Tag Archives: prospect research

Introduction to Prospect Profiles

Learn to qualify your prospects with public information! Are you a fundraiser or new prospect research analyst? Do you need to search efficiently and analyze and present information effectively on your donor prospects? This course teaches you how to build a prospect profile with simple search techniques – step by step. It’s based on the techniques I… Read More »

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 »

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 »

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 »

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 »