Are you interested in learning the benefits of prospect research? If so, this course is for you!

Discover the tried-and-true methods of research that will help your fundraisers and leadership raise more money.. 


Most fundraisers struggle to know WHO to put into their major gift portfolio, WHAT cultivation techniques are the best to use, HOW to move a prospect into solicitation, and WHEN to ask for the gift. These are critical elements for fundraising success and all have to be in sync for your major gift program to thrive and grow. 


That’s where prospect research comes in!

Introducing….The Prospect Research Roadmap: An end-to-end, turn key, proven system that helps you build major gift portfolios, present research, utilize the right free and paid tools, and partner with your fundraisers.

This self-guided masterclass will teach you the ins and outs of prospect research, including how to conduct the research, what should be outsourced, understanding the pipeline, researching organizations and individuals, and so much more.

Here’s a sneak peek of what you’ll learn inside
the Prospect Research Roadmap

  • Module 1: We’ll calibrate on what prospect research is and how it can be implemented into your fundraising program. We’ll discuss how it affects the fundraising process.


  • Module 2: This module is all about doing the prospect research. We’ll dive deep into DIY research and what could be outsourced. We’ll also spend time on what the work of prospect research truly entails.


  • Module 3: Here’s where we’ll dig into understanding the pipeline, segmentation of donors, finding prospects, researching board members and how to research organizations.


  • Module 4: Equipped with how to do the research, we’ll examine what information is publicly available and how to synthesize all the information. The way prospect research is presented matters and we’ll fill you in on best practices.


  • Module 5: We’ll dig into the mission-centered elements that need to be brought into your cultivation efforts, including the role of program staff and leadership, respectfully engaging the beneficiaries of your programming, and how to immerse your prospect into your programming so they see first-hand how their impact will make a difference. 

And because this information is so powerful, I’m able to charge over $3,000 to teach it to my clients one-on-one. I’ve even taught this material in group coaching sessions for $1,200 a pop. Why?


Because with this knowledge they are able to build the right major gift portfolios, pursue the right prospects, and raise more money.


And that’s why you can gain access to The Prospect Research Roadmap for just one payment of $297.

And to make it a no-brainer deal for you, I’m giving you a 5-day 100% money-back guarantee with your purchase of The Prospect Research Roadmap


That’s right: Go through the first module, check out the bonuses, follow the steps, put in the work, and if you don’t love it in the first 5 days, send me an email and I’ll refund you immediately. No questions asked, no hard feelings.


If The Prospect Research Roadmap doesn’t work for you, I’d much prefer for you to take your money and invest it where you will be happier and get results. I just want you to unlock your fundraising potential.

Also - if you sign up for The Prospect Research Roadmap today, you’ll receive some exclusive bonuses:

Bonus 1 - Access to our resource library and all tools within, including white papers, quick win videos, and templates and tools (valued at $240)

Bonus 2 - Access to one of our best-selling policies:our Donor Privacy/Data Retention Policy (valued at $300)

Imagine a year from today when you have honed your major gift portfolio, are cultivating and securing six- and seven-figure gifts, and your nonprofit organization is making more impact than ever before.