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… Read More »5 Ways to Turn Database Reporting into Donor Moves
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… Read More »Sphere of Influence Research with Special Guest Chris Mildner
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… Read More »Big Deal: How to Grow Major Gifts for Your Nonprofit
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… 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… Read More »Group Coaching Call
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… Read More »Prospect Research with Jen Filla hosted by KALEIDOSCOPE
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… Read More »Wealth and Family Offices with Special Guest Erik Hoover
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… Read More »Prospect ID with Screenings
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… 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… Read More »Stepping Into Prospect Management
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… 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… Read More »Group Coaching Call