Prospect Research Month in Review – Oct 2016

by | Oct 25, 2016 | News

Jennifer Filla

Worth Twittering Overtwitter

 #prospectresearch

A few key resources shared:

 #gogirlresearch

blogFrom Our Favorite Blogs
ProRInstitute Blog List

10 Steps to Deliver on International Prospecting | Jason Briggs via Learning Edge | @jasonjbriggs
09-25-2016
International prospect research is commonly considered high risk in the sense that it often fails to bring satisfying results and takes considerably more resources. Therefore, there is extra emphasis for research managers to plan international prospecting carefully to mitigate these risks.…»
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10-11-2016
Two of the strongest characteristics prospect research professionals have in common is insatiable curiosity combined with a surprising boldness. We are proudly generalists! And very good at it too..…»
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How to Perform Fundraising Data Analytics From Scratch | Emily Davis via EverTrue | @eheinlen @EverTrue
09-20-2016
So, you’ve been assigned to work on your organization’s data analytics in order to show what variables are impacting your giving program, where your organization can improve its work processes, or what potential prospects are falling through the cracks. Now what?…»
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Motivations of Leaders: Brock Silvey | APRA Illinois | @APRAIllinois
10-17-2016
What makes Prospect Development a great career? APRA-IL is asking local and national industry leaders what the field means to them and why and how they have pursued success in Prospect Development. Through this blog series we will explore what drives industry leaders to propel their careers and Prospect Development forward.…»
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09-13-2016
Gift capacity ratings were a marketing moment for wealth screening companies. Suddenly thousands of records could be matched individually to wealth records and assigned a score. Your constituents could be assessed by their potential capacity – in the form of dollars. And everybody loves money. Have gift capacity ratings lived up to the hype? Yes!…»
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On The CalendarCalendar
Prospect Development Events

30 Nov-15 Dec | Online
There is no clear “right” or “wrong” way to create capacity ratings. Together with your peers, read and watch carefully selected resources. Rate an already researched prospect. Participate in facilitated discussions about what the terms really mean, what’s behind the formulas we take for granted, and what to do with prospects that have more or less information. >>Learn more
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3-4 Nov |  Alexandria, VA
Advancing Leaders is the chance to focus on where the industry is headed and how we can help shape our organizations for the future. Click here for details.
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2-4 Nov | New Orleans, LA
This conference is for the contemporary publications professional who understands the audience, holds to the highest standards, and seeks professional growth and change.Click here for details.

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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