Aspire Research Group

Group Coaching Call
2026-04-15 12:00 - 13:00, 2026-05-07 12:00 - 13:00, 2026-06-11 13:00 - 14:00, 2026-07-15 12:00 - 13:00, 2026-08-06 13:00 - 14:00, 2026-09-16 12:00 - 13:00, 2026-10-14 13:00 - 14:00, 2026-11-05 12:00 - 13:00 (America/New_York) and 1 more date | 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.

Beyond Insiders: Wealth in SEC Filings Workshop
2026-04-21 12:00 - 13:00 | Zoom
Go Beyond Insiders to Find Hidden Wealth in Forms ADV and 13F
You may be familiar with SEC filings for public company insiders, but did you know that ultra-wealthy prospects trigger other SEC filings as well—even if they have no public company insider status at all? Forms ADV and 13F can reveal family offices, investment advisory firms, and 9-figure stock portfolios. But here’s the good news: you don’t need to become a securities expert to use them. In this workshop, you’ll learn exactly which sections to read, how to calculate total wealth from the numbers you find, and get ready-to-use language to confidently present your findings.
What You’ll Learn:

How to recognize the scenarios that might trigger SEC filings – beyond insider status
How to search and interpret Form ADV for your prospect
A practical method to calculate total investable assets from Form 13F
Sample language to communicate findings to gift officers

How to incorporate SEC filing data into your capacity rating

K-Shaped Capacity Ratings Workshop
2026-05-13 12:00 - 13:00 | Zoom
Gift “Kapacity” Ratings in the K-Shaped Economy
What if you’re missing your biggest prospects because you’re using the wrong measuring stick?
Here’s a wake-up call: In 2022, half of all principal gifts to colleges and universities came from people who never walked across the campus as students. As the K-shaped economy continues to concentrate wealth at the top while squeezing the middle class, this trend is only accelerating. Your traditional, visible assets capacity rating models can’t keep up!
The old playbook of tracking real estate holdings and public assets? It’s leaving millions (or billions) on the table.
In this workshop, you’ll discover:

How the K-shaped economy is fundamentally reshaping where wealth lives—and why it matters for your campaign goals
Field-tested techniques for spotting ultra-wealthy prospects hiding in plain sight
A dual-strategy framework: different capacity rating approaches for the top versus the bottom of the “K”
How to make recommendations your development officers can use and adapt to verify capacity ratings through strategic prospect interactions

Bottom line: Stop undervaluing the prospects who could transform your campaign. Learn to find and rate the wealth that traditional models miss.

Solo Researcher Survival Kit Workshop
2026-06-16 13:00 - 14:00 | Zoom
Navigate requests, set realistic expectations, and prove your value as a solo prospect researcher
You’re the only researcher. Every request lands on your desk. And sometimes you’re not even sure if what they’re asking for is reasonable—or possible.
Sound familiar?
Being a solo researcher means you’re juggling it all: prospect identification, prospect research, portfolio management, and somehow managing your development team’s expectations without a peer down the hall to reality-check with.
And if you’re new to the profession? You might be wondering: Is this request normal? Should this really take me three days? Am I doing this right?
Here’s the truth: You’re not alone, and you don’t have to figure it all out by yourself.
This workshop is your space to connect with fellow solo researchers and build the communication toolkit that helps your development team actually understand what you do (and why it matters).
You’ll walk away with:

Generic table of contents for prospect research and prospect management manuals you can adapt to start documenting your practice
Questioning techniques to uncover what your development officers really need—even when they don’t know how to ask for it
Sample job aids and marketing strategies to help your team understand your services and use them effectively

Bottom line:
Stop second-guessing yourself. Learn to manage expectations, create a plan, and communicate your value with confidence—even when you’re a team of one.

Monkey in the Middle: A.I. Tug of War in Fundraising Research
2026-07-16 12:00 - 13:00 | Webinar
You’ve seen the debate play out. On one end of the rope: people convinced A.I. will upend everything we know about research and prospect management — for better or worse. On the other end: those equally certain it is the key to unlocking capacity, insight, and impact like we’ve never had before.
And there you are in the middle — trying to do your job well.
This session is for everyone on that rope. Whether you’re skeptical, all-in, or curiously somewhere in between, join Jen Filla for a candid, peer-driven conversation about what it actually looks like to navigate A.I. in fundraising research right now — not in theory, but in practice.
We’ll explore where caution is warranted, where opportunity is being left on the table, and how professionals across the spectrum are making decisions they feel good about. No hype. No fear-mongering. Just real talk and practical ideas you can take back to your desk
RSVP TODAY: https://www.aprafl.org/events/monkey-in-the-middle-a-i-tug-of-war-in-fundraising-research
