Aspire Research Group

Group Coaching Call
2024-09-10 12:00 - 13:00, 2024-08-15 12:00 - 13:00, 2024-07-11 12:00 - 13:00, 2024-06-18 12:00 - 13:00, 2024-05-16 12:00 - 13:00, 2024-04-10 12:00 - 13:00, 2024-03-19 12:00 - 13:00, 2024-02-15 12:00 - 13:00 (America/New_York) | 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 Master Class or Workshop purchases.

Stepping Into Prospect Management
2024-09-03 12:00 - 13:00 | 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.

Prospect ID with Screenings
2024-08-08 12:00 - 13:00 | Zoom
Prospect screenings remain a powerful tool for identifying major gift prospects. Learn various approaches, practice identifying prospects with a sample results file in small groups, and discuss tactics for mitigating bias.

Wealth and Family Offices with Special Guest Erik Hoover
2024-07-18 12:00 - 13:00 | Zoom
There has been an increase in wealthy families and as a result, a variety of family office structures have proliferated. Learn to spot the family office in the wild and key indicators that suggest size of wealth. Practice identifying a family office in small groups.

Prospect Research with Jen Filla hosted by KALEIDOSCOPE
2024-07-17 13:00 - 14:00
Learn how to turbocharge your prospect profiles by consolidating critical wealth and relationship data from various SEC filings with validation links. Jennifer Filla joins the panel in session II of this three part summer series hosted by KALEIDOSCOPE. Registration is FREE.

Big Deal: How to Grow Major Gifts for Your Nonprofit
2024-06-13 15:00 - 16:00 | Webinar
It may be the biggest hurdle to fundraising…aside from the actual ask itself. We all know we need to find major gift prospects for our organizations but the question is how? That’s what this panel will discuss with fundraising experts on growing your major gift program.
During this panel, you will hear about:

Strategies for identifying and qualifying major gift prospects
Tips for building strong relationships with major donors
Trends and innovations in major gift fundraising and stewardship
Collaborating with board members and volunteers for major gift success
Overcoming common challenges in major gift fundraising

Sphere of Influence Research with Special Guest Chris Mildner
2024-06-11 12:00 - 13:00 | Zoom
Sphere of influence research is the practice of guiding a champion of your organization, such as a trustee, to introduce and help cultivate people in their network who are capable of making a major gift to your organization. Learn about Chris Mildner’s successful process and practice crafting your approach to a prospect in small groups.

5 Ways to Turn Database Reporting into Donor Moves
2024-06-04 13:30 - 14:45 | Rosen Centre Hotel, 9840 International Drive, Orlando, FL, 32819, United States
You have a CRM database, but you are doing all the fundraising “things.” How can you focus on moving specific donor relationships forward to greater giving? In this session prospect research expert, Jen Filla, walks you through five types of donor outreach you can perform routinely to deepen donor relationships across your donor base, laying the foundation for future opportunities. If you can create a database report and set aside an hour each week to contact donors directly, you can implement this practice.

Prospecting for Campaigns: Exploring Individual Giving Potential
2024-05-28 15:15 - 16:45 | Webinar
So, you’re planning a capital campaign. How do you figure out which individuals in your donor base might support your campaign? Join Jen Filla for a walk through on how to evaluate your donor base for giving potential and identify the names of individual donors that can provide the support you need. She will discuss approaches for organizations with few fundraising staff to those with their own prospect research talent.
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Unlock the Wealth in Occupation With Storytelling
2024-04-17 12:00 - 13:00 | Zoom
Your goal is not to create your prospect’s resume. It’s to tell the story about how your prospect has earned and accumulated wealth and gives it away through philanthropy. Storytelling occupation will help you learn to evaluate occupational wealth more holistically, better telling the prospect’s wealth story. Join us for an introduction to the art of telling the occupational story and practice in small groups.

AI Simplifying SEC and SEDAR Filings for Prospect Research
2024-03-06 12:00 - 13:00
Join Jen Filla for a live interview and demo with Elise Lynch at Kaleidoscope. Elise will demonstrate how Kaleidoscope makes searching SEC filings a lot easier using it’s AI-powered solution. Jen will have real public company insider names to use as examples. You can actively participate on video and ask questions directly, or ask your questions on the chat, or both. This free meeting will be recorded and available as a replay.
REGISTRATION CLOSED

We know that if our donors show up in public company filings there is almost always significant wealth and it is a great opportunity to highlight their potential as major gift prospects.
The opportunity for discovery is there:

Executive and directors have to disclose compensation and shareholdings
Pooled investment funds and registered investment advisors (RIAs) must file U.S. Form ADV
Family offices with publicly traded shares of more than $100M must file U.S. Form 13f

But financial filings are notoriously complex and difficult to understand.
Kaleidoscope has created a tool to make finding, deciphering, and presenting public company prospect information a whole lot easier!
It is even possible that by streamlining this information you will be able to encourage development officers to reach out sooner and make timely asks.
Attend this webinar to find out more about these kinds of features:

Alerts on all kinds of things: people, stock sales, IPOs, mergers, and more
View a schedule of vesting dates
View stock gift patterns at a glance
Stock, options, and compensation calculated for you
Summary compensation table at a glance

Kaleidoscope is also developing its natural language capabilities so that you can get your questions answered easily.

Want to discover a list of alumni that have all made a gift of stock?
Curious which companies provide matching gifts as other income?

What kind of natural language questions do you want answered?
Arrive ready to ask about your most challenging scenarios, but also ready to imagine a future where you can ask strategic questions and get answers based on data.
REGISTRATION CLOSED

Practicing Profile Insights
2024-02-08 11:00 - 12:00 | Zoom
Prospect research has evolved from “hunting and gathering” to synthesizing information. We provide something machines cannot – intuitive insights into our donor prospects. Join us for an introduction to a framework for developing insights and practice in small groups.
