Insider Stock & Comp Workbook
Donor Advised Funds: The Good, the Bad and the Ugly
by Rhode Warrior Blogger, Mark Noll When someone mentions the brokerage and banking firm, Charles Schwab, it is unlikely that one thinks “philanthropy.” But Charles Schwab, along with Fidelity and Vanguard are now three investment firms whose charitable divisions are listed in the top ten of the Chronicle of Philanthropy’s 2014 Philanthropy 400. As a… Read More »
Introduction to Prospect Profiles Workbook
The Updated Introduction to Prospect Profiles Workbook summarizes the profile search process and search techniques that form the foundation for comprehensive learning on the subject. It’s based on the techniques I have used researching prospects for organizations for more than ten years. What’s in the Workbook The workbook is printed and contains 49 pages of content:… Read More »
Search Tips 4Fundraising Research
Learn to perform basic prospect research and find information on your prospects – fast! The Search Tips 16-page booklet walks you through step-by-step with free and low cost sources. Description Maybe you are a director of development, a major gifts officer, or a new prospect researcher. Maybe you wear multiple hats in your organization. You… Read More »
Why Capacity Ratings are Bunk and What You Can Do About It
by Rhode Warrior Blogger, Mark Noll I was approached once by my then Vice President of Development and asked a simple and forward question: “How confident are you in these numbers?” His question was regarding the Net Worth-to-Capacity-to-Ask Amount, the hop, skip and jump of Prospect Research, for the prospect he was going to solicit… Read More »
Join a Review Panel!
Have you ever wanted to share your expertise, but maybe aren’t so keen on getting up in front of a group? Or maybe you do like speaking and are seeking another outlet to share your knowledge. Serving on a Review Panel might be just what you’re looking for! Courses developing now The Prospect Research Institute needs reviewers… Read More »
Where have all the donors gone?
by Rhode Warrior Blogger, Mark Noll Before I began my career in Prospect Research / Advancement Services, a field I’ve been in now for over 17 years, I spent many years working in Employment and Training. As I expanded my current professional scope to include the area of data analysis, I could not help but… Read More »
Prospect Research… In the Twighlight Zone
September 2008 will long be remembered as the time when several major financial institutions collapsed. The subsequent economic impact had a domino effect which resulted in a significant disruption in the flow of credit to businesses and consumers. The end result was a global recession whose impacts are felt to this day. The same sort… Read More »
Prospect Profiles at APRA 2014
Improve your Profile Techniques at APRA 2014 Posted by Jen Filla I had the thrill of co-presenting a workshop on profiles at the APRA 2014 conference with Michelle Macchiavello from the University of South Florida. Knowing that not all interested parties could make it to the APRA conference, I created The Profile Collection, but we… Read More »
Insider Stock & Compensation Volunteers
We Need Content Review Panelists! Do you have experience in researching public company insiders? We need your help! The Institute is seeking 3 to 5 volunteers willing to serve on a content review panel. The course under development is Prospect Research Takes Wall Street: Insider Stock and Compensation. If you are interested and want to… Read More »