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Master Class
Thursday, June 8, 2023
9am California | 12pm New York | 5pm London | 9:30pm India
Join us for an introduction to venture capital prospects. Learn the fundamentals of venture capitalism, what is relevant for fundraising, and practice with a homework assignment. In this class we will have an additional focus on venture capital activity in USA.
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Sign up to participate in any of our Master Class sessions to stay current with industry trends and topics. Each class is an affordable $49 where you have access to the replay and bonus resources for 12 months after purchase.
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Check out the latest schedule below to purchase the Master Classes that are of most interest to you!
Live Meetings
Network with like-minded research professionals with interactive topic discussions.
Extra Resources
Every Master Class includes bonus PDFs, audio files, blogs, and resources.
Replay Access
Access to Master Class video replays and bonus materials for 12 months after purchase.
Timely Topics
Stay up-to-date with the latest in the prospect research industry with each class.
2023 Master Class Schedule
$49.00 per class
Decline in Donors
DECLINE IN DONORS: ARE U.S. DONORS REALLY IN DECLINE?
January 2023
The Indiana University Lilly Family School of Philanthropy has been researching philanthropy for years. And by their count, U.S. donors have been in serious decline. Another study by BBB Wise Giving Alliance suggests U.S. donors are trusting and want to give. Is it a contradiction?
Donor Prospect Trends
DONOR PROSPECT TRENDS: TRENDS IN PHILANTHROPY AND WEALTH
February 2023
Check out the latest Philanthropy and Wealth Report from Aspire Research Group and come ready to discuss the details behind the trends, such as whether cryptocurrency is irrelevant already or the best way to document multiple giving vehicles for your wealthy prospect and what it means for solicitation strategy.
Database Profiles
DATABASE PROFILES: OPTIMIZING YOUR RESEARCH FOR THE FUTURE
March 2023
Do you present your prospect profiles in “paper” form, such as a Word document, or do you add the research directly to the database, or do you do some kind of combination? Come join us for a discussion about the many ways to optimize your research for future use, including relationship mapping and other data analysis and visualization.
Want to Join Us for MANY Master Classes?
We've made our platform flexible, where you can pick and choose what classes you'd like to purchase. But, if many of these topics catch your eye, consider purchasing the Research Asset Membership. For only $485/year, you get access to ALL the classes listed here, past master classes, PLUS...there are other membership perks!
Hedge Funds 101
HEDGE FUND PROSPECTS 101: FOCUS ON INDIA
April 2023
Join us for an introduction to hedge fund prospects. Learn the fundamentals of hedge funds, what is relevant for fundraising, and practice with a homework assignment. In this class we will have an additional focus on hedge funds in India.
Private Equity 101
PRIVATE EQUITY PROSPECTS 101: FOCUS ON AUSTRALIA
May 2023
Join us for an introduction to private equity prospects. Learn the fundamentals of private equity, what is relevant for fundraising, and practice with a homework assignment. In this class we will have an additional focus on private equity in Australia.
Venture Capital 101
VENTURE CAPITAL PROSPECTS 101: FOCUS ON USA
Thursday, June 8, 2023
9am California | 12pm New York | 5pm London | 9:30pm India
Join us for an introduction to venture capital prospects. Learn the fundamentals of venture capitalism, what is relevant for fundraising, and practice with a homework assignment. In this class we will have an additional focus on venture capital activity in USA.
Investment Advisor 101
INVESTMENT ADVISOR PROSPECTS 101: FOCUS ON USA
Tuesday, July 11, 2023
7am California | 10am New York | 3pm London | 7:30pm India
Join us for an introduction to investment advisor prospects. Learn the fundamentals of investment advisors, what is relevant for fundraising, and practice with a homework assignment. In this class we will have an additional focus on investment advisor activity in USA.
Want to Join Us for MANY Master Classes?
We've made our platform flexible, where you can pick and choose what classes you'd like to purchase. But, if many of these topics catch your eye, consider purchasing the Research Asset Membership. For only $485/year, you get access to ALL the classes listed here, past master classes, PLUS...there are other membership perks!
Investment Bankers 101
INVESTMENT BANKERS 101: HONG KONG FOCUS
Wednesday, August 9, 2023
9am California | 12pm New York | 5pm London | 12:00am (Aug 10) Hong Kong
Join us for an introduction to investment banker prospects. Learn the fundamentals of investment banking, what is relevant for fundraising, and practice with a homework assignment. In this class we will have an additional focus on investment banking activity in Hong Kong.
DEI and Capacity Ratings
DEI & CAPACITY RATINGS: CAN WE IDENTIFY MORE DIVERSE PROSPECTS?
Thursday, September 14, 2023
8am California | 11am New York | 4pm London | 8:30pm India
If we want to identify more diverse major gift prospects from our existing donor pool, then how might we take another look at capacity ratings through the lens of diversity, equity, and inclusion? In this class we will use the appreciative inquiry model to evaluate capacity ratings and practice on three people in the public space.
AI Ratings Trustworthy?
AI RATINGS TRUSTWORTHY? CAN YOU TRUST AI FOR RATINGS?
Friday, October 13, 2023
10am California | 1pm New York | 6pm London | 10:30pm India
AI-powered tools are hitting the nonprofit sector like spaghetti thrown at the wall. Which tools are likely to stick? In this class we review wealth and gift capacity ratings specifically, but also other tools such as news and wealth alerts.
Top Qualifier
TOP QUALIFIER: WHAT IS A GOOD DISCOVERY CALL?
Thursday, November 9, 2023
9am California | 12pm New York | 5pm London | 10:30pm India
There is a lot of frustration among prospect research professionals about identifying fabulous prospects that never get qualified by a development officer. In this class we talk with someone who actually makes those discovery visits – and is good at it!
Careers Trivia Game
CAREERS TRIVIA GAME: GAME SHOW STYLE CAREER CONVERSATION
Thursday, December 6, 2023
8am California | 11am New York | 4pm London | 9:30pm India
Join us for a game show round, or two, of careers trivia! We’ll cover trends in compensation, how research compares to other similar fields, and more. Door prizes will be awarded, but you have to show in person to win.
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