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!
Celebrating Badge Earners
The ultimate goal of job training is to perform your work better, and a lot of Institute members fill in the learning gaps with Institute courses and resources. Achieving a Certificate of Competency and a Digital Badge is an extra step demonstrating a comprehensive...
Prospect Researchers as the Reference Librarians of the Development Office
Welcome to this episode of #ChatBytes. What do you want to know about the reference librarian interview technique? I can guarantee you that if you reach out to Olesya Zaremba and tell her what you are seeking to learn, she will help you! In fact, I encourage you to...
A.I. in the Nonprofit Sector with Jared Sheehan of PwrdBy
Are you a prospect research professional? Have you ever considered yourself a story teller? Jared Sheehan thinks you are! According to Jared, prospect research delivers data-driven storytelling and there are some A.I. products out there attempting to assist in this...
#CareerCurious with Canadian Researcher Selene Hur
Are you curious what it’s like to research donor prospects in Canada? Wonder what it’s like to work for a Canadian organization? Or maybe you’re curious what it’s like to be a solo practitioner transitioning into research from other responsibilities? Selene Hur,...
#CareerCurious with Shelby Radcliffe: from Prospect Researcher to Advancement VP
Seeking an English Major with a Love of Data to Become an Accidental Fundraiser When I first learned about Shelby Radcliffe, it was because the Institute’s Master Class was exploring the question of whether giving and engagement were related variables and whether...
#CareerCurious with Scott Richards
Scott Richards, Director of Training at Virtuous, a nonprofit CRM and marketing platform There’s nothing boring about Scott Richards, but how did he turn an acting career full of “survival jobs” into an attention-absorbing training career in the nonprofit fundraising...
#CareerCurious with Betsy Mehlman in Israel
Betsy Mehlman embodies the modern fundraiser. She is a dedicated lifelong learner, being the first to earn a CFRE (Certified Fund Raising Executive) in Israel and pursuing a career that has earned her top-notch prospect research skills. Raised in the U.S., she and her...
Breaking Into the Prospect Research Field
Whether you are looking to find an internship or ready to apply for a full-time prospect research position, following are a few ideas to help you “raise your hand” in the search process. Beef up your LinkedIn profile so that it pops when recruiters are searching and...
The “Lean” Fundraising Model: How to Raise Major Dollars with few staff
Jim Rees Like most of us, Jim Rees tumbled into fundraising unexpectedly. Unusually, Jim embraced his fundraising duties with gusto! At a time when video cameras were not an everyday item, he courageously jumped in front of the camera to practice his fundraising...
From Wealth Screening to Actionable Goals
By Elisa Shoenberger You’ve just done your first wealth screening and you have lots of new data that will hopefully help your organization meet new prospects and raise even more money. But what do you do with all that data? You don’t want the time or money spent on...
Relational Mapping with WealthQuotient
Brian Gonzales What if you could shed 10 pounds in one week with a pill? Would you take it? We all WANT to believe it’s possible, but the truth is that it takes good nutrition and exercise for long-term good health with a healthy weight. What if you could identify and...
How Important is Real Estate in Fundraising Research? We’ve got a Book for That!
June 2020 | Tampa FL | Your prospect isn’t going to sell her home! Or her vacation home, for that matter. So, how important is real estate in fundraising research? The Real Estate Special Cases Workbook, written by Emily Davis and Jennifer Filla, tackles the question...
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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