New Skills = Better Results
Great training is the key to whether your prospect research program is vaulting you forward or providing a drag on your potential success.
Prospect research is far more than using search engines to look up information on companies, foundations and individuals. That’s not to say that a strong foundation in effective web searching isn’t important – it is. But it’s only a small (and less reliable!) part of what’s available.
Understanding the tools available and being skilled in their use can mean the difference between planning for success, or slowing down fundraising progress.
Our trainers work one-on-one with you or your team members, either on-site or on the web. We can provide 90-minute to full-day live training, or point you to a recorded seminar on the exact topic you need, viewable at your convenience.
- Expert training at your site, our office, or via the web.
- Choose from a variety of ready-made sessions or request a custom class.
- We’re patient experts who absolutely love to teach prospect research, relationship management and data analytics.
- Learn from a top expert – in addition to co-creating the original APRA New Researchers Symposium curriculum, Helen is co-author of Prospect Research for Fundraisers; the essential handbook (Wiley & Sons, 2013)
An environmental organization with members nationwide contacted HBG to learn more about our training. Their office consisted of the director, four fundraisers (including an annual fund director) and a newly-hired assistant. They were interested to learn what professionalized research could do for them and how they could incorporate it into their daily activities. The fundraisers wanted a general overview with time-saving tips, and the assistant needed more in-depth training. We went on-site to their office and provided a half-day Introduction to Prospect Research for the entire team. Included was our training booklet and a copy of Prospect Research for Fundraisers. In addition, we provided ongoing training and mentoring for the assistant over a period of weeks.
A children’s hospital asked us to provide training expertise in researching corporate and private foundations. Their team consisted of two members of the corporate and foundation relations department as well as a researcher who would be specializing in C&F research in the future. Our specialist in corporate and foundations research met with the team by phone a month prior to the training to establish their learning objectives and devise a training plan which was then approved. Using a web-based training service, the HBG trainer provided a general overview of C&F research and showed the team how to identify new prospects in both conventional and creative ways. Together they researched the prospects identified using the web and the organization’s subscription services to give the team confidence using them in the future.