10 must-have templates to make your prospect research quicker and easier
Update: 2025-07-10
Description
When you’re a busy fundraiser, spending quality time on prospect research can be hard. In this session, I’ll share all the templates I use in my own work as a freelancer when I’m supporting charities – from tiny organisations who are just starting out in trust fundraising to multi-million pound charities who’ve been fundraising for years. This is a really practical session giving you the tools you need to save time, be more efficient and get results.
Key learnings from this session:
Key learnings from this session:
- Templates to record your prospect research.
- Tools to help you prioritise your research so you’re focusing on the best prospects.
- The ultimate guide to find new prospects.
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