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…
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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…
Why Capacity Ratings are Bunk and What You Can Do About It
by Rhode Warrior Blogger, Mark Noll I was approached once by my then Vice President of Development and asked a simple and forward question: “How confident are you in these numbers?” His question was regarding…
Join a Review Panel!
Have you ever wanted to share your expertise, but maybe aren’t so keen on getting up in front of a group? Or maybe you do like speaking and are seeking another outlet to share your knowledge. Serving…
Where have all the donors gone?
by Rhode Warrior Blogger, Mark Noll Before I began my career in Prospect Research / Advancement Services, a field I’ve been in now for over 17 years, I spent many years working in Employment and…
Prospect Research… In the Twighlight Zone
September 2008 will long be remembered as the time when several major financial institutions collapsed. The subsequent economic impact had a domino effect which resulted in a significant disruption in the flow of credit to…
Prospect Profiles at APRA 2014
Improve your Profile Techniques at APRA 2014 Posted by Jen Filla I had the thrill of co-presenting a workshop on profiles at the APRA 2014 conference with Michelle Macchiavello from the University of South Florida.…
Insider Stock & Compensation Volunteers
We Need Content Review Panelists! Do you have experience in researching public company insiders? We need your help! The Institute is seeking 3 to 5 volunteers willing to serve on a content review panel. The…
The Power of Peer Review…Unleashed!
We are excited to offer a new kind of program at the Prospect Research Institute – the Profile Peer Review Program! But mostly we’re thankful to have students like Lisa Blockus Brown, Director of Stewardship…
Book Winners!
To celebrate the opening of the Prospect Research Institute website and online classroom we challenged prospect researchers and fundraisers to take the pre-quiz for the first course with open registration: Introduction to Prospect Profiles. The…
What does ADVANCED training mean?
In my phone interviews and online survey with prospect researchers, you told me you want ADVANCED training. But what does that really mean? You, the prospect research community, are so generous. Thank you! You shared…
Prospect Research Institute to offer complete trainings
Beginning in September, Prospect Research Institute will offer online trainings that take best advantage of the working adult’s learning environment. Pressed to find large chunks of time, distracted by the stresses of work and family,…
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