Do-It-Yourself Prospect Research

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Do-It-Yourself Prospect Research

October 21 @ 1:00 pm - 2:00 pm

$15 – $30

Does panic settle in when you get asked to create a prospect list?

Do you wonder “Where should I start?”

 

We’ve got the session for you!

 

Webinar: Do-It-Yourself Prospect Research

Thursday, October 21st, 1 pm – 2 pm

via Zoom

AFP Members: $15

Non-Members: $30

Discover research methods you can take back to your shop today!

Sponsored by:

 

Professional researcher, Tracey Church, MLIS is on a mission to help fundraisers learn the practical and holistic way to approach the identification of prospects and researching of donors for your organization.

Attendees will:

  • Acquire more knowledge of what prospect research resources are available in Canada
  • Think more holistically when researching regarding donor-centered research (no silos here!)
  • Learn how to stage research to be more time efficient with restricted (human) resources

We will look at ways to determine initial affinity and capacity ratings based on corporate revenue and giving guidelines, foundation assets and funding interests, wealth indicators for the individuals, and how to identify new major giving donors (and others too – like blended/integrated prospects!). Learn also about research staging where the level of research required matches the cultivation cycle to be more time efficient.

BONUS:  All participants will be entered in a book draw for a copy of Apra Canada’s Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers (Civil Sector Press, 2016)

EXTRA BONUS: This webinar provides 1 CFRE education credit!

 

This session will bring out the curious prospect researcher in everyone!

 

About our presenter:

Tracey Church, MLIS / Tracey Church & Associates

Tracey has been a professional researcher for over 20 years and is the Past President of Apra-Canada, and Immediate Past-President of AFP London & Region Chapter (AFP’s newest chapter). She is the Principal, Researcher and Consultant with Tracey Church & Associates. Tracey is proud to be the Co-Editor and Co-Author of Apra-Canada’s first book “Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers” (Civil Sector Press, 2016). Tracey is a member of the AFP International Research Council and is a former Director for Apra International and AFP Golden Horseshoe. She is the current Chair, IDEA Committee, AFP London & Region Chapter. In 2018, Tracey received the inaugural Apra Canada Excellence in Prospect Research Award.

Tracey has worked with over 400 organizations in the fields of health care, education, social services, the arts, research, international, Indigenous, and the environment. Her work includes customized one-on-one or group training, custom research profiles, prospect identification, database screening, pipeline management, strategic planning, time and database management, and specialized research projects.

Tracey is a part-time faculty member at Western University (London, Ontario) teaching the Prospect Research in Fundraising course in the Master of Library and Information Science program (MLIS). She has her MLIS and her Professional Certificate in Not-for-Profit Management from Western University. She is a regular and requested presenter for Apra, AFP, AHP, CAGP and is an AFP certified Master Trainer. Overall, Tracey loves to see her students and trainees succeed in the exciting field of prospect research development!

 

 

 

 

 

 

 

 

 

 

Details

Date:
October 21
Time:
1:00 pm - 2:00 pm
Cost:
$15 – $30
View Event Website

Venue

Virtual Session