Date: Thursday, January 22, 2026 9:00 AM - Friday, January 23, 2026 1:00 PM
Research Basics Bootcamp is a virtual program of instruction in the essentials of prospect research. This training is a must for those new to research or those who have had research added to their roles. No experience in the field is necessary to begin learning how to apply professional research methodologies. The program will cover such subjects as:
Overview of Prospect Research, Prospect Management, Data Analytics
Types of Charitable Gifts
Ethics
Real Estate
Income and Compensation
Public Companies and Stock
Private Companies and IPOs
Finance Private Equity, Venture Capital, Hedge Funds
Family Wealth and Family Offices
Cryptocurrency
Trappings of Wealth
Foundations, Donor Advised Funds, Philanthropy
Wealth Surveys
Capacity Ratings
Communication with Fundraisers
Search Tips
Resources
REGISTER HERE