10 must-have templates to make your prospect research quicker and easier
Unlimited access from £25.00 / month
Become a member to gain unlimited access to our extensive content library, packed with valuable resources and insights on fundraising. Plus, stay ahead of the curve with free entry to all our upcoming events.
Talk Details
When you’re a busy fundraiser, spending quality time on prospect research can be hard. In this session, I’ll share all the templates I use in my own work as a freelancer when I’m supporting charities – from tiny organisations who are just starting out in trust fundraising to multi-million pound charities who’ve been fundraising for years. This is a really practical session giving you the tools you need to save time, be more efficient and get results.
Key learnings from this session:
- Templates to record your prospect research.
- Tools to help you prioritise your research so you’re focusing on the best prospects.
- The ultimate guide to find new prospects.
Speakers
Alicia Grainger
Fundraising Consultant
Related Talks
Digitise the service user’s experience and turn them into donors or fundraisers
Hear about how Anthony Nolan is using digital channels and innovation as well as providing relevant and timely content to keep the youngest people on our register engaged and lifesaver ready.
Setting Realistic Major Donor Income Targets
This session covers non-financial KPIs and other indicators to ensure a fundraiser is on the path to success, whilst pushing back against unrealistic targets and help us maximise our chances of raising philanthropic gifts in spite of the turbulence of raising money.
AI tools in high value fundraising – do’s and don’ts.
If you’ve hopped on the AI bandwagon, but are not entirely sure if you are making the most or best out of it, let’s explore some key do’s and don’ts. We will go through trust (and other high-value) fundraising areas and provide step-by-step examples of how to (or not) apply AI. Although You Want To Empower Yourself To Leverage Your Fundraising Success, ⭐ I know you don’t want to sound like you’ve used Chat GPT, so let’s change that!
Creative writing for funding proposals
Are your A4 Word documents with your trusted headings getting diminishing returns? Trying something new can help your charity’s bank balance, the grants managers reading your applications — and you. Award-winning short-film maker* and failed comedy writer Matt Zeqiri takes you on a journey through space and time to explore the techniques that can give your proposals a new dimension.