As the ranks of the ultra-wealthy keep growing, family offices are on the rise. Come and discover what a family office is, how it affects philanthropy and gift capacity, and why you should care.
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
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… Read More »Due Diligence: Practice to Policy? Workshop
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
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
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 |… Read More »Step Behind the Scenes in 2026: Your Guide to Prospect Research Success!
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
Whether you are trying to present public company insider holdings in a profile or providing routine updates on top donors and trustees, getting your prospect’s current equity holdings is not a simple matter. But it could be a lot simpler! Join Jen Filla and Elise Lynch on the journey between the Proxy Statement and the… Read More »SEC Filings: Keeping it data current with or without AI
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
Are you bogged down with researching new prospects for assignment? Wish you could find creative, new ways to identify prospects? Join Jen Filla and Will Schrepferman for an interactive prospect research challenge where YOU call the shots! We'll race to uncover the clues to compelling new prospects, then put key decisions to a live vote: Which… Read More »The Prospect Research Live Challenge: Race, Vote, and Win Better Prospects with AI
Panel Discussion: Prospect Development Tips and Tricks Jen Filla joins fellow panelist, Aisha Maddox of Rollins College, and Jose Osorno of University of South Carolina, to discuss Prospect Development Tips and Tricks at Apra Florida 2026 Annual Conference. This year’s conference will highlight emerging trends, innovative strategies, and new opportunities shaping the future of Prospect Development. Attendees… Read More »APRA FL 2026 Conference: Prospect Development Going for Gold
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