Tag Archives: online course

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 »

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 »

Capacity Rating Workshop

Are you confused about how capacity ratings are created? Worried that you are using the wrong formulas or don’t have any? Curious how other people are doing it? In this two-week workshop you learn the jargon, get introduced to the research studies behind the formulas, and practice rating for capacity. Then you and your peers… 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 »

Prospect Research Month in Review – Dec 2016

Worth Twittering Over #prospectresearch  @CeciliaHogan | For your holiday reading pleasure: The Wealth-X and Arton Capital Philanthropy Report 2016 @rifuk | Career curious? If you’re thinking of getting into prospect research, listen to this interview series: #ChatBytes Podcast @Factary  @IanMacQuillin @RogareFTT | Great piece on the Information Commissioner’s Office (ICO) “…ideological attack on wealth screening” … Read More »

Prospect Research Month in Review – Nov 2016

Worth Twittering Over  #prospectresearch  @WorkingLori via @iWavePRO |  Very timely and in depth analysis of US political giving and prospect research. The US election is on everyone’s mind, and @WorkingLori has some thoughts on political giving and prospect research @jenfilla @AnalyticsWeek | Demystifying Data Warehouses, Data Lakes and Data Marts  @ProRInstitute @EverTrue @KeithHannon |  See what… Read More »

Prospect Research Month in Review – Oct 2016

Worth Twittering Over  #prospectresearch A few key resources shared: @HerringtonEnotA @pndblog | Those hours you search and search because the donor, celebrity or MGO said they’re philanthropic, but nothing. PhilanTopic Survey: 82% of Americans Say They Give to Charity, but 47% of Donors Give Only Sporadically.  @AmandasInk | Having too much fun at work. Here’s to… Read More »

Prospect Research Month in Review – Sep 2016

Worth Twittering Over  #prospectresearch A few key resources shared: @ProRInstitute @WealthX | UHNWI have 22% of wealth in cash – the highest percent since 2010. What might that mean for prospect research and philanthropy? Billionaires Have Been Raising Cash In Their Portfolios, Should You? @APRA_NT @DA4SG | Does the legal status of organizations doing good matter?… Read More »