Microsoft Power Point Peer Screening
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Peer Screening for Beginners, presented for APRA MO/KAN, March 27th, 2009

Peer Screening for Beginners, presented for APRA MO/KAN, March 27th, 2009

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Microsoft Power Point Peer Screening Microsoft Power Point Peer Screening Presentation Transcript

    • PEER SCREENING FOR BEGINNERS
    2009 APRA MO-KAN Maryrose Larkin, Northwest Research [email_address]
  • What Is Peer Screening?
    • Peer Screening is a series of techniques that allows prospect researchers to find new connections between people you know and people you would like to know
  • Why would I do this?
    • Major gift fund raising for most organizations relies only partly on the validity of its mission. It also relies on the strength of its relationship with key volunteers and major donors.
  • Why would I do this?
        • Your current donors and key volunteers are the best advertisement for your organization
        • Your current donors and key volunteers may be underutilized, and this is an opportunity to bring them closer to your organization.
        • Your current donors and key volunteers are your most likely bridge to “friends you don’t know yet”
  • But how will my board feel about this?
    • Many researchers and major gift officers have concerns about asking their friends for help
    • However, board members, major donors and key volunteers are the people who are most likely to champion your organization.
    • A well prepared volunteer is the best fund raiser.
  • The nuts and bolts of peer screening
    • Building a list
      • The peer screening list should be a “wish list” of donors
      • These donors should be a combination of
        • Big names around town
        • Board members of other organizations
        • “ Millionaires Next Door”
        • Any potential donor you would like to reach but haven’t been able to?
  • The nuts and bolts of peer screening
    • Building a list
      • Where do I find these names?
        • Philanthropists
        • Key Volunteers
        • Millionaires Next Door
  • The nuts and bolts of peer screening
    • Building a list-
      • Philanthropists
        • Nozasearch
        • Local donor lists
        • Institutional memory
  • The nuts and bolts of peer screening
    • Building the list—Key Volunteers
      • Guidestar
      • Local Board lists
  • The nuts and bolts of peer screening
    • Building the List
      • Millionaires Next Door
        • Reference USA
        • Dun and Bradstreet
        • Book of Lists
  • The nuts and bolts of peer screening
    • Putting the list together
      • Excel
        • http://www.mediafire.com/?a32cajjkbxn
      • Make sure your database is set up to accept the results of the screening
  • The nuts and bolts of peer screening.
    • Meeting with your board of directors, major donors, and key volunteers
      • First, ask your volunteers and donors if they are willing to participate in a peer screening. Some individuals may not be interested
  • The nuts and bolts of peer screening
    • Decide if you wish do this as a group, individually or in some combination
      • Some organizations plan an evening of peer screening
      • Other organizations meet with each person privately
      • Some do a combination of both
    • Always ask the screener, is there anyone else we are missing?
    • Always enter this information into your database
    The nuts and bolts of peer screening
  • The nuts and bolts of peer screening
    • One next step for each identified donor
      • Invite to event?
      • Meeting?
      • Strategy session?
      • Other?
  • Net Worth and Gift Capacity
    • Net Worth=All Assets - All Liabilities
      • Prospect Research is at best able to estimate net worth. Only an individual (and his accountant) are actually able to assess net worth
    • Gift Capacity Ratings
      • Prospect Research provides a gift capacity rating. This rating is based on known assets, and other giving. These ratings are based on giving demographics.
  • The nuts and bolts of peer screening
      • Linking key volunteers who know the same person together
        • Helping key volunteers build strategies and develop talking points and stories about your organization
  • Pitfalls
    • Some people just don’t want to take part in a peer screening.
    • Data maintenance is very important
    • If you don’t ask your volunteers to help you after you do the screening, your credibility will be damaged.
  • QUESTIONS
    • [email_address]
    • Northwest Research 503-819-9455