The Introduction to Prospect Management Workbook is a practical overview of prospect management that defines the terms and process, including pitfalls to avoid and tips for implementing prospect management at your organization. Diagrams, sample reports, and other visuals help you understand what to expect and give you a starting point and/or a comparison to your current practice…. Read More »
The Real Estate Special Cases Workbook covers many of the real estate cases that prospect research professionals stumble over while researching donor prospects. For the first time, these real estate situations are explained and solutions provided. Even the introduction clarifies the basics of real estate in ways some researchers may not know or may have… Read More »
Designed especially for the nonprofit environment, the Essentials for Successful Fundraising Research Workbook covers key research skills to add to your fundraising best practices toolkit. You learn about identifying good prospects, tips for performing profile research, and prospect management techniques to keep prospects moving toward a gift. What’s in the Workbook The workbook is printed… Read More »
Do you struggle to source new prospects? Do you spend endless hours, but still feel like you are swimming aimlessly in a sea of data? Wish there was a tried and true method? There is! This workbook teaches you how to methodically find, and quickly qualify, new prospects. It’s based on the techniques developed to… Read More »
The Capacity Rating Workbook outlines the methods for calculating and using capacity ratings. It covers techniques used for decades as well as newer techniques. Discussion questions help readers examine their current practices. What’s in the Workbook The workbook is printed and contains the following: Explains what capacity ratings are and how they are used Breaks… Read More »
The Foundations in Fundraising Workbook introduces you to descriptive, comparative, and predictive analytics, providing definitions, examples and tips. Built with input from an expert Content Review Panel with many years practicing analytics in fundraising, this workbook keeps it simple, accurate, and practical. What’s in the Workbook The workbook is printed and contains 45 pages of… Read More »
Prospect Research Takes Wall Street Series The Insider Stock and Compensation Workbook summarizes the research and presentation techniques for public company directors and executives. I have been reading financial filings for 18 years, both in the corporate and not-for-profit world. In this workbook I share some of my secrets for teasing out the numbers that… Read More »
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:… Read More »