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Prospect Research #Chatbytes
Prospect Research #Chatbytes episodes
- 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
18 min - 47: Member Tip: Prospecting for Interest
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
7 min - 46: Member Tip: Valuing Commercial Real Estate
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
7 min - 45: Member Tip: Practicing Insights
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
0 min - 44: Is Gratitude a Feeling or an Algorithm (or both)?
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
23 min - 43: Member Tip: Prospecting Down the Rabbit Hole: Managing Your Time
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
7 min - 42: Member Tip: Prospecting Down the Rabbit Hole: Managing Expectations
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
7 min - 41: Member Tip: Search Tip on Insiders' Gifted Stock
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
6 min - 40: Ethical Issues of Mega-Philanthropy
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
24 min - 39: Member Tip: Public Company Insiders + Philanthropy
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
5 min
About Prospect Research #Chatbytes
From the publisher's feed
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.