Prospect Research (Getting Started)
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26 February 2026 10:00am - 4:30pm
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Online
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Training Courses
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- Prospect Research
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SC0949
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Current
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. This fundraising training 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 resources.
Course Fees
Key Information
- 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
- Understand the set up and structure of Prospect Research
- Recognise the research stages and understand how to complete each of these stages confidently
- Successfully identify prospects and confidently use resources online to identify and qualify prospects
- Classify a donor’s wealth and estimate their gift capacity
- Ensure due diligence on prospects is carried our including the use of due diligence and ethical checks
- Value the importance of ethics and implement this with your own prospect research
About your trainer
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.