Group Coaching Call
2024-03-19 12:00 - 13:00, 2024-04-10 12:00 - 13:00, 2024-05-16 12:00 - 13:00, 2024-06-18 12:00 - 13:00, 2024-07-11 12:00 - 13:00, 2024-08-15 12:00 - 13:00, 2024-09-10 12:00 - 13:00, 2024-10-17 12:00 - 13:00 (America/New_York) and 2 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 Master Class or Workshop purchases.

Unlock the Wealth in Occupation With Storytelling
2024-04-17 12:00 - 13:00 | Zoom
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 of telling the occupational story and practice in small groups.

Prospecting for Campaigns: Exploring Individual Giving Potential
2024-05-28 15:15 - 16:45 | Webinar
So, you’re planning a capital campaign. How do you figure out which individuals in your donor base might support your campaign? Join Jen Filla for a walk through on how to evaluate your donor base for giving potential and identify the names of individual donors that can provide the support you need. She will discuss approaches for organizations with few fundraising staff to those with their own prospect research talent.
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5 Ways to Turn Database Reporting into Donor Moves
2024-06-04 13:30 - 14:45 | Rosen Centre Hotel, 9840 International Drive, Orlando, FL, 32819, 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 the foundation for future opportunities. If you can create a database report and set aside an hour each week to contact donors directly, you can implement this practice.

Sphere of Influence Research with Special Guest Chris Mildner
2024-06-11 12:00 - 13:00 | 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.

Big Deal: How to Grow Major Gifts for Your Nonprofit
2024-06-13 15:00 - 16:00 | Webinar
It may be the biggest hurdle to fundraising…aside from the actual ask itself. We all know we need to find major gift prospects for our organizations but the question is how? That’s what this panel will discuss with fundraising experts on growing your major gift program.
During this panel, you will hear about:

Strategies for identifying and qualifying major gift prospects
Tips for building strong relationships with major donors
Trends and innovations in major gift fundraising and stewardship
Collaborating with board members and volunteers for major gift success
Overcoming common challenges in major gift fundraising

Prospect Research with Jen Filla hosted by KALEIDOSCOPE
2024-07-17 13:00 - 14:00
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
2024-07-18 12:00 - 13:00 | 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.

Prospect ID with Screenings
2024-08-08 12:00 - 13:00 | 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.

Stepping Into Prospect Management
2024-09-03 12:00 - 13:00 | 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.

Inclusive Operations, Prospecting and Research Practices
2024-11-13 13:15 - 14:25 | Virtual
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!

Profiles vs. Screenings
2024-11-14 12:00 - 13:00 | Zoom
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!

Backstage Tour of the Institute
2025-01-16 12:00 - 13:00 | Webinar
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.

Group Coaching Call
2025-02-06 12:00 - 13:00, 2025-03-06 12:00 - 13:00, 2025-04-02 12:00 - 13:00 | 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.

Introduction to Public Companies
2025-02-13 12:00 - 13:30 | Zoom
What Are Public Companies and How Does the Stock Market Generate Wealth?

The stock market is like the heart of the business world here in the US. But understanding how public companies work and how people actually make money from them can be confusing.

This workshop explores the differences between public and private companies, what an insider is, and how people actually make money at public companies. The live meeting will include a look at the Form DEF14A Proxy with a presentation, polls, and large group discussion.

Industry Practice Review: Prospect Profiles with Jen Filla
2025-02-20 13:00 - 14:00 | Shades of Green at Walt Disney World Resort, 1950 W Magnolia Palm Dr, Lake Buena Vista, FL, 32830, United States
Profiles are like denim: they never go out of style, are long-lasting, and yet they trend like fashion! Whether you are new to the profession or decades in, profiles are worth your attention. Jen Filla shares how her firm handles different profile levels, leading you through two roundtable discussions along the way. You get to connect with peers, ask questions, and share success stories.
After this session, participants will be able to:
1. Recognize how profile levels support different types of information needs for fundraising officers
2. Learn new approaches to researching and storing information depending upon the profile level
Includes printed handout for roundtable discussion

Identifying Prospects in Your Own Database: How to Find Prospects with Linkage, Interest and Ability
2025-03-05 08:00 - 10:00 | Northern Trust, 755 Beachland Boulevard, Vero Beach, FL, 32963, United States
If you have ever struggled to identify major and planned gift prospects or simply want to generate a solid call list to ask donors to upgrade their gift this year, join Jen Filla for a candid discussion on prospect identification. She will use the framework of linkage, interest, and ability to demonstrate how you can succeed at finding great prospects at any gift level.
Members: https://buytickets.at/irafp/1582905
Non-members: https://buytickets.at/irafp/1582908

The Inside Scoop on Insider Pay
2025-03-13 12:00 - 13:30 | Zoom
How are insiders at public companies compensated?

Figuring out compensation for public company insiders can be really difficult. Digging into Proxy Statements and Form 4s can seem labyrinthine.
This workshop will help you understand how insiders are paid, examining equity and non-equity compensation and discussing different forms of insider compensation in-depth. In the live meeting we will introduce the topic, provide a break-out room activity, and bring it home with large group discussion.

Researching Insiders During Economic Volatility
2025-03-20 12:00 - 13:00 | Webinar
When stock market values are jumping up and down like a toddler with a tantrum, should you be taking a different approach with prospect research? Probably! Join Jen Filla for some top tips on presenting stock information in a profile that helps prepare development officers to cultivate and solicit public company insider prospects when stock prices are volatile.
