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Practical guides for prospect research and fundraising teams. No forms, no fluff: what the work is, the numbers to run it by, and templates you can copy today.

Moves Management: A Practical Guide for Fundraising Teams
The five stages, suggested timelines, a free tracker template, and worked examples for university and nonprofit teams.
Updated October 2026 · Read the guide →
Donor Qualification: Who Earns a Place in the Portfolio
Capacity, affinity and access tests, published university policies, and five possible next steps for a stalled prospect.
Updated October 2026 · Read the guide →
Wealth Screening vs. Continuous Monitoring: A Working Guide
Compare screening and monitoring by data source, pricing model and the donor research work each supports.
Updated October 2026 · Read the guide →
Major Gift Fundraising: The 2026 Playbook for Universities and Schools
What counts as a major gift by institution type, graded benchmarks, the signals that move an ask, and four free templates.
Updated October 2026 · Read the guide →
Donor Research Tools in 2026: What Each One Does, Costs, and Misses
The five kinds of donor research tool, published vs reported prices, what each misses, and a blind-pilot method for choosing.
Updated October 2026 · Read the guide →
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