Tag Archives: webinar

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 »

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 »

Insider Stock & Compensation Volunteers

We Need Content Review Panelists! Do you have experience in researching public company insiders? We need your help! The Institute is seeking 3 to 5 volunteers willing to serve on a content review panel. The course under development is Prospect Research Takes Wall Street: Insider Stock and Compensation. If you are interested and want to… 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 »

Book Winners!

To celebrate the opening of the Prospect Research Institute website and online classroom we challenged prospect researchers and fundraisers to take the pre-quiz for the first course with open registration: Introduction to Prospect Profiles. The first three people to get a perfect score received a copy of the book: Prospect Research Is a Verb: Fundraising… Read More »

What does ADVANCED training mean?

In my phone interviews and online survey with prospect researchers, you told me you want ADVANCED training. But what does that really mean? You, the prospect research community, are so generous. Thank you! You shared with me and now I’d like to share back. As many of you know, I was inspired to create a… Read More »

Real Estate Special Cases

  Do you have prospects that own real estate all over the U.S.? Do you struggle with unusual property types such as New York City coops? In this two-week workshop you learn how to find and value unusual real estate types and situations. We present you with the facts, some tips and tricks, and you… Read More »