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By chris

6 Steps to a Successful CRM Strategy

In an effort to bring our readers the best information available on prospect research and its surrounding topics, we like to sometimes highlight posts from outsides blogs that provide valuable insights and information regarding the nonprofit sector. Today we’re featuring one of those posts.

6 Steps to a Successful CRM Strategy initially appeared on Andar/360’s blog. You can check out the original version here! 

This article was written by Real Bedard, President of Helix Ltd

6 Steps to a Successful CRM Strategy

1: Collect Information

Names, addresses, employer, cell numbers, email addresses, communication preferences, gifts, pledges, payments, formal/nicknames, relationships between accounts, demographics, competitive giving,… the list goes on and on. Information is everywhere and it can all be extremely valuable when getting to know your constituents.

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By chris

[Guest Post] How to Utilize Social Insights for Prospect Research

DonorSearch always aims to provide the best content available regarding prospect research and the broader nonprofit space. As such, we welcome guest contributors occasionally to mix things up here at our blog and provide new perspectives. Today, we’re happy to share a post by Solina Powell of EverTrue.

How to Utilize Social Insights for Prospect Research

While some workplaces frown upon employees spending their time on sites like Twitter, LinkedIn, and Facebook, those working in prospect research should be encouraged to invest their time in these platforms.

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By chris

[Guest Post] Starting off on the Right Foot: How to Find Great Grant Opportunities for Your Nonprofit

DonorSearch’s blog mostly focuses on prospect research, but we sometimes like to explore other topics in the nonprofit sector. Guest written by Megan Hill, CEO and Founder of Professional Grant Writer, this article shares valuable insights into prospect research for grant writing. 

Starting off on the Right Foot: How to Find Great Grant Opportunities for Your Nonprofit

Grant writing can be an overwhelming undertaking, even if you’re a seasoned grant seeker. One of the most important steps in the process is simply identifying which grantmakers are a good fit for your nonprofit.

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By chris

What is Wealth Screening?

This post was written by Ryan Woroniecki, Vice President of Strategic Partnerships at DonorSearch.

When those in fundraising think of wealth screening they think of prospect research and vice versa. The two methods of learning about giving candidates are often mistaken for interchangeable terms. Well, they’re not.

Prospect research is an umbrella term that encompasses the entire field of investigating potential donors to better understand their giving tendencies. Wealth screening is under that umbrella and helps to predict those often mysterious and elusive donor giving tendencies

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By donorsearch

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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By chris

The Keys to Identifying a Planned Giving Prospect

Some fundraisers feel that scouting for planned giving prospects is a lot like the world’s most difficult game of Where’s Waldo. You know he’s on the page, somewhere, but for the life of you, you cannot find him. The flip side of that situation is, of course, once you find him, you cannot stop seeing him.

This post is here to help you find Waldo and then Waldo Jr. and Mrs. Waldo and Waldo III.

With prospect research, once you know the characteristics of whom you’re looking for — red and white striped sweater, matching beanie, glasses, blue jeans — you can set out on your mission to identify and solicit those potential planned givers.

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