COURSE
Introduction To Prospect Research in Canada
Learn to research your Canadian prospects
with public information
Are you a fundraiser or a new prospect research analyst?
Do you need to get started using research to raise more money? Are you a fundraiser or a new prospect research analyst?
Do you have prospects in Canada and don't know where to start?
This course teaches fundraisers & researchers how to start researching your prospects & donors, using what tools are available in Canada, to help move your prospects through the gift cultivation cycle.
You have the fundraising intelligence – you just need to know the what, where, and how!
Students will also learn how to think strategically while doing research in order to help provide “next steps” to their fundraising colleagues to meet their solicitation goals.
What You'll Learn
This course teaches fundraisers & researchers how to start researching your prospects & donors, using what tools are available in Canada, to help move your prospects through the gift cultivation cycle.
You will also learn how to think strategically while doing research in order to help provide “next steps” to their fundraising colleagues to meet their solicitation goals.
You have the fundraising intelligence – you just need to know the what, where, and how!
Understand how research is best used throughout the fundraising cultivation cycle
Identify and research foundations, corporations and individuals for major giving and blended and/or planned giving cultivation using Canadian research tools
Recognize how affinity and capacity work together to identify a best prospect
Compare and contrast research resources and tools, paid and free
Understand pipeline management and prospect research strategic plans
What's Included
MODULE ONE
Intro to Prospect Research in CANADA
In this module, you’ll be asked to complete the following assignments:
MODULE THREE
Researching Corporations
In this module, you’ll be asked to complete the following assignments:
MODULE FIVE
Creating a Healthy Pipeline
In this module, you’ll be asked to complete the following assignments:
MODULE TWO
Researching Foundations
In this module, you’ll be asked to complete the following assignments:
MODULE FOUR
Researching Individuals
In this module, you’ll be asked to complete the following assignments:
MODULE SIX
Creating a Prospect Research Strategic Plan
In this module, you’ll be asked to complete the following assignments:
What Students Are Saying
“Tracey is a "researcher extraordinaire". Her depth of knowledge in prospect research is unparalleled as is her ability to fully utilize a database system. She taught me how to categorize information so that it is easy to find, easy to use and accurate. Thanks to Tracey's logical and analytical thinking and her warmth and sense of humour, she is not only a fabulous researcher but also a fabulous instructor. I highly recommend Tracey both as a researcher, as an instructor and as a manager.”
Mary McPherson
“I have worked and presented with Tracey over many years. Because of Tracey's ability and insight I was able to negotiate very large major gifts knowing I had an exceptional level of background information which led to creative and successful strategies. She is a senior leader in her field and a huge asset to organizations that require her knowledge and expertise.”
Janet Turner
What will I learn from taking this course?
In this course you will...
Understand how research is best used throughout the fundraising cultivation cycle
Identify and research foundations, corporations and individuals for major giving and blended and/or planned giving cultivation using Canadian research tools
Recognize how affinity and capacity work together to identify a best prospect
Compare and contrast research resources and tools, paid and free
Understand pipelfine management and prespect research strategic plans
More Than Lectures
Get Hands-On Experience
Design and construct prospect profiles for use in fundraising
Using templates that you can adapt for your organization, you will learn to find key information on individuals, corporations, and foundations and present it so that your development officer can take action.
Get strategic with pipeline management and a research plan
Successful researchers plan their efforts and support their frontline fundraisers strategically to reach fundraising goals. You learn where to start on this journey.
Recognize how affinity and capacity work together to identify a best prospect
A key role in prospect research is identifying new prospects. You learn the importance of affinity and how it works with wealth to find best prospects.
Earn your digital badge and certificate of competency
By successfully completing your capstone assignment, you demonstrate that you are competent in researching public company insiders. The digital badge provides this detail to anyone that clicks on it.
4.7
Video Hours
11
Bonus Downloads
6
Modules
12
Coaching Calls
Design and construct prospect profiles for use in fundraising
Using templates that you can adapt for your organization, you will learn to find key information on individuals, corporations, and foundations and present it so that your development officer can take action.
Get strategic with pipeline management and a research plan
Successful researchers plan their efforts and support their frontline fundraisers strategically to reach fundraising goals. You learn where to start on this journey.
Recognize how affinity and capacity work together to identify a best prospect
A key role in prospect research is identifying new prospects. You learn the importance of affinity and how it works with wealth to find best prospects.
Earn your digital badge and certificate of competency
By successfully completing your capstone assignment, you demonstrate that you are competent in researching public company insiders. The digital badge provides this detail to anyone that clicks on it.
Testimonials
See what a few of our students have to say after taking our course...
“Tracey is a "researcher extraordinaire". Her depth of knowledge in prospect research is unparalleled as is her ability to fully utilize a database system. She taught me how to categorize information so that it is easy to find, easy to use and accurate. Thanks to Tracey's logical and analytical thinking and her warmth and sense of humour, she is not only a fabulous researcher but also a fabulous instructor. I highly recommend Tracey both as a researcher, as an instructor and as a manager.”
Mary McPherson
“I have worked and presented with Tracey over many years. Because of Tracey's ability and insight I was able to negotiate very large major gifts knowing I had an exceptional level of background information which led to creative and successful strategies. She is a senior leader in her field and a huge asset to organizations that require her knowledge and expertise.”
Janet Turner
Watch this video to get a sneak peek behind the login screen.
Want to reach your Prospect Research Goals faster?
Take a quick peek, and discover why you should enroll in the Introduction to Prospect Research in Canada Course...
What's Included?
MODULE ONE
Intro to Prospect Research in CAN
In this module, you’ll be asked to complete the following assignments:
MODULE TWO
Researching Foundations
In this module, you’ll be asked to complete the following assignments:
MODULE THREE
Researching Corporations
In this module, you’ll be asked to complete the following assignments:
MODULE FOUR
Researching Individuals
In this module, you’ll be asked to complete the following assignments:
MODULE FIVE
Creating a Healthy Pipeline
In this module, you’ll be asked to complete the following assignments:
MODULE SIX
Creating a Prospect Research Strategic Plan
In this module, you’ll be asked to complete the following assignments:
Enroll today!
join the Introduction to Prospect Research in Canada Course
$770
What's waiting for you...
Enroll in Introduction To Prospect Research in Canada Course
$770
12-month access
12-month access to group coaching calls
Instructor feedback on homework
Includes the full textbook PDF download
Digital badge and certificate of competency
Frequently Asked
Questions
As soon as you buy the course, your username and password will be emailed to you for immediate access.
You will have access to the course for 12 months from the date you purchase. During this time period, you also have access to the live Group Coaching Calls held monthly.
Please note that this course is designed for a researcher with three or fewer years of experience, someone who doesn’t research often, OR those researchers who may be based in countries other than Canada and wish to learn about research using Canadian resources.
We typically design the courses for about 5 to 10 hours per module. You may need more or less time depending on the complexity of the content and the experiences and skills you bring to the course. Some students zip through a course in a month, others take many months.
Our on-demand courses provide short video lectures and written content together with quizzes and homework. You can submit your homework for instructor feedback and successful completion of all capstone homework assignments will earn you a digital badge and certificate of competency.
Absolutely! Your purchase comes with a monthly, live Group Coaching Call with your instructor. You also have access to the Institute’s free, public Learning Community Forums where you can direct message your instructor and connect with your peers.
Yes. If you have a team of three or more people, please contact sales@prospectresearchinstitute.org to ask about volume discounts. We also offer private training for groups.
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Frequently Asked
Questions
As soon as you buy the course, your username and password will be emailed to you for immediate access.
You will have access to the course for 12 months from the date you purchase. During this time period, you also have access to the live Group Coaching Calls held monthly.
Please note that this course is designed for a researcher with three or fewer years of experience, or someone who doesn’t research often. This course is NOT designed for researchers with many years of experience preparing prospect profiles.
We typically design the courses for about 5 to 10 hours per module. You may need more or less time depending on the complexity of the content and the experiences and skills you bring to the course. Some students zip through a course in a month, others take many months.
Our on-demand courses provide short video lectures and written content together with quizzes and homework. You can submit your homework for instructor feedback and successful completion of all capstone homework assignments will earn you a digital badge and certificate of competency.
Absolutely! Your purchase comes with a monthly, live Group Coaching Call with your instructor. You also have access to the Institute’s free, public Learning Community Forums where you can direct message your instructor and connect with your peers.
Yes. If you have a team of three or more people, please contact sales@prospectresearchinstitute.org to ask about volume discounts. We also offer private training for groups.