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Prospect Research 101
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Prospect Research 101
Prospect Research 101

6/20/2013

When: Thursday, June 20, 2013
9:00 a.m. to 12:00 p.m.
Where: Rollins College, Bush Executive Center Room 318 (Main Campus)
SunTrust Parking Garage
East Lyman Avenue
Winter Park, Florida  32789
United States

Details


While linkage, interest, and ability are the precursors to successful fundraising, the biggest challenge comes in determining an individual’s ability to give. This workshop equips you to understand and evaluate an individual’s ability and inclination to give to your organization. Learn to use Internet resources to determine individual wealth. Avoid asking for too little or too much. This half-day workshop fills the gap in your ability to conduct successful prospect research on individual donors (versus foundations and corporations).

You will learn:

  • gain an understanding of the role of prospect research and how it fits into your development activities
  • how to prepare a profile and to qualify prospects for major gifts
  • to comprehend donor privacy issues

It is recommended that you have annual fund and major gift experience before attending this course. Even basic prospect research is for more advanced fundraisers.

View the full course outline (PDF).

Tuition: $60 Members, $110 Non-members

To save 10% on tuition, register for both Prospect Research and Extreme Stewardship at the same time and use the promo code "Prospect/Steward” when checking out. Be sure to click "Apply" to receive the 10% discount.

Instructor: Jennifer Filla, President, Aspire Research Group LLC

A long time ago in a far-away career, Jen Filla got hooked on research as a legal secretary. When she discovered the nonprofit world had a need for research she was excited to transfer her skills. Now she leads Aspire Research Group, ensuring that every development office has access to the benefits of professional prospect research.

She analyzes donor databases to help fundraisers understand their donors better, creates systems to help them reach major gift and campaign goals, and provides comprehensive profiles to empower fundraisers to qualify and ask donors for the "right” gift. Jen doesn't just do data. Known for her creativity and clear communications, she uses her direct fundraising experience to craft research solutions that answer the questions that lead to more and higher gifts, guiding fundraisers comfortably every step of the way.

Jen began her fundraising career at the Delaware County Historical Society in Pennsylvania. She has worked in prospect research, corporate and foundation relations, and as a major gift officer at The Devereux Foundation and Thomas Jefferson University and Hospital.

A graduate of Neumann University, she also received a Certificate in Fundraising from the University of Pennsylvania. Jen is a member and former board member of the Association of Fundraising Professionals Suncoast Chapter and member and past president of the Association for Professional Researchers for Advancement-Florida chapter.

Jen is deeply committed to advancing philanthropy and the fundraising profession. She has served as a volunteer and trustee for numerous organizations over the years including The Center Foundation, The Mentor Center, and Habitat for Humanity of Delaware County. She served as troop leader for the Girl Scouts of Southeastern PA for ten years.

Having written various articles for local AFP Chapters and on her blog continuously since 2010, Jen is very excited to be co-authoring a book with Helen Brown to be published in early 2013 by John Wiley & Sons as part of the AFP Fund Development Series, which will be titled, Prospect Research for Fundraisers: The Essential Guide.

 

 
 
 

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