Published on February 5, 2014
Research tips for Bloomerang users February 2014 Chris Painchaud, Bloomerang Ryan Woroniecki, DonorSearch
Brief Overview 30 minutes I. II. III. IV. V. What is Prospect Research? Statistical Markers of a philanthropist Integrated Search Research tips Direct Donorsearch data acquisition Customer Service - email@example.com New ProspectiveView: Highlights 2
I. Prospect Research “Also known as development research or fundraising research, is a process in fundraising wherein a researcher identifies and provides relevant information about potential donors to an organization.” http://en.wikipedia.org/wiki/Prospect_research •Ideally used prior to a cultivation meeting. •Can identify someone as a major gift prospect. •Can identify philanthropy elsewhere. •Can identify markers of wealth. •Can not tell you everything about the individual. New ProspectiveView: Highlights 3
II. Statistical Markers of a Philanthropist In 2012 DonorSearch back tested its models to test the ability to predict the most likely future donors: • Data from 400 nonprofits • 2 million individuals • Known $5 billion donated New ProspectiveView: Highlights 4
II. Statistical Markers of a Philanthropist continued…. Benchmark Database % of Rec % of $$$ Predictive Strength SEC insider 2.0% 15.5% 7.76 Real Estate $1 million + 4.6% 38.2% 8.3 Business match-$5 million+ 0.6% 5.1% 9.04 $10k-$25k gift elsewhere is largest 0.7% 7.0% 10.73 $50k+ gift elsewhere is largest 1.2% 37.6% 31.33 New ProspectiveView: Highlights 5
III. New Integrated Search Saves time: •Searches Wealth, Philanthropy, and Zillow simultaneously. •On screen delivery of detailed profiles. •Simplified list entry. •All profiles delivered in less than 60 seconds, most in 20 seconds. •White page assist – high quality searches. Quick assessment of profile with key benchmarks found in screening profiles: •Summary section includes DS score, Overall Quality and target asks based on giving and philanthropy. •Summary section includes totals for real estate, stock, charitable and political giving. New ProspectiveView: Highlights 6
III. New Integrated Search continued… Summary section: •Differentiates high quality and other matches to simplify interpretation of results. •Profiles can be edited. Verified matches can be upgraded and mismatches can be deleted. •Includes pie chart of giving by interests for quick assessment of the match. Details: •Open individual or all sections to tailor your review. •Giving detail includes overall scores for each section to highlight the best matches, links to annual reports stored online. •Giving detail includes gray section to make interpretation simpler. •LexisNexis search is backed up by Zillow for better market values, maps and historical property trends. •Comprehensive: searches D&B, SEC, Guidestar, Who’s Who, Market Guide, Corp Tech, IRS foundations, Boats, Airplanes and connections. •Simple output: prints to paper or PDF (Chrome). New ProspectiveView: Highlights 7
IV. Research Tips 1. 2. 3. 4. 5. Make sure you have the name right. Try to get a spouse name. Try to get the correct address. Click the hyperlinks for more data. Perform multiple searches – don’t get discouraged at little, no results from one look up. New ProspectiveView: Highlights 8
V. Direct Data Acquisition Every day DonorSearch adds 50,000 – 100,000 charitable gift records to its database. 1. Record acquisition can be directed by clients. 2. Goal is to afford best coverage for current clients. 3. Send names of large/peer organizations to firstname.lastname@example.org New ProspectiveView: Highlights 9
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