A DAY IN THE LIFE OF A PROSPECT RESEARCHER PRESENTED BY MARY KATHRYN DEMPSEY

AND LEAH RILEY

Navigate ResearchPoint in

10 easy steps!

#bbcon

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Session Agenda

• Why research is important to your fundraising program

• Research and data, what you can uncover

• Be strategic with your time

• Researching an individual in 10 EASY steps

• Q&A period

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The art and science of fundraising

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Publically available information

• As it’s name implies, publically available information includes all

information available in the public domain

• Common forms of information used in Research: • Career information

• Biographical data and Interests

• Real estate holdings

• Philanthropy to other non-profits

• Political Contributions

• Stock holdings – for Insiders only

• Other indicators of wealth

• Social Media sites are gaining interest and traction

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Information that is NEVER public

• Net worth

• Bank account balances

• Most investments

• Retirement accounts and most pensions

• Exact salary/benefits for most people

• Inheritances, family money, wills

• Debt, of any kind, with the possible exception of some mortgages

• And, sometimes things that should or could be public

can be well hidden by savvy individuals

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Being strategic with your time

• Information can be addicting

• But, information does not raise money on its own

• Don’t get trapped in analysis paralysis!!

• Make time for research, but also give yourself a time limit!

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Researching an individual in 10 easy

steps

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10 steps

1. Select an individual to research and start on their “home page”

2. Review the model scores and ratings area if applicable

3. Run WealthPoint search on prospect if needed

4. Begin with the hard asset column, confirm and reject as you can

5. Look at philanthropic giving and other wealth indicators, confirm and reject as you can

6. Use political donations to confirm business affiliation if you haven’t been able to do it another way

7. Use external websites to see if there is something obvious that helps in confirmation or expansion of what is found by ResearchPoint

8. If extra documentation is located, add the information within the research details summary area and click the confirmed research status

9. Perform a web search to see if you can find an image of the prospect to load

10. Create a prospect research report

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Don’t forget to complete

a session survey!

Each completed survey enters you into a drawing to win a

complimentary registration to bbcon 2015 in Austin, Texas*.

*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be

exchanged, applied to, or combined with any other offer.

Are you pumped up and ready to go?