NEW!!

INTRODUCTION TO PROSPECT RESEARCH IN CANADA COURSE

TWO ON-DEMAND OPTIONS AVAILABLE THROUGH the PROSPECT RESEARCH INSTITUTE:


NEED ONE-ON-ONE and/or CUSTOM TEAM TRAINING?

Contact me for training, consulting, or mentoring of your current fundraising staff, or those designated as researchers.

Areas covered can include:

An Introduction to Prospect Research in Canada
Finding and researching Foundations
Finding and researching Corporations
Finding and researching Individuals

Or, other possible areas including:

    • A deeper dive into any of the research methods taught in the previous modules
    • Research staging for efficiency and time management
    • Further understanding SEDAR & SEDI public company filings
    • Introduction to pipeline management and creating a prospect research strategic plan
    • Working more efficiently with your senior volunteers for peer screening
    • Working with your planned giving team in identifying and researching legacy donors
    • Researching external factors affecting your fundraising and/or campaigns

Or, other custom areas based on your needs!

Email me at: tracey@traceychurchresearch.com