Tag Archives: prospect research institute

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 »

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 »

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 »

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 »

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 – Aug 2016

Worth Twittering Over  #prospectresearch A few key resources shared: @ElizabethHRoma @jeffbrooks |  5 Smart Assumptions to Make About the Way Your Donors Read – Same goes for gift officers too. Keep this in mind when writing prospect research profiles!  @jenfilla | Motivations:Donors Increasingly Blending Philanthropic and Political Giving @HerringtonEnotA @TheEconomist | How culture influences image of excessive compensation. No problem for this… Read More »