Find out what the incorporation structure is telling you. The devil is in the details and sometimes that is exactly the scenario when it comes to incorporated entities. It’s easy… Read More »Identifying Corporate Structures Workshop
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
Evaluate corporate purpose to assess wealth potential. Not all companies are created equal. If you’ve ever struggled with evaluating your prospect’s wealth you know what I’m talking about! In this… Read More »Assessing Private Company Purpose Workshop
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
Evaluate various types of corporate giving for your prospect. Explore the complex world of corporate philanthropy and learn to identify the right giving opportunities for your organization. This workshop covers… Read More »Types of Corporate Giving Workshop
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
Jennifer Filla joins the Nonprofit Impact Summits: Gather for Growth where she will lead a powerful session titled “Hiring Your First Major Gift Officer? Leverage Prospect Research!” In this session,… Read More »Hiring Your First Major Gift Officer? Leverage Prospect Research!
As the ranks of the ultra-wealthy keep growing, family offices are on the rise. Come and discover what a family office is, how it affects philanthropy and gift capacity, and… Read More »Family Offices 101: What They Are and How They Manage Wealth
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
Rethinking the Practice, Policy, and Purpose of Due Diligence Due diligence goes far beyond background checks—it's about building strategic research capabilities that protect and advance your organization's mission. This workshop… Read More »Due Diligence: Practice to Policy? Workshop
Are you ready to challenge your assumptions and expand your toolkit? In this high-energy session, you'll witness real-time prospect research as our presenters put the brand-new DonorAtlas A.I. tool to the test—warts and wonders alike! Come… Read More »Unmasking Prospects: Live Research Showdown with Generative A.I.—Love It or Hate It!
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