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After participating in this online course, you will be able to research potential international donors in key regions of the world.
Session 1: Tuesday, July 10, 2012
Sources of Wealth
- Business, careers, and compensation
- Researching public and private company records
- Sources of actual compensation figures and general salary trend information
- Inherited and family wealth
- Wealth and power lists
- Geneaology resources
- Strategies for untangling family wealth
Assignment:
- Begin your search on 2-3 donors
- Note any issues you have finding your way to information
- Prepare questions for Beth and begin posting those questions on the class site
- Post completed portion of your prospect profiles to course site
Session 2: Thursday, July 19, 2012
Real Estate and Other Assets
- Introduction
- Overview of how asset allocations differ by country/region
- What implications these have for your research
- Resources
- Reports where researchers can find country-specific asset allocation information to provide context for your own work
- Real estate
- Who keeps track of and shares real estate records?
- Key models of real estate transaction information sharing around the world
- Strategies for finding real estate values and comparables (when original records are not available)
- Finding homes in another countries in addition to the one in which the prospect resides
- Other signs of wealth
- Art collections
- Wine
- Boats
- Political contributions
- Working with gift officers to make these details useful
Assignment:
- Continue working on your donor reports, adding the sections covered today
- Note any issues you have finding your way to information
- Prepare questions for Beth and post those questions on the class site
- Post completed portion of your prospect profiles to course site
Session 3: Monday, July 30, 2012
Philanthropy: Trends and Research Strategies
- Cultural and other factors encouraging or discouraging individuals to give
- Relationship between individual giving priorities and corporate philanthropy outside the US
- Information disclosure norms in different parts of the world
- Implications for finding individual giving records as well as foundation/grantmaking details
Assignment:
- Continue working on your donor reports, adding to the previous sections you’ve researched
- Note any issues you have finding your way to information
- Prepare questions for Beth and begin posting those questions on the class site
- Post completed portion of your prospect profiles to course site
Session 4: Monday, August 13, 2012
Ratings and Resources
- Rating your international prospects
- Why the formulas researchers use for US-based research projects won’t (necessarily) work for international prospects
- How to design more accurate country-specific capacity rating formulas
- Resources for your international research office
- Assessing your international prospect pool and institutional fundraising plans
- Determining resource needs and finding the best databases/tools
- Creating a budget
Assignment:
- Complete your 2-3 donor reports
- Submit two reports to Beth for final review
Want more information about this event?

Beth Bandy
Beth has more than 11 years of international research experience, spanning six continents and nearly 30 countries. In addition to serving the research needs of numerous foundations and nonprofits as a consultant, she previously was director of development research at Amherst College and managed prospect research efforts at Bennington College. Passionate about languages, she has studied French, Spanish, Italian, and Chinese (Mandarin dialect). Beth earned a bachelor’s degree from Harvard University and has taken master’s degree courses in public policy and management through the Centre for Financial and Management Studies at the University of London’s School of Oriental and African Studies. She is the author of China: A Guide for Prospect Researchers.
Live Webcast Connection
CD Recording of Live Online Course
We record the audio and visual portion of all live webcast events and make them available as a CD recording. The CD recordings are mailed with a bound copy of the presentation materials and handouts approximately 10 business days following the live webcast date. If you purchase the recordings of this event only, you will receive access to the course site. You will not have access to instructor feedback on your signature project, but you will be able to view other participants' completed projects and the online discussion threads.
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