Privacy Policy
Refund Policy
Forum and Peer Review Etiquette

Privacy Policy

This Privacy Policy describes how your personal information is collected, used, and shared when you visit or make a purchase from www.prospectresearchinstitute.org (the “Site”).

PERSONAL INFORMATION WE COLLECT

When you visit the Site, we automatically collect certain information about your device, including information about your web browser, IP address, time zone, and some of the cookies that are installed on your device. Additionally, as you browse the Site, we collect information about the individual web pages or products that you view, what websites or search terms referred you to the Site, and information about how you interact with the Site. We refer to this automatically-collected information

as “Device Information.”

We collect Device Information using the following technologies:

“Log files” track actions occurring on the Site, and collect data including your IP address, browser type, Internet service provider, referring/exit pages, and date/time stamps.
“Web beacons,” “tags,” and “pixels” are electronic files used to record information about how you browse the Site.

Additionally when you make a purchase or attempt to make a purchase through the Site, we collect certain information from you, including your name, billing address, shipping address, payment information (including credit card numbers), email

address, and phone number. We refer to this information as “Order Information.”

When we talk about “Personal Information” in this Privacy Policy, we are talking both about Device Information and Order Information.

HOW DO WE USE YOUR PERSONAL INFORMATION?

We use the Order Information that we collect generally to fulfill any orders placed through the Site (including processing your payment information, arranging for shipping, and providing you with invoices and/or order confirmations). Additionally, we use this Order Information to:

Communicate with you: (a) Screen our orders for potential risk or fraud; and (b) When in line with the preferences you have shared with us, provide you with information or advertising relating to our products or services.

We use the Device Information that we collect to help us screen for potential risk and fraud (in particular, your IP address), and more generally to improve and optimize our Site (for example, by generating analytics about how our customers browse and interact with the Site, and to assess the success of our marketing and advertising campaigns).

SHARING YOUR PERSONAL INFORMATION

We do not share your Personal Information with third parties to help us use your Personal Information, as described above.

Finally, we may also share your Personal Information to comply with applicable laws and regulations, to respond to a subpoena, search warrant or other lawful request for information we receive, or to otherwise protect our rights.

DO NOT TRACK

Please note that we do not alter our Site’s data collection and use practices when we see a Do Not Track signal from your browser.

DATA RETENTION

When you place an order through the Site, we will maintain your Order Information for our records unless and until you ask us to delete this information.

CHANGES

We may update this privacy policy from time to time in order to reflect, for example, changes to our practices or for other operational, legal or regulatory reasons.

For more information about our privacy practices, if you have questions, or if you would like to make a complaint, please contact us by e-mail at or by mail using the details provided below:

12094 Anderson Rd, Unit 211, Tampa FL 33625

Refund Policy

This policy applies to all educational offerings, including classes, workshops, and courses other programs, and publications.

Prospect Research Institute is committed to providing educational offerings that prepare prospect development professionals for their work in prospect research, fundraising analytics and prospect management.

Refund Eligibility

Full Refund (minus ~3% processing fees):

Requested before logging in to access any course content AND before any scheduled live workshop session.
Requested within 30 days of an automatic renewal charge.

No Refund:

After logging in to your account and accessing course materials.
After attending or missing a scheduled live workshop session for which you were registered.

Institute Cancellations:

If the Institute must cancel or significantly reschedule a workshop, you will receive a full refund or free transfer to a future session.

If you feel there are exceptional circumstances that warrant a refund, please contact us directly. We will work with you to find a fair solution.

Submitting A Request

Cancellation requests must be in writing by submitting an email to jen@prospectresearchinstitute.org.
You will receive a confirmation email within 5 business days.
Your refund will be in the same payment form as your original course enrollment payment of credit card or check.

Forum & Peer Review Etiquette

Be specific | Be nice |Ask questions

Compliment | Suggest |Correct

Description

The Prospect Research Institute promotes forum discussion and peer review in its courses and programs so that participants can share and learn from one another. Participants may include all kinds of fundraisers, including researchers, relationship managers and analysts from large and small organizations of all types. This diversity creates opportunities for sharing opinions, perspectives and expertise. Please be open-minded and considerate of the viewpoints expressed by all participants, even if these views differ from your own. Remember to ask yourself if you truly understand a question or comment before responding. Try not to assume anything!

Generally you should…

Be specific.

Comments such as “good” or “confusing” do not help participants improve. Specific statements that demonstrate context are helpful. For example: “I’m confused about the executive’s compensation. It wasn’t clear to me what amount of money might be his discretionary income and what amounts might be tied up in stock he can’t gift.”

Be nice.

Personal insults or feedback that gets too personal really has no place in peer review. Mind your word choices! Comments like “you did a terrible job on his stockholdings” or “putting that in a footnote is dumb” will not help a researcher improve. When you have to correct, use a softening statement first. Example: “I like that you want to share your source (softening), but I don’t think that information is useful to the gift officer (respectful disagreement).”

Ask questions.

You may or may not understand the information the researcher is trying to convey. Instead of assuming something is wrong, try asking questions. For example: “Why not paste the picture of her house here? I find my fundraisers want to see the picture when it looks like they do a lot of entertaining and might be open to hosting a personal event.” Alternatively, you might find yourself wanting to know how the researcher found certain items. Ask!

When writing comments and reviews, remember to…

Compliment

What are a few things that you liked about the work or opinion presented?

Suggest

Make suggestions on word choices, summarization/level of detail, organization of material, relevancy, items you recommend including/excluding, etc.

Correct

If information is absolutely incorrect, point it out. Use a softening statement first. For example: “Executive compensation is really complicated and I struggle with it myself, but I’m pretty sure you have calculated the options incorrectly. Try using this formula…”

Word Choice Ideas

My favorite part was _________ because __________
You might consider doing ______________ to improve ________________
I really like the way you _______________
I like/do not like this because __________
__________ is often difficult for fundraisers to understand. You might consider saying ___________ instead.
I couldn’t find ________________ but then I found it _________________. You might consider ______________

Institute Policies