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… Read More »
The Real Estate Special Cases Workbook covers many of the real estate cases that prospect research professionals stumble over while researching donor prospects. For the first time, these real estate situations are explained and solutions provided. Even the introduction clarifies the basics of real estate in ways some researchers may not know or may have… Read More »
Designed especially for the nonprofit environment, the Essentials for Successful Fundraising Research Workbook covers key research skills to add to your fundraising best practices toolkit. You learn about identifying good prospects, tips for performing profile research, and prospect management techniques to keep prospects moving toward a gift. What’s in the Workbook The workbook is printed… Read More »
“It’s critical that researchers and fundraisers need to team up!” – Suzanne Barlow in #ChatBytes The Prospect Research Institute is pleased to announce that it is developing a workbook and course: Introduction to Prospect Management. This workbook and course will teach you the building blocks of a prospect management system, how to communicate through change,… Read More »
The Capacity Rating Workbook outlines the methods for calculating and using capacity ratings. It covers techniques used for decades as well as newer techniques. Discussion questions help readers examine their current practices. What’s in the Workbook The workbook is printed and contains the following: Explains what capacity ratings are and how they are used Breaks… Read More »
The Foundations in Fundraising Workbook introduces you to descriptive, comparative, and predictive analytics, providing definitions, examples and tips. Built with input from an expert Content Review Panel with many years practicing analytics in fundraising, this workbook keeps it simple, accurate, and practical. What’s in the Workbook The workbook is printed and contains 45 pages of… Read More »
Publishing houses have traditionally been the gate-keepers to well-written, well-edited books. When I find out a book I want to buy is self-published, it always makes me pause. One jumbled, self-published text full of painful grammar errors is enough to create that reaction. When Marianne Pelletier gave me a copy of her new, self-published book… 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 »
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 »