Applying Prospect Research Across the Development Program

by | Feb 13, 2019 | Learning Edge Blog, News

Gayla Scrivener

When you work in the fundraising office, you are a fundraiser!

At the Prospect Research Institute, we try to listen carefully to what students need to know and do in their workplace, but also what will help them balance online learning with work and family.

In this interview, Sarah Dale shares how she used the information from the Essentials for Successful Fundraising Research course to impact all of her work in the fundraising office, as well as how she altered her schedule to make sure she was able to get a return on the investment of time and money spent on the course.

For Sarah, it’s clear that her work isn’t just a job, it’s a mission. At the Institute we are honored and privileged to help fundraisers like Sarah fulfill that mission.

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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