New to prospect research or maybe need a refresher? These cheat sheets cover the basics to help get you up to speed.

Grateful Patient Program Cheat Sheet

Are you ready to learn about grateful patient programs? This cheat sheet will provide a rundown on what exactly a grateful patient program is, how patient screening can transform your healthcare organization, and the best way to connect with current and former patients!

Moves Management Cheat Sheet

Learn the ins and outs of moves management with this cheat sheet. From understanding the six steps to moves management to finding out exactly what a solicitation plan is, this cheat sheet will get you up to speed on the exciting topic of moves management.

Wealth and Capacity Ratings Cheat Sheet

Get ready to understand how wealth and capacity ratings impact the major gifts process. This cheat sheet will give you a greater understanding of wealth and capacity ratings, and exactly how they fit into your nonprofit organization’s prospect research.

Wealth Screening Cheat Sheet

Learn the power of wealth screening and how it can help your nonprofit organization raise more major gifts, faster.

Charitable Giving Data Cheat Sheet

Ready to unlock the power that lies in a prospect’s charitable giving? This cheat sheet will help you capitalize on past giving data, including charitable, foundation, political, and corporate giving!

Fundraising Intelligence Infographic

Check out our latest infographic to learn how to gain fundraising intelligence and present the right ask to the right person at the right time

Prospect Screening Cheat Sheet

Limited time to identify new major gifts prospects? This cheat sheet covers basic screening techniques, projects to try and why screening is necessary for every nonprofit.

Prospect Research Cheat Sheet

Learn everything you need to know about prospect research with this bite-sized cheat sheet.

Crafting The Perfect Donor Thank You Letter

Dive into the best practices for writing a perfect donor thank you letter!

5 Lists You Can Build In 5 Minutes Cheat Sheet

We put together a list of 5 prospects lists you can build in 5 minutes. Are you ready to become a list building expert?