Prospect Research

Prospect management system procedures

Lisette Clem — Wed, 21 May 2008 19:44:56 GMT

I am currently working on documenting our prospect management system procedures (using both the Raiser's Edge database and the Researcher's Edge tool). It would be very helpful to view another site's procedures, particularly if you use data from the Researcher's Edge tool to rate prospects, and then record these ratings in Raiser's Edge. Does anyone have a document they could share? Thanks so much.

Creating a prospect research/review system

Norisha Kirts — Mon, 23 Jan 2006 16:39:00 GMT

We are working on prospect research for a Capital Campaign we are about to begin. Any thoughts on how to organize my prospects for effective meetings.

Top 10 Prospects

Katie Kupiecki — Mon, 10 Mar 2008 19:37:24 GMT

Would anyone be willing to share how the code their top X prospects? We are wanting to code our solicitor's top 10 prospects, but unfortunately, the rating in the proposal is already being used for something else (pre-dates me). Thanks!

Subscription Search Engines

Katie Kupiecki — Fri, 14 Mar 2008 15:37:14 GMT

I am looking for comments on various search engines such as Lexus Nexus, Wealth Engine, etc... What did you like/not like about them? We are looking to get the following type of information (among other things), and hope to soon try out different sites.real estate information
Board affiliations
charitable contributionsAny insight would be helpful.

Thanks!

Contact/Action Report Form

Mary Artis — Mon, 07 Jan 2008 21:56:05 GMT

I am trying to create a Contact Form to be used by our Major Gift Officers in conjunction with Microsoft Outlook, maybe create a form in Microsoft, and have the Officers fill them out after each visit. Does anyone have any experience or any Contact Forms they would like to share? Please contact me at [Email Removed]

Proposals Guidelines for Initial Set-Up

Margaret Whitaker — Thu, 13 Sep 2007 12:53:25 GMT

Good morning All, Does anyone have examples of their policies and procedures or guidelines for setting up/using the Proposal Tab within the Prospect module? I want get ideas on what fields are most commonly used, what makes sense, what does not make sense, what options people have put in their drop down tables for populating options for fields etcs.

Thanks!
Margaret Whitaker
[Email Removed] Margaret Whitaker
Presbyterian Hospital Foundation

prospect researchers for hire?

Ginelle Hewitt — Tue, 05 Jun 2007 21:14:07 GMT

Hello, I was wondering if anyone knew of any prospect researchers (preferably in the Central Florida area). Thank you in advance for your suggestions! [i]--- Edited at 6/12/2007 1:41:48 PM by Ginelle Hewitt[/i]

Profiles

Ginelle Hewitt — Tue, 15 May 2007 15:41:12 GMT

hello! I was wondering what types of profiles you provide to your major gift officers. I have learned recently of basic, financial & full - depending on the need and incorporating time-management in. I'd love to hear what those in research provide their MGOs and what is included in them. Thanks!

beginner training

Ginelle Hewitt — Fri, 30 Mar 2007 16:18:26 GMT

Hello, I am a database person who is moving into prospect research, well more donor research than prospect. We have the Blackbaud Researcher's Edge and have had our database analyzed but now we are working towards using the information, along with other information we know, to pull a good group of prospects - analyze them. For some we are creating profiles that are easy to read for major gift officers and board members. As I mentioned originally, I am not a prospect researcher but I am working toward that. I was hoping that someone out there could help me with some suggestions of training for the newly created researchers. Training to help with the best way to organize all of this information, creating profiles that are easy to read and are customized to a major gift officer way of thinking, how to read the information and pull together the most important and how to know how far to dig into a particular area for the donor. I welcome your suggestions and expertise!

Prospect Point

Mark Barrasso — Wed, 31 Jan 2007 21:09:10 GMT

Are any (community) hospitals or small foundations using Prospect Point? If so, do you find it useful for prospect research? Thanks!

Numbered Companies

Darlene Lawson — Tue, 14 Nov 2006 18:04:23 GMT

Anybody out there have any helpful information on finding out who are the owners of numbered companies? Where can we look on line to find this information is there a government site that lists this info?

Prospect Research

Benjamin Schools — Mon, 13 Nov 2006 18:28:02 GMT

Does anyone have paid subscriptions to say Wealthpoint, or Wealth Engine, or anyother that you recommend? If so can you tell me what you like\dislike about your sevice. Thanks so much! Benjamin Schools Director of Development Services The Williamson Free School of Mechanical Trades [i]--- Edited at 11/13/2006 1:30:44 PM by Benjamin Schools[/i]

Giving Capacity Estimates

Dee Demling — Thu, 02 Nov 2006 13:10:34 GMT

We use WealthPoint for wealth screenings but due to the nature of our alums (we're a medical school), many times all we get is real estate information. Researcher's Edge has a default formula for major and annual giving capacity which is defaulted to .05 of total assets for major giving and .01 of total assets for annual giving. But I don't believe this formula is accurate since in our case total assets only equate to real estate assets. Do any of you have more accurate method for determining major/annual giving capacity based on real estate holdings? Thanks, Dee Demling Dee Demling Director of Advancement Services New York Medical College [i]--- Edited at 11/2/2006 12:39:28 PM by Dee Demling[/i]

Wealth Screening - Include current employees?

Leilani Fortuno — Wed, 25 Oct 2006 21:49:28 GMT

This question is in regards to wealth screening. We are curious to find out if other organizations include their current employees and board in their wealth screening data, or are they excluded from the pool? Thank you. Leilani Fortuno [Email Removed]

Where to find info about donors

Kristin Waller — Fri, 26 Aug 2005 18:11:36 GMT

Hello, Can anyone give me some info on where I might find out information regarding donors?

Blackbaud Analytics

Rose Benavidez — Tue, 17 May 2005 14:09:40 GMT

We are thinking of getting Blackbaud Anaylytics in the future. If your organization is currently using it, what are the benefits of it and how do you use it? Rose Benavidez Database Coordinator Mount Sinai Hospital Foundation of Toronto [Email Removed]

Naming Opps

Michelle Primus — Mon, 07 Feb 2005 03:24:54 GMT

Hi Everyone (sorry about cross posting) We're in the process of expanding our use of RE. I'm curious to know how and where other orgs are keeping track of naming opportunities secured by major gift donors. Notes, attributes, etc. Thanks! Michelle Primus Information Management Officer West Park Healthcare Centre Foundtion 416-243-3600 ext. 4523 [Email Removed]

Colorado Professional Researchers for Advancement 2005 Winter Symposium

Kristina Engstrom — Wed, 12 Jan 2005 23:22:55 GMT

Please Join the Colorado Professional Researchers for Advancement for our 2005 Winter Symposium Monday, February 7, 2005 Colorado History Museum 1300 Broadway Ave. Denver, CO 80203 Our 2005 Winter Symposium is planned to meet the needs of professional development researchers and analysts as well as major gift officers and other front-line development officers. Our curriculum is especially helpful to research professionals who are preparing for a supervisory and leadership role in their respective development offices. One of our major goals in planning the symposium is to show how research fits into the overall mission of the development office. Agenda: 8:30 to 9:00 a.m. Registration with Continental Breakfast Served 9:15 a.m. to 12:15 p.m. Strategic Planning for the Research Office by Shelby Radcliffe McClintock 12:15 to 1:15 p.m. Luncheon Catered by Three Tomatoes Catering with Roundtable Discussion Groups 1:30 to 3:30 p.m. Major Gifts and Research by Lawrence Henze 3:30 to 4:00 p.m. Wrap Up and CPRA Announcements and Chapter Meeting 4:00 p.m. Adjourn Curriculum: Strategic Planning for the Research Office - A thorough examination of the strategic planning requirements for the modern research office making use of the latest information technology and assuring that adequate resources are available for the growth of the research function. Change and progress are staples of the advancement research profession. Developments in technology and the evolution of the fund raising field continue to give advancement researchers new challenges and new opportunities. In this session, Shelby will present strategic planning strategies that will help you take advantage of these opportunities in your own organization. Learn to build and maintain peak performance in your advancement research operation with advice gathered from the best advancement researchers, consultants, and human resource professionals who specialize in change management and strategic planning. Expanding Our Vision of Major Giving -- Dare to go beyond the limitations of mere research by creating processes and implementing strategies to help drive your fundraising operation in an organized and timely way. From new prospect identification to cultivation and solicitation activities, you'll learn the basics of prospect development, including strategies for identifying and evaluating a proactive flow of new prospects, focusing development officers' limited time and resources on their very best prospects, establishing a moves management system, and assisting in strategic planning processes related to campaigns and special initiatives. Faculty: Shelby Radcliffe McClintock has been Director of Prospect Research and Management at Bucknell University, Lewisburg, PA since 1998. Elected to the APRA Board of Directors in 2000, she currently serves as the Secretary/Treasurer. Prior to her service on the APRA board, Shelby served as vice-president and program chair of PREP/APRA (the eastern Pennsylvania chapter of APRA International), editor and writer for APRA Connections, APRA mentor, and APRA Conference Track Chair (for 2000 and 2001). Shelby was the Keynote Speaker for the 2003 Mid-Atlantic Researchers Conference (MARC) and the conference chair and faculty member of both the 2003 and 2004 CASE Conference for Development Researchers, receiving CASE Faculty STARS for all of her presentations. Shelby has presented at the APRA International Conference every year since 2000 APRA and speaks regularly for APRA and AFP Chapters around the country on a variety of topics, including research ethics, Internet research, database screening, researching individuals, and PUSH technology. She has also spoken at regional PREP/APRA events and every year at the Mid-Atlantic Researchers Conference. She is an APRA Foundation Margaret Fuhry Grant winner, a graduate of the Pennsylvania State University and has worked in prospect research since 1997. Lawrence Henze, JD, is managing director of Blackbaud Analytics and has extensive experience in fundraising, market research and the application of predictive modeling services to the nonprofit marketplace. The founder of Core Data Services, which Blackbaud acquired in 2001, Lawrence has also served as vice president of predictive modeling services at USA Group Noel Levitz and president of The Philanthropic Division of Econometrics, Inc. Lawrence has 15 years of experience in development, raising more than $125 million, primarily for higher education institutions. He holds a BA in political science from Carroll College in Wisconsin, and an MA in public policy and administration and a law degree from the University of Wisconsin at Madison. Meals: A continental breakfast and lunch are included in your registration fee. Please indicate on your registration form if you have special dietary needs. Attire: The 2005 CPRA Winter Symposium dress code is business casual. Policies: Space is available on a first-come, first served basis. The views and opinions expressed by the faculty are their own and do not necessarily represent those of CPRA. Registration: To register, please visit http://www.alumnifriends.mines.edu/CPRA/Meetings/default.htm for a registration form and return with your check made payable to CPRA to: Joe McCulley, CPRA President CHI Colorado Foundation 961 E. Colorado Ave. Colorado Springs, CO 80903 For more information call Joe at 719.634.6725 or e-mail at [Email Removed] [Email Removed]>. Or see the CPRA web site at http://www.oia.mines.edu/cpra/ . Deadline for registration is Friday, January 21, 2005. Colorado History Museum: Colorado History Museum 1300 Broadway Ave. Denver, CO 80203 Phone: 303.866.3682 Parking is conveniently located in the Cultural Center Parking Garage, 65 West 12th Avenue. Entrance is located on 12th Avenue just west of Broadway. Please note that because of the Denver Art Museum expansion, 13th Avenue will be closed just west of the Colorado History Museum from Broadway to Bannock. Detours will be posted. However, access to the parking garage and the Colorado History Museum will not be affected. Kristina Engstrom Manager of Corporate and Foundation Relations Opera Colorado 695 S. Colorado Boulevard Suite 20 Denver, CO 80246 Tel: 303.778.0389 Fax:303.778.6533

Does anyone use Foundation Search or Big Online?

Kesha Davis — Mon, 27 Sep 2004 22:27:40 GMT

Earlier today we had a conference call and web demonstration for services through FoundationSearch and BigOnline. Both are databases that can be searched online to find potential sources of funding through foundations, corporations and federal programs. Has anyone ever used their services? What was your experience? Any feedback is appreciated. Kesha Davis Corning Community College Corning, NY

Prospect research resources in Canada

OBS05152007Sheila OBS05152007Nunns — Tue, 14 Sep 2004 13:33:49 GMT

Hi, I'm new to the field of research and I'm looking for Canadian resources to help with researching individual and corporate donors. I have found a few but I thought the best way to find more would be to network to find out what others in the field are using. Thanks so much! Sheila Nunns

Planned Giving

Hillary Murphy — Wed, 11 Aug 2004 19:26:38 GMT

Do any of you use PG Calc or Crescendo? I'd love to get some info on either of these. Hillary Murphy Financial Administrator Phoebe Foundation

Does anyone use Raising More Money

Gayla Larson — Wed, 11 Aug 2004 17:17:12 GMT

Are any of you involved with Raising More Money?

Weatlh Screening

Saffron Chapman — Wed, 02 Jun 2004 08:40:38 GMT

We are a UK University and we are looking into screening our US alumni, with a company called WeathID (used to be Thomspn Financial). Has anyone got any experience of these they would be willing to share with us? Or any suggestions for other companies who screen for top prospects?

Does anyone out there use FundraisingInfo.com?

Hillary Murphy — Mon, 08 Mar 2004 21:43:23 GMT

We have recently been approached by FundraisingInfo.com and are interested in their services. They emntioned their sister company was Magic. If you've subscribed to their services has it been worthwhile? It appears Magic is something akin to prospect point offered by Blackbaud. Does anyone know anything about it? I'm leaning towards prospect point but think FundraisingInfo.com could be an added resource. Any comments you don't want to post....email me directly at [Email Removed]. Hillary Murphy Financial Administrator Phoebe Foundation

Donor Categories

Leena Jones — Mon, 26 Jan 2004 16:34:36 GMT

Would to anyone be willing to share their donor categories (Angel, Sponsor, etc.)? Thanks, Leena, Database Manager, NFTE