Healthcare Leadership’s $75M Perspective on Prospect Research

by | Feb 2, 2021 | Learning Edge Blog, News

Jennifer Filla

It wasn’t easy to get on Caroline Riseboro’s calendar! And no wonder, considering she was thrown right into the COVID-19 pandemic very shortly after starting her new position in February of 2020.

Undaunted, this award-winning leader has clearly risen to the challenge. The Trillium Health Partners Foundation website indicates that they raised $75M in 2020!

After rescheduling a few times, I had the pleasure of chatting with Caroline about her perspective on prospect research and leadership. It was definitely worth the wait!

Do you consider your career journey to be climbing a ladder or climbing a jungle gym? Caroline shares how her career has been more like the latter and why that has been so critical in preparing her to lead.

Do you have the license or permission to innovate as a prospect research professional? Caroline feels this is important for every role, and if you want researchers to act as catalysts in fundraising, it’s required.

Of course, she says it so much better than I just did. And she shares one of her favorite prospect research success stories. Tune in!

Additional Resources

View Your Career as a Jungle Gym, Not a Ladder | TD Magazine | 2018

Career jungle gym — the emotional side of being adventurous. | Agnieszka Amborska | 2018

Design Your Life | Bill Burnett and Dave Evans

Research Connector Membership | Prospect Research Institute Master Classes keep you current with prospect research trends, connect you with peers, and give you license to innovate! (monthly and annual subscription options)

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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