DonorSearch’s ProspectView- Fundraising’s Best Innovation...with hundreds of different...

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Accurate. Affordable. Effective. DonorSearch’s ProspectView is the new and advanced premier fundraising service which delivers accurate, affordable and effective prospect research tools to nonprofits nationwide. ProspectView screening and online tools combine traditional wealth and capacity markers with the power of past philanthropy to uncover more promising prospects. e inspiration to create a product so comprehensive and complete comes from years of experience in the industry and the feedback from you, the fundraisers and researchers in the field. ProspectView raises your expectations. ProspectView is designed from the perspective of a fundraiser. With over 20 years of experience in the field and aſter working with hundreds of different nonprofits, DonorSearch’s CEO created a breakthrough in prospect research tools and services. Aſter listening to the needs and requirements of a diverse set of development teams and incorporating the very best fundraising practices, DonorSearch presents ProspectView; an accurate, affordable and effective solution. ProspectView screening services, the breakthrough. Complete philanthropic review of all records submitted Complete wealth append on all records submitted Assessments and verification of the data conducted by prospect researchers Interactive Totals Table Summary Report linking to your prospect’s profile Executive Summary Report Analytics for each prospect including an Internal RFM Ranking, External Philanthropic and Wealth Ranking, Planned Giſt Score, Major Giſt Score and Annual Fund Score. Prospect Rankings that incorporate prior philanthropic activity. Prospect Rankings that incorporate current wealth and asset markers. When it comes to wealth screenings and identifying major giſt prospects, DonorSearch is the Rolls-Royce of services. ProspectView Screening includes a unique 5 step process which uncovers those who best fit the characteristics of a major giſt prospect. ProspectView breaks away from traditional industry standards by accessing one of the largest proprietary philanthropic data sets publicly available with unique search logic. In addition, DonorSearch accesses the best wealth databases publicly available and reviews each prospect submitted. Rankings, analytics and an assessment of the top prospect profiles are included to help you focus efforts on those who have a proven philanthropic history, an inclination to give and have the capacity to give. DonorSearch’s ProspectView- Fundraising’s Best Innovation Ryan Woroniecki Sales Manager 410-702-4223 [email protected]

Transcript of DonorSearch’s ProspectView- Fundraising’s Best Innovation...with hundreds of different...

Page 1: DonorSearch’s ProspectView- Fundraising’s Best Innovation...with hundreds of different nonprofits, DonorSearch’s CEO created a breakthrough in prospect research tools and services.

Accurate. Affordable. Effective.

DonorSearch’s ProspectView is the new and advanced premier

fundraising service which delivers accurate, affordable and

effective prospect research tools to nonprofits nationwide.

ProspectView screening and online tools combine traditional

wealth and capacity markers with the power of past philanthropy

to uncover more promising prospects. The inspiration to create

a product so comprehensive and complete comes from years

of experience in the industry and the feedback from you, the

fundraisers and researchers in the field.

ProspectView raises your expectations.

ProspectView is designed from the perspective of a fundraiser.

With over 20 years of experience in the field and after working

with hundreds of different nonprofits, DonorSearch’s CEO

created a breakthrough in prospect research tools and services.

After listening to the needs and requirements of a diverse set of

development teams and incorporating the very best fundraising

practices, DonorSearch presents ProspectView; an accurate,

affordable and effective solution.

ProspectView screening services, the breakthrough.

• Complete philanthropic review of all records submitted

• Complete wealth append on all records submitted

• Assessments and verification of the data conducted by prospect researchers

• Interactive Totals Table Summary Report linking to your prospect’s profile

• Executive Summary Report

• Analytics for each prospect including an Internal RFM Ranking, External Philanthropic and Wealth Ranking, Planned Gift Score, Major Gift Score and Annual Fund Score.

• Prospect Rankings that incorporate prior philanthropic activity.

• Prospect Rankings that incorporate current wealth and asset markers.

When it comes to wealth screenings and identifying major

gift prospects, DonorSearch is the Rolls-Royce of services.

ProspectView Screening includes a unique 5 step process

which uncovers those who best fit the characteristics of a major

gift prospect. ProspectView breaks away from traditional

industry standards by accessing one of the largest proprietary

philanthropic data sets publicly available with unique search

logic. In addition, DonorSearch accesses the best wealth

databases publicly available and reviews each prospect submitted.

Rankings, analytics and an assessment of the top prospect

profiles are included to help you focus efforts on those who have

a proven philanthropic history, an inclination to give and have

the capacity to give.

DonorSearch’s ProspectView- Fundraising’s Best Innovation

Ryan Woroniecki Sales Manager 410-702-4223 [email protected]

Page 2: DonorSearch’s ProspectView- Fundraising’s Best Innovation...with hundreds of different nonprofits, DonorSearch’s CEO created a breakthrough in prospect research tools and services.

What is Prospect View?Services that are typically purchased separately like modeling,

data mining, wealth screenings, and appends are now

conveniently integrated into one annual subscription package.

DonorSearch is proud to offer its clients a subscription which

includes both an innovative screening service and intuitive

online tool, suited to fit the needs of your development shop.

ProspectView, DonorSearch’s most popular service, provides

clients with the best of data mining, data modeling, online

access, and philanthropic and wealth screenings. DonorSearch’s

introduction of an accurate, affordable and effective screening

process and online search tool set a new industry standard and

expectation.

1. Communications Append Package: Data Cleansing to support multi channel efforts including, deceased

appends, email appends, telephone appends and address appends.

2. New Parent Review: Early research to profile new constituents to understand wealth, philanthropic history and their interests including biographical data.

3. Daily Patient Review: Timely review of any medical institutions newest constituents in compliance with HIPPA laws. Find out who understands the power of philanthropy and who’s using your services.

4. DonorSearch Modeling: Profile your existing constituents to determine the best marketing approach. Modeling includes Major Gift Likelihood, Annual Fund Likelihood and an optional Planned Gift Likelihood score.

5. Capital Campaign Preparation: Provide detailed profiles for the top campaign prospects including those known and surfacing new potential major gift prospects based on prior giving and wealth.

6. Travel Analysis and Geographical Clusters: DonorSearch maximizes the road travel of your major gift officer with detailed profiles for each of your anchor visits, telephone numbers and recommendations for your secondary visits. Maximize face to face time.

Fundraising Solutions

Ryan Woroniecki Sales Manager 410-702-4223 [email protected]

Page 3: DonorSearch’s ProspectView- Fundraising’s Best Innovation...with hundreds of different nonprofits, DonorSearch’s CEO created a breakthrough in prospect research tools and services.

How Does DonorSearch build better tools?DonorSearch distinguishes itself in the prospect research

industry by remaining true to its mission, to deliver an

effective and accurate service that helps fundraiser’s

raise funds, affordably. You spoke and we listened.

DonorSearch enhances its services and products every

day by customizing your results in a way that specifically

suit your needs.

ProspectView Online

Ryan Woroniecki Sales Manager 410-702-4223 [email protected]

After working with many different types of nonprofits

ranging in all areas of interest, DonorSearch remains

flexible and open to the development of products which

enhance success. The dedication and enthusiasm that the

DonorSearch team shares with its clients has allowed for

the creation of superior fundraising tools.

ProspectView Online is the quickest way to find information regarding your donor’s philanthropic history and wealth

affiliation. Our databases include philanthropic information, wealth information and now INSTANT and SPECIFIC

annual report references regarding your donor’s history and involvement with other non profits.

Since most of your major gift prospects are giving externally to other non profits, find out how much they are giving

with DonorSearch’s Gift Search and Integrated Search. Find out what motivates your donor and their involvement with

other nonprofits by accessing annual reports through the Archive and Annual Report databases. DonorSearch gives

you the tools necessary to feel confident in your major gift identification strategies.

Page 4: DonorSearch’s ProspectView- Fundraising’s Best Innovation...with hundreds of different nonprofits, DonorSearch’s CEO created a breakthrough in prospect research tools and services.

Integrated Search

• Unlimited access to Integrated Search, Gift Search, Wealth Search, Prospect Generator and Ask Analyzer.

• The ability to search for philanthropic and wealth information regarding individuals, businesses, and/or foundations.

• Access to philanthropic databases which include printed annual report data, online sources and political giving.

• The ability to filter giving results by donor name, geographical location, gift amounts, interests and other keywords.

Ryan Woroniecki Sales Manager 410-702-4223 [email protected]

• The ability to create and customize reports in Excel and Word.

• The ability to create and customize your own ask amounts using a Custom Giving Capacity Calculator.

• The ability to search for donors of other non profits.

• The ability to search a prospect’s wealth affiliations, board affiliations, non-profit affiliation, and biographical data.

ProspectView Online Subscriptions Include:

Page 5: DonorSearch’s ProspectView- Fundraising’s Best Innovation...with hundreds of different nonprofits, DonorSearch’s CEO created a breakthrough in prospect research tools and services.

In an effort to make the decision making process easier for you and ensure that you

are choosing the right company, DonorSearch will give you free access to ProspectView

Online and conduct a free ProspectView Screening.

ProspectView, DonorSearch’s most popular service, provides clients

with the best of data mining, data modeling, online

access, and philanthropic and wealth screenings. DonorSearch’s

introduction of an affordable, complete and effective screening and online

tool to the nonprofit community in 2007 set a new industry standard. DonorSearch

is proud to offer a comprehensive set of tools and services

which successfully enhances fundraising efforts for

nonprofits of every size.

Ryan Woroniecki Sales Manager 410-702-4223 [email protected]

Put DonorSearch to the Test

“Thanks to DonorSearch, we were able to quickly realize a single pledge of $50,000 from a former Board member previously giving $10,000 a year!”

~Marialice StanzeskiDirector of Development

Manor College

How do I know if DonorSearch is right for me?Get free access to ProspectView online and screening tools.

Successful fundraising comes from relationships built with prospects who have an affinity to give and who have an interest

in your mission. Converting prospects to major gift donors can be challenging, but with the help of the DonorSearch

services we make it much easier.

Page 6: DonorSearch’s ProspectView- Fundraising’s Best Innovation...with hundreds of different nonprofits, DonorSearch’s CEO created a breakthrough in prospect research tools and services.

Preferred File FormatSeparate fields containing first name, last name, street address, city state, and zip code are the minimum amount of information needed to review a record.

• Unique Identifier– Required field• Primary Individual– First name• Primary Individual– Last name, required• Street Address– If needed, use two lines• City• State• Zip Code• First Name for Second Individual (spouse?)• Middle Initial for Second Individual (spouse?)

• Last Name for Second Individual (spouse?)

Additional Fields Recommended for Analysis:

• Suffix, Total Giving Dollars • Total Number of Gifts• Last Gift Amount• Last Gift Date• First Gift Date• Highest Gift Amount• Highest Gift Date,• Constituent Attribute/Categories• Internal Ratings • Staff Assignment• Etc.

We understand that when you choose a prospect research company, you have several options. So, in an effort to make that process

easier for you, DonorSearch will provide you with a free trial of ProspectView Online and a mini ProspectView Screening.

Feel confident in your prospect research company. Test ProspectView, and know that you are choosing the right company because you

have seen the results.

Ryan Woroniecki Sales Manager 410-702-4223 [email protected]

CALL NOW FOR A FREE

SCREENING OF 200 NAMES

Testing ProspectView