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Prospect Research #Chatbytes

Prospect Research Institute

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Prospect Research #Chatbytes

Prospect Research #Chatbytes

Prospect Research Institute

1
Followers
0
Plays
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About Us

Prospect research professionals share their stories, tips, and commentary on topics that affect our fundraising work and our lives. We also sneak in guests from outside our field to shake up our perspective on fundraising and prospect research.

Latest Episodes

57: Member Tips with Deborah Drucker

Institute member, Deborah Drucker, is a resource-sharing maven and one of the best network connectors I know. Tune in to hear her share her favorite resources and best tips for keeping current in prospect research. >> Learn more in the Learning Edge Blog

15 MIN19 h ago
Comments
57: Member Tips with Deborah Drucker

56: A Surprising Way Prospect Research Can Help Raise Nonprofit Millions

Karen Eber Davis shares why she wrote Let’s Raise Nonprofit Millions Together with a surprise twist on how prospect research can contribute to nonprofit income. >> Learn more in the Learning Edge Blog

17 MIN2 w ago
Comments
56: A Surprising Way Prospect Research Can Help Raise Nonprofit Millions

55: Accelerate Your Fundraising in Some Surprising Ways With Clean Donor Data

Chris LoPresti shares some of the latest technology to keep your donor data clean and productive. >> Learn more in the Learning Edge Blog

20 MIN2019 DEC 4
Comments
55: Accelerate Your Fundraising in Some Surprising Ways With Clean Donor Data

54: Member Tip: Conference, Course, Book, or Blog? Does it Really Matter? Yes!

Your choice of training opportunities depends on what you need to learn, the format or training category, and your individual preferences. Consider categorizing your learning needs to help you decide what learning format, or a combination thereof, will make the best training for you. >>Watch the video in the Learning Edge Blog

7 MIN2019 NOV 20
Comments
54: Member Tip: Conference, Course, Book, or Blog? Does it Really Matter? Yes!

53: Member Tip: The Purpose of Training is NOT Learning!

Your college degree might have been all about acquiring new knowledge and learning, but your training shouldn’t be. Find out why! >>Watch Video in the Learning Edge Blog

4 MIN2019 NOV 20
Comments
53: Member Tip: The Purpose of Training is NOT Learning!

52: Member Tip: Link Collections are Clutter for Good

In this quick update, Jen Filla shares an amazing FREE resource from the Prospect Research Institute and tips you off on how you can curate your own clutter. >>Watch Video in the Learning Edge Blog

3 MIN2019 NOV 13
Comments
52: Member Tip: Link Collections are Clutter for Good

51: There are no major donors! And other surprising insights from Penelope Burk.

Penelope Burk shares tips on what information is most important to support deeper donor relationships. >>Read More at the Learning Edge Blog

24 MIN2019 NOV 6
Comments
51: There are no major donors! And other surprising insights from Penelope Burk.

50: Member Tip: An SEC gift from SECgems.com

This tip comes from Research Connectors member, Deborah Drucker of The City College of New York who was tipped off by an Apra forum posting. When searching for information on the Form 4, Change in Beneficial Ownership, it’s easy to get lost in the volume of filings. Public company insiders file LOTS of Form 4s throughout the year. SECgems.com has an intuitive and friendly interface to search Form 4s and other filings. This website is another easy way to find out whether a prospect has gifted stock, too. >>Watch Video in the Learning Edge Blog

6 MIN2019 OCT 16
Comments
50: Member Tip: An SEC gift from SECgems.com

49: Member Tip: How to Convert Date to Fiscal Year in Excel

This tip comes from Research Connectors member,ChrisZellofrom the Milwaukee Public Museum. Sometimes it can be tricky to convert a date to your fiscal year. This member tip shows you the exact formula to use and when to apply its use, saving you time and energy in report formatting. >>Watch Video in the Learning Edge Blog

7 MIN2019 OCT 10
Comments
49: Member Tip: How to Convert Date to Fiscal Year in Excel

48: Should you be Creating a Donor Engagement Score?

Fundraising analytics will never be the same! In this tell-all interview, Steve Grimes shares the big secret that makes it possible for anyone to create an engagement score. Tune in and find out. Hint: It involves 0s and 1s! >>Read More at the Learning Edge Blog

17 MIN2019 OCT 2
Comments
48: Should you be Creating a Donor Engagement Score?

Latest Episodes

57: Member Tips with Deborah Drucker

Institute member, Deborah Drucker, is a resource-sharing maven and one of the best network connectors I know. Tune in to hear her share her favorite resources and best tips for keeping current in prospect research. >> Learn more in the Learning Edge Blog

15 MIN19 h ago
Comments
57: Member Tips with Deborah Drucker

56: A Surprising Way Prospect Research Can Help Raise Nonprofit Millions

Karen Eber Davis shares why she wrote Let’s Raise Nonprofit Millions Together with a surprise twist on how prospect research can contribute to nonprofit income. >> Learn more in the Learning Edge Blog

17 MIN2 w ago
Comments
56: A Surprising Way Prospect Research Can Help Raise Nonprofit Millions

55: Accelerate Your Fundraising in Some Surprising Ways With Clean Donor Data

Chris LoPresti shares some of the latest technology to keep your donor data clean and productive. >> Learn more in the Learning Edge Blog

20 MIN2019 DEC 4
Comments
55: Accelerate Your Fundraising in Some Surprising Ways With Clean Donor Data

54: Member Tip: Conference, Course, Book, or Blog? Does it Really Matter? Yes!

Your choice of training opportunities depends on what you need to learn, the format or training category, and your individual preferences. Consider categorizing your learning needs to help you decide what learning format, or a combination thereof, will make the best training for you. >>Watch the video in the Learning Edge Blog

7 MIN2019 NOV 20
Comments
54: Member Tip: Conference, Course, Book, or Blog? Does it Really Matter? Yes!

53: Member Tip: The Purpose of Training is NOT Learning!

Your college degree might have been all about acquiring new knowledge and learning, but your training shouldn’t be. Find out why! >>Watch Video in the Learning Edge Blog

4 MIN2019 NOV 20
Comments
53: Member Tip: The Purpose of Training is NOT Learning!

52: Member Tip: Link Collections are Clutter for Good

In this quick update, Jen Filla shares an amazing FREE resource from the Prospect Research Institute and tips you off on how you can curate your own clutter. >>Watch Video in the Learning Edge Blog

3 MIN2019 NOV 13
Comments
52: Member Tip: Link Collections are Clutter for Good

51: There are no major donors! And other surprising insights from Penelope Burk.

Penelope Burk shares tips on what information is most important to support deeper donor relationships. >>Read More at the Learning Edge Blog

24 MIN2019 NOV 6
Comments
51: There are no major donors! And other surprising insights from Penelope Burk.

50: Member Tip: An SEC gift from SECgems.com

This tip comes from Research Connectors member, Deborah Drucker of The City College of New York who was tipped off by an Apra forum posting. When searching for information on the Form 4, Change in Beneficial Ownership, it’s easy to get lost in the volume of filings. Public company insiders file LOTS of Form 4s throughout the year. SECgems.com has an intuitive and friendly interface to search Form 4s and other filings. This website is another easy way to find out whether a prospect has gifted stock, too. >>Watch Video in the Learning Edge Blog

6 MIN2019 OCT 16
Comments
50: Member Tip: An SEC gift from SECgems.com

49: Member Tip: How to Convert Date to Fiscal Year in Excel

This tip comes from Research Connectors member,ChrisZellofrom the Milwaukee Public Museum. Sometimes it can be tricky to convert a date to your fiscal year. This member tip shows you the exact formula to use and when to apply its use, saving you time and energy in report formatting. >>Watch Video in the Learning Edge Blog

7 MIN2019 OCT 10
Comments
49: Member Tip: How to Convert Date to Fiscal Year in Excel

48: Should you be Creating a Donor Engagement Score?

Fundraising analytics will never be the same! In this tell-all interview, Steve Grimes shares the big secret that makes it possible for anyone to create an engagement score. Tune in and find out. Hint: It involves 0s and 1s! >>Read More at the Learning Edge Blog

17 MIN2019 OCT 2
Comments
48: Should you be Creating a Donor Engagement Score?
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