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Summary:

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 fundraising analytics, demonstrating how research can be used to raise more money. Filled with examples, case studies, interviews, and stories, this unique book is structured around the fundraising cycle and illustrates the myriad of current and ever-changing prospect research tools and techniques available to boost an organization's fundraising effectiveness. From essential overviews to how-to-search skills, this practical book gives development officers the tools to understand how to use prospect research in ways that best fit their goals for each stage of the fundraising cycle.Provides practical insight to understand the best use of each prospect research tool and techniqueFeatures a companion website with a variety of online tools to help readers implement key conceptsPart of the AFP Fund Development Series Prospect Research for Fundraisers provides fundraisers with an understanding of what prospect research is and which resources are available to small organizations that have limited internal capacity, medium-sized organizations building capacity, and large organizations wanting to maximize their strengths. It offers a practical understanding of the relevant tools at the disposal of development officers and managers responsible for hiring, outsourcing, purchasing, managing, and implementing prospect research within their organizations.

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
• Evaluating and Choosing a Tool

Author/Creator:

Filla, Jennifer J.

Contributors:

Brown, Helen E.

Languages:

English

Language Notes:

Item content: English

Main Work:

Prospect Research for Fundraisers: The Essential Handbook [by Filla, J.J.]

Other Related Resources:

Print version: Prospect Research for Fundraisers : The Essential Handbook [by Filla, J.J.] (Hoboken : Wiley,c2013 — ISBN 9781118297391)

Related Series:

AFP/Wiley fund development series

Subjects:

Fund raisers (Persons)

Fund raisers (Persons) -- Handbooks, manuals, etc.

Fund raising

Fund raising -- Handbooks, manuals, etc.

General Notes:

Description based upon print version of record.

Physical Description:

1 online resource (242 pages).

Digital Characteristics:

text file

Call Numbers:

HV41.2 .F55 2013eb

ISBNs:

9781118419700

OCLC Numbers:

819741958

Other Control Numbers:

EBL1155086 (source: AU-PeEL)
EBC1155086 (source: MiAaPQ)