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!
Valuing Farmland: Terva’s Story
By Kris Yager-Rushton Have you ever had a prospect who was a farmer? How did you value all those acres of farmland? Did you rely upon the property tax assessor’s valuation? Now there’s a new tool to help you dig deeper: Terva.ag Earlier this year I had the opportunity...
10 Ways To Get Budget $$ For Prospect Research Education!
Want potent #ProspectResearch education in 2018? Download the Learning Directory today! Seminole FL, September 5, 2017 - Prospect Research Institute, the leader in comprehensive training for the fundraising research industry has published its 2018 Learning Directory...
Leading in Prospect Research: Book Writing Tips from Canada
by Liz Rejman Tracey Church and I share many things: a love of red wine, pride in serving Apra, and little fear in taking risks. We also have taught prospect research courses in Canadian post-secondary institutions using Cecilia Hogan’s book as the text. The key thing...
What is Relationship Management?
At the Prospect Research Institute, we are turning our focus right now to developing new educational materials for the Relationship Management learning domain. Starting at the very beginning we wanted to define some key terms for our classroom glossary. Looking...
Should your organization seek gifts of mineral rights?
By Patricia Smith Considering that I work for the Colorado School of Mines Foundation, when I was asked recently to research gifts of mineral rights, I was surprised to find myself chasing down a rabbit hole, much like Alice in Wonderland! I had anticipated being able...
When You Can Go Online, Why Attend a Live Conference?
When it comes to learning, there’s only so much we can cram into our brains at once. On the face of it, that means conferences do it all wrong – right? Think about your last conference: (a) tons of unrelated learning sessions, (b) 60 to 90 minute sessions with no time...
Comparison of 4 Global Wealth and Philanthropy Reports
by Sabine Schuller You can’t lose. Everywhere on the planet, someone is generously lending a hand to their neighbor. Philanthropy can be time, talent, or treasure – it can be 5 rupees or US$5,000,000. There are many resources to help understand where your future...
Likelihood to Give: An Exploration into the Fourth Dimension
by Rhode Warrior, Mark Noll There is a fourth dimension beyond that which is known to Prospect Research. It is a dimension as vast as space and as timeless as infinity. It is the middle ground between research and cultivation, and it lies between the objective of a...
Prospect Research Month in Review – Feb 2017
Worth Twittering Over #prospectresearch @APRACarolinas @Forbes | Good reminder to use multiple sources, even for something you'd think is straightforward. "When it comes to LinkedIn profiles, follow the old proverb: "Trust, but verify.'" @APRACarolinas @ResearchBuzz...
Prospect Research Month in Review – Jan 2017
Worth Twittering Over #prospectresearch @chrisfactary | Prospect Research is under attack in the UK. With it goes major donor fundraising and high-value philanthropy. @WealthX @ArtonCapital | Education receives the most from UHNWIs, but female donors lead the arts...
Foundations in Fundraising Analytics Workbook
Prospect Research Month in Review – Dec 2016
Worth Twittering Over #prospectresearch @CeciliaHogan | For your holiday reading pleasure: The Wealth-X and Arton Capital Philanthropy Report 2016 @rifuk | Career curious? If you're thinking of getting into prospect research, listen to this interview series:...
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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