Prospect screenings remain a powerful tool for identifying major gift prospects. Learn various approaches, practice identifying prospects with a sample results file in small groups, and discuss tactics for mitigating bias.
Especially when you are a solo researcher, it is challenging to go from ground zero and ramp up a prospect research program. Even when the development team isn’t using the words “prospect management,” it’s probably what they’re looking for. Work in small groups to tackle real-life scenarios with a framed approach.
In this world of A.I., automation, and research tools, what’s the real difference between what the tool provides and what we research professionals do? Whether you’re new or want a fun refresher, learn research approaches that leverage the tools, but emphasize your curiosity and critical thinking. Get ready to research in small groups!
