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!

Purchasing Cooperative

A small group of independent prospect research professionals is exploring if we can find a way to come together to achieve cost savings and other benefits, such as a purchasing cooperative. We are looking to hear from you to help determine if there is enough demand to...

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#ResearchPride Swag

The Prospect Research Institute is excited to celebrate #ResearchPride with a little swag for those individuals who want to wear the love! Order your unisex t-shirt and show off your good taste with a classic black and red look. Whether it's casual Friday or everyday,...

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Coming Out With #ResearchPride

Did you know that March is #ResearchPride month? It is now! Helen Brown came up with the idea two years ago and this year invited prospect research bloggers and others to share the love and write-out about their #ResearchPride. How could the Prospect Research...

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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