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
Kick off 2026 with a fresh perspective! Whether you’re new to the Prospect Research Institute or a long-time participant, join Jen Filla for an exclusive backstage tour. Discover how memberships,… Read More »Step Behind the Scenes in 2026: Your Guide to Prospect Research Success!
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
Whether you are trying to present public company insider holdings in a profile or providing routine updates on top donors and trustees, getting your prospect’s current equity holdings is not… Read More »SEC Filings: Keeping it data current with or without AI
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
Jen Filla joins fellow panelist, Aisha Maddox of Rollins College, and Jose Osorno of University of South Carolina, to discuss Prospect Development Tips and Tricks at Apra Florida 2026 Annual Conference. This… Read More »Panel Discussion: Prospect Development Tips and Tricks
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