Prospect Research #chatbytes

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

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

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

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

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

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

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

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

Prospecting for new people out in the wild can be daunting work and finding interest and affinity markers can be a stretch. Find out how to stay on track to success. >>Watch the video in the Learning Edge Blog

What does commercial real estate have incommon with an endowed fund? Find out as Jen Fillashares an often-overlooked tip on valuing commercial real estate. >>Read More in the Learning Edge Blog

In this member tip, Jen Filla talks about the importance of practicing your skills, such as providing actionable insights, and gives you a framework for crafting insights. >>Watch the video in the Learning Edge Blog

Nathan Chappell of the Futurus Group shares how they are using machine learning to create a gratitude score and what any size nonprofit can do now to benefit from A.I. >>Read More in the Learning Edge Blog

Every researcher falls down the rabbit hole of research at least once. Jen Filla shares an early warning sign you can use to help manage your time in prospecting, or any research project. >>Watch the video in the Learning Edge Blog

Jen Filla shares what happens when you fail to carefully communicate at the beginning of a prospecting project. >>Watch the video in the Learning Edge Blog

  Ready to go beta? Jen Filla shares a tip on using the SEC EDGAR database to quickly discover if a prospect makes gifts of stock. Resources Mentioned Insider Stock and Compensation | This on-demand course gives you a solid foundation in researching and valuing executives and directors at public companies. Prospect Research Takes Wall Street | This YouTube playlist has lots of great tips for searching and finding SEC filings.   >>Watch the video in the Learning Edge Blog

Listen in as David Callahan shares some of the history behind The Givers and what kind of future faces the mega-philanthropists and the NGOs they support. >>Read More in the Learning Edge Blog

In this quick update, Jen Filla shares a tip on how you can focus on philanthropy when researching public company insiders for stock and compensation.  >>Watch the video in the Learning Edge Blog

In this quick update, Jen Filla shares a tip on communicating around prospecting criteria. Are you confused? Tune in for 5-minutes to clarify! >>Watch the video in the Learning Edge Blog

Jay Frost explains why donor attrition is a problem and what you can do about it. >>Read More in the Learning Edge Blog

In this quick update, Jen Filla shares a tip on creating prospect management policy and procedures. >>Read More in the Learning Edge Blog