Prospect Research in Practice: Identifying and Researching Funders & Major Giving Prospects

On Demand

Webinar with Tracey Church

Prospect Research in Practice: Identifying and Researching Funders & Major Giving Prospects


Tracey Church, MLIS, Principal, Researcher & Consultant, Tracey Church & Associates

Take the next step in identifying and researching the best institutional funders and major giving prospects for your organization. In this free webinar, join subject matter expert Tracey Church, Principal Researcher at Tracey Church & Associates and Co-Editor of “Prospect Research in Canada,” to learn where to look for prospects, and how to get information on major giving individuals, foundations, and corporations using the many resources available to nonprofits (some for free, some fee-based). Bonus: understand how to identify which of your prospects may be appropriate for blended gift asks (that’s right, major and planned giving, for example!). 

Organizations of all sizes will learn how to use wealth indicators, linkages, and affinity to your cause to assess alignment with your needs and to estimate a next best ask amount for your fundraising team. This session will include some real-world examples and case studies, and Tracey will provide an extensive list of resources.

Attendees will also be entered into a book draw to win a copy of Apra Canada’s Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers (Civil Sector Press, 2016) – an invaluable resource for fundraisers and researchers working in the nonprofit sector.

About Tracey

Tracey has been a professional researcher for over 20 years and is the Past President of Apra-Canada, and Past-President of AFP London & Region Chapter (AFP’s newest chapter). She is the Principal, Researcher and Consultant with Tracey Church & Associates. Tracey is proud to be the Co-Editor and Co- Author of Apra-Canada’s first book Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers (Civil Sector Press, 2016). More recently, Tracey wrote the chapter on “Prospect & Donor Research” on Excellence in Fundraising in Canada, Volume One, 2nd edition (2022).

Tracey’s volunteer and directorships have also included the AFP International Research Council, Apra International, and AFP Golden Horseshoe. She is the current Chair, IDEA Committee, and Chair, Every Member Campaign, AFP London & Region Chapter. In 2018, Tracey received the inaugural Apra Canada Excellence in Prospect Research Award.

Tracey has worked with over 400 organizations in the fields of health care, education, social and human services, the arts, research, international, Indigenous, and the environment. Her work includes customized one-on-one or group training, custom research profiles, prospect identification, pipeline review and management, strategic planning, time and database management, due diligence, and specialized research projects.

Tracey is a part-time faculty member at Western University (London, Ontario) teaching the Prospect Research in Fundraising course in the Master of Library and Information Science program (MLIS). She has her MLIS and her Professional Certificate in Not-for-Profit Management from Western University.

She is a regular and requested presenter for Apra, AFP, AHP, CAGP and is an AFP certified Master Trainer. Overall, Tracey loves to see her students and trainees succeed in the exciting field of prospect research development!

This webinar is presented in partnership with Keela and Imagine Canada’s Grant Connect.

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