Tag Archives: donor research

Prospect Research Perspectives

Some ideas require more space than a 500-word blog post can provide. Prospect Research Perspectives magazine provides the space to explore new ideas and trends affecting the field of fundraising research. Every fundraising professional – whether a researcher, gift officer or vice president – needs to know how to harness information to achieve fundraising goals…. Read More »

Lock the Doors: Here Comes the Consultant

by Rhode Warrior Blogger, Mark Noll Consultants serve a vital function in the world of fundraising. They are seasoned professionals with a wide expanse of knowledge that serve to direct non-profits to the proper course of how best to raise the most funds. From a development perspective, they are an essential piece of a successful… Read More »

What About Women?

Prospect Development from a Female Perspective This is a story about a female Prospect Researcher tasked with identifying and researching women prospects and donors at a community non-profit. There are trials and tribulations as she discovers that the publicly available resources information professionals employ in their day to day work lack robust details about prime… Read More »

Buyouts, Inversions, and Acquisitions, Oh My!

Creating a Win-Win During a Change in Control by Darren Cooper The sale of a company can increase its shareholders’ wealth and liquidity. However, shareholders may face a big tax bill after the sale. A well-timed gift of stock before the deal closes can reduce this liability. The shareholder will avoid paying capital gains tax… Read More »

Donor Advised Funds: The Good, the Bad and the Ugly

by Rhode Warrior Blogger, Mark Noll When someone mentions the brokerage and banking firm, Charles Schwab, it is unlikely that one thinks “philanthropy.” But Charles Schwab, along with Fidelity and Vanguard are now three investment firms whose charitable divisions are listed in the top ten of the Chronicle of Philanthropy’s 2014 Philanthropy 400. As a… Read More »

Introduction to Prospect Profiles Workbook

The Updated Introduction to Prospect Profiles Workbook summarizes the profile search process and search techniques that form the foundation for comprehensive learning on the subject. It’s based on the techniques I have used researching prospects for organizations for more than ten years. What’s in the Workbook The workbook is printed and contains 49 pages of content:… Read More »

Search Tips 4Fundraising Research

Learn to perform basic prospect research and find information on your prospects – fast! The Search Tips 16-page booklet walks you through step-by-step with free and low cost sources. Description Maybe you are a director of development, a major gifts officer, or a new prospect researcher. Maybe you wear multiple hats in your organization. You… Read More »

Why Capacity Ratings are Bunk and What You Can Do About It

by Rhode Warrior Blogger, Mark Noll I was approached once by my then Vice President of Development and asked a simple and forward question: “How confident are you in these numbers?” His question was regarding the Net Worth-to-Capacity-to-Ask Amount, the hop, skip and jump of Prospect Research, for the prospect he was going to solicit… Read More »

Join a Review Panel!

Have you ever wanted to share your expertise, but maybe aren’t so keen on getting up in front of a group? Or maybe you do like speaking and are seeking another outlet to share your knowledge. Serving on a Review Panel might be just what you’re looking for! Courses developing now The Prospect Research Institute needs reviewers… Read More »