Prospect Research (Getting Started)
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30 September 2026 10:00am - 4:30pm
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Online
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Training Courses
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EVT-10091
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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
This course is designed for those new to Partnerships and Philanthropy fundraising. It is also suitable for fundraising managers looking to establish or strengthen prospect research processes within their organisation.
This course will help you build a stronger pipeline of high-value donor opportunities. In turn, your organisation will benefit from making more efficient use of staff time and resources. It supports better-informed, more strategic fundraising decisions by improving the quality and consistency of prospect research across teams, and increasing confidence. It also helps reduce risk by embedding robust due diligence and ethical practices into everyday fundraising activity.
- 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 wealth and estimating gift capacity
- Ethics and due diligence regarding Prospect Research
By the end of this course learners will be able to:
- Explain the key principles and practical applications of prospect research
- Conduct each research stage confidently.
- Analyse a variety of data sources to identify, qualify, and assess prospective donors’ wealth and giving capacity
- Apply due diligence checks and demonstrate ethical standards in all aspects of 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.