Archive for the Tag 'Prospect Research'

New book: “Advancement Services: Enhancing Fundraising Success”

CASE has just published the third edition of its guide to Advancement Services. The title of this edition is ”Advancement Services: Enhancing Fundraising Success.” The book was a labor of love for over 2 years by 25 of advancement services professionals, led and edited by the esteemed John Taylor. I’m honored to have written two chapters. You […]

Filed in Advancement Services,Best Practices,Donor Databases,IT Management,Nonprofit Management,Nonprofit Technology,Prospect Research No Responses yet

Discussion of Donor Data Retention

A few months ago I wrote a post on the topic of whether nonprofits should delete old donor records. The same topic came up recently on the APRA’s listserve, PRSPCT-L. The original question: My organization is working on a data retention policy and wondering if others have insights to share. There seems to be a […]

Filed in Advancement Services,Best Practices,Donor Databases,Fundraising,Prospect Research One Response so far

Tales of faux donors scamming charities

The following is a compilation of online discussions of faux donors trying to scam colleges, schools, and nonprofits. In most cases it’s not clear what the scammers are trying to achieve. Maybe they’re just practical jokes. These tales were provided by Barbara Esteve at Cedar Crest College, Roylene Gallas at the Little City Foundation, Don […]

Filed in Advancement Services,Fraud,Fundraising,Prospect Research,Scam No Responses yet

Using Prospect Research to Raise $1 Million

Margaret King, President of the InfoRich Group, has published an article on how prospect research yielded $1 million in foundation funding for one of her clients. She discusses the strategy behind the research, the tools she used, how the list was narrowed to a group of top prospects, and the general approach to cultivating the […]

Filed in Foundations,Fundraising,Prospect Research No Responses yet

New listing of big gifts

Jay Frost of (formerly of WealthID) has started a new blog that will track large individual gifts to all types of charities in the US and abroad:

Filed in Fundraising,Prospect Research No Responses yet

Guessing the Gender of a Name

Ever wonder how to tell the gender of an unfamiliar first name? The PRSPCT-L listserve (for prospect researchers) had a discussion of resources for figuring this out and members provided the following suggestions:

Filed in Prospect Research No Responses yet

Relationship mapping software reviews

After reading several listserve discussions of the use of relationship mapping tools for prospect research, the WellStar Foundation’s David Broussard decided to get serious about the subject. The result is a website called Relationship Map Reviews. The site describes relationship mapping as a visual representation of relationships between individuals, organizations, companies, and other entities. As […]

Filed in Prospect Research 2 Comments so far

How Charities Use Screening Tools to Find Donors

According to a study commissioned by The Chronicle of Philanthropy, large charities are much more likely than small ones to use wealth screening services.  Approximately 1,300 fundraisers answered a survey asking whether they use screening services to identify prospective donors or likely upgrade prospects, determine giving ability or ask amounts, rate prospects’ inclination to give, […]

Filed in Fundraising,Prospect Research No Responses yet

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