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Thank you for visiting our Webinars Page. Webinars are listed in order from beginner to intermediate to advanced. If you’re new to DonorSearch, we recommend starting with the webinars listed first. However, you’re welcome to attend the webinars in any order, and you don’t have to attend the sessions for beginners to understand and get value from the more advanced sessions.

New to Prospect Research?

Whether you’re new to prospect research and development or just new to DonorSearch, this brief webinar will make sure you are on the right path!

Level: Beginner

Click on a link below to sign up for the webinar.

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DonorSearch Online Tools Training

Join us for a hands-on demonstration of our online tools and learn how to get the most out of DonorSearch. We recommend this as a starting point prior to logging into your account.

Level: Beginner
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NOT YOUR AVERAGE DETAILED PROFILE!

Make sure you’re getting the most out of your DonorSearch profile. Learn tips and tricks on how to best evaluate, customize, edit and analyze your prospect/donor files.

Level: Beginner/Intermediate
profile-analytics

Click on a link below to sign up for the webinar.

Assessments Training

DonorSearch is the only prospect research company that hand verifies your top prospects. Learn more about our assessment process, how to customize, edit and verify your profiles all on your own!

Level: Intermediate/Advanced
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Data Manipulation

Learn how to do custom exports, use segmenting and filters, and edit profiles.

Level: Intermediate/Advanced
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DonorSearch Major Gifts Training

Use DonorSearch’s prospect research tools to identify the best major gift donors on your prospect list.

Level: Advanced
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DONORSEARCH DATA: BEST PRACTICES

Learn how to maximize your screening efforts with our best practices, free enhancements and strategic reporting.

Level: Advanced
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What’s New

DonorSearch has listened to your recommendations and we have some new & exciting features to share, so join us for an overview of WHAT’S NEW in 2017!

Level: Intermediate/Advanced
Whats-new

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DonorSearch FAQs

Get answers to the most Frequently Asked Questions. Live walkthrough for the more complicated answers.

Level: All Levels
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MAXIMIZE THE VALUE OF DONORSEARCH

Learn how to go beyond the data to get the most use out of DonorSearch. Insider tips, data-driven strategies and more.

Level: All Levels
bestpractices

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BENEFITS OF UNLIMITED SCREENINGS

This industry first offers unlimited screenings at a set price. The benefits can be unlimited as well.

Level: All Levels
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Not offered this month. Please check back next month.

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Turn Call Reluctance into Call Enthusiasm
Why do the folks in your development office procrastinate when they have to make an initial phone call to a prospective major donor? Why do they tell themselves, “I need to do a little more research first?” Or, “This can wait until tomorrow. Or the next day?” In this Flash Class, Ellen Bristol of the Bristol Strategy Group will outline seven critical steps that can turn reluctant callers into development officers who call with confidence. Based on her work with many organizations of all types and sizes, as well as surveys of over 1,000 development professionals, Ellen will explain how to help major gift officers and other development employees overcome their reluctance to pick up the phone, and learn to become more productive. FREE 40-page eBook, “From Call Reluctance to Call Enthusiasm!” for all attendees.

This Flash Class qualifies for 1 CFRE CE point.

Click on the link below to sign up for the webinar.

Gen X Giving – Effective Fundraising Strategies for Gen X Donors
For years, Boomers and Millennials have dominated the talk in philanthropy. But, now Generation X has begun to enter their prime years as donors, nonprofit leaders, and volunteers. They are current and upcoming business, board, and community leaders and they should be an important part of your organization’s long-term giving strategy.

Join us as we take a deep dive into the giving patterns and values of this often ignored generation sandwiched between Millennials and Boomers, and learn how you can best tailor your appeals for donors in this age group. This session will explore trends and strategies for working with this generation of donors born between 1964 and 1980.With Angela White, JG&A.

This Flash Class qualifies for 1 CFRE CE point.

Click on the link below to sign up for the webinar.

Why Stewardship is Your Most Powerful Fundraising Tool
Studies shows that it costs five times the effort, staff and dollars to acquire a new donor as it does to keep an existing donor. Yet many organizations expend far more resources on acquiring new donors than they do at stewarding and keeping them. That kind of thinking can get in the way of your fundraising and your mission. In this CFRE-approved webinar, David Mersky, Founder and Managing Director, and Abigail Harmon, Creative Director/Associate, of Mersky, Jaffe & Associates will show you how to work smarter, not harder, and build and manage an organization-wide donor stewardship plan.

This Flash Class qualifies for 1 CFRE CE point.

Click on the link below to sign up for the webinar.

The Power of Transformational Giving
A recent U.S. Trust Study of High Net Worth Philanthropy highlighted the incredible power of transformational giving for major donors. How can you leverage the psychology of transformational giving to increase your support from major donors? In this Flash Class, Lisa Wolf of Westfall Gold will highlight key information from the study, what it takes to move them to give transformation gifts, and show how giving events can motivate donors to give large gifts.

This Flash Class qualifies for 1 CFRE CE point.

Click on the link below to sign up for the webinar.

Giving USA 2017 – The State of the Industry
Where are donors giving? How do national trends compare with what’s going on in your area? Is your organization keeping up with its peers?

DonorSearch and The Curtis Group, both members of The Giving Institute, are sponsoring this exclusive event, offering insight into the state of philanthropy in 2017, based on the latest Giving USA data. Keith Curtis of The Curtis Group will provide a deep dive and in-depth analysis of giving by individuals, foundations and corporations, as well as planned giving, in every nonprofit sector. See where we’ve been, where we’re going and what your organization can expect.

Suitable for development staff at all experience levels.

This Flash Class qualifies for 1 CFRE CE point.

Click on the link below to sign up for the webinar.

Healthy Data = Healthy Fundraising
Strategic fundraising isn’t picking up the phone and asking for money. It’s building a database of donors and prospects that answers the critical questions: who your best potential major donors are, how to approach them and build relationships and how much to ask for. Mary Hackett of Ravela Insights will highlight critical data health check-ups you can do yourself to gauge how accurate and healthy your data is, and show you how to turn the insights you can gain from your data into development action.

This Flash Class qualifies for 1 CFRE CE point.

Click on the link below to sign up for the webinar.