Taking Action on DEI in Prospect Development with Sharise Harrison

by | Sep 5, 2023 | Learning Edge Blog

Jennifer Filla

Sharise Harrison began her research career at Howard University, an historically black university, and she attributes this environment – where everyone in all the roles around her, looked like her – to grounding her with confidence and openness in applying DEI to her work in prospect research.

With examples and practical advice, Sharise describes how you can position prospecting and profile research to focus on markers of wealth — but applied differently to different types of donors.

She also talks about furthering your own education from the experts at your own organization or in your network. Have you talked with the person heading up DEI for your organization? Have you had conversations with diverse frontline fundraisers about their unique perspectives and experiences with philanthropy?

Understanding and quantifying philanthropy and wealth accumulation across industries, ethnicities, gender, nationalities, and more is a never-ending pursuit fueled by the endless curiosity of researchers like Sharise Harrison – and you!

Resources Mentioned

Words from happy Researchers

Success Stories

I love your Master Class format – small group, clearly defined curriculum, solid professional information and resources and focus on discussion.  But most importantly I was impressed and delighted to see that you incorporated an additional and extremely practical layer of knowledge, through hands on experience with tools (pivot tables) or resources (Candid).  This adds real value to the educational experience you offer.

Betsy Mehlman

2020-Master Class

Jen’s course on insider stock and compensation was informative, interesting, and well-thought out. Jen broke down the complicated material into digestible pieces. She showed us resources that I use in my day-to-day research that I wouldn’t have otherwise known about. Jen is always quick to respond and has been helpful even after the class has ended. She answers questions thoroughly and is always pleasant.

I was able to take what I learned from the course and present the material to our front-line fundraisers. One fundraiser told me after my presentation that she discovered one of her donor’s compensation was much higher than she thought. So, already, this information has come in handy! Thanks again Jen!

Kim Anthony, San Francisco CA

Insider Stock and Compensation

The Capacity Rating Workshop was really useful. I was new to the prospect research field when I took the workshop, so it helped to demystify capacity ratings for me. The online classroom provided a great forum for interaction with the other participants and for a robust exchange of ideas. Beyond that though, Jen shared a wealth of information and resources about capacity ratings and other important aspects of prospect research. I highly recommend this workshop whether you’re new to the field or have years of experience in our profession.

David Lloyd, Prospect Research Professional, San Francisco, CA

Capacity Rating Workshop

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