New to fundraising intelligence and 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 run-down 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 in’s and out’s 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?