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…
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…
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. Resources Mentioned Not yet…
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. Resources Mentioned
In this member tip, Jen Filla talks about the importance of practicing your skills, such as providing actionable insights, and gives you a framework for crafting insights. Resources Mentioned Become a Research Connectors and join…
Machine learning and artificial intelligence are all the rage in fundraising right now. There are tech companies popping out of the woodwork with utopian promises of fundraising gone tech. Have you heard of the Futurus…
Every researcher falls down the rabbit hole of research at least once. Jen Filla shares an early warning sign you can use to help manage your time in prospecting, or any research project. Resources Mentioned…
Jen Filla shares what happens when you fail to carefully communicate at the beginning of a prospecting project. Resources Mentioned Not yet a member? >>Join Today Approach to Prospecting | This on-demand course teaches you how…
Ready to go beta? Jen Filla shares a tip on using the SEC EDGAR database to quickly discover if a prospect makes gifts of stock. Resources Mentioned Insider Stock and Compensation | This on-demand course…
If you’ve read any of David Callahan’s books or subscribe to his magazine, Inside Philanthropy, you know how he feels about the 1% wielding power over the masses. But you’ll also know that he doesn’t…
In this quick update, Jen Filla shares a tip on how you can focus on philanthropy when researching public company insiders for stock and compensation. Resources Mentioned Insider Stock and Compensation | This on-demand course…
If you haven’t seen Jay Frost present, find him in a city near you. Better yet, book him for your next conference. You won’t be disappointed! It’s one of the reasons I wanted to interview…