Tag Archives: fundraising research

Foundations in Fundraising Analytics

Are you worried that your organization is not using fundraising analytics? Frustrated trying to figure it out on your own? This course teaches you how to start using basic data mining techniques in Excel to  solve fundraising problems, such as finding the best prospects in your donor database,  comparing direct appeal results, or measuring donor… 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 »

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 »

Leading in Prospect Research: Book Writing Tips from Canada

by Liz Rejman Tracey Church and I share many things: a love of red wine, pride in serving Apra, and little fear in taking risks. We also have taught prospect research courses in Canadian post-secondary institutions using Cecilia Hogan’s book as the text. The key thing that Tracey and I also shared which ultimately led… Read More »

Prospect Research #ChatBytes

Podcast interviews with leading prospect research professionals and others Prospect research professionals share their stories, tips, and commentary on topics that affect our fundraising work and our lives. We also sneak in guests from outside our field to shake up our perspective on fundraising and prospect research.     #ChatBytes Video (free login required)  |  #CareerCurious… Read More »

What is Relationship Management?

At the Prospect Research Institute, we are turning our focus right now to developing new educational materials for the Relationship Management learning domain. Starting at the very  beginning we wanted to define some key terms for our classroom glossary. Looking online for material created by experts we came up with the terms and definitions below…. Read More »

Should your organization seek gifts of mineral rights?

By Patricia Smith Considering that I work for the Colorado School of Mines Foundation, when I was asked recently to research gifts of mineral rights, I was surprised to find myself chasing down a rabbit hole, much like Alice in Wonderland! I had anticipated being able to provide leadership with the nuts and bolts of… Read More »

Comparison of 4 Global Wealth and Philanthropy Reports

by Sabine Schuller You can’t lose. Everywhere on the planet, someone is generously lending a hand to their neighbor. Philanthropy can be time, talent, or treasure – it can be 5 rupees or US$5,000,000. There are many resources to help understand where your future donors are and what their philanthropy looks like. Following are four… Read More »

Likelihood to Give: An Exploration into the Fourth Dimension

by Mark Noll There is a fourth dimension beyond that which is known to Prospect Research. It is a dimension as vast as space and as timeless as infinity. It is the middle ground between research and cultivation, and it lies between the objective of a campaign and the attainment of such. This is the… Read More »

Prospect Research Month in Review – Feb 2017

Worth Twittering Over #prospectresearch  @APRACarolinas @Forbes | Good reminder to use multiple sources, even for something you’d think is straightforward. “When it comes to LinkedIn profiles, follow the old proverb: “Trust, but verify.’”  @APRACarolinas @ResearchBuzz  | “DuckDuckGo has become a staple search engine for the privacy-conscious.” WIRED UK: All hail the privacy pioneers! DuckDuckGo’s ambitious… Read More »