Master the art of delivering insights that connect fundraisers with donors Does this sound familiar? A development officer tells you your prospect profile "wasn't very helpful" because it only included information they already knew. It's frustrating! Why request a profile at all if they already have the basics? Here's the truth: they're not looking for… Read More »Research as Strategy Workshop
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
Go Beyond Insiders to Find Hidden Wealth in Forms ADV and 13F You may be familiar with SEC filings for public company insiders, but did you know that ultra-wealthy prospects trigger other SEC filings as well—even if they have no public company insider status at all? Forms ADV and 13F can reveal family offices, investment… Read More »Beyond Insiders: Wealth in SEC Filings Workshop
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
Gift “Kapacity” Ratings in the K-Shaped Economy What if you're missing your biggest prospects because you're using the wrong measuring stick? Here's a wake-up call: In 2022, half of all principal gifts to colleges and universities came from people who never walked across the campus as students. As the K-shaped economy continues to concentrate wealth… Read More »K-Shaped Capacity Ratings Workshop
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
Navigate requests, set realistic expectations, and prove your value as a solo prospect researcher You're the only researcher. Every request lands on your desk. And sometimes you're not even sure if what they're asking for is reasonable—or possible. Sound familiar? Being a solo researcher means you're juggling it all: prospect identification, prospect research, portfolio management,… Read More »Solo Researcher Survival Kit Workshop
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
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
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
Document your strategies, standardize verification, and deliver prospects development officers will contact Stop spinning your wheels identifying prospects that never get contacted. Too many researchers waste time chasing myths about major gift prospect identification—using outdated approaches, relying on wealth screening alone, or drowning in data that never converts to conversations. This workshop cuts through the… Read More »Strategic Prospect Identification Workshop
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