Welcome to the Institute

Learn.Innovate.Connect.

Free Resource Collections

Access our collection of free resources

Introduction to Prospect Profiles

Find, verify, and present fundraising information in profiles

Essentials for Successful Research

Research sampler course for the fundraising generalist

Foundations In Fundraising Analytics

Get good with the basics of fundraising analytics

Approach to Prospecting

A scoring method for prospecting

Insider Stock and Compensation

Find, translate, and present public company wealth

Capacity Ratings

Level up your capacity ratings

Solid Intel

Can you spot the "fake news"?

Intro to Prospect Research in Canada

Fundraising research in Canada, step-by-step

25-02 Intro to Public Companies

What are public companies and how does the stock market generate wealth?

25-03 The Inside Scoop on Insider Pay

How are insiders at public companies compensated?

25-04 Communicating Insider Wealth

How to communicate public company compensation and stock in profiles

22-12 Career: Survey Says!

2022 Game show style fun focused on salary and career surveys

22-11 Research Tools Superpowers

How Research Tools Can Give You Superpowers

22-10 Data Privacy Trends

Current Trends in Data Privacy

22-09 Cryptocurrency Trends

Cryptocurrency and Fundraising Trends

22-08 New in Capacity Ratings

Innovations in Capacity Ratings

22-07 Connect to Wealthy Givers

Connecting with Wealthy Givers: How Research Can Help

22-06 Digital First Fundraising

How Digital First Fundraising Affects Prospect Research

22-04 DAF Deep Dive

Diving Deep on Donor Advised Funds

22-03 Exploring Prospect ID Process

Exploring the Prospect ID Process

22-02 After the Conference

You’re Back from a GREAT Conference! Now What?

22-01 Crypto Fundraising 101

Introduction to Cryptocurrency and Fundraising

23-12 Careers Trivia Game

Game-show-style career conversation

23-11 Top Qualifier Talk

What is a good discovery call?

23-10 AI Ratings: Trustworthy?

Can you Trust AI for Ratings?

23-09 DEI and Capacity Ratings

Can we identify more diverse prospects?

23-08 Investment Bankers 101

Investment Bankers 101: Hong Kong Focus

23-07 Investment Advisors 101

Investment Advisor Prospects 101: Focus on USA

23-06 Venture Capital 101

Venture Capital Prospects 101: Focus on USA

23-05 Private Equity 101

Private Equity Prospects 101: Focus on Australia

23-04 Hedge Funds 101

Hedge Fund Prospects 101: Focus on India

23-03 Database Profiles

Optimizing your research for the future

23-02 Donor Prospect Trends

Trends in Philanthropy and Wealth

23-01 Decline in Donors?

Are donors really in decline?

24-11 Profiles vs. Screenings

Profiles vs. Screenings

24-09 Stepping into Prospect Mgmt

Stepping Into Prospect Management

24-08 Prospect ID with Screenings

Prospect ID with Screenings

24-07 Family Offices

Wealth and Family Offices with Special Guest Erik Hoover

24-06 Sphere of Influence Research

Sphere of Influence Research with special guest Chris Mildner

24-04 Storytelling Occupation

Unlock the Wealth in Occupation With Storytelling

24-02 Profile Insights

Prospect research has evolved from “hunting and gathering” to synthesizing information.

21-12 Career Planning

Career Planning and the Politics of Promotions

21-11 Private Company Valuation

Private Company Valuation Techniques

Workshop Template - 2024

Master Class Template