Prospect Research Month in Review – Feb 2017

by | Feb 28, 2017 | News

Jennifer Filla

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CalendarOn The Calendar
Prospect Development Events

15 May – 16 Jun | 10-Seat Limit | Online
This course teaches you how to start using basic data mining techniques in Excel to  solve fundraising problems, such as finding the best prospects in your donor database,  comparing direct appeal results, or measuring donor retention. In this course we take the fear out of analytics. By walking you through the terminology and techniques, step-by-step, and with lots of practice, you get comfortable with the data and how it ‘speaks’ to you.Click here for more information.
 
10 Mar | Fayetteville, AR
Allison McElroy from the McElroy Group will be discussing Operation Integration: Streamline Your Message. Learn to craft your message and analyze which donors will be perfect for this new streamlined message. Click here for more information.
 
13 Mar – 15 Mar | Atlanta, GA
Build a solid foundation for success at ARC 2017. Intentionally more intimate than the annual conference, ARC 2017 helps you share experiences and challenges with your peers, while giving you the tools that will immediately impact your organization and your career. Click here for more information.
 
13 Mar – 15 Mar | Coral Gables, FL
As talent management grows as a vital function in our industry, leveraging available resources to provide the multiple services of a full-fledged program has become a critical challenge needing a strategic answer. Organizations big and small are trying to find what fits. Click here for more information.
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APRA Greater New York Prospect Development Summit
17 Mar | New York, NY
A daylong prospect development forum featuring industry leaders in the advancement sector. The Summit showcases the cutting edge of insight and innovation into prospect research and development. Click here for more information.

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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