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Prospect Identification & Donor Research/WealthEngine™

Prospect Identification & Donor Research/WealthEngine™

Prospect Identification is Essential

The identification of key prospects is essential to any successful campaign and ongoing development program. We believe that capacity is achieved through a regular disciplined approach to prospect research and the use of sophisticated electronic screening. These techniques along with the advice of THG’s highly trained counsel can help your organization find its major gift prospects.

Donor Research Helps Predict Philanthropic Motivations

Prospect research is the personal backgrounds, charitable giving histories, wealth markers, and philanthropic motivations of potential donors. You’ll know how to predict both a donor candidate’s wealth and his/her commitment to your organization, which are probably more helpful. Fundraisers, development teams, and nonprofits all use prospect research.

The information that matters to you depends on your organization, but standard data includes giving history and wealth. Real estate ownership, political giving, and involvement with charitable organizations also factor in.

Sample Information Included in Donor Research

  1. Previous donations to your organization
  2. Donations to other nonprofits
  3. Political giving
  4. Nonprofit involvement
  5. Real Estate ownership
  6. Business life
  7. Stock transactions
  8. Personal information

How to Use Prospect Research

  1. Prepare a strategy
  2. Clean up your donor database
  3. Develop a Solicitation Plan
  4. Understand the research
  5. Make the Ask

WealthEngine™

WealthEngine™ offers the widest range and highest quality of data sources and the strongest technology to conduct prospect management. For more than two decades, WealthEngine™ has provided wealth intelligence solutions to help fundraising, marketing and business development professionals create strategies to extend their reach and build their prospect pipeline. WealthEngine™ provides clients in the United States with solutions that provide a complete picture of the people they already know, and tools to find new people they would like to get to know. The Hodge Group has access to 30 databases to identify and create a more exhaustive analysis of your donors’ giving capabilities.

Let's Work Together

We will work side-by-side with you as a trusted advisor to find unique solutions and opportunities that work for your organization. We customize our counsel around your individual needs, whether you need strategic advice in one particular area or full-service planning and implementation. Our approach is personal. Our services are flexible.