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Book Review: Building Your Analytics Shop: A Workbook for Nonprofits

Publishing houses have traditionally been the gate-keepers to well-written, well-edited books. When I find out a book I want to buy is self-published, it always makes me pause. One jumbled, self-published text full of painful grammar errors is enough to create that reaction. When Marianne Pelletier gave me a copy of her new, self-published book… Read More »

Lock the Doors: Here Comes the Consultant

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 »

Buyouts, Inversions, and Acquisitions, Oh My!

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 »

Donor Advised Funds: The Good, the Bad and the Ugly

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 »

Why Capacity Ratings are Bunk and What You Can Do About It

by Rhode Warrior Blogger, Mark Noll I was approached once by my then Vice President of Development and asked a simple and forward question: “How confident are you in these numbers?” His question was regarding the Net Worth-to-Capacity-to-Ask Amount, the hop, skip and jump of Prospect Research, for the prospect he was going to solicit… Read More »

Join a Review Panel!

Have you ever wanted to share your expertise, but maybe aren’t so keen on getting up in front of a group? Or maybe you do like speaking and are seeking another outlet to share your knowledge. Serving on a Review Panel might be just what you’re looking for! Courses developing now The Prospect Research Institute needs reviewers… Read More »

Where have all the donors gone?

by Rhode Warrior Blogger, Mark Noll Before I began my career in Prospect Research / Advancement Services, a field I’ve been in now for over 17 years, I spent many years working in Employment and Training. As I expanded my current professional scope to include the area of data analysis, I could not help but… Read More »

Prospect Research… In the Twighlight Zone

September 2008 will long be remembered as the time when several major financial institutions collapsed.  The subsequent economic impact had a domino effect which resulted in a significant disruption in the flow of credit to businesses and consumers.  The end result was a global recession whose impacts are felt to this day. The same sort… Read More »