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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 with real timelines, a free tracker template, worked examples, and the sentences that do the quiet early work.
Updated August 2026 · Read the guide →
Donor Qualification: Who Earns a Place in the Portfolio
What qualification actually tests, what published university policies require (they disagree), and the five destinations for a prospect who has stalled.
Updated August 2026 · Read the guide →
Wealth Screening vs. Continuous Monitoring: A Working Guide
What screening actually contains, where the data comes from, why nobody publishes pricing, and when monitoring is the missing half.
Updated August 2026 · Read the guide →
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