Prospect research for fundraisers : the essential handbook / Jennifer J. Filla, Helen E. Brown.
Essential tools for implementing right-sized prospect research techniques that help nonprofit organizations reach their fundraising goals Written especially for front-line fundraisers, Prospect Research for Fundraisers presents a practical understanding of prospect research, prospect management, and...
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Full text (Emerson users only) |
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| Contributors: | |
| Format: | Electronic eBook |
| Language: | English |
| Published: |
Hoboken, New Jersey :
John Wiley & Sons, Inc.,
[2013]
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| Series: | AFP fund development series.
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| Subjects: | |
| Local Note: | ProQuest Ebook Central |
Table of Contents:
- Cover; Title Page; Copyright; Contents; Foreword; Acknowledgments; Introduction; Chapter 1 The Big Picture; What Is Prospect Research?; Overview of Terms; Why Do Prospect Research?; Prospect Research Informs Fundraising Strategy; How Does Research Fit into My Work and into the Gift Cycle?; Prospect Research in the Gift Cycle; Communication; Dispelling Myths and Corroborating Evidence; Summary; For Further Reading; Chapter 2 Identifying New Prospects; Overview: Why We Identify New Prospects; Capturing and Maintaining Constituent Information.
- How Much Information Do You Capture on Each of Your Constituents?Basic Prospect Identification Terms; Prospecting Project Types; Manual Prospect Identification Methods; When Might You Undertake a Manual Prospecting Project?; What Are Some Tools a Researcher Might Use?; Manual Research Sample Case Studies; Wealth Screenings; What Kinds of Information Do Wealth-Screening Vendors Provide?; Preparing for a Wealth Screening; Setting the Purpose and Goal for an Electronic Screening; Selecting a Screening Product; Basic Information to Send to the Vendor; Screening Verification and Analysis.
- Demographic/Psychographic Data AppendsRisk and Electronic Screenings; Peer Screenings; Surveying; Sample Projects a Researcher Might Do; Simple Data Mining; Sample Projects a Researcher Might Do; Advanced Data Mining; Sample Projects a Researcher Might Do; Donor Modeling; Sample Projects a Researcher Might Do; List Rental; Summary; For Further Reading; Chapter 3 Researching Prospects; Different Levels of Research; Types of Donor Profiles; Individual Profiles; Company Profiles; Foundation Profiles; Assembling Your Research Toolkit; Assess the Scope of Your Profile Needs; Fee versus Free.
- How to Keep Up with Online ResourcesSearch Techniques Every Fundraiser Should Know; Step One: Find the Full Legal Name; Step Two: Become a Search-Engine Power User; Step Three: Find Giving History and Community Involvement; Step Four: Find Occupational Information; Step Five: Find General and Biographical Information; Other Search Concepts; Capacity Ratings: Putting the Information Together; Summary; For Further Reading; Chapter 4 Donor Relationship Management; What Is a Relationship Management System?; The Three Moving Pieces; Rating Your Best Prospects; Moving Your Prospects.
- Reporting on Your ProgressCreating Your Own System; Tips on Entering Relationship Management Information; Creating Prospect Ratings; Recording Prospect Moves; Creating Reports to Track Progress; Summary; For Further Reading; Chapter 5 Managing Prospect Research; Managing to Your Fundraising Goals; As Part of Everyone's Job; As a Standalone Department or Staff Member; Hiring Employees and Volunteers; Employees; Volunteers; Skill Sets for Hiring; Managing Expectations; Defining Common Terms and Using Forms; Purchasing Resources; Search Tools; Analytics Tools; Summary Look-Up Tools.