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Practicing Profile Insights

Zoom

Prospect research has evolved from “hunting and gathering” to synthesizing information. We provide something machines cannot - intuitive insights into our donor prospects. Join us for an introduction to a framework for developing insights and practice 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

AI Simplifying SEC and SEDAR Filings for Prospect Research

Join Jen Filla for a live interview and demo with Elise Lynch at Kaleidoscope. Elise will demonstrate how Kaleidoscope makes searching SEC filings a lot easier using it’s AI-powered solution. Jen will have real public company insider names to use as examples. You can actively participate on video and ask questions directly, or ask your… Read More »AI Simplifying SEC and SEDAR Filings for Prospect Research

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

Unlock the Wealth in Occupation With Storytelling

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… Read More »Unlock the Wealth in Occupation With Storytelling

$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

Prospecting for Campaigns: Exploring Individual Giving Potential

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… Read More »Prospecting for Campaigns: Exploring Individual Giving Potential

Free

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