Join veteran research Tracey Church in this “DIY: Do-It-Yourself” session about the innovative research methods and tools you can use in your organization if you don’t have a researcher - or even if you do! Despite being in a relatively restrictive country when it comes to freedom of information, there are many resources available to you that will enable you to get to know more about your current donors and future prospective donors than you ever thought possible. We will look at ways to determine initial affinity and capacity ratings based on corporate revenue and giving guidelines, foundation assets and funding interests, and lastly, but certainly the most important, how to research the individuals on your prospect list and how to find new major giving donors. This session will bring out the curious prospect researcher in everyone!

Learning Objectives:

  1. Learn new methods of research to help with solicitation of major giving prospects
  2. Be more innovative and learn to think "outside of the box" when it comes to matching the interests of your prospects with your programs
  3. Develop your capacity rating expertise so you are not under-asking your prospects

Speakers
Tracey Church, MLIS

Principal, Researcher & Charitable Sector Consultant

Tracey Church & Associates, Research + Consulting Services

Tracey has been a professional researcher for over 20 years and is Past President of APRA-Canada. She is a Researcher and Consultant and has worked with over 300 charities across Canada. Tracey is the Co-Editor and Co-Author of “Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers”. She recently joined the AFP International Research Council. Tracey teaches at Western University in the MLIS program. She has her MLIS and her Professional Certificate in NFP Management. She is a requested presenter and loves to see her students and trainees succeed in the exciting field of prospect research.