| Job |
Categories Covered |
Research recommended when |
Fastest turn around time |
| Assessing prospects for research |
Major philanthropic and corporate sources |
When a non-profit with a limited budget has 1-50 names for research, and is not sure about the quality of names. To qualify for advance research, a prospect should meet agreed upon criteria.
|
Same day - 24 hours (depending on the volume of work submitted, and what time of day the request is made) |
| Brief |
Major philanthropic and corporate sources |
Either:
1. Either brief research has been requested; i.e. "just give me something basic"
2. Or advanced research was requested but preliminary research was not promising
This product will summarize in 1-2 paragraphs all relevant facts and recommendations. |
Same day - 24 hours (depending on the volume of work submitted, and what time of day the request is made)
|
| Electronic Clipping |
News stories impacting top Client trustees, donors or program areas |
On a weekly basis |
Same day - 24 hours (depending on the volume of work submitted, and what time of day the request is made)
|
| Event bios |
3-5 line descriptions of an attendee's business and/or philanthropy |
When attendees are confirmed for an event. |
Same day - 24 hours (depending on the volume of work submitted, and what time of day the request is made)
|
| Electronic Screening: Record selection |
Choosing which records from a database to submit for screening |
When a client is runing out of qualified leads or is in the silent phase of a capital campaign. |
In batches, typically at 1 week intervals |
| Electronic Screening: Implementation and Data Verification |
Building a gift pyramid in preparation for a campaign |
When a screening is complete and client needs leads prioritized and/or a gift pyramid built. |
In batches, typically at 1 week intervals |
| Outsourcing research/Retainer |
Complete management of the prospect research function |
When efficiency is crucial because your competition is fierce. |
n/a |
| Profiles: Institutions |
Analysis of Market position
Branding and Imaging
Business Overview
Corporate Affiliations/Gifts/Sponsorship
Corporate Icon
Decisions Makers Bios
Gift Rating/Client Connections
Headquarter address and local units, as needed
Sources |
When a meeting is scheduled with a well qualified lead. |
Same day - 24 hours (depending on the volume of work submitted, and what time of day the request is made) |
| Profiles: Individuals |
Biographical Info
Business Bio
Business Overview
Civic Affiliations/Gifts
Financial Information
Gift Rating/Client Connections
Home Address(es)
Photo if available
Sources |
When a meeting is scheduled with a well qualified lead. |
Same day - 24 hours (depending on the volume of work submitted, and what time of day the request is made)
|
| Prospect Lists |
Board nominations
Honorees for Special Events
Special programming
|
New programs/initiatives are being developed |
2-10 days |
| Qualifying Multiple Prospects |
Top individual giving
Average Foundation giving over 2 years and sample gifts
Company sales
Contact info
Gift rating
Home city/state |
If a client is evaluating the advisability of a meeting and seeks basic information. |
Same day - 24 hours (depending on the volume of work submitted, and what time of day the request is made) |
| Rating Multiple Prospects |
Average Foundation giving over 2 years and sample gifts
Corporate wealth indicators
Contact info
Gift rating
Home city/state
Personal wealth indicators |
A gift officer has more than 5 prospects and a rating system is needed to help prioritize prospects, based upon qualifying criteria. |
Same day - 24 hours (depending on the volume of work submitted, and what time of day the request is made)
|
| Research documents kept current |
Document maintenance for any research job 6 or more months old |
On any active prospect with proven major gift capacity |
Same day - 24 hours (depending on the volume of work submitted, and what time of day the request is made) |
