Research Services

FOCUS on Research


Prospect Research maximizes fundraising by honing in on the top prospects for your mission. We create in-depth profiles with a clear, long-range look at potential silent or active partners for your organization . We help you identify prospects most likely to invest in and be an important part of what you're doing. Foundation Research identifies foundations who have an open application process and a history of funding organizations and projects similar to yours so that you can approach foundations more likely to partner with you. Our research services include:

Generosity Screening

The first level is a basic screening for large lists of prospects that provides an overall generosity rating and giving capacity for each prospect based on their financial capacity.

Enhanced Generosity Screening

The second level is a concise look at an individual donor’s wealth summary, real estate, private companies, public securities, nonprofit affiliations and charitable donations. This level is for a select number of the best prospects identified by the Generosity Screening.

Snapshot

Level three is a thorough look at a donor and the donor’s family, education, career history, wealth summary, real estate, private companies, public securities, nonprofit affiliations and charitable donations. It’s a profile of a person that goes far beyond the "enhanced generosity screening" data to give the big picture of your prospect. This level is for a refined subset of your list, identified as your highest priority prospects, and includes a final review by a Senior Consultant with extensive experience engaging major donors.

Foundation Services

Identifies the best foundation prospects for your mission. Our detailed screening process produces a prioritized list of grant making foundations that fund specific projects and organizations along with the appropriate application strategy to maximize your funding opportunity.

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Featured Services

Advancement Training


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Capital Campaigns


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Advancement Counsel


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TDS
Online


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