Prospect research is a process of gathering, interpreting, analyzing, and disseminating information that is essential to donor development and to securing support for a nonprofit organization. Our powerful prospect researching tools are tailored to meet your organization‘s unique needs so you can identify your best donors and increase fundraising.
Our donor management software supports your prospect research activities by creating export files of your research groups. Export files can be created in formats accepted by several major vendors including Marts & Lundy, WealthEngine, PiN, and MaGIC. Donors selected for export can be based on several sources, included a mailing segmentation, query, or a simple file of donor IDs. The results of your research can be imported into your donor database in a variety of standard and custom formats.
Our prospect researching tools also include the Donor Growth Analysis Update, which assigns donors to categories based on giving history. These categories include New Donors, Lapsed Donors, Repeat Donors, etc., and are recorded and organized in your donor database.
Our solution allows you to manage all of your organization’s prospect information in one central location so that everyone can effectively track and use your valuable prospect research information.
We also offer seamless integration with WealthEngine's donor wealth screening services. Candidates for major gift or planned gift proposals can be screened individually to verify their giving potential. In addition, direct access to WealthEngine allows users to access additional relationship mapping information and review the sources used during the screening process.
Download Prospect Research brochure (PDF, 76K)
Benefits of the Prospect Research capability:
- Export donors for research based on any combination of criteria
- Import research from an unlimited number of internal or external sources
- Identify qualified candidates for major gift solicitations
- Wealth Engine integration provides real-time verification and update of giving potential
- Connection to WealthEngine allows better understanding of rating sources
- Update and verify prior research on an immediate, ad hoc basis
- Track individual donors as they progress from New to Core supporters
- Maintain a history of your wealth screen activities for each donor or prospective donor
- Use the results of wealth screenings, including wealth ratings, to segment and run lists from your database
Features of the Prospect Research capability:
- Flexible export criteria
- Multiple standard export formats
- Standard and Customizable Import Formats
- Direct, real-time connection to WealthEngine
- Built-in Donor Growth Analysis
Effectively use your organization's valuable prospect research information by combining related donor management capabilities:
Capital Campaign Major Gift Cultivation Planned Giving