbook summarizes the videos and has some additional information.

About the Instructor

SusanShebarHeadshot6.1.16I’m Susan Shebar Fioribello. I have over 20 years of experience in the field of prospect research with a special focus on the nonprofit community. I am currently president and founder of Pear Research Group. Previously, I was the Director of Services at LIU, and the Director of Advancement Services at the National Audubon Society, NYC. Prior to that, I conducted Program Evaluations at the Institute for Student Achievement.

 I am a former Director of APRA-Greater NY and former board member of the South Shore Child Guidance Association, NY. I hold a B.A. in psychology from Brandeis University, an M.A. in general/experimental psychology from LIU Post and am earning my Ph.D. (a.b.d) in Library and Information Studies at LIU Post.

I have presented at numerous conferences including APRA and AFP and continue to serve as an Instructor at Hofstra University.  I am excited to be leading this course at the Prospect Research Institute and look forward to meeting you!

Read more about Susan

Registration Fees (In U.S. Dollars)

$990 Class size limited to 10 participants | Registration ends 01/26/2018

If the course does not reach a minimum of 5 participants it will be cancelled and you will receive a full refund.

Questions? Call us at 727 202 3405 or email info@prospectresearchinstitute.org

Class Cancellation and Privacy Policies

Creating the profile was the best experience for me. It was great to have a mentor review my work, offer feedback and help me dig. The videos were fun to watch and easy to understand and Jen truly desires for each one of us to succeed.  -Lisa B., Raleigh NC

Content Review Panel Experts

These are the individuals who generously volunteered their time to ensure the course content is comprehensive, accurate, clear, and interesting:

  • Steffanie Brown, Manager for Prospect Research & Development Services at Florida Institute of Technology
  • Jennifer Falcon, Director of Research and Prospect Management at Saint Joseph’s University
  • Sabine Schuller, Senior Research Specialist at Rotary International

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