Prospect Research: How to Use Philanthropy Data for the Most Effective Fundraising

LOCATION: University of Waterloo, Tatham Centre TC-1112, 200 University Avenue West, Waterloo, ON, Canada

TIME: 12:50 p.m. - 2.30 p.m.

COST: Members: $20.00 Non-Members: $25.00

*You must attend this session at the location listed above*

*Please note that food will not be served*

Program Summary

Philanthropy data is critical to a strategic solicitation with a major gift prospect. All nonprofits and fundraising consultants should have access to the latest technologies and philanthropy data available. This session includes research fundamentals, advanced research and data mining/prospect identification (of current individual, corporate and foundation donors/prospects as well as new, external sources). Beginning or ‘accidental' prospect researchers will learn how to quickly and easily find philanthropy data. Advanced fundraising professionals will become more efficient and effective researchers. Affinity, capacity, planned giving potential and non-donor matches will be discussed. Participants will also receive a complimentary prospect research workbook, a profile template and the opportunity to do independent hands-on research at a later date.

Learning Objectives

Participants will learn about:

• Prospecting: the goals of research--identification, cultivation, solicitation and stewardship
• Finding Donors--Search specific individual, corporate and foundation examples
• Understanding Private Foundation (990-PF) Tax Records
• Keeping current with resources and trends including constituent exact-match screenings

About the Presenter

Kathleen Rogers is director of strategic alliances for NOZA. Kathleen teams with nonprofits, fundraising consultants, AFP members and community organizations to benefit the nonprofit community by ensuring all have access to philanthropy data to build donor relationships and boost fundraising results. The architect of NOZA's website design, new features, and beta test program, Kathleen brings customer feedback into NOZA and teams with customer relations and software engineering groups to ensure the site is easy to use and nonprofit customers are happy.

Target Audience

Entry level, mid-level, senior level

Participation in a live session or use of an audio recording of the program qualifies for 1.5 points toward CFRE education requirements.

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