Introduction to Prospect Profiles Workbook

by Jennifer Filla | Jan 16, 2015 | Publications, Workbooks

Jennifer Filla

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:

Breaks down the profile search into five distinct categories
Provides a summary of search hints and tips for each building block of the profile
Includes search engine search tips plus a Google advanced search tip sheet
Contains practice exercises with detailed answers in the appendix
Fills in the “gaps” of knowledge about public and private data and information sources
New Chapter on Wealth Screenings and Capacity Ratings
Glossary with more than 40 terms defined across 7 pages

Please note that this workbook is designed to accompany an instructor’s step-by-step demonstration of search to beginners. This workbook is NOT designed as stand-alone search instruction. It works best when paired with other learning opportunities, such as our Introduction to Prospect Profiles on-demand course (available with the Research Focused membership), your institution’s new hire training, or even workshops or conferences.

You Will Also Receive

In addition to the workbook, you also have access to these great free resources:

Research Links Directory of the best free and fee sources
The Profile Collection of templates and commentary available with the Knowledge Seekers free membership
Video on Ethics and Privacy available on YouTube

About the Author

I’m Jennifer Filla, a Prospect Researcher and Fundraiser at Aspire Research Group LLC and co-author of Prospect Research for Fundraisers: The Essential Handbook, part of the AFP/Wiley Fund Development Series. I have been a member of AFP and APRA for more than ten years.

For more than five years I have been speaking and presenting at AFP and APRA meetings and conferences. The demand for clear instruction that can be applied immediately at the fundraising office led me to launch the Prospect Research Institute.

Product Details

Cost: USD$45 + shipping
Media: Print only
Pages: 52 content | 58 printed
Delivery: snail mail, 2-3 weeks for on-demand printing

For shipping questions please email inquiry to info@prospectresearchinstitute.org

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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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