Tag Archives: seminar

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 »

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 »

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 »

Prospect Research Monthi n Review – Jun 2016

Worth Twittering Over  #prospectresearch A few key resources shared: @APRA_NT | Check out their blog for the fabulous Week in Review summaries! @eclawson | Bored with your #prospectresearch profiles? The wisdom of obit writer @margalitfox might help you shake ’em up. @POlsenPhillips | 990 nerds rejoice: IRS Unleashes Flood of Searchable Charity Data @CeciliaHogan |… Read More »

Join a Review Panel!

Have you ever wanted to share your expertise, but maybe aren’t so keen on getting up in front of a group? Or maybe you do like speaking and are seeking another outlet to share your knowledge. Serving on a Review Panel might be just what you’re looking for! Courses developing now The Prospect Research Institute needs reviewers… Read More »

The Power of Peer Review…Unleashed!

We are excited to offer a new kind of program at the Prospect Research Institute – the Profile Peer Review Program! But mostly we’re thankful to have students like Lisa Blockus Brown, Director of Stewardship and Prospect Research at Camp Sea Gull & Camp Seafarer in Raleigh, NC. We’ve interviewed her here so she can… Read More »