Donor Prospect Research Template

Prospect research companies prospect research companies do the prospect research for you.

Donor prospect research template. Prospect research prospect research is the intentional strategic pursuit and presentation of relevant financial and biographical data that together with the internal anecdotal and relationship information helps us best determine. Needed for goal setting leadership the beginning to all fund raising. Hiring a research company takes the time commitment out of prospect research so you have more time to brush those teeth practice those donation pitches and talk to real live. Professional and social affiliations.

Trustees duties responsibilities of trustees development committee duties policy making duties of chair of major gifts campaign action calendar for chair of major gifts capitalendowment. Elements of a full prospect research profile in my last post i talked about four ways to speed up the flow of information from researcher to fundraiser and i gave examples of the average amount of time it takes for research reports to be done. Whom to ask how much to ask whom to engage when to ask how to ask micro to to o macro. Google the prospects name one of the best donor research tools is google.

Prospect research is a technique used by fundraisers development teams and nonprofit organizations to learn more about their donors personal backgrounds past giving histories wealth indicators and philanthropic motivations to evaluate a prospects ability to give capacity and warmth affinity toward an organization. Gathering family information as part of your donor prospect research is. Consultants tend to be former prospect researchers who are skilled in the nonprofit space so its like hiring your own prospect research wizard but he probably doesnt come with a wand robe or long white beard. Donor research profile template general contact details.

A library of worksheets and forms you can download and use before you begin mission statement checklist annual operating budget. In donor research identifying your. Donorsearchs prospect profile template sample is divided into seven categories. General contact details for your donor research profile include your.

Prospect research provides the foundation for any fundraising efforts that seek to identify and engage new or existing major gift donors. Searching on their name tends to pull up lots of information. Research profile templates a number of research profile templates that you can use to determine what will be the relevant pieces of information that you want to include in your own profiles.