Prospect Research Profile Template

Studies have been done along the lines of how time consuming it is to fill out a poorly designed form.

Prospect research profile template. Depending on the prospect you will find corporate bios alumni notes even community volunteer. Wealthengine can provide you with all of this information instantly so your donor prospecting process becomes much more efficient. Elements of a full prospect research profile. Prospect research workbook research profile o the research profile is an efficient way of compiling the information you uncover about your prospect.

Searching on their name tends to pull up lots of information. In my last post i talked about four ways to speed up the flow of information from researcher to fundraiser and i gave examples of the average amount of time it takes for research reports to be done. Prospect research prospect research is the intentional strategic pursuit and presentation of relevant financial and biographical data that together with the internal anecdotal and relationship information helps us. Donorsearchs prospect profile template sample is divided into seven categories.

Research will follow the association of prospect researchers for advancement apra code of ethics. When you have an exciting new insight or method that is bringing great results in your office why not share it on the apra prspct l list serv. The level of depth for your various profiles will be largely dependent on how extensive your prospect research is and what you learn during cultivation. It allows your readers to get a quick understanding of who this person is and begin to think about an appropriate strategy.

The profile also allows the researcher to stay. Note that the ideal profiles are ones that can be generated directly from your database so that you dont have to spend a lot of time retyping information into documents. Keep up with continuing education opportunities in your field. A number of research profile templates that you can use to determine what will be the relevant pieces of information that you want to include in your own profiles.

This information helps fill out their profile and is required to do the more detailed wealth screening below. Checklist of prospect research resources used for a profile located on advancement services web site. Gather all of the information for your donor research profile template can be very time consuming. Resource list available to researcher located on advancement services web site.