Edited by Tracey Church and Liz Rejman
- Grid List
{"id":6250083845,"title":"Prospect Research in Canada: an Essential Guide","handle":"prospect-research-in-canada","description":"\u003ch4\u003eProspect Research in Canada: An Essential Guide for Researchers and Fundraisers\u003c\/h4\u003e\n\u003cp\u003e\u003ca title=\"Prospect Research in Canada TOC\" href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0384\/1865\/files\/PRC_TABLE_OF_CONTENTS.pdf?1711047825332454507\" target=\"_blank\"\u003eTable of Contents\u003c\/a\u003e ~ \u003ca title=\"PRC Editors\/ Contributors\" href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0384\/1865\/files\/PRC_Contributor_listing_rev.pdf?9498956047713546356\" target=\"_blank\"\u003eEditors\/ Contributors\u003c\/a\u003e ~ \u003ca title=\"PRC Excerpt\" href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0384\/1865\/files\/PRC_Excerpt.pdf?9755115725297766301\" target=\"_blank\"\u003e Excerpt\u003c\/a\u003e ~ \u003ca href=\"https:\/\/hilborn-civilsectorpress.com\/products\/prospect-research-in-canada-pdf-chapters\" title=\"prospect research in canada pdf chapters\" target=\"_blank\"\u003ePDF Chapters\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003ca href=\"https:\/\/hilborn-civilsectorpress.com\/products\/prospect-research-in-canada-pdf-chapters\" title=\"prospect research in canada pdf chapters\"\u003ePurchase individual chapters in PDF download format here\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cem\u003e\u003cspan\u003eAPRA members save $20 with your discount code at checkout.\u003c\/span\u003e\u003c\/em\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThe launch of \u003cstrong\u003e\u003cem\u003eProspect Research in Canada: An Essential Guide for Researchers and Fundraisers\u003c\/em\u003e\u003c\/strong\u003e coincides with the 15th anniversary of the Canadian Chapter of the Association of Professional Researchers for Advancement (APRA Canada). Intended for fundraisers and researchers just starting out with prospect research, this book is an invaluable resource for those needing to establish training and guidelines for their organization or educational programs. It also offers a wealth of information for those from the private sector who realize the unique skill sets required to successfully conduct research in Canada.\u003c\/p\u003e\n\u003cp\u003eIn \u003ca title=\"PRC Table of Contents\" href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0384\/1865\/files\/PRC_TABLE_OF_CONTENTS.pdf?1711047825332454507\" target=\"_blank\"\u003e12 chapters\u003c\/a\u003e, \u003ca title=\"PRC Editors\/ Contributors\" href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0384\/1865\/files\/PRC_Contributor_listing_rev.pdf?9498956047713546356\" target=\"_blank\"\u003e30 skilled contributors\u003c\/a\u003e share their front-line experiences in the field of prospect research. Through their words and knowledge they reveal why Canadian researchers are not only specialists in their field, but also passionate about ethics and standards and continually improving a profession that they love.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePraise for \u003cem\u003eProspect Research In Canada\u003c\/em\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\"The first question I ask a charity when they are looking for advice in major gifts is 'have you done any prospect research?' Prospect research is the secret opportunity and this guide will help to ensure that more charities are able to be more effective in their work with donors and volunteers.\"\u003cbr\u003e— Ann Rosenfield, MBA, CFRE Principal, Charitably Speaking, Executive Director, Transforming Faces\u003c\/p\u003e\n\u003cp\u003e\"Whether you are a small fundraising shop or big fundraising machine, the foundation of any fundraising success is having a prospect researcher as part of your team. Detective, strategist, navigator and myth-buster, are all roles played by a prospect researcher as they guide fundraisers to identify potential donors. I am so pleased that fundraisers now have a Canadian resource for prospect research to give us a truly Canadian perspective on this key role in any fundraising shop.\"\u003cbr\u003e— Mary McPherson, CFRE, Executive Director, Georgetown Hospital Foundation\u003c\/p\u003e\n\u003cp\u003e\"The authors in this book are leaders not only in Canada, and not only in prospect research but in the fundraising profession as a whole. This book is a signal that prospect researchers don’t simply aspire to be, but in fact \u003cem\u003eare\u003c\/em\u003e at the forefront of innovation and leadership in the nonprofit world. It should be in every fundraising organization’s list of essential resources.\"\u003cbr\u003e— Peter McKinley, Director of Development, ONE Foundation for Niagara Health System\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003eProspect Research in Canada: an essential guide for researchers and fundraisers \u003c\/em\u003e\u003cbr\u003eISBN 978-1-927375-35-8 Civil Sector Press 2016\u003cbr\u003e296 pages soft cover \/ 8.5 x 11 in \/ 900 gr (2 lbs.)\u003c\/p\u003e\n\u003ch4\u003e\u003ca href=\"https:\/\/hilborn-civilsectorpress.com\/products\/prospect-research-in-canada-pdf-chapters\"\u003e\u003cstrong\u003eBuy the PDF version\u003c\/strong\u003e\u003c\/a\u003e\u003c\/h4\u003e","published_at":"2016-09-21T12:55:00-04:00","created_at":"2016-09-19T15:58:59-04:00","vendor":"Edited by Tracey Church and Liz Rejman","type":"Soft cover","tags":[],"price":8700,"price_min":8700,"price_max":8700,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":20451145733,"title":"Prospect Research in Canada","option1":"Prospect Research in Canada","option2":null,"option3":null,"sku":"c250","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Prospect Research in Canada: an Essential Guide - Prospect Research in Canada","public_title":"Prospect Research in Canada","options":["Prospect Research in Canada"],"price":8700,"weight":900,"compare_at_price":null,"inventory_quantity":-625,"inventory_management":null,"inventory_policy":"deny","barcode":"978-1-927375-35-8","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/hilborn-civilsectorpress.com\/cdn\/shop\/products\/PRICnew_300dpi.jpg?v=1663271881","\/\/hilborn-civilsectorpress.com\/cdn\/shop\/products\/prospect-research-canada-back_14c29f0d-3083-430b-90eb-dd276c84b6c8.jpg?v=1663271881"],"featured_image":"\/\/hilborn-civilsectorpress.com\/cdn\/shop\/products\/PRICnew_300dpi.jpg?v=1663271881","options":["Title"],"media":[{"alt":null,"id":26659755753634,"position":1,"preview_image":{"aspect_ratio":0.772,"height":1295,"width":1000,"src":"\/\/hilborn-civilsectorpress.com\/cdn\/shop\/products\/PRICnew_300dpi.jpg?v=1663271881"},"aspect_ratio":0.772,"height":1295,"media_type":"image","src":"\/\/hilborn-civilsectorpress.com\/cdn\/shop\/products\/PRICnew_300dpi.jpg?v=1663271881","width":1000},{"alt":null,"id":153254068259,"position":2,"preview_image":{"aspect_ratio":0.714,"height":700,"width":500,"src":"\/\/hilborn-civilsectorpress.com\/cdn\/shop\/products\/prospect-research-canada-back_14c29f0d-3083-430b-90eb-dd276c84b6c8.jpg?v=1663271881"},"aspect_ratio":0.714,"height":700,"media_type":"image","src":"\/\/hilborn-civilsectorpress.com\/cdn\/shop\/products\/prospect-research-canada-back_14c29f0d-3083-430b-90eb-dd276c84b6c8.jpg?v=1663271881","width":500}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003ch4\u003eProspect Research in Canada: An Essential Guide for Researchers and Fundraisers\u003c\/h4\u003e\n\u003cp\u003e\u003ca title=\"Prospect Research in Canada TOC\" href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0384\/1865\/files\/PRC_TABLE_OF_CONTENTS.pdf?1711047825332454507\" target=\"_blank\"\u003eTable of Contents\u003c\/a\u003e ~ \u003ca title=\"PRC Editors\/ Contributors\" href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0384\/1865\/files\/PRC_Contributor_listing_rev.pdf?9498956047713546356\" target=\"_blank\"\u003eEditors\/ Contributors\u003c\/a\u003e ~ \u003ca title=\"PRC Excerpt\" href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0384\/1865\/files\/PRC_Excerpt.pdf?9755115725297766301\" target=\"_blank\"\u003e Excerpt\u003c\/a\u003e ~ \u003ca href=\"https:\/\/hilborn-civilsectorpress.com\/products\/prospect-research-in-canada-pdf-chapters\" title=\"prospect research in canada pdf chapters\" target=\"_blank\"\u003ePDF Chapters\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003ca href=\"https:\/\/hilborn-civilsectorpress.com\/products\/prospect-research-in-canada-pdf-chapters\" title=\"prospect research in canada pdf chapters\"\u003ePurchase individual chapters in PDF download format here\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cem\u003e\u003cspan\u003eAPRA members save $20 with your discount code at checkout.\u003c\/span\u003e\u003c\/em\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThe launch of \u003cstrong\u003e\u003cem\u003eProspect Research in Canada: An Essential Guide for Researchers and Fundraisers\u003c\/em\u003e\u003c\/strong\u003e coincides with the 15th anniversary of the Canadian Chapter of the Association of Professional Researchers for Advancement (APRA Canada). Intended for fundraisers and researchers just starting out with prospect research, this book is an invaluable resource for those needing to establish training and guidelines for their organization or educational programs. It also offers a wealth of information for those from the private sector who realize the unique skill sets required to successfully conduct research in Canada.\u003c\/p\u003e\n\u003cp\u003eIn \u003ca title=\"PRC Table of Contents\" href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0384\/1865\/files\/PRC_TABLE_OF_CONTENTS.pdf?1711047825332454507\" target=\"_blank\"\u003e12 chapters\u003c\/a\u003e, \u003ca title=\"PRC Editors\/ Contributors\" href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0384\/1865\/files\/PRC_Contributor_listing_rev.pdf?9498956047713546356\" target=\"_blank\"\u003e30 skilled contributors\u003c\/a\u003e share their front-line experiences in the field of prospect research. Through their words and knowledge they reveal why Canadian researchers are not only specialists in their field, but also passionate about ethics and standards and continually improving a profession that they love.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePraise for \u003cem\u003eProspect Research In Canada\u003c\/em\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\"The first question I ask a charity when they are looking for advice in major gifts is 'have you done any prospect research?' Prospect research is the secret opportunity and this guide will help to ensure that more charities are able to be more effective in their work with donors and volunteers.\"\u003cbr\u003e— Ann Rosenfield, MBA, CFRE Principal, Charitably Speaking, Executive Director, Transforming Faces\u003c\/p\u003e\n\u003cp\u003e\"Whether you are a small fundraising shop or big fundraising machine, the foundation of any fundraising success is having a prospect researcher as part of your team. Detective, strategist, navigator and myth-buster, are all roles played by a prospect researcher as they guide fundraisers to identify potential donors. I am so pleased that fundraisers now have a Canadian resource for prospect research to give us a truly Canadian perspective on this key role in any fundraising shop.\"\u003cbr\u003e— Mary McPherson, CFRE, Executive Director, Georgetown Hospital Foundation\u003c\/p\u003e\n\u003cp\u003e\"The authors in this book are leaders not only in Canada, and not only in prospect research but in the fundraising profession as a whole. This book is a signal that prospect researchers don’t simply aspire to be, but in fact \u003cem\u003eare\u003c\/em\u003e at the forefront of innovation and leadership in the nonprofit world. It should be in every fundraising organization’s list of essential resources.\"\u003cbr\u003e— Peter McKinley, Director of Development, ONE Foundation for Niagara Health System\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003eProspect Research in Canada: an essential guide for researchers and fundraisers \u003c\/em\u003e\u003cbr\u003eISBN 978-1-927375-35-8 Civil Sector Press 2016\u003cbr\u003e296 pages soft cover \/ 8.5 x 11 in \/ 900 gr (2 lbs.)\u003c\/p\u003e\n\u003ch4\u003e\u003ca href=\"https:\/\/hilborn-civilsectorpress.com\/products\/prospect-research-in-canada-pdf-chapters\"\u003e\u003cstrong\u003eBuy the PDF version\u003c\/strong\u003e\u003c\/a\u003e\u003c\/h4\u003e"}
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Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers Table of Contents ~ Editors/ Contributors ~ Excerpt ~ PDF Chapters Purchase individual...
{"id":1379600597056,"title":"Prospect Research in Canada: PDF Chapters","handle":"prospect-research-in-canada-pdf-chapters","description":"\u003ch4\u003eProspect Research in Canada: An Essential Guide for Researchers and Fundraisers PDF\u003c\/h4\u003e\n\u003cp\u003e\u003ca href=\"https:\/\/hilborn-civilsectorpress.com\/products\/prospect-research-in-canada\" title=\"prospect research in canada soft cover\" target=\"_blank\"\u003ePurchase the entire book in soft cover format here\u003c\/a\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003e\u003cem\u003eProspect Research in Canada: An Essential Guide for Researchers and Fundraisers\u003c\/em\u003e\u003c\/strong\u003e is intended for fundraisers and researchers just starting out with prospect research. This book is an invaluable resource for those needing to establish training and guidelines for their organization or educational programs. It also offers a wealth of information for those from the private sector who realize the unique skill sets required to successfully conduct research in Canada.\u003c\/p\u003e\n\u003cp\u003eNow the 12 chapters of this best-selling resource are available individually in a convenient downloadable PDF format. See Chapter details below or \u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0384\/1865\/files\/PRC_TABLE_OF_CONTENTS.pdf?1711047825332454507\" title=\"Prospect Research Chapter list\" target=\"_blank\"\u003eClick here for printable list \u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eChapter 1 - Introduction to Prospect Research\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHistorical development of prospect research, APRA in Canada, Prospect research in the fundraising cycle, The role of the researcher within a fundraising team\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cspan\u003eChapter 2 - Research Ethics\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eTrust, integrity, accountability and conduct; Social media; Ethics case studies\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cspan\u003eChapter 3 - Identifying and Researching Foundations\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eTypes of foundations; Giving guidelines for foundations; Understanding foundation financials; Financial reporting to the CRA; What should be in a foundation profile\u003c\/li\u003e\n\u003cli\u003eAPPENDIX 1 – Qualified Donees Case Study\u003c\/li\u003e\n\u003cli\u003eAPPENDIX 2 – CRA Quick View Case Study\u003c\/li\u003e\n\u003cli\u003eAPPENDIX 3 – CRA Full View Case Study\u003c\/li\u003e\n\u003cli\u003eAPPENDIX 4 – CRA Schedule 6 Case Study\u003c\/li\u003e\n\u003cli\u003eAPPENDIX 5 – Analysis Case Study\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cspan\u003eChapter 4 - Identifying and Researching Corporations\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eTypes of corporations in Canada; Corporate prospects: key resources \u003c\/li\u003e\n\u003cli\u003eUnderstanding types of corporate funding: philanthropic giving, sponsorship, gifts, matching gift companies, and cause-related marketing (CRM)\u003c\/li\u003e\n\u003cli\u003eKey corporate notes: finding the right contact person, the importance of linkages to your organization, and media monitoring\u003c\/li\u003e\n\u003cli\u003ePrivate Company Valuation\u003c\/li\u003e\n\u003cli\u003eDetermining a capacity rating for a corporate ask\u003c\/li\u003e\n\u003cli\u003eAPPENDIX 6 - Company Profile Template\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eChapter 5 - Identifying and Researching Individuals\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe importance of individual philanthropists, their spouses, and families\u003c\/li\u003e\n\u003cli\u003eIndividual prospects: key resources \u003c\/li\u003e\n\u003cli\u003eSenior volunteers and peer screening\u003c\/li\u003e\n\u003cli\u003eRelationship mapping and the importance of linkages\u003c\/li\u003e\n\u003cli\u003eResearching and identifying planned giving prospects\u003c\/li\u003e\n\u003cli\u003eDetermining a capacity rating for an individual ask\u003c\/li\u003e\n\u003cli\u003eWhat should be in an individual profile\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eChapter 6 - Database Management: Bringing it all together for effective reporting\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eWhat does database management mean for prospect research professionals?\u003c\/li\u003e\n\u003cli\u003e\n\u003cspan\u003e \u003c\/span\u003e\u003cspan\u003eRecommended best practices \u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cspan\u003e \u003c\/span\u003e\u003cspan\u003eThe importance of working closely with technical and other staff\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cspan\u003e \u003c\/span\u003e\u003cspan\u003eReports that work for everyone \u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli\u003eData visualization\u003c\/li\u003e\n\u003cli\u003eHighlight tables\u003c\/li\u003e\n\u003cli\u003eGraphs\u003c\/li\u003e\n\u003cli\u003eHeat maps\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eChapter 7 - Pipeline Management\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRelationship management with the development team\u003c\/li\u003e\n\u003cli\u003eAssignments versus no assignments\u003c\/li\u003e\n\u003cli\u003eMoves management\u003c\/li\u003e\n\u003cli\u003ePortfolio management: Portfolio balanceand phase aging\u003c\/li\u003e\n\u003cli\u003eFundraiser and researcher performance metrics\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eChapter 8 - Data Mining and Analytics\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eGetting to know your data\u003c\/li\u003e\n\u003cli\u003ePreparing your data for mining\u003c\/li\u003e\n\u003cli\u003eAppending external information\u003c\/li\u003e\n\u003cli\u003eScoring your constituents – “quick and easy”\u003c\/li\u003e\n\u003cli\u003eCase study\u003c\/li\u003e\n\u003cli\u003ePredicting donors – Simple predictive model\u003c\/li\u003e\n\u003cli\u003eIf, when and why to go to an external vendor\u003c\/li\u003e\n\u003cli\u003eData and analytics vendors\u003c\/li\u003e\n\u003cli\u003eAnnual giving campaigns\u003c\/li\u003e\n\u003cli\u003ePlanned giving campaigns\u003c\/li\u003e\n\u003cli\u003e\n\u003ca name=\"_Toc440701642\"\u003e\u003c\/a\u003e Major giving and capital campaigns\u003c\/li\u003e\n\u003cli\u003e16 questions to ask when selecting an external vendor\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cspan\u003eChapter 9 - Strategic Planning for Your Research Shop\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eSWOT analysis (Strengths, Weaknesses, Opportunities, and Threats)\u003c\/li\u003e\n\u003cli\u003eGift tables\u003c\/li\u003e\n\u003cli\u003eOGSM strategic planning model (Objectives, Goals, Strategies, Measures)\u003c\/li\u003e\n\u003cli\u003eResearching external factors that can impact your campaign and strategic plan\u003c\/li\u003e\n\u003cli\u003eThe economy\u003c\/li\u003e\n\u003cli\u003eDemographics\u003c\/li\u003e\n\u003cli\u003eTrends\u003c\/li\u003e\n\u003cli\u003ePolitics and government changes\u003c\/li\u003e\n\u003cli\u003eCompetition and conflicts\u003c\/li\u003e\n\u003cli\u003ePerception\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eChapter 10 - Considerations to Diversifying your Prospect Base\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eA checklist for international development\u003c\/li\u003e\n\u003cli\u003eInternational prospects and changing Canadian demographics\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eChapter 11 - The Future of Prospect Research\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eWhat is career pathing?\u003c\/li\u003e\n\u003cli\u003eCareer options within and beyond prospect research\u003c\/li\u003e\n\u003cli\u003eFuture trends in the profession - The crystal ball problem\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eChapter 12 - Resources\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003eAFP Code of Ethics (pdf)\u003c\/li\u003e\n\u003cli\u003eAFP A Donor Bill of Rights (pdf)\u003c\/li\u003e\n\u003cli\u003eFree Resources\u003c\/li\u003e\n\u003cli\u003eFee-based resources (some available in public and university libraries)\u003c\/li\u003e\n\u003cli\u003eProfile Samples (Corporation, Foundation, Individual Standard)\u003c\/li\u003e\n\u003cli\u003ePeer Review Samples\u003c\/li\u003e\n\u003cli\u003eResource Evaluation_Hubbs_Foundation-Directory-Assesment-Tool (Excel)\u003c\/li\u003e\n\u003cli\u003eBooks\u003c\/li\u003e\n\u003cli\u003eProspect Research Education in Canada\u003c\/li\u003e\n\u003cli\u003eAPRA Body of Knowledge (BOK) Summary\u003c\/li\u003e\n\u003cli\u003eAPRA Ethics Guidelines\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003ePraise for\u003cspan\u003e \u003c\/span\u003e\u003cem\u003eProspect Research In Canada\u003c\/em\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\"The first question I ask a charity when they are looking for advice in major gifts is 'have you done any prospect research?' Prospect research is the secret opportunity and this guide will help to ensure that more charities are able to be more effective in their work with donors and volunteers.\"\u003cbr\u003e— Ann Rosenfield, MBA, CFRE Principal, Charitably Speaking, Executive Director, Transforming Faces\u003c\/p\u003e\n\u003cp\u003e\"Whether you are a small fundraising shop or big fundraising machine, the foundation of any fundraising success is having a prospect researcher as part of your team. Detective, strategist, navigator and myth-buster, are all roles played by a prospect researcher as they guide fundraisers to identify potential donors. I am so pleased that fundraisers now have a Canadian resource for prospect research to give us a truly Canadian perspective on this key role in any fundraising shop.\"\u003cbr\u003e— Mary McPherson, CFRE, Executive Director, Georgetown Hospital Foundation\u003c\/p\u003e\n\u003cp\u003e\"The authors in this book are leaders not only in Canada, and not only in prospect research but in the fundraising profession as a whole. This book is a signal that prospect researchers don’t simply aspire to be, but in fact\u003cspan\u003e \u003c\/span\u003e\u003cem\u003eare\u003c\/em\u003e\u003cspan\u003e \u003c\/span\u003eat the forefront of innovation and leadership in the nonprofit world. It should be in every fundraising organization’s list of essential resources.\"\u003cbr\u003e— Peter McKinley, Director of Development, ONE Foundation for Niagara Health System\u003c\/p\u003e\n\u003cp\u003eProspect Research in Canada: an essential guide for researchers and fundraisers ISBN 978-1-927375-35-8 Civil Sector Press 2016\u003cbr\u003e PDF downloadable chapters (various lengths)\u003c\/p\u003e\n\u003ch4\u003e\u003ca href=\"https:\/\/hilborn-civilsectorpress.com\/products\/prospect-research-in-canada\"\u003e\u003cstrong\u003eBuy the print version\u003c\/strong\u003e\u003c\/a\u003e\u003c\/h4\u003e","published_at":"2016-09-21T12:55:00-04:00","created_at":"2018-10-10T11:56:44-04:00","vendor":"Edited by Tracey Church and Liz Rejman","type":"digital product","tags":[],"price":1690,"price_min":1690,"price_max":1690,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":12606465769536,"title":"Prospect Research in Canada Chapter One pdf","option1":"Prospect Research in Canada Chapter One pdf","option2":null,"option3":null,"sku":"c250e","requires_shipping":false,"taxable":true,"featured_image":null,"available":true,"name":"Prospect Research in Canada: PDF Chapters - 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Prospect Research in Canada Chapter Eleven pdf","public_title":"Prospect Research in Canada Chapter Eleven pdf","options":["Prospect Research in Canada Chapter Eleven pdf"],"price":1690,"weight":900,"compare_at_price":null,"inventory_quantity":-2,"inventory_management":null,"inventory_policy":"deny","barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]},{"id":12607432720448,"title":"Prospect Research in Canada Chapter Twelve pdf","option1":"Prospect Research in Canada Chapter Twelve pdf","option2":null,"option3":null,"sku":"c250e","requires_shipping":false,"taxable":true,"featured_image":null,"available":true,"name":"Prospect Research in Canada: PDF Chapters - Prospect Research in Canada Chapter Twelve pdf","public_title":"Prospect Research in Canada Chapter Twelve pdf","options":["Prospect Research in Canada Chapter Twelve pdf"],"price":1690,"weight":900,"compare_at_price":null,"inventory_quantity":-5,"inventory_management":null,"inventory_policy":"deny","barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/hilborn-civilsectorpress.com\/cdn\/shop\/products\/prospect-research-canada-front_bfb95465-537f-4087-ad16-9a42b0fc4c75.jpg?v=1557954442","\/\/hilborn-civilsectorpress.com\/cdn\/shop\/products\/prospect-research-canada-back_c673cbda-1682-43f5-a4bc-656056084d92.jpg?v=1557954442"],"featured_image":"\/\/hilborn-civilsectorpress.com\/cdn\/shop\/products\/prospect-research-canada-front_bfb95465-537f-4087-ad16-9a42b0fc4c75.jpg?v=1557954442","options":["Title"],"media":[{"alt":null,"id":1559288184867,"position":1,"preview_image":{"aspect_ratio":0.714,"height":700,"width":500,"src":"\/\/hilborn-civilsectorpress.com\/cdn\/shop\/products\/prospect-research-canada-front_bfb95465-537f-4087-ad16-9a42b0fc4c75.jpg?v=1557954442"},"aspect_ratio":0.714,"height":700,"media_type":"image","src":"\/\/hilborn-civilsectorpress.com\/cdn\/shop\/products\/prospect-research-canada-front_bfb95465-537f-4087-ad16-9a42b0fc4c75.jpg?v=1557954442","width":500},{"alt":null,"id":1559288152099,"position":2,"preview_image":{"aspect_ratio":0.714,"height":700,"width":500,"src":"\/\/hilborn-civilsectorpress.com\/cdn\/shop\/products\/prospect-research-canada-back_c673cbda-1682-43f5-a4bc-656056084d92.jpg?v=1557954442"},"aspect_ratio":0.714,"height":700,"media_type":"image","src":"\/\/hilborn-civilsectorpress.com\/cdn\/shop\/products\/prospect-research-canada-back_c673cbda-1682-43f5-a4bc-656056084d92.jpg?v=1557954442","width":500}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003ch4\u003eProspect Research in Canada: An Essential Guide for Researchers and Fundraisers PDF\u003c\/h4\u003e\n\u003cp\u003e\u003ca href=\"https:\/\/hilborn-civilsectorpress.com\/products\/prospect-research-in-canada\" title=\"prospect research in canada soft cover\" target=\"_blank\"\u003ePurchase the entire book in soft cover format here\u003c\/a\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003e\u003cem\u003eProspect Research in Canada: An Essential Guide for Researchers and Fundraisers\u003c\/em\u003e\u003c\/strong\u003e is intended for fundraisers and researchers just starting out with prospect research. This book is an invaluable resource for those needing to establish training and guidelines for their organization or educational programs. It also offers a wealth of information for those from the private sector who realize the unique skill sets required to successfully conduct research in Canada.\u003c\/p\u003e\n\u003cp\u003eNow the 12 chapters of this best-selling resource are available individually in a convenient downloadable PDF format. See Chapter details below or \u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0384\/1865\/files\/PRC_TABLE_OF_CONTENTS.pdf?1711047825332454507\" title=\"Prospect Research Chapter list\" target=\"_blank\"\u003eClick here for printable list \u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eChapter 1 - Introduction to Prospect Research\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHistorical development of prospect research, APRA in Canada, Prospect research in the fundraising cycle, The role of the researcher within a fundraising team\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cspan\u003eChapter 2 - Research Ethics\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eTrust, integrity, accountability and conduct; Social media; Ethics case studies\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cspan\u003eChapter 3 - Identifying and Researching Foundations\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eTypes of foundations; Giving guidelines for foundations; Understanding foundation financials; Financial reporting to the CRA; What should be in a foundation profile\u003c\/li\u003e\n\u003cli\u003eAPPENDIX 1 – Qualified Donees Case Study\u003c\/li\u003e\n\u003cli\u003eAPPENDIX 2 – CRA Quick View Case Study\u003c\/li\u003e\n\u003cli\u003eAPPENDIX 3 – CRA Full View Case Study\u003c\/li\u003e\n\u003cli\u003eAPPENDIX 4 – CRA Schedule 6 Case Study\u003c\/li\u003e\n\u003cli\u003eAPPENDIX 5 – Analysis Case Study\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cspan\u003eChapter 4 - Identifying and Researching Corporations\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eTypes of corporations in Canada; Corporate prospects: key resources \u003c\/li\u003e\n\u003cli\u003eUnderstanding types of corporate funding: philanthropic giving, sponsorship, gifts, matching gift companies, and cause-related marketing (CRM)\u003c\/li\u003e\n\u003cli\u003eKey corporate notes: finding the right contact person, the importance of linkages to your organization, and media monitoring\u003c\/li\u003e\n\u003cli\u003ePrivate Company Valuation\u003c\/li\u003e\n\u003cli\u003eDetermining a capacity rating for a corporate ask\u003c\/li\u003e\n\u003cli\u003eAPPENDIX 6 - Company Profile Template\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eChapter 5 - Identifying and Researching Individuals\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe importance of individual philanthropists, their spouses, and families\u003c\/li\u003e\n\u003cli\u003eIndividual prospects: key resources \u003c\/li\u003e\n\u003cli\u003eSenior volunteers and peer screening\u003c\/li\u003e\n\u003cli\u003eRelationship mapping and the importance of linkages\u003c\/li\u003e\n\u003cli\u003eResearching and identifying planned giving prospects\u003c\/li\u003e\n\u003cli\u003eDetermining a capacity rating for an individual ask\u003c\/li\u003e\n\u003cli\u003eWhat should be in an individual profile\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eChapter 6 - Database Management: Bringing it all together for effective reporting\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eWhat does database management mean for prospect research professionals?\u003c\/li\u003e\n\u003cli\u003e\n\u003cspan\u003e \u003c\/span\u003e\u003cspan\u003eRecommended best practices \u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cspan\u003e \u003c\/span\u003e\u003cspan\u003eThe importance of working closely with technical and other staff\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cspan\u003e \u003c\/span\u003e\u003cspan\u003eReports that work for everyone \u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli\u003eData visualization\u003c\/li\u003e\n\u003cli\u003eHighlight tables\u003c\/li\u003e\n\u003cli\u003eGraphs\u003c\/li\u003e\n\u003cli\u003eHeat maps\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eChapter 7 - Pipeline Management\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRelationship management with the development team\u003c\/li\u003e\n\u003cli\u003eAssignments versus no assignments\u003c\/li\u003e\n\u003cli\u003eMoves management\u003c\/li\u003e\n\u003cli\u003ePortfolio management: Portfolio balanceand phase aging\u003c\/li\u003e\n\u003cli\u003eFundraiser and researcher performance metrics\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eChapter 8 - Data Mining and Analytics\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eGetting to know your data\u003c\/li\u003e\n\u003cli\u003ePreparing your data for mining\u003c\/li\u003e\n\u003cli\u003eAppending external information\u003c\/li\u003e\n\u003cli\u003eScoring your constituents – “quick and easy”\u003c\/li\u003e\n\u003cli\u003eCase study\u003c\/li\u003e\n\u003cli\u003ePredicting donors – Simple predictive model\u003c\/li\u003e\n\u003cli\u003eIf, when and why to go to an external vendor\u003c\/li\u003e\n\u003cli\u003eData and analytics vendors\u003c\/li\u003e\n\u003cli\u003eAnnual giving campaigns\u003c\/li\u003e\n\u003cli\u003ePlanned giving campaigns\u003c\/li\u003e\n\u003cli\u003e\n\u003ca name=\"_Toc440701642\"\u003e\u003c\/a\u003e Major giving and capital campaigns\u003c\/li\u003e\n\u003cli\u003e16 questions to ask when selecting an external vendor\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cspan\u003eChapter 9 - Strategic Planning for Your Research Shop\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eSWOT analysis (Strengths, Weaknesses, Opportunities, and Threats)\u003c\/li\u003e\n\u003cli\u003eGift tables\u003c\/li\u003e\n\u003cli\u003eOGSM strategic planning model (Objectives, Goals, Strategies, Measures)\u003c\/li\u003e\n\u003cli\u003eResearching external factors that can impact your campaign and strategic plan\u003c\/li\u003e\n\u003cli\u003eThe economy\u003c\/li\u003e\n\u003cli\u003eDemographics\u003c\/li\u003e\n\u003cli\u003eTrends\u003c\/li\u003e\n\u003cli\u003ePolitics and government changes\u003c\/li\u003e\n\u003cli\u003eCompetition and conflicts\u003c\/li\u003e\n\u003cli\u003ePerception\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eChapter 10 - Considerations to Diversifying your Prospect Base\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eA checklist for international development\u003c\/li\u003e\n\u003cli\u003eInternational prospects and changing Canadian demographics\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eChapter 11 - The Future of Prospect Research\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eWhat is career pathing?\u003c\/li\u003e\n\u003cli\u003eCareer options within and beyond prospect research\u003c\/li\u003e\n\u003cli\u003eFuture trends in the profession - The crystal ball problem\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eChapter 12 - Resources\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003eAFP Code of Ethics (pdf)\u003c\/li\u003e\n\u003cli\u003eAFP A Donor Bill of Rights (pdf)\u003c\/li\u003e\n\u003cli\u003eFree Resources\u003c\/li\u003e\n\u003cli\u003eFee-based resources (some available in public and university libraries)\u003c\/li\u003e\n\u003cli\u003eProfile Samples (Corporation, Foundation, Individual Standard)\u003c\/li\u003e\n\u003cli\u003ePeer Review Samples\u003c\/li\u003e\n\u003cli\u003eResource Evaluation_Hubbs_Foundation-Directory-Assesment-Tool (Excel)\u003c\/li\u003e\n\u003cli\u003eBooks\u003c\/li\u003e\n\u003cli\u003eProspect Research Education in Canada\u003c\/li\u003e\n\u003cli\u003eAPRA Body of Knowledge (BOK) Summary\u003c\/li\u003e\n\u003cli\u003eAPRA Ethics Guidelines\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003ePraise for\u003cspan\u003e \u003c\/span\u003e\u003cem\u003eProspect Research In Canada\u003c\/em\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\"The first question I ask a charity when they are looking for advice in major gifts is 'have you done any prospect research?' Prospect research is the secret opportunity and this guide will help to ensure that more charities are able to be more effective in their work with donors and volunteers.\"\u003cbr\u003e— Ann Rosenfield, MBA, CFRE Principal, Charitably Speaking, Executive Director, Transforming Faces\u003c\/p\u003e\n\u003cp\u003e\"Whether you are a small fundraising shop or big fundraising machine, the foundation of any fundraising success is having a prospect researcher as part of your team. Detective, strategist, navigator and myth-buster, are all roles played by a prospect researcher as they guide fundraisers to identify potential donors. I am so pleased that fundraisers now have a Canadian resource for prospect research to give us a truly Canadian perspective on this key role in any fundraising shop.\"\u003cbr\u003e— Mary McPherson, CFRE, Executive Director, Georgetown Hospital Foundation\u003c\/p\u003e\n\u003cp\u003e\"The authors in this book are leaders not only in Canada, and not only in prospect research but in the fundraising profession as a whole. This book is a signal that prospect researchers don’t simply aspire to be, but in fact\u003cspan\u003e \u003c\/span\u003e\u003cem\u003eare\u003c\/em\u003e\u003cspan\u003e \u003c\/span\u003eat the forefront of innovation and leadership in the nonprofit world. It should be in every fundraising organization’s list of essential resources.\"\u003cbr\u003e— Peter McKinley, Director of Development, ONE Foundation for Niagara Health System\u003c\/p\u003e\n\u003cp\u003eProspect Research in Canada: an essential guide for researchers and fundraisers ISBN 978-1-927375-35-8 Civil Sector Press 2016\u003cbr\u003e PDF downloadable chapters (various lengths)\u003c\/p\u003e\n\u003ch4\u003e\u003ca href=\"https:\/\/hilborn-civilsectorpress.com\/products\/prospect-research-in-canada\"\u003e\u003cstrong\u003eBuy the print version\u003c\/strong\u003e\u003c\/a\u003e\u003c\/h4\u003e"}
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