Post on 30-Dec-2020
Effective Tools for Uncovering New Prospects By Kelly Grattan, Senior Consultant
Schultz & Williams
1617 JFK Boulevard
Suite 1700
Philadelphia, PA 19103
215.625.9955
schultzwilliams.com
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Schultz & Williams
Effective Tools for
Uncovering New
Prospects
Table of Contents
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By Kelly Grattan
Senior Consultant,
Schultz & Williams Effective Tools for Uncovering New Prospects
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Schultz & Williams
Effective Tools for
Uncovering New
Prospects
Introduction
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Schultz & Williams
Effective Tools for
Uncovering New
Prospects
Starting Points for Fueling Your Pipeline
• Adding parents of incoming students to your list or database
• Soliciting alumni (with—or even without—cultivation!)
• Cultivating new trustees and volunteers
• Encouraging current/past donors, trustees and volunteers to engage their
friends and family
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Schultz & Williams
Effective Tools for
Uncovering New
Prospects
Getting to Know You: Philanthropic Capacity
Screening
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Schultz & Williams
Effective Tools for
Uncovering New
Prospects
1. DonorSearch
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2. WealthEngine & iWave
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3. ResearchPoint (Blackbaud Target Analytics)
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Schultz & Williams
Effective Tools for
Uncovering New
Prospects
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Schultz & Williams
Effective Tools for
Uncovering New
Prospects
Determining Who’s “Hot”: Prospect
Identification Modeling
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Schultz & Williams
Effective Tools for
Uncovering New
Prospects
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Schultz & Williams
Effective Tools for
Uncovering New
Prospects
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Schultz & Williams
Effective Tools for
Uncovering New
Prospects
Thinking Outside the Database: Finding New
Names
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Schultz & Williams
Effective Tools for
Uncovering New
Prospects
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Schultz & Williams
Effective Tools for
Uncovering New
Prospects
Conclusion
About the Author
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Schultz & Williams
Effective Tools for
Uncovering New
Prospects
About Schultz & Williams