Articles that inspire
Prospect Research Edge
Kickstart Your Career
If you’re just starting in fundraising research and prospect management, our Career Agent Training is the perfect first step. Designed for beginners, this program gives you the foundational knowledge and practical skills to navigate the world of prospect research with confidence. With expert-led instruction, real-world examples, and hands-on practice, you’ll learn how to identify top donor prospects, manage data effectively, and grow your career from day one. Start strong with training that sets you up for success!
Member Tip: Practicing Insights
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. https://www.youtube.com/watch?v=L0etlO3AU6M Resources Mentioned Become a Research Connectors and...
Is Gratitude a Feeling or an Algorithm (or both)?
Nathan Chappell 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...
Member Tip: Prospecting Down the Rabbit Hole: Managing Your Time
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. https://youtu.be/T_Tqwocp_aM Resources Mentioned Not yet a member?>>Join...
An Approach to Prospecting Workbook
Member Tip: Prospecting Down the Rabbit Hole: Managing Expectations
Jen Filla shares what happens when you fail to carefully communicate at the beginning of a prospecting project. https://youtu.be/NRQBvyBJxUo Resources Mentioned Not yet a member? >>Join TodayApproach to Prospecting | This on-demand course teaches you how to...
Member Tip: Search Tip on Insiders’ Gifted Stock
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. https://youtu.be/6h0gGtWX_CE Resources Mentioned Insider Stock and Compensation | This on-demand course gives you a solid foundation in...
Ethical Issues of Mega-Philanthropy
David Callahan If you’ve read any of David Callahan’s books or subscribe to his magazine, Inside Philanthropy, you know how he feels about the 1% wielding power over the masses. But you’ll also know that he doesn’t fall over the line into emotional or personal...
Member Tip: Public Company Insiders + Philanthropy
In this quick update, Jen Filla shares a tip on how you can focus on philanthropy when researching public company insiders for stock and compensation. https://youtu.be/XHpi1GkIyfQ Resources Mentioned Insider Stock and Compensation | This on-demand course gives you a...
Member Tip: Prospecting Communication Breakdown
In this quick update, Jen Filla shares a tip on communicating around prospecting criteria. Are you confused? Tune in for 5-minutes to clarify! https://youtu.be/2Hh-ewHH7jo Resources Mentioned: Not yet a member? >>Join Today Influence Without Authority by Allan R....
Florida Nonprofits Get a Fundraising Boost
Apra Florida brings prospect research tools to local nonprofits Florida, May 21, 2019 | At its educational webinar today, Apra Florida announced the launch of its Research Capacity Building Program in partnership with the Prospect Research Institute and DonorSearch....
Donor Colony Collapse with Jay Frost
Jay Frost If you haven’t seen Jay Frost present, find him in a city near you. Better yet, book him for your next conference. You won’t be disappointed! It’s one of the reasons I wanted to interview Jay for #ChatBytes. He’s thoughtful, funny, and full of surprises! Did...
Member Update: The Evolution of Prospect Management
In this quick update, Jen Filla shares a tip on creating prospect management policy and procedures.
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
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