Tag: Fundraising Prospect Research

Georgia Center for Nonprofits

LOCATION: Georgia Center for Nonprofits, 100 Peachtree Street NW, Suite 1500, Atlanta, GA 30303

Intermediate Course within Nonprofit University’s
Development Institute.

Prospect research is a technique used by development teams to learn more about the personal backgrounds, giving histories, wealth indicators, and philanthropic motivations of your donors, allowing you to evaluate a prospect’s capacity to give and their affinity for your organization.

NEDRA
LOCATION: Maine Medical Center, Dana Room 3, 22 Bramhall Street, Portland, ME Ever wondered how much Hedge Fund managers earn? OR how much a CFO made at an IPO? OR where to find the charitable giving code in an insider holding filing? Come learn about public SEC forms to identify and confirm wealth indicators. We’ll be exploring direct and indirect stock holdings, valuing restricted stock units, salary and other compensation including expense reimbursements and retirement compensation, company ownership/controlling interest and other assets. Forms we’ll review include: Forms 3 and 4, Proxies (DEF14A), ADV Forms (Investment Management Firms), brochures and more.
NEDRA

Location: Online Webinar

NEDRA Research Basics Bootcamp is a full day of instruction in the essentials of prospect research. This training is a must for those new to research or those who have had research added to their roles. No experience in the field is necessary to begin learning how to apply professional research methodologies. This full day of learning will cover such subjects as:

  • The Strategic Role of Advancement Research
  • Prospect Research Fundamentals
  • The Ethical Researcher
  • Advancement Research Sources and Methodology
  • Assessing Gift Capacity
  • Presenting Research

FACULTY
Lisa Foster is the Director of Prospect Development at Phillips Academy in Andover, Massachusetts.

Tara McMullen-King is Assistant Director of Research and Consulting at the Helen Brown Group,.