We offer a number of documents designed to address your research needs. Whether you represent a small shop with no in-house researchers, or your organization has a large research department with an even larger queue of requests, we will provide you with prospect data. You can select the level of research you would like from one of our templates so that you control the price of each document. Or, if you need research in a different format, we'll tailor the presentation of our research to suit your exact specifications. Don't leave your prospecting strategies to chance; use quality research to ensure you have accurate and current information to achieve your goals.
Our product line includes:
Appraisals: These cost-effective and quick-to-produce reports provide basic evaluations of prospects' gift capacities. Ideal for clients in need of a brief summary of their constituents' overall potential.
Assessments: More thorough than Appraisals, these documents include concise investigations into each prospect's employment, greatest charitable gift, and real estate holdings.
Bios: Optimal for gift officers preparing for a cultivation event, Bios offer succinct key details on attendees, including employment and background information for both the principal guest and their spouse.
Briefings: One of our most commonly requested reports, Briefings are devised for prospects in the Qualification and early Cultivation stages of the solicitation cycle. In addition to including details found in simpler reports, they feature educational details, a chart summarizing the prospect's charitable interest, and a comprehensive list of a prospect's entire philanthropic history.
Memos: These flexible reports are ideal to suit the unique inquiries of each client. Consisting of a simple framework and billed on an hourly-basis, Memos are designed to answer questions posed by gift officers, ranging from a simple summary of a prospect's stock portfolio to an in-depth study of a high-net-worth individual's family tree.
Profiles: Our most comprehensive standardized report. Each Profile provides a thorough examination of a prospect's career history, personal background, professional board affiliations, non-profit affiliations, charitable giving history, private foundation details (when applicable), confirmation of all public assets, and a capacity rating with a corresponding rating note.