Unlock your Potential: Take the Fundraising Intelligence Agent Quiz

by | Jan 22, 2024 | News, Learning Edge Blog

Jennifer Filla

Are you looking for comprehensive job training? Want to excel in the field of fundraising prospect research?

Whether you are trying to break into the field, just got hired on a team, or are a solo researcher supporting your organization, take this quiz to find out if you have what it takes to jump-start your career as a fundraising intelligence agent!

(No tech gadgets or black sunglasses required, but are considered cool)

Fundraising Intelligence Agent Quiz

Do you…

  1. Want to create prospect profiles that help fundraisers ask for major gifts?
  2. Need to learn or apply solid Excel skills to solve fundraising problems with data analytics?
  3. Wish you understood what prospect management is and why it is important to major gift fundraising?
  4. Want to successfully mine a list of donors and identify major gift prospects based on at least three fundamental criteria?
  5. Want to master key concepts in fundraising and apply them to research, such as the five building blocks of a profile?
  6. Need a framework to explore how to best present the wealth you find in a gift capacity rating?
  7. Have abundant curiosity driving you to pursue continuing education?
  8. Have the self-discipline to work independently on course-work?
  9. Enjoy practicing with homework and responding to instructor feedback?
  10. Like to interact with peers and explore how they do things at their organizations?

If you answered “Yes” to any of the questions above, you qualify for the Career Agent Educational Track.

Take the following steps to accept your first mission:

  1. Get supervisor approval: Download the Supervisor Letter and Purchase Order
  2. Purchase the Career Agent Track
  3. Schedule your orientation meeting with your handler, Jen Filla

Words from happy Researchers

Success Stories

I love your Master Class format – small group, clearly defined curriculum, solid professional information and resources and focus on discussion.  But most importantly I was impressed and delighted to see that you incorporated an additional and extremely practical layer of knowledge, through hands on experience with tools (pivot tables) or resources (Candid).  This adds real value to the educational experience you offer.

Betsy Mehlman

2020-Master Class

Jen’s course on insider stock and compensation was informative, interesting, and well-thought out. Jen broke down the complicated material into digestible pieces. She showed us resources that I use in my day-to-day research that I wouldn’t have otherwise known about. Jen is always quick to respond and has been helpful even after the class has ended. She answers questions thoroughly and is always pleasant.

I was able to take what I learned from the course and present the material to our front-line fundraisers. One fundraiser told me after my presentation that she discovered one of her donor’s compensation was much higher than she thought. So, already, this information has come in handy! Thanks again Jen!

Kim Anthony, San Francisco CA

Insider Stock and Compensation

The Capacity Rating Workshop was really useful. I was new to the prospect research field when I took the workshop, so it helped to demystify capacity ratings for me. The online classroom provided a great forum for interaction with the other participants and for a robust exchange of ideas. Beyond that though, Jen shared a wealth of information and resources about capacity ratings and other important aspects of prospect research. I highly recommend this workshop whether you’re new to the field or have years of experience in our profession.

David Lloyd, Prospect Research Professional, San Francisco, CA

Capacity Rating Workshop

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Take the Next Step

Ready to elevate your fundraising strategy? Contact us today to unlock the full potential of your prospect management.