• Stepping Into Prospect Management

    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.

    $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

  • 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

  • Inclusive Operations, Prospecting and Research Practices

    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

    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!

    $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

  • Backstage Tour of the Institute

    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.

    Free
  • 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

  • Introduction to Public Companies

    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… Read More »Introduction to Public Companies

  • Industry Practice Review: Prospect Profiles with Jen Filla

    Shades of Green at Walt Disney World Resort 1950 W Magnolia Palm Dr, Lake Buena Vista, FL, 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… Read More »Industry Practice Review: Prospect Profiles with Jen Filla

    $175.00
  • Identifying Prospects in Your Own Database: How to Find Prospects with Linkage, Interest and Ability

    Northern Trust 755 Beachland Boulevard, Vero Beach, FL, 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… Read More »Identifying Prospects in Your Own Database: How to Find Prospects with Linkage, Interest and Ability