Prospect Research
DONOR INSIGHTS THAT DRIVE MEANINGFUL GIVING
Fundraising is strongest when it’s informed by insight, not guesswork. Our prospect research and fundraising intelligence work helps nonprofits better understand their donors, identify new opportunities, and prioritize outreach with intention. By combining thoughtful research with a relationship-centered lens, we support smarter decision-making and more meaningful donor engagement, so your fundraising efforts are focused, strategic, and aligned with long-term growth.
WEALTH SCREENING
RESEARCH
DONOR PROFILES
ASK PLANS
DONOR LISTS
WEALTH SCREENING RESEARCH DONOR PROFILES ASK PLANS DONOR LISTS
Donor Portfolio Creation: Grow
2-4 Weeks
What to expect
Wealth screening to uncover giving potential
Raw data file
Donor Portfolio Creation: Cultivate
4-6 weeks
What to expect
Wealth screening to uncover giving potential
Portfolio analysis and creation
Relationship-manager assignments and donor tiering
Donor Portfolio Creation: Activate
6-8 weeks
What to expect
Wealth screening to uncover giving potential
Portfolio analysis and creation
Relationship-manager assignments and donor tiering
Ask plans for each major gift donor
New Donor List: 50 Donors
2 months
What to expect
A list of 50 new, high-potential prospective donors (individuals, foundations, and/or corporations)
Research and profiling of each new prospect for alignment with your mission
Clear next steps for donor cultivation and relationship-building
New Donor List: 25 Donors
1 month
What to expect
A list of 25 new, high-potential prospective donors (individuals, foundations, and/or corporations)
Research and profiling of each new prospect for alignment with your mission
Clear next steps for donor cultivation and relationship-building
For Nonprofits Ready to Go Big with Their Fundraising
If you need to build a major gifts pipeline and create targeted, high-value donor relationships, this is your starting point. We’ll help you get the data, insights, and strategies to take your fundraising to the next level.