Training

Fund-raising training programs

Through our partner ShareTraining site, we offer a comprehensive set of interesting, complete and effective training programs for the non-profit professional.

We offer a variety of cost-effective options, from online seminars to customized events at your location:
 

ONLINE TRAINING

Training at your desk

ShareTraining online seminars are delivered straight to you in your office or wherever you work. All you need is a standard web browser such as Microsoft’s Internet Explorer™ and a telephone. These are live, interactive seminars where you can ask questions and learn in a comfortable setting.

Training to fit your schedule

Our seminars are designed and delivered as 90 minute units — you can sign up for as many as you wish. They are normally scheduled to fit into your lunchtime or late afternoon.

Training to fit your needs

We offer a variety of online seminars and live classes at beginner, intermediate and advanced levels. Whether you’re a prospect researcher, major gift officer, fundraising manager or one-person development shop, you will find seminars in our curriculum that will give you information you can use.

ONE-ON-ONE AND GROUP TRAINING

Have you ever been to a training session and afterwards hoped you’d be able to remember it all?  Have you been one of several (or several hundred) wishing for a more personalized and hands-on learning experience?

We love to train and it shows!
Half-day Session: Free and Fee Internet Sources

May include:

  • Tips and Techniques: Using Search Engines
  • Internet Resources – Why Reinvent the Wheel?
  • Finding the “Hidden Web”
  • Push Technology: Where to find it, How to use it
  • What Money Can Buy: Fee Internet Sources

 
Two Day Basic Training
May include any of the topics above PLUS:

  • Biographical resources
  • Wealth resources (real estate, salary, securities, etc.)
  • Overview of SEC documents
  • Public and private company information
  • Foundations and trusts
  • Discovering philanthropic giving
  • International resources
  • Creating research output formats
  • Research office infrastructure

 
Depending on your needs, other topics may include:

  • Filing Systems
  • Doing The Job Within Your Budget
  • Selecting Appropriate Sources
  • Basic Training
  • Fee and Free Internet Sources
  • Proactive Research
  • Effective Time Management
  • Tracking Systems, Moves Management
  • Integrating Call Reports
  • Establishing Ratings Systems
  • Screenings: In-House or Out-Source?

 
We’ll work with you to design a training program that makes sense for you.
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