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Identifying Prospects in Your Own Database: How to Find Prospects with Linkage, Interest and Ability

Northern Trust 755 Beachland Boulevard, Vero Beach, FL, United States

If you have ever struggled to identify major and planned gift prospects or simply want to generate a solid call list to ask donors to upgrade their gift this year, join Jen Filla for a candid discussion on prospect identification. She will use the framework of linkage, interest, and ability to demonstrate how you can… Read More »Identifying Prospects in Your Own Database: How to Find Prospects with Linkage, Interest and Ability

Group Coaching Call

Zoom

Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call

The Inside Scoop on Insider Pay

Zoom

How are insiders at public companies compensated?  Figuring out compensation for public company insiders can be really difficult. Digging into Proxy Statements and Form 4s can seem labyrinthine. This workshop will help you understand how insiders are paid, examining equity and non-equity compensation and discussing different forms of insider compensation in-depth. In the live meeting… Read More »The Inside Scoop on Insider Pay

Group Coaching Call

Zoom

Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call

Communicating Insider Wealth

Zoom

How to Communicate Public Company Compensation and Stock in Profiles Once you understand how a public company insider gets paid and owns stock, the next step is taking that information and determining a capacity rating. How do you take all that complexity and convey it in a profile and a rating? In Communicating Insider Wealth… Read More »Communicating Insider Wealth

Career Insights

Iowa State University Foundation 2505 University Blvd, Ames, IA, United States

Do you feel like you are constantly missing out on the latest software, technique, or skill? Do you worry whether you should be taking coding courses or learn how to read public company financial statements or something else? Our profession is deeply impacted by information technology, which innovates and changes at a lightning fast pace,… Read More »Career Insights

Suspect – Prospect – Donor! Demystifying Prospect Research for Major Gift Success from Identification to Gift

Seattle Convention Center 900 Pine St, Seattle, WA, United States

Whether you are managing a major gifts team or are a solo development director, prospect research can turn the chaos of data and information into smooth processes that help you close more major gifts. In this session, you will discover how to use the right amount of research (and researcher!) at the right time to… Read More »Suspect – Prospect – Donor! Demystifying Prospect Research for Major Gift Success from Identification to Gift

Group Coaching Call

Zoom

Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call

Group Coaching Call

Zoom

Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call

Group Coaching Call

Zoom

Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call

Group Coaching Call

Zoom

Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call

Group Coaching Call

Zoom

Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call