Prospect Research - Getting Started (20-Mar-25)

Major DonorsData, Research and AnalysisEthics
20 March 2025
10:00AM to 04:30PM

Individual Prices

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Package Type Available To Price
Individual Member Fee All Days Individual Members £330
Non-Individual Member Fee All Days Non Members £390

While most large charities have a role dedicated to prospect research, most fundraisers will be expected to carry out this vital fundraising activity with no training.

Standard Content

This course will not only introduce you to the mechanics of prospect research, but all teach you how to prospect research effectively and confidently – saving you time and resource.

It's a great course to understand the steps you should take when actively participating in Prospect Research.

Ella Pilkington, Chestnut Tree House

This course will outline
  • The very basics of Prospect Research, including what it is, who does it, why it's needed and where to look
  • Research Stages and how to complete each stage
  • Identifying prospects
  • How to research
  • Estimating and Identifying Wealth
  • Due diligence
  • Ethics regarding Prospect Research
By the end of this course, you will be able to
  1. Understand the set up and structure of Prospect Research
  2. Recognise the research stages and understand how to complete each of these stages confidently
  3. Successfully identify prospects and confidently use resources online to identify and qualify prospects
  4. Classify a donor’s wealth and estimate their gift capacity
  5. Ensure due diligence on prospects is carried our including the use of due diligence and ethical checks
  6. Value the importance of ethics and implement this with your own prospect research

THE LIVE VIRTUAL TRAINING EXPERIENCE

The Chartered Institute of Fundraising's live virtual training is delivered by trainers who are leading experts in their chosen discipline. Each virtual course has been especially designed to deliver a rich virtual learning experience. Your course will feature:

  • Zoom platform learning environment
  • Interactive engagement with the trainer and peers
  • Group discussions and exercises
  • Real-life case studies and examples
  • Ample Q&A opportunities throughout the sessions

Technology Requirements

The course is being delivered via the online platform zoom. To enable you to interact with your tutor and your class you will need to have access to a microphone (or access to a landline phone) and ideally have a working video link via a camera. To test compatibility with your system, you can join a test meeting via this link https://zoom.us/test

About your Trainer

Lynda Harwood-Compton is a skilled trainer and coach, specialising in philanthropy, corporate partnerships and trusts fundraising as well as prospect research.

Lynda is an award-winning, innovative and published global fundraising leader, with 18 years’ experience in the charity sector. She has her own international fundraising consultancy, Latch Fundraising, and has a track record of leading global fundraising teams to consistently achieve and exceed their fundraising targets.

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