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Podcast interviews with leading prospect research professionals and others

Prospect research professionals share their stories, tips, and commentary on topics that affect our fundraising work and our lives. We also sneak in guests from outside our field to shake up our perspective on fundraising and prospect research.

  1. All Episodes
  2. 2019
  3. 10

50: Member Tip: An SEC gift from SECgems.com

Oct 15, 2019

This tip comes from Research Connectors member, Deborah Drucker of The City College of New York who was tipped off by an Apra forum posting.

When searching for information on the Form 4, Change in Beneficial Ownership, it’s easy to get lost in the volume of filings. Public company insiders file LOTS of Form 4s...

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49: Member Tip: How to Convert Date to Fiscal Year in Excel

Oct 10, 2019

This tip comes from Research Connectors member,ChrisZellofrom the Milwaukee Public Museum.

Sometimes it can be tricky to convert a date to your fiscal year. This member tip shows you the exact formula to use and when to apply its use, saving you time and energy in report formatting.

>>Watch Video in the Learning Edge...

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48: Should you be Creating a Donor Engagement Score?

Oct 2, 2019

Fundraising analytics will never be the same! In this tell-all interview, Steve Grimes shares the big secret that makes it possible for anyone to create an engagement score. Tune in and find out. Hint: It involves 0s and 1s!

>>Read More at the Learning Edge...

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