Ready to go beta? Jen Filla shares a tip on using the SEC EDGAR database to quickly discover if a prospect makes gifts of stock. Resources Mentioned Insider Stock and Compensation | This on-demand course…
If you’ve read any of David Callahan’s books or subscribe to his magazine, Inside Philanthropy, you know how he feels about the 1% wielding power over the masses. But you’ll also know that he doesn’t…
In this quick update, Jen Filla shares a tip on how you can focus on philanthropy when researching public company insiders for stock and compensation. Resources Mentioned Insider Stock and Compensation | This on-demand course…
In this quick update, Jen Filla shares a tip on communicating around prospecting criteria. Are you confused? Tune in for 5-minutes to clarify! Resources Mentioned: Not yet a member? >>Join Today Influence Without Authority by…
If you haven’t seen Jay Frost present, find him in a city near you. Better yet, book him for your next conference. You won’t be disappointed! It’s one of the reasons I wanted to interview…
In this quick update, Jen Filla shares a tip on creating prospect management policy and procedures.
Lots of people graduate from university with a degree in a field they never pursue. But Marie Danieli takes it a step further. Not only does she find herself in prospect research, for which there…
If you work in fundraising you should read Gender Matters. It’s that simple. The financial services sector is years ahead of the nonprofit sector in recognizing and adapting to women as they transition to wealth.…
by Elisa Shoenberger In the past few years, there’s been growing interest in women’s philanthropy. Boston Consulting Group estimates that women’s wealth will constitute 32% of total private wealth by 2020. However, organizations still make…
When I first read about Gravyty in the Chronicle of Philanthropy I was instantly intrigued. Here was a tangible outcome of AI being applied to fundraising. WOW! We’ve been hearing hype over AI and how…
Mark Egge has been a researcher for more than ten years. He’s seen a lot of things change over that time and he has spent a lot of time volunteering in different roles in Apra,…
by Jennifer Filla There’s been quite a bit written about Donor Advised Funds, otherwise known as DAFs. The Institute’s resident provocateur, Rhode Warrior blogger Mark Noll, highlights some of the negative effects of DAFs, such…