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!
I’ve Got Your Privacy. Right Here.
An irreverent #ResearchPride letter from Mark Noll, The Rhode Warrior The other day someone stated that he saw me as the Lewis Black of the Prospect Research world. First off, my name should never be mentioned in the same breath as one of the great comedians of our...
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...
#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,...
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...
Book Review: Building Your Analytics Shop: A Workbook for Nonprofits
Publishing houses have traditionally been the gate-keepers to well-written, well-edited books. When I find out a book I want to buy is self-published, it always makes me pause. One jumbled, self-published text full of painful grammar errors is enough to create that...
On Social Media
Prospect Research Perspectives Magazine: On Social Media Social media is a HUGE cultural trend affecting fundraising and research. Are you familiar with the social media playing field and how it impacts fundraising and prospect research? In the On Social Media edition...
Prospect Research Perspectives
Some ideas require more space than a 500-word blog post can provide. Prospect Research Perspectives magazine provides the space to explore new ideas and trends affecting the field of fundraising research. Every fundraising professional - whether a researcher, gift...
Lock the Doors: Here Comes the Consultant
by Rhode Warrior Blogger, Mark Noll Consultants serve a vital function in the world of fundraising. They are seasoned professionals with a wide expanse of knowledge that serve to direct non-profits to the proper course of how best to raise the most funds. From a...
What About Women?
Prospect Development from a Female Perspective This is a story about a female Prospect Researcher tasked with identifying and researching women prospects and donors at a community non-profit. There are trials and tribulations as she discovers that the publicly...
Buyouts, Inversions, and Acquisitions, Oh My!
Creating a Win-Win During a Change in Control by Darren Cooper The sale of a company can increase its shareholders’ wealth and liquidity. However, shareholders may face a big tax bill after the sale. A well-timed gift of stock before the deal closes can reduce this...
Insider Stock & Comp Workbook
Donor Advised Funds: The Good, the Bad and the Ugly
by Rhode Warrior Blogger, Mark Noll When someone mentions the brokerage and banking firm, Charles Schwab, it is unlikely that one thinks “philanthropy.” But Charles Schwab, along with Fidelity and Vanguard are now three investment firms whose charitable divisions are...
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.