What strategies do you use to identify, track, and vet potential board candidates? Board members are your top donors, your most vocal cheerleaders, and are fiduciarily responsible for your organization. Your organization needs sound practices in place to ensure you have a pipeline of philanthropic, committed, and enthusiastic volunteers. This advisory offers tips for each […]
Consultants: Bond Lammey | Roslyn P. Clarke
Prospect research professionals spend much of their time uncovering or confirming a prospect’s wealth, but what happens when research finds something concerning or that could negatively impact a prospect’s philanthropic capacity? Are researchers tracking or notifying fundraisers of prospects’ layoffs, divorces, or even criminal charges? The BWF Insight Research team has completed thousands of capacity […]
The advantages of establishing common-sense metrics and deliverables for prospect research are outlined in this AFP article co-authored by Bentz Whaley Flessner’s Bond Lammey.
Consultants: Bond Lammey | Josh Birkholz
We all know what amount of production is theoretically possible for a prospect research shop. However, the theoretical often breaks down once real-life circumstances are considered. What factors should we look to, then, to establish prospect research metrics? This article outlines some different ways to think about metrics for your prospect research shop, regardless of […]