Master Class Includes

  • 1
    Welcome to the course!
    • Zoom Online Meeting Login + Instructions
    • 2019 Schedule of Topics
  • 2
    Nov | Building and Automating an Engagement Score
    • Intro VIDEO | Building and Automating the Engagement Score
    • Radcliffe Master's Thesis | 2011 | Alumni Engagement and Its Relationship to Giving
    • How to Build Affinity Ratings by WealthEngine
    • iModules | 2018 | Engagement Scores to Inform Strategy
    • On Databases: Where is Your Data Stored?
    • VIDEO| Create Dashboard in Excel with Pivot Tables
    • VIDEO| Dynamic Progress Doughnut Chart(!) and a Dashboard in Excel
  • 3
    Oct | Identifying Engagement and Affinity Markers
    • VIDEO | Recorded Master Class
    • Intro to Markers of Affinity and Engagement
    • Agenda | Homework
    • Definitions | Affinity and Engagement
    • Choosing Affinity/Engagement Markers
    • VIDEO | Alumni and Patient Attachment Scores by Advizor Solutions
    • AUDIO | 17-min #ChatBytes on getting started with an engagement score
  • 4
    Sep | Providing Insights and Recommending Action on Commercial Real Estate
    • VIDEO | Recorded Master Class 9/24/2019
    • READ | Anne Givens on What? So What? and Therefore
    • READ | About Commercial Real Estate (draft chapter from upcoming book)
    • HOMEWORK | Craft Insights from Commercial Real Estate
  • 5
    Aug | Capacity Ratings
    • VIDEO | Recorded Zoom Meeting
    • VIDEO | What we'll be doing with capacity ratings
    • Degrees of Capacity Ratings
    • KOTICK | Public Profile for Demo in Class
    • Capacity Ratings Excel Calculator
  • 6
    Jul | Prospect Management: Policy vs. Procedure
    • Master Class | 23 July 2019
    • Prospect Management Evolution
    • AASP + Apra Best Practices Document
    • Will Training Help? by CathyMoore
  • 7
    Jun | Starting Up Prospect Management with Chris Zello
    • RESOURCE | Chris Zello on Starting Prospect Management from Scratch
    • Link List | Resources + Sample Policies and Procedures
    • AASP + Apra Best Practices Document
    • Moves Management Matrix | GG+A
    • READ | My Job is to Make Your Next Year Successful | GG+A
    • Research Rocks! with Apra IL's Dear Analyst (15m)
  • 8
    May | Supporting MGOs (Major Gift Officers)
    • Agenda + Meeting Notes
    • VIDEO | 4 min | How to get the most out of this topic
    • AUDIO | Research Rocks! | 15-min interview with MGO Marion Yongue from the University of South Florida
    • AUDIO | Research Rocks! | 20-min interview with researcher Karen Greene at Marts and Lundy
    • READ | Brand your research products?
    • READ | Marketing/branding Research Success Story!
    • AUDIO | 20-min | Keys to Helping MGOs Reach Dollar Goals
    • READ | Do you trust your MGO with research? Train them!
    • READ | Why a Really Good Profile Isn't Good Enough
  • 9
    Apr | Anatomy of the Proxy
    • VIDEO | Overview + Homework Instruction (3m)
    • HOMEWORK | Jamison Director Challenge
    • VIDEO | How to Find the Proxy Statement
    • Anatomy of a Proxy
    • SEC Decoder - Research strategy for insiders
    • Insider Search Flowchart
    • Research Wall Street Links Directory
    • Quick Tips Video Tutorials: Prospect Research Takes Wall Street
    • Morrison Challenge | Illustrated Answer Key
    • Morrison Challenge | Excel Workbook with Calculations
    • Morrison Challenge | Video Demonstration of Solution (28m)
  • 10
    Mar | Evaluating Tools
    • VIDEO | 1-Minute Topic Intro
    • SURVEY | 3-question survey on tools you use
    • READ/DOWNLOAD | 3 Strategies to Choose a Research Tool
    • READ/DOWNLOAD | Vendor Comparison Chart
    • READ | Class Meeting Agenda
  • 11
    Feb | Profile Purpose or When to Stop Researching
    • VIDEO | Profile Purpose
    • READ: Profile Strategy (from the Collections)
    • READ | Giving Motivations in the News
    • IDEAS | Exploring Profile Purpose
  • 12
    Jan | Let's Get This Party Started!
    • READ | Welcome to 2019 Master Classes
    • SURVEY | 2019 Learning Topics
    • READ | Meeting Notes