When you join the Research Focused community you gain access to the Established Prospect Research series of courses that covers content in all five learning domains: Research in Fundraising, Prospect Research, Relationship Management, Fundraising Analytics, and Careers.
And by joining a community, you get instructor feedback on your homework and live online discussion opportunities.
You won’t regret adding prospect research skills to your resume,either. Prospect research skills are in hot demand. In 2018, hundreds of job postings have been flooding association list-servs – both brand new positions and efforts to fill vacancies as skilled researchers are recruited into leadership positions.
At the Institute, our instructors have been providing prospect research to organizations of all types and sizes for decades. Let us share our secrets for fast and effective prospect research with you.
Identify how new topics relate to your work through weekly Connector emails
Get to know your fellow members by discussing topics on Slack and at live, video Master Class meetings
Work your way through the Established Prospect Research series of courses at times that are convenient for you
Participate in skill-building homework with instructor review and feedback
Ask questions and work through tough content with other students at Live Office Hour meetings
Approach to Prospecting
This course will teach you an approach for qualifying individual, corporate, or foundation prospects sourced inside or outside the database by focusing on key criteria to create a scoring system.
Insider Stock and Compensation
This course teaches you how to find, understand and share how your prospect’s insider stock and compensation can turn into a gift.
Introduction to Prospect Profiles
The purpose of this course is to teach you to build a prospect profile with simple search techniques.
Foundations in Fundraising Analytics
This course teaches you how to start using basic data mining techniques in Excel to solve fundraising problems.
Capacity Ratings Workshop
In this workshop you learn the jargon, get introduced to the research studies behind the formulas, and practice rating for capacity.
Essentials for Successful Fundraising Research
The purpose of this course is to add key research skills to your fundraising best practices toolkit. You learn how to identify good prospects, perform profile research, and track prospects using prospect management techniques.
The Established Prospect Research series of courses:
• Introduction to Prospect Profiles
• Capacity Rating Workshop
• Foundations in Fundraising Analytics
• Introduction to Prospect Management*
• Insider Stock and Compensation*
• Approach to Prospecting*
*These courses will be available beginning July 1, 2019
Courses include reading, videos, homework, and quizzes.
Your membership gives you access to all of the content in the Resource Collections. There is a Resource Collection for each of the five learning domains: Research in Fundraising, Prospect Research, Relationship Management, Fundraising Analytics, and Careers.
Join us for live video meetings are hosted on Zoom. Click here for the dates.
• Live Office Hour on the second Wednesday of every month
• Master Class on the fourth Tuesday of every month
Every member can ask and answer questions and share challenges and triumphs on Slack discussion channels. Not familiar with Slack? We’ve got a video tutorial to get you “slacking” in no time!
“Your class really helped me launch this career; I strongly recommend it to people who want to get deeper into this side of advancement services. ”Philadelphia, PA
I’m Jennifer Filla, a Prospect Researcher and Fundraiser at Aspire Research Group LLC and co-author of Prospect Research for Fundraisers: The Essential Handbook, part of the AFP/Wiley Fund Development Series. As a consultant, I have worked with a lot of small and large organizations that needed to build internal fundraising capacity with prospect research. I have also been a member of AFP and Apra for more than ten years, speaking and presenting at AFP and Apra meetings and conferences. The demand for clear instruction that can be applied immediately at the fundraising office led me to launch the Prospect Research Institute. I’m excited to learn with you!