5 Ways to Customize Your Prospect Screening

Did you know that screening is the most common form of prospect identification conducted these days?  As Helen Brown and Jen Filla mention in their book, Prospect Research for Fundraisers, whether you’re starting a campaign, building a professional fundraising program, trying to get to know your database better, or want to get in the habit […]

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Prospect List Building: The Canadian Edition

A few weeks ago, we published a blog post about the best list building strategies. Thanks to feedback from our clients and subscribers, we have adapted that post with Canadian prospects in mind.  From screening to real estate data, the Canadian nonprofit industry can be very different from that in the US, and vice versa. If […]

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Screening Vs. Analytics

In our last post, we discussed why automated prospect screening hasn’t been available for Canadian prospects until May 2016. “Wait.  Screening?  You’re actually talking about analytics, right?” There is some confusion in the industry about the differences between screening and analytics.  As it turns out, the two processes provide insight on different aspects of the prospect […]

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Why Canada Didn’t Have Automated Screening – Until Now

The following is an excerpt from iWave’s new whitepaper: The State of Canadian Wealth Screening & What Lies Ahead.  Read the full story. Automated wealth/prospect screening, or electronic screening, of Canadian based prospects has never been available.  Some companies have offered an alternative version of screening or analytics that is more manual and human-driven, but […]

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Top 3 Things Researchers Struggle With

Guest Post By: Jennifer Filla Whether you are a solo prospect research professional or work within a team, we all have a few things we struggle with. Following are the top three issues I see people struggle with and hear people talking about most often. When to Stop Researching When I was seeking out researchers […]

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Wealth Data: 5 Ways to Learn More About Your Prospect’s Capacity to Give

Mo’ money, Mo’ problems major gifts. We’re concluding our donor research tips series with arguably the most important information you can find on your prospective donors, their wealth. If you’ve been following along in the series and trying out the search tips, you now know that: your promising new prospect lives in a 7 bedroom […]

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5 Simple Prospect Lists You Can Build Right Now

Are you a list person?  If you are, you may have heard of a new strategy called “batching.” The concept is, instead of writing down to-dos as they pop into your head, you organize similar tasks and complete them together in one fell swoop.  The batch technique helps you segment your work, achieve deep focus, […]

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Foundations & Public Charities Research 101

What makes a prospect great?  There are many factors at play, but the best donors have a history of giving, strong linkage to your cause, and the ability to share truly impactful gifts of money, time, or personal expertise.  While individuals make up the largest group of donors, foundations also present fantastic opportunities for other […]

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Friends With Prospect Research Benefits: Four Types To Befriend In March

Guest Post By: Preeti Gill “Don’t hang out with each other. Make friends with people in other industries. Expand your network of contacts.” This profound advice came courtesy of stalwart newsman-turned-journalism instructor Mr. B. He was gently nudging my print reporting class to get out there and make friends with accountants, realtors and tech nerds; sources […]

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5 Tips For Using Charitable Donations Data

Finding information about your prospects can sometimes be a case of feast or famine. With one prospect, you may struggle to uncover the material you need. With another, you may be worried you’re spending too much time panning for gold with heaps of data. So, how can you qualify your prospects with more confidence and […]

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