Fundraising Initiatives Support

No matter what the initiative, whether it’s your first time or your tenth, we support you with as much or as little research as you need.

We can support you throughout your initiative or with a few key items. Popular services include prospect identification, relationship mapping, donor profiling, and prospect management. Want to learn more? Contact us to discuss.

Below are specific ways prospect research can assist you during a major gift initiative or a fundraising campaign.

Planning Phase

Assess Donor Capacity

  • Database screening and verification
  • Segmentation with descriptive analysis
  • Predictive modeling (What non-donors look like my best donors?)

Identify and Research Insiders

  • Feasibility study interview candidates
  • Volunteer campaign leadership
  • Peer review lists
  • Lead gift donor prospects

Prospect Management Program – Preparation

  • Create a new system or revise existing system
  • Recommend and implement campaign tracking and reporting

Active Phase

Cultivation and Solicitation Strategy

  • Tactical and strategic profile research
  • Meeting preparation and profile updates
  • Strategy consultations

Identify and Research Prospects

  • Continue sourcing new prospects
  • Pipeline and Portfolio review and adjustments

Transition to Post-Campaign Major Gifts Program

  • Evaluate prospect management system performance
  • Identify post-campaign opportunities