Prospect Research

#NPPTrendingNow Ep. 22: How Do You Identify Your Planned Gift Prospects?
November 3, 2017 at 8:50 am

Welcome back to #NPPTrendingNow, a weekly video series where NonProfit PRO Editor-in-Chief Nhu Te breaks down the top three coveted stories of the week. Here's what we've got going on for you this week: identifying planned gift prospects, asking donors to become sustainers in giving day programs and giving by geography...

Identifying Your Planned Gift Prospects
October 27, 2017 at 11:46 am

In my experience, the most frequent types of planned gifts an organization should market are bequests, charitable gift annuities, stocks and charitable IRA rollovers. I also suggest that you investigate life insurance, as many individuals have existing insurance policies with cash value that you can immediately use...

Cultivation Builds Confidence and Yields Results
May 31, 2017 at 10:40 am

There is no substitute for effective and focused cultivation. It brings new donors into the fold, and it strengthens the bonds with existing donors. It also helps nurture staff and volunteers—coaching and training them for a campaign...

The Battle Between Privacy and Donor Prospecting
March 14, 2016 at 11:29 am

As your organization continues to find new ways to interact with your audience online, it’s important to be aware of tools that can help you build an effective prospect list. Facebook Login is an example of a new tool that you can use for your website, mobile app or Wi-Fi at a physical event. But just because you can ask for this information doesn’t mean you should...

8 Prospect Research Lessons From Year-End Giving Season
February 16, 2016 at 11:17 am

It’s easy to understand the popularity of year-end giving, but it’s important to remember that many of the tactics that fundraisers use to make end-of-year fundraising so effective can easily be translated to other times of the year. Let these eight prospect research lessons help you fall into fundraising this year...

3 Prospect Research Trends to Watch
January 29, 2016 at 11:06 am

It's important to project where you believe your prospect research efforts will need to concentrate. Although we can’t claim to predict the future, we can propose some theories about the future of prospect research. Here are three prospect research trends to consider...

The Keys to Identifying a Planned Giving Prospect
October 20, 2015 at 10:02 am

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 flipside of that situation is, of course, once you find him, you cannot stop seeing him.…

Are You in Their Head?
April 28, 2015

How well do you know the people you serve? How well do you know the folks you solicit for gifts? I'm not talking about recognizing them on the street or at an event. I mean how well do you know the kind of life they live? How well do you know how they handle their finances? How well do you know what their day looks like from start to end?