Prospect research profile example

01.11.2019 0 By Taran

images prospect research profile example

Interested in creating data-driven campaigns? Rick has been a member of the Helen Brown Group team since Understanding the research process is essential for making the smartest decisions and finding the right prospects quickly. That way, if a new officer were to step into the role, he or she would be automatically brought up to date. In your donor prospect research, keep tabs on this information so you know when they have a surge in cash. She spent several years at Monmouth University as their senior prospect research analyst, working with the fundraising staff, university president, and top leadership. She began her development career as a research analyst in development research at City of Hope, an NCI-designated comprehensive cancer center in Los Angeles. Helen has been a development professional since Most recently, she was the associate director of prospect research and management at Occidental College, a private liberal arts college in LA.


  • 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.

    images prospect research profile example

    data sought during research, and how the data is presented. Because each Sample Prospect Profile #1.

    Page 2. Confidential Prospect Profile. Page 2. The prospect researcher is responsible for completing as much information DonorSearch's Prospect Profile Template Sample is divided into seven categories.
    Tara began her career in development in on the major gifts team at Simmons College, where she ultimately served as assistant director of prospect research.

    images prospect research profile example

    Instead, do smart prospecting. Past giving is a strong indication of future giving.

    images prospect research profile example

    Comment Name Email Website. A donor research profile template can help you capture the most important giving capacity and propensity indicators of your target audience.

    images prospect research profile example
    Prospect research profile example
    Basic Details Basic details are essentially contact information.

    While you have the strongest chance of securing a donation from a someone who has already given to your organization, someone who has a giving history elsewhere has great potential as well.

    Video: Prospect research profile example 5 Highly Effective Strategies For Successful Prospect Research & How To Avoid FOMO

    As you can ascertain from looking at the above list, personal history involves a combination of wealth markers and other characteristics that will help your fundraisers better get through to your prospects. When you use wealth screening tools, like WealthEngine, that include numerous data points on your donor prospects, you will know who warrants a more personalized outreach effort.

    Currently she works with a variety of clients to establish, benchmark and re-align research departments; identify major gift prospects; and train researchers and other fundraisers through on-site and web-based training services.

    She was with the prospect management and relations team at UC Davis for almost three years prior to joining the research and relationship management team at George Washington University as a Senior Prospect Analyst in This includes which organizations they have given to and the amounts.

    Use this donor research profile template to capture the most important For example, if your donor prospect's spouse has given to a particular.

    Prospect Research Institute's Resource Collections contains a Profile Collection of sample templates and commentary from practitioners in the. Collection of 10 basic prospect research profile templates.

    Collected and Good example of research profile template. Contributed by by.
    Whether you go through a screening company or take a DIY path, this template will come in handy. Your prospect profiles will contain all of the relevant data you gathered during the screening process.

    If your prospect is on the board of an organization that shares similar goals to yours, they may be more open to your messaging. The huge variety of online fundraising tools have made it easier than ever to engage more donors and learn more about them.

    Its sections include: Charitable Giving Elsewhere Volunteering Elsewhere Board Membership Elsewhere While you have the strongest chance of securing a donation from a someone who has already given to your organization, someone who has a giving history elsewhere has great potential as well.

    While not all wealthy people buy luxury items, many of them do. Maureen has been a part of the non-profit world since

    images prospect research profile example
    NANOTECHNOLOGIE WAS VERBRAUCHER WISSEN WOLLENSKY
    What else can there be?

    Please contact us directly at info donorsearch. Jennifer began her career in development at her alma mater, Wheaton College, where she was an administrative assistant for the major gifts department.

    When you realize that, you can then ask your board member to make an introduction for you. Your prospect profiles will contain all of the relevant data you gathered during the screening process. In your donor prospect research, keep tabs on this information so you know when they have a surge in cash.

    Comment Name Email Website.

    Video: Prospect research profile example Prospect Research & Fundraising Webinar featuring The Helen Brown Group