Custom Prospect Research & Wealth Assessment Services
Are you developing strong prospect relationships?
Information is knowledge. Knowledge will bring you closer to your donors.
The value of solid research is undeniable. Prospect research provides critical donor information that will significantly elevate your ability to properly cultivate and secure gifts.
Utilize custom profiles of your top major gift prospects!
Your organization can take a proactive approach to its fundraising plans by utilizing my Custom Prospect Profiling & Wealth Assessment Service.
With a combined 25 years experience in corporate product marketing, marketing communications, data/market analysis, and fundraising, you can be assured you will receive the most in-depth, comprehensive service possible, using state-of-the-art information sources and web technology.
For a fraction of the cost of funding a research position, your
development professionals can utilize professionally
researched and prepared profiles of your top constituents. This service is fast, easy, confidential and affordable.
"We need specialized research based on our needs..."
That's the beauty of customized service! You decide what you need based on your relationship with prospect under cultivation, or possibly a group of prospects identified to kick off your next campaign.
The "Full Profile" provides the most in-depth, comprehensive information available in the public domain - it is the most complete information available on your prospect. Research is conducted in the following areas: Biographical, career/business, non-profit/ corporate board affiliations, philanthropic giving interests/foundation, a full wealth assessment, and supporting information.
In some cases you may have an established relationship with a prospect, but need help identifying a wealth range to assist in determining the correct level of gift, and also the right gifting vehicle. Many clients choose a combination, such as a wealth assessment coupled with board search, or a biographical work-up coupled with a wealth assessment.
Every prospect has a unique relationship to your organization, and should be analyzed individually. My goal is to customize research to fit your specific need!
The importance of "just-in-time" information ...
As a fundraiser, it is critical you do not cultivate a prospect based on antiquated information. The market is changing so rapidly, financial data over six months old is considered obsolete. An important feature to the Custom Prospect Profiling & Wealth Assessment Service is that you get the information you need, when you need it! Information that depicts the most current view of your prospect from a personal, business, and financial standpoint… right at your fingertips, right when you need it!
Quality research is affordable!
Your organization can save $60,000-$70,000 a year in in-house research expenses, and still enjoy high-quality, professional profiles of your top prospects, by utilizing the Custom Prospect Profiling & Wealth Assessment Service.
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