Research & Analytics
Dedicated Research Support
Leverage customized ongoing research to effectively manage donors and prospects who have affinity, inclination, and capacity to demonstrate their support for your mission. Monthly retainer service of custom research and strategies to inform all stages of the donor cycle: identification, qualification, cultivation, solicitation, and stewardship.
Prospect Identification & Qualification
Prioritize your time to qualified prospects and devise strategies to engage them in more meaningful ways. Targeted discovery research to identify individuals, foundations, corporations, and organizations.
Customized, comprehensive, timely and accurate profiles provide a deep understanding of donors’ financial capacities, interests, motivations, and influences. Choose comprehensive profiles or abbreviated snapshot profiles.
Prepare a strong base for in-depth research profiles with a qualification screen. This is a scan to assess capability, interest, and inclination.
Enhance your prospect pipeline by highlighting donors positioned to move up the donor pyramid.
Wealth & Philanthropy Assessment
Establish inclination and capacity of an existing donor to support your cause at a higher level.
Major Gift Pipeline Analytics
Measuring timing and the rate of major donor progress through the prospect pipeline, based on linkage, ability and interest, to look for key indicators of potential campaign success.
Make smarter decisions and uncover connections to donors through customized research and strategies.
Customized and flexible research training builds capacity, maximizes your donor database and builds information strategically.
Generate relevant information and expand organizational understanding of internal strengths, external challenges and trends that may influence fundraising success. A full review of potential competing campaigns or charities in a sector or geographic region is conducted and a comprehensive report is compiled and analyzed.
Popular Training Programs
We provide a wide offering of many standard training programs using proven curriculum and program materials. Some programs include:
- The Role of Boards and Board Members in Fundraising;
- Preparing for a Fundraising Campaign;
- Effective Face-to-Face Solicitation;
- Organizational Fundraising Fundamentals 101; and
- Conducting a Fundraising Audit.
Customized Training & Mentorship
We design customized curriculum to address unique fundraising and fund development issues. We focus on key learning outcomes and adult training techniques. Training can be delivered in person or online.