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Advertisement
Advancement Operations 2025

Roundtable: “Prospect research and wealth screening - overcoming the barriers and making it work in your organisation” - Prospecting for Gold

Wednesday, March 5, 2025
11:55 AM - 12:55 PM GMT
Speaker(s): Kerry Rock, Prospecting for Gold
Roundtable

For many organisations, prospect research is still seen as a sensitive area. As a result, these organisations may be missing out on vital funding opportunities, while many researchers and fundraisers are struggling to get their prospect research programmes on track. There is often confusion around data protection and it can be unclear what research is really needed and what it will add.
In this session, we will explore ways you can develop the case for good, robust, compliant prospect research/wealth screening and how you can dispel any doubts your organisation might have about the process.
The discussion will explore:
• Concerns and fears
• Building your case
• Winning support
• Building on success
While focusing on prospect research/screening, the methods are relevant across a range of projects, indeed any areas where you need to secure buy-in to build success.

Come along with your questions and challenging projects!

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