PROSPECT PROFILES

Have you ever experienced being handed a list of handed a list of brand new prospects but when you pick up the phone to make that first discovery call, you break out in a sweat? Come on, you tell yourself, you’ve done this many times…But I don’t know them and I like to chat with my usual donors! You put the phone down and redial a familiar donor and you feel instantly better. But as the weeks go by you continue to struggle to meet your fundraising targets. 

This is where prospect profiles can help you reach out to new prospects with confidence. Profiles offer insights into your prospect’s life, including:

- Occupation status

- Giving patterns/preferences

- Key biographical information

- Linkages to your organization and their community

- Their wealth picture. 

Armed with this information, you will never stress over phoning a new prospect again and will build more relationships, at a faster pace, and secure more transformative gifts for your organization! 

How The Prospect Profiling Service Process Works

Our clients provide us with their donor's name (and spouse's name), home address, business address (if applicable), names of children (if known), relevant giving to their organization, event participation (if applicable), employment information (organization and position or the name of the business they own), or other known linkage data. This helps jumpstart the research process and can save time and energy. 

We then use our vast array of charity and business intelligence databases to populate the prospect's profile. After adding some data analysis to the profile, we pull it all together (and include an executive summary for quick insights). We send it back to you and now your fundraisers have the insights they need to confidently reach out to their prospects.