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… Read More »Industry Practice Review: Prospect Profiles with Jen Filla
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,… Read More »Identifying Prospects in Your Own Database: How to Find Prospects with Linkage, Interest and Ability
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
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… Read More »The Inside Scoop on Insider Pay
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… Read More »Researching Insiders During Economic Volatility
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
How to Communicate Public Company Compensation and Stock in Profiles Once you understand how a public company insider gets paid and owns stock, the next step is taking that information… Read More »Communicating Insider Wealth
Do you feel like you are constantly missing out on the latest software, technique, or skill? Do you worry whether you should be taking coding courses or learn how to… Read More »Career Insights
Whether you are managing a major gifts team or are a solo development director, prospect research can turn the chaos of data and information into smooth processes that help you… Read More »Suspect – Prospect – Donor! Demystifying Prospect Research for Major Gift Success from Identification to Gift
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
Predictive A.I. has been changing the data landscape for major gifts. Join Jen Filla for a lively discussion on how information technology is evolving with AI in the field of… Read More »Trends in Information Technology and AI