Tuesday, May 29, 2007

These Are A Few Of My Favorite Things...Books and Manuals

...bright copper kettles and warm woolen mittens...tra la la la la la...

(Ahem)

Those of us whose first prospect research job was pre-Internet are amazed at the plethora of books, articles, conferences, workshops, web sites, and other useful training materials available to today's researchers.

The Bible of prospect research books is Cecilia Hogan's Prospect Research: A Primer for Growing Nonprofits, which is coming out in a revised edition this September. An essential text for beginning researchers, Cecilia traces the history of prospect research and introduces the newbie researcher to the skills of biographical research, "research math" and prospect management that are necssary for our work. It's also a great reference tool for experienced researchers. The new edition will also include a chapter on Cecilia's take on capacity rating and advice on dermining philanthropic capacity.

Laura Solla has a pair of prospect research instruction manuals that are well worth the price. The Guide to Prospect Research & Prospect Management (newly revised for 2007) is also a great beginner's text, and the chapter prospect management in particular is useful to anyone implementing or upgrading a prospect management system (and who isn't?).

A second manual from Laura Solla, The Guide to Analyzing Wealth and Assets, is, I believe, the only text out there focusing on wealth analysis. It is a great complement to workshops and trainings on the subject, and a lifesaver for early-career researchers who haven't been able to make it to live training sessions.

Major Donors: Finding Big Gifts in Your Database and Online, by Ted Hart, James M. Greenfield, Pamela M. Gignac and Christopher Carnie, and others, an anthology of wise counsel from experienced researchers and fundraisers in the U.S., Canada and U.K. (2006), also works as a training manual for novices. I particularly appreciate the international perspective and the integration of researcher and frontline fundraiser perspectives (such as that of "relationship fundraising" guru Ken Burnett). For those of us looking to advance the profile of research within our organizations, the chapter on evaluation and results measurement is particularly noteworthy.

I'm looking forward to receiving a copy of Helen Bergan's Where the Money Is: Advancement Research for Nonprofit Organizations, a 2001 revision of a text written in the mid-1990's. Not having read it, I can't comment as yet.

Other suggestions for the Prospect Researcher's Basic Library?



3 comments:

Anonymous said...

I just stumbled across this blog, and enjoyed reading your few posts. I hope that you will continue to post- it is very interesting.

Keep Prospecting!

Anonymous said...

I would add the following:

"Why the Wealthy Give" by Francie Ostrower, "Why Rich People Give" by Theresa Lloyd and "Targeting the Powerful: International Prospect Research" by Vanessa Hack.

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