This tip comes from Research Connectors member, Chris Zello from the Milwaukee Public Museum. Sometimes it can be tricky to convert a date to your fiscal year. This member tip shows you the exact formula to use and when to apply its use, saving you time and energy in report formatting. Resources Mentioned Members Access… Read More »
When wealth screenings first came along in the late 1990’s, early 2000’s, it was wizardry! Suddenly we could evaluate and segment thousands of records amazingly fast. Sure, we have to verify the top-rated with manual research to be sure the matches are correct and evaluate the whole file for known trouble spots, but even so,… Read More »
Prospecting for new people out in the wild can be daunting work and finding interest and affinity markers can be a stretch. Find out how to stay on track to success. Resources Mentioned Not yet a FREE Knowledge Seekers member? >>Join Today Fundraising Analytics COLLECTION>Data Mining for New Prospects>Prospecting Worksheet |This worksheet helps you brainstorm… Read More »
What does commercial real estate have in common with an endowed fund? Find out as Jen Filla shares an often-overlooked tip on valuing commercial real estate. Resources Mentioned Not yet a FREE Knowledge Seekers member? >>Join Today Prospect Research COLLECTION>Real Estate>Commercial Real Estate Tip Sheet | This tip sheet shares the key points to evaluating… Read More »
In this member tip, Jen Filla talks about the importance of practicing your skills, such as providing actionable insights, and gives you a framework for crafting insights. Resources Mentioned Become a Research Connectors and join our monthly Master Class where you can learn AND practice! >>Register Now Connecting the Dots: From Researcher to Strategist |… Read More »
Machine learning and artificial intelligence are all the rage in fundraising right now. There are tech companies popping out of the woodwork with utopian promises of fundraising gone tech. Have you heard of the Futurus Group? You have now. I reached out to Nathan Chappell, President of the Futurus Group, at the suggestion of James… Read More »
Every researcher falls down the rabbit hole of research at least once. Jen Filla shares an early warning sign you can use to help manage your time in prospecting, or any research project. Resources Mentioned Not yet a member?>>Join Today Approach to Prospecting | This on-demand course teaches you how to methodically find, and quickly… Read More »
Jen Filla shares what happens when you fail to carefully communicate at the beginning of a prospecting project. Resources Mentioned Not yet a member? >>Join Today Approach to Prospecting | This on-demand course teaches you how to methodically find, and quickly qualify, new prospects. Influence Without Authority by Allan R. Cohen | Recommended by member, Deborah Drucker
Ready to go beta? Jen Filla shares a tip on using the SEC EDGAR database to quickly discover if a prospect makes gifts of stock. Resources Mentioned Insider Stock and Compensation | This on-demand course gives you a solid foundation in researching and valuing executives and directors at public companies. Prospect Research Takes Wall Street… Read More »