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May 23@4 Prospect Research

May 23@4 Prospect Research. Presenter: Mary Chamberlain Associate Director of Grants and Advancement Services, Indiana Tech. My Background. M.A. in Arts Administration from the University of Akron B.A. in Theatre and Political Science from Baldwin-Wallace University

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May 23@4 Prospect Research

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  1. May 23@4 Prospect Research Presenter: Mary Chamberlain Associate Director of Grants and Advancement Services, Indiana Tech

  2. My Background • M.A. in Arts Administration from the University of Akron • B.A. in Theatre and Political Science from Baldwin-Wallace University • Non-profit Experience: • Great Lakes Theater Festival • The Cleveland Foundation • The Women’s Community Foundation (Cleveland) • The Cleveland Orchestra • Lourdes University • Indiana Tech

  3. Prospect Research • What is it? • Why is it important? • Who uses it? • On a large scale: Universities and Hospitals.

  4. Prospect Research – a Touchy Subject Perception as intrusive Board of Trustees understanding Importance of confidentiality Donor/Prospect access to profiles

  5. Who do you research? Current Donors Prospective Donors or “New” Friends Foundations & Corporations Board Member Candidates

  6. How can Prospect Research be used by a Small Non-profit Organization? • Getting to know your donor. • Introductory visit – similar to a job interview. • Being prepared, knowing interests prior to meeting so you can guide the conversation.

  7. Research Profile Templates See handouts…

  8. Example of Completed Research Profile Used free, publicly accessible resources. All information collected from online sources. In an actual profile, more institutional information would be included in the document. Average amount of time for profile completion – 3 hours.

  9. List of Free Resources Linkedin Facebook Christina Pulawski CQ MoneyLine BoatInfo World Newspaper See handout for more examples…

  10. Prospect Research can identify limited information Despite research, a face to face meeting can tell you a lot about an individual. Research post-initial meeting. Hiding Assets. Domestic versus International research.

  11. Different aspects of Prospect Research and Management Data mining Reporting Modeling Segmenting solicitations by “types” of donors Identifying major donor prospects Peer reviews Data appending

  12. Prospect Research Software Wealth Engine ResearchPoint iWave Donorsearch Blackbaud Target Analytics

  13. Prospect Research Professional Organization • APRA • Association of Professional Researchers for Advancement • Statement of Ethics • Indiana Chapter • http://www.aprahome.org/p/cm/ld/fid=131

  14. Questions???

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