Prospect Research Offerings

The areas that we can assist with prospect research and donor prospecting are below.

Any pieces can be combined together or selected for various project needs.

Individual and Corporate Research

Conduct research on individuals and corporations based on stated organizational development goals

and strategies to find the best donor prospects. Includes assessments of donor giving and inclination to give to a specified cause. Efforts can also include research into relationships with boards or other organizations as a means to secure donations.

Private and Public Foundation Research

Conduct research on private or public foundations to assist in prospecting and selection of the best grant applications. Consultant can also assist in diving into the grants awarded and giving patterns offoundations to help craft grant proposals that are tailored to funding priorities, guidelines, orrestrictions.

Prospect Bios

Formal biographical research documents can be compiled to aid in prospect selection, development,

and solicitation.

Portfolio Creation and Pipeline Development

Consultant can spend time gauging prospect pipeline health and readiness to ensure a robust pipeline for future needs. Conduct a deep dive into gift and prospect data to provide a realistic view of the prospect landscape to help answer the following questions: 


  1. Does the pipeline support strategic goals?
  2. What is needed to fill the gaps in our pyramid?
  3. What does the data tell us about future staffing needs?

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