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.
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.
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
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.
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
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
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
How can prospect research and fundraising operations be more inclusive? Hear ideas and practices from panelists Jen Filla at Aspire Research Group and Chandana Guntupal from Groundswell International and don't forget to bring some questions!
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!
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 new to the Prospect Research Institute or have participated for years, join Jen Filla for a backstage tour at the Institute. Jen will cover the 3 top topics for 2025, the 4 learning pathways, and new ways to navigate and communicate.