Tag Archives: workbook

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 »

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 »

Foundations in Fundraising Analytics Workbook

The Foundations in Fundraising Workbook introduces you to descriptive, comparative, and predictive analytics, providing definitions, examples and tips. Built with input from an expert Content Review Panel with many years practicing analytics in fundraising, this workbook keeps it simple, accurate, and practical. What’s in the Workbook The workbook is printed and contains 45 pages of… Read More »

Book Review: Building Your Analytics Shop: A Workbook for Nonprofits

Publishing houses have traditionally been the gate-keepers to well-written, well-edited books. When I find out a book I want to buy is self-published, it always makes me pause. One jumbled, self-published text full of painful grammar errors is enough to create that reaction. When Marianne Pelletier gave me a copy of her new, self-published book… Read More »

Insider Stock & Comp Workbook

 Prospect Research Takes Wall Street Series The Insider Stock and Compensation Workbook summarizes the research and presentation techniques for public company directors and executives. I have been reading financial filings for 18 years, both in the corporate and not-for-profit world. In this workbook I share some of my secrets for teasing out the numbers that… Read More »

Introduction to Prospect Profiles Workbook

  The Updated Introduction to Prospect Profiles Workbook summarizes the profile search process and search techniques that form the foundation for comprehensive learning on the subject. It’s based on the techniques I have used researching prospects for organizations for more than ten years. What’s in the Workbook The workbook is printed and contains 49 pages of… Read More »