Effective Tools for Uncovering New Prospects...Uncovering New Prospects Starting Points for Fueling...
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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
Transcript of Effective Tools for Uncovering New Prospects...Uncovering New Prospects Starting Points for Fueling...
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
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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
