Workbooks: Introduction to Prospect Management Workbook
The Introduction to Prospect Management Workbook is a practical overview of nonprofit fundraising prospect management that defines the terms and process, including pitfalls to avoid and tips for implementing prospect management at your organization. Diagrams, sample reports, and other visuals help…
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In Good Company was put together to help nonprofits learn more about different areas of US domestic company philanthropy, from direct company giving and matching gifts, all the way to sponsorships and corporate social responsibility. While this is not a definitive guide on these topics, it’s meant…
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Workbooks: Real Estate Special Cases
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…
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Workbooks: Essentials for Successful Fundraising Research Workbook
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…
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Workbooks: Introduction to Prospect Profiles Workbook
The 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. -Jen Filla
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Workbooks: Insider Stock & Compensation Workbook
The Insider Stock and Compensation Workbook summarizes the research and presentation techniques for public company directors and executives.Includes these popular items, and much more!Walks you through the formulas for calculating stock, stock units, stock options, and dividendsDetailed…
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Workbooks: Foundations in Fundraising Analytics
The Foundations in Fundraising Workbook introduces you to descriptive, comparative, and predictive analytics, providing definitions, examples and tips.Includes these popular items, and much more!Introduces the CRISP-DM approach to working through and documenting your projectsIntroduces…
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Workbooks: Capacity Ratings Workbook
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.The workbook is printed and contains the following:Explains what…
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Workbooks: Approach to Prospecting Workbook
This workbook teaches you how to methodically find, and quickly qualify, new prospects. It’s based on the techniques developed to routinely and efficiently find good prospect leads for all types of nonprofit organizations. The demand to reach outside your constituency to find transformational…