I Can Help Answer

  • Your time goes to the most promising prospects by assessing giving capacity, affinity, and engagement.

  • Guide ask amounts with confidence using fundraiser knowledge, wealth indicators, giving history, and philanthropic patterns.

  • Craft a personalized approach by surfacing critical insights such as career and personal backgrounds, giving interests, affiliations, and connections.

  • Reduce risk by performing due diligence research to flag reputational concerns and ensure your fundraising aligns with your values and organization’s gift acceptance policies.

    Don’t have a gift acceptance policy? I can help you create one.

  • Unlock under-tapped opportunities and relationships and identify new potential donors by analyzing your existing data, supplementing it with external research, and creating donor-centric moves management plans.

  • Keep track of progress with donors and prospects through enhancing existing or designing new prospect tracking and moves management systems.

  • Manage the quality of your donor intelligence in a reportable and actionable way by establishing data practices that meet your needs.

  • Identify strategic markets by analyzing donor giving data and geographic density to highlight top cities with high-potential prospects.

…and more!