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 head on explaining how real estate is used as a wealth indicator and its correlation with philanthropy.
The workbook also helps prospect research professionals navigate some of the tricky areas in evaluating a donor prospect’s real estate holdings. It covers popular topics, such as farmland, New York City cooperative apartments, and even mineral rights.
“I’ve learned so much from other researchers over the years that it was a thrill to be able to share my knowledge and tactics with others this way, especially new researchers,” says Davis.
“The prospect research profession has been growing in leaps and bounds. This workbook answers many of the questions that are routinely asked by people in our field,” indicates Filla.
Real estate is a key piece of public wealth data in the U.S., but it also has many layers of complexity. This new workbook tackles some of the most common areas of confusion – and interest – for fundraising research.
In addition to the above mentioned, chapters include the following:
- Missing Ownership Information
- California Property Values
- Commercial Real Estate
The workbook also provides some introductory information about real estate in the U.S. as well as a review of the most common ownership types and some suggestions for presenting real estate in a profile.
Order your copy here: https://prospectresearchinstitute.org/real-estate-special-cases-workbook/
About the Authors
Emily Davis began as a research associate at the Indiana University (IU) Foundation and was promoted to development analyst in 2011. In addition to assisting her science- and health-related clients with research, she has completed research for the IU and IU Foundation presidents as well as on international prospects. She received her undergraduate degrees from Ball State University and her master’s degree from IU Bloomington. Emily has been an active member of Apra Indiana for over 10 years and has been the board president since 2017.
In her free time, she enjoys completing freelance editing and formatting work when not hanging out with her children, husband, and dog.
Visit Emily’s website at: www.emilyheinlen.com
Jennifer Filla founded the Prospect Research Institute to create a place where prospect research professionals could learn, innovate, and connect with each other. She went on to create comprehensive and rigorous learning opportunities and developed online courses that culminate in capstone projects that demonstrate competency.
Filla is also prospect researcher and fundraiser at Aspire Research Group LLC and co-author of Prospect Research for Fundraisers: The Essential Handbook, part of the AFP/Wiley Fund Development Series. She has been a member of AFP and APRA for more than ten years.