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!

2022 Career Survey Says!

Thank you to the 93 people who took the career survey! Are you dying to know “What Animal Best Describes a Prospect Researcher?” or were you waiting to hear “What One Word Best Describes a Gift Officer?” In eleven short minutes, you can discover those answers and more...

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Practical Tips for Succeeding With a Visual or Auditory Impairment

Practical Tips for Succeeding With a Visual or Auditory Impairment

Disabilities can impact an individual’s work performance and daily life in many ways. The significance of the impact depends on the person’s unique level of disability and ability, but most of the time, simple accommodations can be made in the workplace and at home to help the individual thrive. If you’re looking for creative alternatives to conventional workplace practices and processes to accommodate your visual or auditory impairment (or your employees’), consider these ideas:

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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

Take the Next Step

Ready to elevate your fundraising strategy? Contact us today to unlock the full potential of your prospect management.