Aspire Research Group

Group Coaching Call
2025-10-09 12:00 - 13:00, 2025-11-06 12:00 - 13:00, 2025-12-09 12:00 - 13:00, 2026-01-13 13:00 - 14:00, 2026-02-06 14:00 - 15:00, 2026-03-11 12:00 - 13:00, 2026-04-15 12:00 - 13:00, 2026-05-07 12:00 - 13:00 (America/New_York) and 7 more dates | 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 hour before the call. However, we encourage you to block out the times and dates on your calendar to ensure you can attend.
Access to these coaching calls does not apply to individual Workshop or Bundle purchases.

Due Diligence: Practice to Policy? Workshop
2025-11-13 12:00 - 13:00 | Zoom
Rethinking the Practice, Policy, and Purpose of Due Diligence
Due diligence goes far beyond background checks—it’s about building strategic research capabilities that protect and advance your organization’s mission. This workshop equips you with frameworks and practical tools to elevate your due diligence process, leverage research effectively, and influence organizational change from any level.
What You’ll Get:
On-demand online content: Step-by-step lessons plus our exclusive “Framework for Discussion” guide that you can immediately apply at your organization
Live workshop session:
Interactive peer discussions and real-world problem-solving with fellow professionals Whether you’re looking to strengthen existing processes or build due diligence capabilities from the ground up, you’ll leave with actionable strategies and the confidence to drive meaningful improvements in your organization.

Unmasking Prospects: Live Research Showdown with Generative A.I.—Love It or Hate It!
2025-11-19 11:00 - 12:00 | Webinar
Are you ready to challenge your assumptions and expand your toolkit?

In this high-energy session, you’ll witness real-time prospect research as our presenters put the brand-new DonorAtlas A.I. tool to the test—warts and wonders alike!

Come for the research, stay for the debate—leave with new strategies and a fresh perspective!
Wednesday, November 19 at 11:00 am Eastern Time

Register FREE Here

Step Behind the Scenes in 2026: Your Guide to Prospect Research Success!
2026-01-08 12:00 - 13:00
Kick off 2026 with a fresh perspective!
Whether you’re new to the Prospect Research Institute or a long-time participant, join Jen Filla for an exclusive backstage tour. Discover how memberships, on-demand courses, workshops, group coaching, and more come together for an exceptional learning experience!
Thursday, January 8, 2026
12:00pm-1:00pm New York | 9am California | 6pm Switzerland | 10:30pm India
FREE Webinar

Research as Strategy Workshop
2026-03-17 13:00 - 14:00 | Zoom
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 more data. They’re looking for strategic direction—and they hoped your research would unlock it.
This workshop will transform how you approach prospect research by teaching you to think and communicate strategically. You’ll learn how to embed actionable strategy insights directly into your profiles and how to partner with development officers in conversations that showcase your research superpowers.
What to Expect:
During the live session, Jen will step into the role of development officer and guide you through real-world scenarios. You’ll practice being a strategic research partner, applying the frameworks and techniques from the workshop materials in a safe, interactive environment.

Beyond Insiders: Wealth in SEC Filings Workshop
2026-04-21 12:00 - 13:00 | Zoom
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 advisory firms, and 9-figure stock portfolios. But here’s the good news: you don’t need to become a securities expert to use them. In this workshop, you’ll learn exactly which sections to read, how to calculate total wealth from the numbers you find, and get ready-to-use language to confidently present your findings.
What You’ll Learn:

How to recognize the scenarios that might trigger SEC filings – beyond insider status
How to search and interpret Form ADV for your prospect
A practical method to calculate total investable assets from Form 13F
Sample language to communicate findings to gift officers

How to incorporate SEC filing data into your capacity rating

K-Shaped Capacity Ratings Workshop
2026-05-13 12:00 - 13:00 | Zoom
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 at the top while squeezing the middle class, this trend is only accelerating. Your traditional, visible assets capacity rating models can’t keep up!
The old playbook of tracking real estate holdings and public assets? It’s leaving millions (or billions) on the table.
In this workshop, you’ll discover:

How the K-shaped economy is fundamentally reshaping where wealth lives—and why it matters for your campaign goals
Field-tested techniques for spotting ultra-wealthy prospects hiding in plain sight
A dual-strategy framework: different capacity rating approaches for the top versus the bottom of the “K”
How to make recommendations your development officers can use and adapt to verify capacity ratings through strategic prospect interactions

Bottom line: Stop undervaluing the prospects who could transform your campaign. Learn to find and rate the wealth that traditional models miss.

Solo Researcher Survival Kit Workshop
2026-06-16 13:00 - 14:00 | Zoom
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, and somehow managing your development team’s expectations without a peer down the hall to reality-check with.
And if you’re new to the profession? You might be wondering: Is this request normal? Should this really take me three days? Am I doing this right?
Here’s the truth: You’re not alone, and you don’t have to figure it all out by yourself.
This workshop is your space to connect with fellow solo researchers and build the communication toolkit that helps your development team actually understand what you do (and why it matters).
You’ll walk away with:

Generic table of contents for prospect research and prospect management manuals you can adapt to start documenting your practice
Questioning techniques to uncover what your development officers really need—even when they don’t know how to ask for it
Sample job aids and marketing strategies to help your team understand your services and use them effectively

Bottom line:
Stop second-guessing yourself. Learn to manage expectations, create a plan, and communicate your value with confidence—even when you’re a team of one.

Registration link coming soon.
