Master Class

[mastər klas] |(1) A seminar for advanced students conducted by an expert. (2) A live, online video meeting for adult, prospect research professionals facilitated by Jennifer Filla.

Are you doing it right?

What should you be doing?

How can you adapt best practices to your organization?

The prospect research profession is rife with anxiety and insecurity. But you don’t have to be!

Join us monthly for timely topics with curated resources and vibrant discussion. It’s the adult professional’s learning experience you’ve been waiting for!

NOTE: Master Classes are available to all paid membership levels; annual and monthly membership options are available.

Master Class Includes

  • 1
    Welcome to 2020 Master Classes
    • Zoom Online Meeting Login + Instructions
    • 2020 Schedule of Topics
  • 2
    Mar | Excel Pivot Table Use Cases
    • READ | Pivot Table Discussion
    • RESOURCE | Anatomy Of A Pivot Table Infographic
    • VIDEO | Annual Fund Comparison with Pivot Tables
    • VIDEO: 5 Advanced Pivot Table Techniques
    • VIDEO | Using Pivot Tables to Analyze Donor Acquisition
    • VIDEO | Using Pivot Table to Analyze Major Gift Program
    • VIDEO | Apra Bytes on Pivot Tables
  • 3
    Feb | Planned Giving: Identifying Prospects
    • VIDEO | Intro to Planned Gift Prospecting (2 mins)
    • Planned Gift Prospecting -Literature Summary | 2020
    • Planned Giving | Curated Resource Links
    • Guidelines for Reporting and Counting Charitable Gifts | National Association of Charitable Gift Planners
    • Prospect Research for Planned Gifts | Blackbaud | 2011
  • 4
    Jan | Research Performance Goals
    • VIDEO | January Class Replay
    • VIDEO | Intro to Research Performance Goals
    • READ: The Role of of Prospect Research in Major Donor Fundraising | Nicola Williams | 2019
    • READ | New Metrics in Prospect Research | Kat Banakis at GG+A | 2016
    • READ | Proving Your Worth to Management Metrics for Research Performance | Flenker and Moore
    • READ | Max Capacity: Establishing Common-Sense Metrics and Deliverables for Prospect Research | Apra Connections | 2014
  • 5
    Apr | Foundation Prospecting and Research
    • To be published
  • 6
    May | Excel Lookup Use Cases
    • To be published
  • 7
    Jun | Researching Companies
    • To be published
  • 8
    Jul | HNW Prospecting
    • To be published
  • 9
    Aug | Capacity Ratings – Companies
    • To be published
  • 10
    Sep | Researching Canada
    • To be published
  • 11
    Oct | Fundraising Analytics: What/how much do you need to know or do?
    • To be published
  • 12
    Nov | Researching U.K.
    • To be published
  • 13
    Dec | Holiday month – no meeting!
    • Wishing you a wonderful holiday season!