Apra Fundamentals: Prospect Research

Who Should Attend

This foundational program is designed for fundraising professionals new to prospect development who wish to fast-track their technical capabilities and professional skill set.

Learning Objectives

During this event, participants will:

Explore fundraising terminology and technologies alongside techniques for analyzing biographical and financial information.
Discover how to build research profiles that translate data-driven insights into fundraising action.
Apply data to formulate gift capacities and inform organizational fundraising strategies.
Collaborate with gift officers to navigate research requests and develop effective deliverables.
Navigate ethical considerations, manage prospect data and create quality research products.

What Else Is Included

Registrants receive access to a private online community to network with fellow attendees, download resource materials and communicate with faculty experts.

Mandatory Pre-Event Learning: To prepare for the live education, participants must complete approximately four hours of online module training. These sessions, ranging from 15 to 70 minutes, cover:

Prospect Research Overview and Identification
Wealth Indicators and Biographical Research
Corporate and Foundation Research
Capacity Ratings and Relationship Management
Campaigns, Ethics and Data Science