Sphere of influence research is the practice of guiding a champion of your organization, such as a trustee, to introduce and help cultivate people in their network who are capable of making a major gift to your organization. … Continue reading Sphere of Influence Research with Special Guest Chris Mildner
There has been an increase in wealthy families and as a result, a variety of family office structures have proliferated. Learn to spot the family office in the wild and key indicators that suggest size of wealth. Practice … Continue reading Wealth and Family Offices with Special Guest Erik Hoover
Prospect screenings remain a powerful tool for identifying major gift prospects. Learn various approaches, practice identifying prospects with a sample results file in small groups, and discuss tactics for mitigating bias.
Especially when you are a solo researcher, it is challenging to go from ground zero and ramp up a prospect research program. Even when the development team isn’t using the words “prospect management,” it’s probably what they’re looking … Continue reading Stepping Into Prospect Management with Special Guest Kelyn Klein
In this world of A.I., automation, and research tools, what’s the real difference between what the tool provides and what we research professionals do? Whether you’re new or want a fun refresher, learn research approaches that leverage the … Continue reading Profiles vs. Screenings sponsored by DonorSearch