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    Research Fundamentals

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    Today's Most Advanced Research Techniques
    Today's Most Advanced Research Techniques

    Presenters: A.J. Pickens, Vice President of Sales, iWave Information Systems
    Year: 2013
    Price: Members: FREE , Non-Members: $39
    Body of Knowledge Alignment:
    Domain: Prospect Research
    Competencies and Levels: 

    • Competency 4: Utilizing Research Resources, Level I


    Is your organization using the most advanced prospect research techniques? OR, are you asking the same donors for support over and over again? Join us for an informative session and case study review on how to maximize real estate and political giving data while reducing the time you spend online researching your prospects, and most importantly, how your organization can be proactive in finding new major gifts.

    Fundamentals of International Research
    Fundamentals of International Research

    Presenter: Debbie Miller, Appalachian State University; Poonam Prasad, Prasad Consulting
    Year: 2013
    Price: Members: $49, Non-Members: $79
    Body of Knowledge Alignment:
    Domain: Prospect Research
    Competencies and Levels: 

    • Competency 2: Prospect Research Essentials , Level II 
    • Competency 4: Utilizing Research Resources, Level II
    • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level I
    • Competency 8: Research Checklist and Written and Verbal Skills, Level II

    Since 1995, when Sir Gordon Wu ‘s extraordinary $100 million pledge to Princeton University was announced, there has never been a question about the importance of identifying and cultivating international alumni and parents at US-based educational institutions. Can medical and cause-related organizations also benefit from the generosity of overseas donors? Poonam Prasad and Debbie Miller will provide you an overview of the how-tos of international research and discuss successful case studies from several different types of organizations that have taken a serious and successful approach to international fundraising.

    Following the webcast, participants will be able to:

    • Create a plan of how to approach researching overseas donors
    • Understand how to overcome barriers to their success with such projects
    • Develop a list of the best resources for their international constituency

    Approaches for Evaluating Wealth and Rating for Gift Capacity
    Approaches for Evaluating Wealth and Rating for Gift Capacity

    Presenters: Elizabeth Crabtree, Brown University; Joyce Newton, Dartmouth College
    Year: 2007
    Price: Members: $49, Non-Members: $79
    Body of Knowledge Alignment:
    Domain: Prospect Research
    Competencies and Levels:  

    • Competency 5: Financial Capacity Evaluation and Wealth Indicators , Level II

    The purpose of researching and evaluating wealth and asset indicators is to be able to appropriately assign, cultivate and solicit prospective donors. Ultimately, researchers must develop sound strategies for estimating an individual’s potential for philanthropic giving (gift capacity) and develop rating systems to help organize and classify constituents into segments or pools. This program discusses approaches for estimating philanthropic giving capacity based on common wealth indicators, how to create rating systems for various types of fundraising programs, and how a disciplined and uniform approach to rating gift capacity along with considerations for affinity and inclination assists in populating campaign gift tables and allows researchers to become better strategic partners in fundraising.

    Cultivating Productive Research Collaborations
    Cultivating Productive Research Collaborations

    Presenter: Mary Gatlin & Karen Prater, University of Oregon
    Year: 2011
    Price: Members: $49; Nonmembers: $79
    Body of Knowledge Alignment:
    Domain: Prospect Research
    Competencies and Levels:  

    • Competency 1: Information Management/Records Management, Level I
    • Competency 2: Prospect Research Essentials, Level I & Level II
    • Competency 3: Ethics, Level I
    • Competency 4: Utilizing Research Resources, Level I & Level II
    • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level I & Level II
    • Competency 6: Prospect Interests and Networks/Relationships, Level I
    • Competency 8: Research Checklist and Written and Verbal Skills, Level I & Level II
    • Competency 9: Organization and Fundraising Knowledge, Level I

    This session seeks to change the flow of information for research professionals from primarily outward to a dynamic exchange with development staff. The shift to back-and-forth results in more collaboration and efficiency when working with development staff and more engagement in the cultivation process from start to finish.

    Refresh: Stockholdings Research: Understanding SEC Filings
    Refresh: Stockholdings Research: Understanding SEC Filings

    Presenter: Charles Carr, Massachusetts Institute of Technology
    Year: 2014 (Original Recording: 2009)
    Price: Members: $49, Non-Members: $79
    Body of Knowledge Alignment:
    Domain: Prospect Research

    Competencies and Levels: 

    • Competency 5: Financial Capacity Evaluation and Wealth Indicators

    Reading and understanding individuals' stockholdings reports can be a challenge, even for experienced researchers. This session includes an overview of the essential SEC filing documents and a step-by-step examination of the most important of all, the proxy statement. Free and paid sources that will help you translate this data into a solid estimate of a prospect's wealth, both current and potential, will also be shared.

    Understanding Real Estate's True Value
    Understanding Real Estate's True Value

    Presenter: Melissa Bank Stepno, Target Analytics, a Blackbaud Company
    Year: 2011
    Price: Members: $49, Non-Members: $79
    Body of Knowledge Alignment:
    Domain: Prospect Research
    Competencies and Levels:  

    • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level I

    The residential real estate industry has been the subject of significant buzz the last few years. With all the conversation about the viability of the mortgage industry, the real estate bubble bursting and the beginnings of a market correction, researchers have been left wondering what real estate data is really saying. A simple property value alone isn’t always a good indicator of wealth. This session will review the real estate market’s history, today’s climate, how to use real estate information for prospecting, and provide tips and tools to help best interpret and understand data.

    Wealth-X Demo: Domestic and International Research Focus
    Wealth-X Demo:  Domestic and International Research Focus

    Presenter: Brian Gonzales, Wealth-X
    Year: 2012
    Price: Members: FREE; Nonmembers: $39
    Body of Knowledge Alignment:
    Domain: Prospect Research
    Competencies and Levels: 

    • Competency 2: Prospect Research Essentials, Level I
    • Competency 4: Utilizing Research Resources, Level I
    • Competency 6: Prospect Interests and Networks/Relationships, Level I

    Whether you are a small shop or a large one, often times the research demands can be overwhelming.  Wealth-X employs nearly 200 full time researchers that cover 157 countries and 30+ languages.  Having been spun out of Forbes, we not only have expertise in researching international individuals but individuals that come from private companies as well.  This demo will cover our service offering and how Wealth-X is like adding an army of researchers to your team at a fraction of the cost.

    Successful Results Using Genealogical Methods
    Successful Results Using Genealogical Methods

    Presenter: Scott Meyer, Northwestern University
    Year: 2012
    Price: Members: $49; Nonmembers: $79
    Body of Knowledge Alignment:
    Domain:  Prospect Research
    Competencies and Levels: 

    • Competency 2: Prospect Research Essentials, Level I & Level II
    • Competency 4: Utilizing Research Resources, Level I & Level II
    • Competency 6: Prospect Interests and Networks/Relationships, Level I & Level II

    The tools and methodologies of the genealogical researcher can be put to good use in the world of prospect research. This session will explore some of the tried-and-true tricks of the genealogical trade that can be used in concert with cutting-edge technologies now available to advancement professionals.

    Approaching the Right People
    Approaching the Right People

    Presenter: Howard Bernheim, S&P Capital IQ
    Year: 2013
    Price: Members: FREE Non-Members: $39
    Body of Knowledge Alignment:
    Domain: Prospect Research
    Competencies and Levels: 

    • Competency 2: Prospect Research Essentials, level I & Level II
    • Competency 4: Utilizing Research Resources, Level I & Level II
    • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level I 

     

    The focus of this webinar will be towards People (a person in the example) working for a Private Investment Firm. A brief history and description of Capital IQ’s Global Public and Private Company and extensive People content will be covered first. Then, we’ll learn what’s disclosed for the Private Investment Firm, its investment holdings, news and transactions for the firm, etc. For the person, we can look at relationship mapping to business (current and former), education and personal connections. We look at available SEC Filings and news.  We’ll cover a few Screening examples and Screening Alerts, which combine Capital IQ’s extensive Company and People content and end with Capital IQ’s extensive Key Corporate Developments content, for Liquidity/Merger/Acquisition Events and new Initial Public Offerings.