Tag Archives: advanced training

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 »

An Approach to Prospecting

Don’t just go proactive. Get faster and better, too! Do you struggle to source new prospects? Do you spend endless hours, but still feel like you are swimming aimlessly in a sea of data? Wish there was a tried and true method? There is! This course will teach you an approach for qualifying individual, corporate,… Read More »

Introduction to Prospect Management

Is prospect management a mystery to you? Have you been asked to create or revise a prospect management system and don’t know where to start? This course will teach you the building blocks of a prospect management system, how to communicate through change, and how to develop policies and procedures for your prospect management system…. Read More »

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 »

Data That Can’t Be Dumbed Down

By Jen Filla Our donors and constituents are talking to us through data trails created from actions such as making gifts, liking our Facebook pages, and attending our events. So why aren’t we using that information? An elite few organizations are. The University of Maryland University College did it so well that they’ve birthed a… Read More »

Prospect Research Month in Review – Jul 2016

Worth Twittering Over  #prospectresearch A few key resources shared: @apra_metrodc |  Why Donor Advised Funds are a bad deal for society @APRA_NT | How Real Estate Philanthropy Drives Economic Development @APRA_PA | Classic prospect research resource recommended at APRA_PA‘s spring conference: University of Viriginia’s;Portico @srbernstein and @SoleSearcherPR will be talking about writing at #APRAPD2016 Sneak a read with Sarah’s annotated book list. @APRA_NT | Research Verification is Mission Critical for… Read More »

New Instructors and Workshop Format

Due in no small part to the generosity of the prospect research community, the Prospect Research Institute continues to innovate to meet the needs of fundraising researchers. As a result of community feedback the Institute has introduced a new two-week workshop format and hired two new instructors. “The workshop format accommodates wiggly topics such as… 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 »

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 »