Meeting/Event Information
Past Meetings
CANCELED - The Art of Partnership: Forging a Valuable Alliance Between Prospect Researchers and Fundraisers
Webinar
This panel discussion will explore the dynamic interplay between these two critical roles, examining how insights from research can drive impactful fundraising strategies.
Townhouses, Condos, and Co-ops, Oh My! Tips and Tricks for Researching New York City Real Estate
Webinar
This webinar will focus on confirming ownership, estimating property value, and following real estate market trends in New York City.
2024 CARA Conference - Digital
Digital Conference
Coffee with CARA
APRA PD
Working a Sphere of Influence List with Your Team and Volunteers
Webinar
Learn how to create a tailored Sphere of Influence lists of leads for trustee/volunteer review and how to work with your team to engage these volunteers in moving forward with leads they know.
Break It Down, Now: Using Quadrants to Enhance Portfolio Review
Webinar
Bethany will share West Chester University Foundation's new quadrant method for portfolio reviews and moves management.
Pipelines, Proposals, and Portfolios: The Art of Running Highly Effective Meetings
Webinar
Ruthie will teach you how to restructure your meetings and use them to streamline your pipeline, create tactics for your fundraiser’s solicitations, and ensure that your portfolios are healthy and on target – with solutions you can take back to your offic
R-cubed: Residential Real Estate Review
Webinar
Focusing on US residential real estate, this session will review today's market and provide tips and tools to help Researchers best interpret real estate data.
Overdue for Due Diligence?
Webinar
This session will discuss the fundamentals of philanthropic due diligence, outline industry best practices, and highlight available resources for prospect development professionals.
Researching Asia: An Introduction on Prospect Research and Due Diligence Resources for Mainland China, Hong Kong, and Japan
Webinar
Included in the webinar are some useful Asia-focused due diligence tools that can assist you in conducting initial red flag screening of prospects from mainland China, Hong Kong, and Japan.
Relationship Mapping – Finding A Path to Distant (…and maybe not so distant) Prospects
Access link will be sent upon registration
BWF shares our methodology for relationship mapping profiles and highlight our relationship mapping work with a private liberal arts college as they undertake an ambitious fundraising initiative for which they will need to engage new prospects who are out
Pipelines and Metrics and Engagement! Oh, my!
Access link will be sent upon registration
LSU's Journey Down the Yellow Brick Road Creating an Action-Driven Performance Development Reporting Suite
Free Foundation Prospecting Resources
Link sent upon registration
This presentation is foundation prospecting 101 and geared toward people who have little or no experience researching foundation prospects, or those who would like a refresher on their foundation prospecting skills.
