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Category Archives: Prospect Assessment & Research

Are You a Perfect 10?

You have identified and researched your non-profit’s top prospective donors. Now what?  The next step is often a “Prospect Rating Session” with four primary goals: – Determine gift range by dollar amount – Discuss areas of potential interest and possible naming opportunities – Decide the best solicitor or team of solicitors – Develop timeframe and approach for [...]

Is It Voyeurism…or Is It Research?

What data do you need to glean on your major gift prospects?  Besides the obvious contact and basic demographic information, a prospect’s profile should ideally include the following: – What utilization or connections does the prospect have with your organization? – What is his or her history of giving, not only to your organization, but [...]

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