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What is Planned Giving?

There are certain feelings that cannot be replicated, like finding a $20 bill in your jacket from last winter or worrying about what to have for lunch and then remembering you have leftovers from dinner out the night before. There’s nothing quite like finally experiencing the benefits of something that was put into action long ago.

Planned gifts accomplish that for nonprofits.

Donations from planned giving can have a major impact on organizations’ yearly fundraising. But they are largely under-utilized, particularly in the United States.

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By chris

[Guest Post] Prospect Research Metrics and ROI

Guest Post by Margaret King, Founder/President of InfoRich Group, Inc.

Recently, I asked Prospect Researchers to complete a brief survey to help me understand how they measure the value of the work they perform.  The survey consisted of four questions:

  1. What are the top three criteria used by management to evaluate your performance?
  2. What are the top five metrics used to place a value on or showcase your department’s prospect research efforts to senior management?
  3. What top three metrics would you like to add within the next 12 to 24 months to help place a value on or showcase your department’s prospect research efforts to senior management?
  4. What are the top three criteria used by management to evaluate the Gift Officer’s performance?

Not surprisingly, the survey results showed that a prospect researcher’s performance is most likely to be evaluated on the timeliness of their work, the quantity of research produced, and the number of new prospects they enter into their organization’s pipeline.

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By donorsearch

18 Crucial Pieces of Data for Your Next Prospect Profile

Have you ever been asked the quintessential superpower question…would you rather be able to read minds or fly?

I know what fundraisers would answer. Read minds. It would make their jobs a lot simpler.

Fundraisers are constantly busy and constantly being pulled in a thousand directions. It is not an easy job, but it is a satisfying one. For every dollar brought in by the development team, that is another dollar that can go towards fulfilling an organization’s mission.

A fundraiser has to be able to connect with and anticipate the needs of a donor prospect. Reading minds would certainly help with that.

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By chris

The Quintessential Guide to Interviewing a Prospect Researcher

Ah, the tricky business of interviewing. It is difficult in any field, as both the interviewer and the interviewee.

The person doing the interviewing has the challenging job of balancing selling the position and assessing the skill-set of the potential employee.

And, well, we all feel for the potential employee. Who hasn’t arrived way too early for an interview only to sit in your car for twenty minutes until you’re ‘appropriately’ early? Or, who doesn’t leave an interview and then just play the discussion ad infinitum for the foreseeable future?

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By chris

[Guest Post] Events as a Donor Cultivation Tool

Here at DonorSearch’s blog, we strive to include the best content we can regarding prospect research and, more broadly, the nonprofit sector. With that goal in mind, we feature posts by guest authors from time to time to bring in a fresh perspective and new ideas. This guest post was written by Samantha Swaim of Swaim Strategies

Events as a Donor Cultivation Tool

If done well, events can actually be really great donor cultivation tools. The key is to match the kind of event to the kind of donors you have in the room. There are three kinds of events in particular that can be great sources of cultivation, each specifically geared to a different stage of the donor cycle.

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