Gathering intelligence on a prospective donor can be challenging and time consuming. Where do you even start? What should you be looking for and how you format it in a way that is both efficient and useful for your fundraisers? Eric has been a front-line fundraiser himself, so he is able to see prospect research through the eyes of a gift officer. Think of a prospect as a drawing but with just the outlines- the research fills in the color to help give the fundraiser a deeper understanding including but not limited to her or his motivations, philanthropic behaviors, affinity to your organization, and the potential for what size gift to expect. A well-thought prospect research enables your fundraiser to formulate a strategy uniquely tailored to the individual. 

We have experience in creating and managing prospect research profiles with tools including: DonorSearch, WealthEngine, iWave, ResearchPoint, Foundation Directory, LexisNexis, RelSci, SEC Filings, and advanced Google searches.