Prospect Research Perspectives Magazine: On Social Media Social media is a HUGE cultural trend affecting fundraising and research. Are you familiar with the social media playing field and how it impacts fundraising and prospect research? In the On Social Media edition of Prospect Research Perspectives magazine, we give you the big picture on how social… Read More »
Some ideas require more space than a 500-word blog post can provide. Prospect Research Perspectives magazine provides the space to explore new ideas and trends affecting the field of fundraising research. Every fundraising professional – whether a researcher, gift officer or vice president – needs to know how to harness information to achieve fundraising goals…. Read More »
by Rhode Warrior Blogger, Mark Noll Consultants serve a vital function in the world of fundraising. They are seasoned professionals with a wide expanse of knowledge that serve to direct non-profits to the proper course of how best to raise the most funds. From a development perspective, they are an essential piece of a successful… Read More »
Prospect Development from a Female Perspective This is a story about a female Prospect Researcher tasked with identifying and researching women prospects and donors at a community non-profit. There are trials and tribulations as she discovers that the publicly available resources information professionals employ in their day to day work lack robust details about prime… Read More »
Creating a Win-Win During a Change in Control by Darren Cooper The sale of a company can increase its shareholders’ wealth and liquidity. However, shareholders may face a big tax bill after the sale. A well-timed gift of stock before the deal closes can reduce this liability. The shareholder will avoid paying capital gains tax… Read More »
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 »
by Rhode Warrior Blogger, Mark Noll When someone mentions the brokerage and banking firm, Charles Schwab, it is unlikely that one thinks “philanthropy.” But Charles Schwab, along with Fidelity and Vanguard are now three investment firms whose charitable divisions are listed in the top ten of the Chronicle of Philanthropy’s 2014 Philanthropy 400. As a… Read More »
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 content:… Read More »
Learn to perform basic prospect research and find information on your prospects – fast! The Search Tips 16-page booklet walks you through step-by-step with free and low cost sources. Description Maybe you are a director of development, a major gifts officer, or a new prospect researcher. Maybe you wear multiple hats in your organization. You… Read More »