by Jennifer Filla | Feb 20, 2015 | Perspectives Magazine, Publications, Trends & Tips
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...
by Jennifer Filla | Feb 13, 2015 | News, Learning Edge Blog
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...
by Jennifer Filla | Jan 19, 2015 | Rhode Warrior Blog, Learning Edge Blog, News
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...
by Jennifer Filla | Jan 16, 2015 | Publications, Workbooks
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...
