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!
Member Tips with Deborah Drucker
Institute member, Deborah Drucker, is a resource-sharing maven and one of the best network connectors I know. Tune in to hear her share her favorite resources and best tips for keeping current in prospect research. Resources Mentioned Apra International – Connections...
A Surprising Way Prospect Research Can Help Raise Nonprofit Millions
Karen Eber Davis Karen Eber Davis is a nonprofit income specialist, but behind her easygoing manner is something else. Is it strategy? Is it experience? Is it drive? Yes! When I think of Karen, I imagine her as a banker who happens to be easily and happily riding a...
Accelerate Your Fundraising in Some Surprising Ways With Clean Donor Data
Chris LoPresti All of us have experienced bad data first-hand. I remember keeping an index card box with carefully collected contacts and having to cross out old phone numbers until the card had to be replaced. When LinkedIn came along, I thought my updating issues...
Member Tip: Conference, Course, Book, or Blog? Does it Really Matter? Yes!
Your choice of training opportunities depends on what you need to learn, the format or training category, and your individual preferences. Consider categorizing your learning needs to help you decide what learning format, or combination thereof, will make the best...
Member Tip: The Purpose of Training is NOT Learning!
Your college degree might have been all about acquiring new knowledge and learning, but your training shouldn’t be. Find out why! https://www.youtube.com/watch?v=B6e-3Y_g1jw Resources Mentioned Not yet a FREE Knowledge Seekers member? >>Join TodayRelationship...
Member Tip: Link Collections are Clutter for Good
In this quick update, Jen Filla shares an amazing FREE resource from the Prospect Research Institute and tips you off on how you can curate your own clutter. https://www.youtube.com/watch?v=uNUikqOuFFs&list=PLrqWd4htgmfjAX1mezZfzzrsnhgS1vBKH&index=3&t=0s...
There are no major donors! And other surprising insights from Penelope Burk.
Penelope Burk Penelope Burk has been talking to donors for decades and she brings her 20+ years of donor research to Prospect Research #ChatBytes with some surprising insights! In prospect research we know that it’s all about turning the data into fundraising action....
Member Tip: An SEC gift from SECgems.com
This tip comes from Research Connectors member, Deborah Drucker of The City College of New York who was tipped off by an Apra forum posting. When searching for information on the Form 4, Change in Beneficial Ownership, it’s easy to get lost in the volume of filings....
Member Tip: How to Convert Date to Fiscal Year in Excel
This tip comes from Research Connectors member, Chris Zello from the Milwaukee Public Museum. Sometimes it can be tricky to convert a date to your fiscal year. This member tip shows you the exact formula to use and when to apply its use, saving you time and energy in...
Should you be Creating a Donor Engagement Score?
Steve Grimesvia LinkedIn When wealth screenings first came along in the late 1990’s, early 2000’s, it was wizardry! Suddenly we could evaluate and segment thousands of records amazingly fast. Sure, we have to verify the top-rated with manual research to be sure the...
Member Tip: Prospecting for Interest
Prospecting for new people out in the wild can be daunting work and finding interest and affinity markers can be a stretch. Find out how to stay on track to success. https://www.youtube.com/watch?v=M8-A4Ncguvk&list=PLrqWd4htgmfjAX1mezZfzzrsnhgS1vBKH&index=1...
Member Tip: Valuing Commercial Real Estate
What does commercial real estate have in common with an endowed fund? Find out as Jen Filla shares an often-overlooked tip on valuing commercial real estate. https://www.youtube.com/watch?v=tqT4LEFQbO8&list=PLrqWd4htgmfjAX1mezZfzzrsnhgS1vBKH&index=2&t=0s...
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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