Work Samples
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Fast Favorites ANNOTATED
Foundation & Corporation
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Work Samples

Individual Profile (pdf)
Corporate Profile (pdf)
Wealth Screening Profile (pdf)

Articles and Tip Sheets

• Just published: Get Ready for a Prospect Screening! (pdf)
• Penny Prospector Gets the Scoop on Insider Compensation (pdf)
• Letter to Board Members: Privacy and Prospect Research (pdf)
• Simple Capacity Rating Formulas (pdf)
• Glossary of Terms (html)
• Three simple steps to a prospect management system (pdf)
• Getting your fruits and vegetables: corporate and foundation research (pdf)
• Prospect Research: I've got the software! (pdf) (AFP pdf )

Information Seeking is a one-page, bi-monthly e-newsletter with brief articles and tips on using prospect research to boost giving.

Click here for Archives

Presentations

BOOST: Back to Basics Fundraising Training Initiative (PowerPoint)
Donor Prospect Research piece as part of Your Nonprofit Advisor training for the Community Foundation of Sarasota Dec 2009 and Mar 2010

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Finding & Approaching Individual Donors: Prospect Research Primer
(PowerPoint)
Community Foundation of Sarasota co-presentation with Sue Seiter of Schultz & Williams, Sep 2009

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AFP Comprehensive Development Seminar (PowerPoint)
AFP Suncoast and Southwest Florida chapters, Aug 27 & 28, 2009

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Using Prospect Research to Boost Giving (PowerPoint)
AFP Polk County Chapter, Apr 2009
AFP Nature Coast Chapter, Mar 2009
AFP SouthWest Florida Chapter, Jan 2009