Prospect Research

The Guides:

The Guide to Prospect Research & Prospect Management

Would you like to know how to...

Identify new major gift prospects, planned giving prospects, corporate and foundation prospects, plus the golden opportunities in your database?

Collect crucial biographical, business/career, financial, and philanthropic information on your prospects using the best web sources available?

Confidently make a financial net worth and capacity estimate? Would you like to know where to find and how to analyze this critical financial information?

Learn expert researching techniques?

Learn how to achieve substantially higher gifts with a simple-to-use prospect management strategy?

Completely revised in December, 2009!

Welcome to "The Guide to Prospect Research &

Prospect Management," a comprehensive, 140-page,

easy-to-read, desktop reference for development officers

and prospect researchers of all types and experience levels.

You won't find a more comprehensive, up-to-date source for

all your prospect research and prospect management tasks anywhere!

Here's an overview of what "The Guide" has to offer...

The Prospect Research Module

"The Guide" provides comprehensive, step-by-step instruction on everything you need to know to begin developing a comprehensive prospect list, develop a profile complete with vital prospect information, and possess the skill and knowledge to

execute a solid cultivation plan.

Identify prospects from your current donor base, as well as identify new prospects, and planned giving prospects.

Step-by-step instruction on conducting prospect research and backgrounding on individuals, companies, and foundations.

Information sources and techniques for finding prospect information.

Complete "Guide to Internet Sites," a list of the best Internet sites for research.

Develop and use the "Prospect Profile." (With example profiles you can use in your shop!)

Learn about wealth indicators, including understand "stock" and evaluate "stock ownership;" using "salary surveys" and analyze compensation data, find and evalute real estate holdings.

The Prospect Management Module

Regardless of your organization's size or campaign goal, your fundraising efforts require a "driving force" to insure proper focus is placed on the right individuals (or companies, or foundations) at the right time.

Biographical and financial information alone are not enough...you need a simple, easy process to help you manage and cultivate your "prospect pool." The process works whether your pool is 10 individuals or 10,000!

You'll learn...

What is "Prospect Management," and how is it integrated into your fundraising efforts.

Step-by-step instruction on implementing a Prospect Management program in your shop.

How to identify and manage prospects that are right for the "prospect pool."

How to implement and use a "Prospect Rating System."

How to organize and conduct "prospect review" and "peer review" sessions.

Implement an easy-to-use prospect tracking and management system

Organizational Policies & Best Practices

Does your organization have an "ethics statement"? Do you have a system for managing vital prospect information? Would you like to take advantage of the stock market by incorporating a stock gifting strategy?

This well-documented module takes your organization to the next level of fundraising excellence by helping you analyze and elevate your development programs and internal policies

Conducting Web-based Prospect Research

Did you know that it takes most people two years or longer to develop good search skills on the Internet? You'll cut the learning curve to just a few exciting days, while building a strong comfort level and knowledge of where to find the best prospecting information on the web today when you explore this module.

The Guide to Internet Sites (Print Version)

The Guide to Internet Sites is a comprehensive list of more than 200 of the most relevant, useful research sites available on the Internet today encompassing corporate, foundation, and individual research.

Plus much more!