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.

Prospect Profiles

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.

Prospect Qualification

Prepare a strong base for in-depth research profiles with a qualification screen. This is a scan to assess capability, interest, and inclination.

Database Screening

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.

Custom Research

Make smarter decisions and uncover connections to donors through customized research and strategies.

Research Training

Customized and flexible research training builds capacity, maximizes your donor database and builds information strategically.

Environmental Scan

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.

Ready to Take Your Fundraising to the Next Level?

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