Prospect Research

Recorded On: 08/09/2023


One of the most important skills in fundraising is knowing how to determine the wealth and interests of individual prospects. Whether you’re a gift officer on the frontlines or behind the scenes supporting the work of others, it’s important to approach your research in an organized and systematic way. Doing so will help your team stay focused on the right prospects today, while developing a stronger donor pipeline for the future.

Register now for your entire team to learn how to conduct good prospect research to support your institution’s fundraising efforts. 

This webinar is eligible for 1 point of CFRE credit.


  • Methods for determining wealth and gift capacity
  • Tactics for assessing inclination and interests
  • Tips for developing rating and track systems
  • Guidelines for writing profiles and sharing information with others
  • Examples from other institutions, and more!

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Greg Knedler

With more than 25 years of experience in annual giving and educational fundraising, Greg has led programs at Troy University, the Air Force Academy Foundation, Georgia State University, and Auburn University. His other experience includes consultant work with K-12 private and charter schools. He holds a B.S in Marketing and an M.Ed. in Marketing Education, both from Auburn University.


On-Demand Training
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Select the "View On-Demand Recording" button to begin.  |  60 minutes