Find Out What Makes a Great Corporate Prospect

by | Jun 2, 2020 | Learning Edge Blog, News

Jennifer Filla

Warning! You might just like corporate fundraising after listening to this podcast.

Chad Royal-Pascoe

Chad Royal-Pascoe’s enthusiasm for his work as National Vice President, Corporate and Cause Partnerships for the Boys and Girls Clubs of America is contagious! And when it comes to fundraising, being contagious is a really good thing.

Talking with Chad I learned quite a few things about corporate fundraising. What I appreciate is that he didn’t dive deep into defining terms or take time to list out different types of corporate philanthropy. Instead, like a true fundraiser, he focused on the ways in which we can build GREAT relationships with our corporate funders.

Coming out of the retail industry, Chad understands a good transaction. After 20 years in the nonprofit world, he understands good fundraising. That combination has been a powerful one for Chad and has brought success to the organizations fortunate enough to benefit from his service.

But Chad also works with prospect research professionals and he shares with us what kinds of information are important in identifying and qualifying corporate prospects. He even speaks a little to the in-person qualification and next steps in cultivation.

According to Giving USA, corporate fundraising was only 5% of U.S. giving in 2018, but that still translates to $20.05 billion! Make sure you aren’t undervaluing your corporate donors.

Resources Mentioned

Below is a list of the conferences Chad mentioned as resources:

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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