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… Read More »K-Shaped Capacity Ratings Workshop
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,… Read More »Solo Researcher Survival Kit Workshop
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… Read More »Monkey in the Middle: A.I. Tug of War in Fundraising Research
Document your strategies, standardize verification, and deliver prospects development officers will contact Stop spinning your wheels identifying prospects that never get contacted. Too many researchers waste time chasing myths about major gift prospect identification—using outdated approaches, relying on wealth screening alone, or drowning in data that never converts to conversations. This workshop cuts through the… Read More »Strategic Prospect Identification Workshop
Master the framework for smarter, faster prospect verification research that gets your DOs what they need. Ever feel like you're drowning in verification requests that could take hours—or even days—to resolve? In this hands-on workshop, you'll discover a proven framework that helps you cut through the noise and deliver exactly what your development officers need,… Read More »Smart Verification Framework Workshop
From promotions to pivots—explore what's possible and build a plan to get to your dream job Feeling stuck in your prospect research role? Wondering what's next—or what else is even out there? The truth is, the skills you've built in research and prospect management open doors to a surprising range of career opportunities, both within… Read More »Your Career Roadmap Workshop