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5 Ways to Turn Database Reporting into Donor Moves

Rosen Centre Hotel 9840 International Drive, Orlando, FL, United States

You have a CRM database, but you are doing all the fundraising “things.” How can you focus on moving specific donor relationships forward to greater giving? In this session prospect research expert, Jen Filla, walks you through five types of donor outreach you can perform routinely to deepen donor relationships across your donor base, laying… Read More »5 Ways to Turn Database Reporting into Donor Moves

Sphere of Influence Research with Special Guest Chris Mildner

Zoom

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.

$49.00

Group Coaching Call

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… Read More »Group Coaching Call

Group Coaching Call

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… Read More »Group Coaching Call

Prospect Research with Jen Filla hosted by KALEIDOSCOPE

Learn how to turbocharge your prospect profiles by consolidating critical wealth and relationship data from various SEC filings with validation links. Jennifer Filla joins the panel in session II of this three part summer series hosted by KALEIDOSCOPE. Registration is FREE.

Wealth and Family Offices with Special Guest Erik Hoover

Zoom

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.

$49.00

Prospect ID with Screenings

Zoom

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.

$49.00

Group Coaching Call

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… Read More »Group Coaching Call

Stepping Into Prospect Management

Zoom

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.

$49.00

Group Coaching Call

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… Read More »Group Coaching Call

Group Coaching Call

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… Read More »Group Coaching Call