Celebrating Certificate Earner, Jason Ross

by | Aug 10, 2021 | News

Jennifer Filla

When someone completes a course and earns a certificate at the Institute, it’s a big accomplishment. Courses can easily take around 35 hours to complete. Please join me in celebrating this intrepid member!

Jason Ross

Jason is a volunteer prospect researcher at Diabetes Canada and the Vancouver Art Gallery. He helps them with prospecting, providing key fundraising intelligence through corporate and individuals profiles to fundraisers. He also helps the VAG identify high-impact donors, using data analytics, from their former trustee donor pool to help fund their capital-building campaign.

Certificate Earned

Introduction to Prospect Research in Canada

Organization

Diabetes Canada and Vancouver Art Gallery

What type of work do you do?

Prospect Research, data analytics, and information management.

Why did you choose to become a Prospect Research Institute member?

I originally trained as a Library Technician and after some time out of the field, I wanted to re-skill and expand upon my original training in information management and research. The PRI seemed like an excellent choice as I could build on what I know, it was online and on-demand which made it easily accessible, and the instructor (Jen Filla) is a highly qualified and experienced PR. Who better to learn from? It has been one of my best life decisions!

What did you get out of the course that can be applied to your job?

And the definite bonus was learning PR tools and strategies from a Canadian researcher. There are some big differences between Canadian and American PR and this filled in an important gap in my knowledge. I highly recommend this course to new and intermediate prospect researchers!

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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