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Profile Samples

Identification Profile (pdf)
Solicitation Profile (pdf)
Corporate Profile (pdf)

Articles, Tips and Worksheets

• Do you Have Enough Donors for Your Campaign? Published in the AFP Greater Philadelphia Chapter e-news, Fundline, July 2011 (pdf)
• Estimating Hedge Fund Manager Compensation (pdf)
• Cultivation Strategy Worksheet (pdf)
• Get Ready for a Prospect Screening! (pdf)
• Penny Prospector Gets the Scoop on Insider Compensation (pdf)
• Letter to Board Members: Privacy and Prospect Research (pdf)
• Simple Capacity Rating Formulas (pdf)
• Glossary of Terms (html)
• Three simple steps to a prospect management system (pdf)
• Getting your fruits and vegetables: corporate and foundation research (pdf)
• Prospect Research: I've got the software! (pdf) (AFP pdf )

Information Seeking is a one-page, bi-monthly e-newsletter which is packed full of practical tips for using prospect research to focus your fundraising and boost giving.

Click here for Archives

Past topics include:

• Dealing with Dirty Donor Data
• Finding Wealthy New Prospects Now
• Donor Trust & Prospect Research

Presentations

Click here for upcoming workshops!

Research 101: A beginner's search and find workshop (Powerpoint) (PDF)
for Rollins Philanthropy and Nonprofit Leadership Center Nov 2011

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Prospect Research in a Campaign (PowerPoint) (PDF)
Demonstrating how to use prospect research to validate and achieve campaign goals for AFP-GPC Sep 2011

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BOOST: Back to Basics Fundraising Training Initiative (PowerPoint)
Donor Prospect Research piece as part of Your Nonprofit Advisor training for the Community Foundation of Sarasota Apr 2011, Mar 2010, Dec 2009

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Finding Your "Middle Child" Donors (Powerpoint or PDF)
for the AFP Suncoast Chapter in Oct 2010

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Who What Where When & Why of Prospect Research (PowerPoint)
An overview of prospect research for the Nonprofit Leadership Center of Tampa Bay, Jun 2010

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AFP Comprehensive Development Seminar (PowerPoint)
AFP Suncoast and Southwest Florida chapters, Aug 27 & 28, 2009

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Using Prospect Research to Boost Giving (PowerPoint)
AFP Polk County Chapter, Apr 2009
AFP Nature Coast Chapter, Mar 2009
AFP SouthWest Florida Chapter, Jan 2009