DonorSearch Research Tips for Bloomerang Users

100 %
0 %
Information about DonorSearch Research Tips for Bloomerang Users

Published on February 5, 2014

Author: bloomerang



This webinar will help Bloomerang customers get the most value from DonorSearch. Attendees will learn:

How to conduct more successful searches.
How to use built-in tools to find the prospect(s) you are seeking.
How to interpret and analyze key philanthropic and wealth indicators.
How you can direct DonorSearch data acquisition.

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 - 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.” •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 New ProspectiveView: Highlights 9

Add a comment

Related presentations

Presentación que realice en el Evento Nacional de Gobierno Abierto, realizado los ...

In this presentation we will describe our experience developing with a highly dyna...

Presentation to the LITA Forum 7th November 2014 Albuquerque, NM

Un recorrido por los cambios que nos generará el wearabletech en el futuro

Um paralelo entre as novidades & mercado em Wearable Computing e Tecnologias Assis...

Microsoft finally joins the smartwatch and fitness tracker game by introducing the...

Related pages

DonorSearch Research Tips for Bloomerang Users - YouTube

This webinar will help Bloomerang customers get the most value from DonorSearch. Attendees will learn: How to conduct more successful searches ...
Read more

Bloomerang + DonorSearch Integration - YouTube

... new DonorSearch integration, Bloomerang users can ... users with a DonorSearch account ... Research Tips for Bloomerang Users ...
Read more

[VIDEO] Prospect Research Tips for Donor ... - Bloomerang

[VIDEO] Prospect Research Tips for Donor ... Bloomerang users and some of you are also DonorSearch ... Bloomerang. The fourth part is research tips.
Read more

POPVOX Tips for Users - Technology -

Share POPVOX Tips for Users. ... Research support/opposition before you weigh in ... DonorSearch Research Tips for Bloomerang Users.
Read more

Tips for research problem2 - Education - documents

TIPS for Research Problem #2 ... DonorSearch Research Tips for Bloomerang Users Comments. ... Creative commons for research tips for word.
Read more

Donorsearch - Documents

Download Donorsearch. Transcript. 1. Авторы: Шекуров Руслан Петрович Архипов Виталий Михайлович ...
Read more

DonorSearch | Blog

DonorSearch is a leading provider of prospect research to nonprofits of ... Prospect research is the key to how your arts or culture nonprofit can survive ...
Read more

DonorSearch Announces Partnership and Integration With ...

DonorSearch Announces Partnership and Integration ... use Bloomerang can research ... DonorSearch will enable Bloomerang users to find ...
Read more