Prospect research has evolved from “hunting and gathering” to synthesizing information. We provide something machines cannot - intuitive insights into our donor prospects. Join us for an introduction to a framework for developing insights and practice in small groups.
Join Jen Filla for a live interview and demo with Elise Lynch at Kaleidoscope. Elise will demonstrate how Kaleidoscope makes searching SEC filings a lot easier using it’s AI-powered solution. Jen will have real public company insider names to use as examples. You can actively participate on video and ask questions directly, or ask your… Read More »AI Simplifying SEC and SEDAR Filings for Prospect Research
Your goal is not to create your prospect’s resume. It’s to tell the story about how your prospect has earned and accumulated wealth and gives it away through philanthropy. Storytelling occupation will help you learn to evaluate occupational wealth more holistically, better telling the prospect’s wealth story. Join us for an introduction to the art… Read More »Unlock the Wealth in Occupation With Storytelling
Sphere of influence research is the practice of guiding a champion of your organization, such as a trustee, to introduce and help cultivate people in their network who are capable of making a major gift to your organization. Learn about Chris Mildner’s successful process and practice crafting your approach to a prospect in small groups.
There has been an increase in wealthy families and as a result, a variety of family office structures have proliferated. Learn to spot the family office in the wild and key indicators that suggest size of wealth. Practice identifying a family office in small groups.
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!
