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Helpful ideas & links for the prospect researcher / manager

Desking Today: Sarah H.

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Mission Statement

Prospect research and management are fundamental components of a successful fundraising program.  The mission of the researcher is to provide timely, relevant and quality prospect information, in an effective and often proactive manner, to achieve maximum philanthropic support. 

The mission of the manager is to support fundraising efforts by ensuring that prospects receive strategic and coordinated cultivation, solicitation, and stewardship.

We accomplish this by:

  • Providing consistent and accurate information analysis on prospects based on capability, inclination, and affinity.
  • Maintaining a prospect management and tracking system in a relational, central database, which houses and integrates key data and development information.
  • Upholding the confidentiality of all research information and communicating the ethical considerations related to prospect research to all involved parties.

Some of our goals include:

  • Gathering and analyzing data on candidates and qualified prospects.
  • Promoting the use of this analysis by front-line fundraisers.
  • Increasing proactive identifications to supplement prospect portfolios.
  • Refining existing prospect and proposal management programs.
  • Managing major-gift, mid-level, and annual fund prospects in a useful and accessible manner.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Online Coupon Codes

Be Seen!

When (and where) possible, complement email follow-up with IN PERSON follow-up.  Stop by the requestor's office to let her know a requested profile is ready or to point out a particular portion on it.  Document the process, but don't forget the people.

 

Be Heard!

As the the fiscal year end approaches, our organizations prepare annual reports for donors and other constituents. Why not prepare a report extolling the virtues of prospect research and all the excellent work you've done over the past year? 

 

Old Tips

Be Seen!

2) Proactively send out Top 10 lists of individuals or businesses that relate to or effect your organization.  Think: top doctors, law firms, or philanthropists, to name a few.  Cross reference with your central database. Create a simple key to note major organizational relationships  - such as board members, volunteers, donors and prospects. 

1) Track your completed profiles and prospect identifications in the central database, alongside development contacts.  Make sure they appear in the staff tracking reports.

Be Heard!

2) At staff meetings,  instead of just calling off a list of completed  profiles, let coworkers know about new research subscriptions or interesting websites you've found.  Simply recommendating a quality online phone directory might be greatly appreciated. 

1) Follow-up with development officers after identifying prospects. Encourage them to make qualification calls. 

 

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