Prospect Research & Management

Achieving a stronger prospect pipeline, optimized portfolios, and building capacity

5 Ideas for Engaging Next Gen Donors

5 Ideas for Engaging Next Gen Donors

Why do non-profit leaders need to better understand this generation? For one thing, next gen donors are expected to inherit an estimated $59 trillion dollars by 2061 and it is estimated that they will allocate almost half that sum to charitable causes.

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Assessing Philanthropic Capacity for Prospects in High Cost of Living Areas

Assessing Philanthropic Capacity for Prospects in High Cost of Living Areas

What is your organization’s approach to assessing philanthropic capacity of your prospect pool? Do you use a formula provided by your wealth screening vendors or another industry-standard formula?

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Establishing Common-Sense Metrics for Prospect Research

Establishing Common-Sense Metrics for Prospect Research

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?

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Cold Calls, the First Hurdle

Cold Calls, the First Hurdle

Major gift fundraising is not a big mystery. Donors make big gifts because they believe in the charity’s ability to bring change. Sounds simple, but it is far from easy. Here are some ways to simplify, strategize, and raise more money.

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