Data analysis projects, profiling prospects, and prospecting for new donors

Identified and qualified 35 high-capacity external prospects that are currently under cultivation for 6 and 7-figure solicitations for RCHF's building campaign.

We prospected for new donors using specialized prospecting techniques and fundraising intelligence databases to identify new prospective donors for the 3rd stage of their $1.5B capital building campaign.

Helped PAHF secure a $5M gift and two $500K gifts for their $10M medical imaging equipment campaign by providing donor intelligence to the fundraising team. 

We provided PAHF's fundraisers with key information on donor prospects (biographical information, occupational information, wealth & assets, philanthropy & giving analysis, linkages & community involvement, and capacity ratings) to enhance their cultivation and soliciation activities. 

Revealed scores of new mid-level prospects who are poised to become major gift prospects. A screening analysis was performed to identify prospects that have the ability to make a major gift (those with high capacity, affinity, and who demonstrate interest in the organization's mission). 

Provided key insights into corporate donors by profiling prospects to determine capacity, interest, and linkage to Diabetes Canada. This provided fundraising staff with immediate actionable intelligence to start building a relationship with corporate prospects. 

In conjuction with the lead prospect researcher at Diabetes Canada, we developed a new corporate naming convention strategy that will reduce errors and improve communication between the national and local community teams. We did this by creating naming conventions for donor records, performing data hygeine in the database, and communicating these procedures to internal staff. 

Gave fundraising staff the confidence they needed to increase their ask amount from top prospects so they could ask for leadership level gifts for the mental health facility campaign.

We helped LCHHF secure a $50K matching gift for new cancer treatment equipment by providing key insights to the fundraising team on a high net-worth prospect's' key information (biographical, occupational, wealth & assets, philanthropic giving, and community & professional linkages) and their capacity rating level.  

Saved BC Women's Hospital Foundation time and resources by targeting top prospects (who had the capacity to make a large gift, who had a strong affinity to newborn health, and had linkages to the foundation/hospital), that they could immediately reach out to and start the cultivation process. 

Identified and qualified 25 high-quality individual/corporate/foundation prospects for BC Women's Hospital's $1M genetic testing program for newborn babies. 

Helped fundraisers acquire key donor intelligence on corporate prospects so they had a firmer understanding of a donor's interests, capacity, and affinity to the Arthritis Society and raise more funds from them.

Profilied corporate prospects to qualify them based on capacity, interest, and affinity.

Boosted solicitation accuracy and ask amounts by profiling prospects with high net-worth to determine key information.

Provided one-on-one training for a newly hired prospect researcher. The new Prospect Researcher quickly acquired the skills and knowledge she needed to immediately begin boost her employer's fundraising efforts. 

Utilized CRSIP-DM analytical framework to perform data analysis projects of former trustee members. Identified the top 15% of prospects to invite to a Meet & Greet event with the CEO to raise funds for a capital campaign building project. 

Performed a capacity analysis for top 20 prospects to determine if there is a capacity gap in the RE database. The prospects' capacity was undervalued by 90% which indicated that there is significant "money being left on the table". A strong case was made to invest in fundraising intelligence software and/or a wealth screening to update the capacity rating for prospects within the RE database.