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 »
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 »
Prospect Research Takes Wall Street Series The Insider Stock and Compensation Workbook summarizes the research and presentation techniques for public company directors and executives. I have been reading financial filings for 18 years, both in the corporate and not-for-profit world. In this workbook I share some of my secrets for teasing out the numbers that… Read More »
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 »
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 »
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 »
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 »
by Rhode Warrior Blogger, Mark Noll Before I began my career in Prospect Research / Advancement Services, a field I’ve been in now for over 17 years, I spent many years working in Employment and Training. As I expanded my current professional scope to include the area of data analysis, I could not help but… Read More »
September 2008 will long be remembered as the time when several major financial institutions collapsed. The subsequent economic impact had a domino effect which resulted in a significant disruption in the flow of credit to businesses and consumers. The end result was a global recession whose impacts are felt to this day. The same sort… Read More »
We Need Content Review Panelists! Do you have experience in researching public company insiders? We need your help! The Institute is seeking 3 to 5 volunteers willing to serve on a content review panel. The course under development is Prospect Research Takes Wall Street: Insider Stock and Compensation. If you are interested and want to… Read More »