Explore Services

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  • Whether you need research regularly or just now and then - together we’ll create a plan that delivers practical, actionable insights, on a schedule that aligns with your organization’s pace and workflow.

    • Comprehensive research profiles on individuals, foundations, and corporations

    • Custom prospect lists developed through internal data mining or external research

    • Network mapping and relationship insights

    • Contact information and biographical research

    • Prospect ratings (e.g. philanthropic capacity, affinity, inclination, propensity)

  • Whether you have existing screening results or would like to perform a wealth screening, we can provide the support you need.

    • Vendor selection and management of screening

    • Results validation

    • Analysis and prioritization of prospects

    • Crafting next steps

  • We dig into your data and processes to find opportunities, spot gaps, and help your team work smarter.

    • Establish portfolio parameters, prospect qualification guidelines, donor management policies

    • Right-size portfolios, surfacing new opportunities and allowing for refreshed strategy

    • Create or enhance prospect scoring, tracking, and moves management systems

    • Analyze data sets for specific trends, goals, outcomes

    • Conceptualize and/or create reports allowing visibility into portfolios and opportunities

  • Understanding your organization’s unique concerns, I can help reduce risk.

    • Due diligence research

    • Gift acceptance policy enhancement or creation

  • Whether you’re building skills from the ground up or just need a refresh, we can provide training and capacity building to support your team’s growth and evolving needs.

    • Prospect research program audit

    • Develop new prospect research programs, routines, or policies

    • Up-skilling staff on research methods, tools, and database best practices

    • Support for CRM transitions, data management

    • Process documentation

    • Tool evaluation and selection

  • Whether you need a few hours or a few days a week, we’ll plug in seamlessly and quickly to get the work done and help strengthen existing processes.

    • Do you need help alleviating workload of existing staff?

    • Do you have a staff member out on extended leave?

    • Are you just beginning to ramp up your prospect development efforts?

Need something else?

Please reach out - if we can’t help, we very likely know someone who can!

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Do you think this work would complement or supplement yours? Please reach out - would love to connect!