https://bloomerang.co/features This webinar will help Bloomerang customers get the most value from DonorSearch. Attendees will learn: How to conduct more successful searches. How to use built-in tools to find the prospect(s) you are seeking. How to interpret and analyze key philanthropic and wealth indicators. How you can direct DonorSearch data acquisition.

1. Research tips for Bloomerang users
February 2014
Chris Painchaud, Bloomerang
Ryan Woroniecki, DonorSearch

2. Brief Overview
30 minutes
I.
II.
III.
IV.
V.
What is Prospect Research?
Statistical Markers of a philanthropist
Integrated Search
Research tips
Direct Donorsearch data acquisition
Customer Service - support@donorsearch.net
New ProspectiveView: Highlights
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3. I. Prospect Research
“Also known as development research or fundraising research, is a
process in fundraising wherein a researcher identifies and provides
relevant information about potential donors to an organization.”
http://en.wikipedia.org/wiki/Prospect_research
•Ideally used prior to a cultivation meeting.
•Can identify someone as a major gift prospect.
•Can identify philanthropy elsewhere.
•Can identify markers of wealth.
•Can not tell you everything about the individual.
New ProspectiveView: Highlights
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4. II. Statistical Markers of a Philanthropist
In 2012 DonorSearch back tested its models to test the ability to
predict the most likely future donors:
• Data from 400 nonprofits
• 2 million individuals
• Known $5 billion donated
New ProspectiveView: Highlights
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5. II. Statistical Markers of a Philanthropist continued….
Benchmark Database
% of Rec
% of $$$
Predictive Strength
SEC insider
2.0%
15.5%
7.76
Real Estate $1 million +
4.6%
38.2%
8.3
Business match-$5
million+
0.6%
5.1%
9.04
$10k-$25k gift
elsewhere is largest
0.7%
7.0%
10.73
$50k+ gift elsewhere is
largest
1.2%
37.6%
31.33
New ProspectiveView: Highlights
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6. III. New Integrated Search
Saves time:
•Searches Wealth, Philanthropy, and Zillow simultaneously.
•On screen delivery of detailed profiles.
•Simplified list entry.
•All profiles delivered in less than 60 seconds, most in 20 seconds.
•White page assist – high quality searches.
Quick assessment of profile with key benchmarks found in screening
profiles:
•Summary section includes DS score, Overall Quality and target asks
based on giving and philanthropy.
•Summary section includes totals for real estate, stock, charitable and
political giving.
New ProspectiveView: Highlights
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7. III. New Integrated Search continued…
Summary section:
•Differentiates high quality and other matches to simplify
interpretation of results.
•Profiles can be edited. Verified matches can be upgraded and
mismatches can be deleted.
•Includes pie chart of giving by interests for quick assessment of the
match.
Details:
•Open individual or all sections to tailor your review.
•Giving detail includes overall scores for each section to highlight the
best matches, links to annual reports stored online.
•Giving detail includes gray section to make interpretation simpler.
•LexisNexis search is backed up by Zillow for better market values,
maps and historical property trends.
•Comprehensive: searches D&B, SEC, Guidestar, Who’s Who, Market
Guide, Corp Tech, IRS foundations, Boats, Airplanes and connections.
•Simple output: prints to paper or PDF (Chrome).
New ProspectiveView: Highlights
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8. IV. Research Tips
1.
2.
3.
4.
5.
Make sure you have the name right.
Try to get a spouse name.
Try to get the correct address.
Click the hyperlinks for more data.
Perform multiple searches – don’t get discouraged at little, no results
from one look up.
New ProspectiveView: Highlights
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9. V. Direct Data Acquisition
Every day DonorSearch adds 50,000 – 100,000 charitable gift records to
its database.
1. Record acquisition can be directed by clients.
2. Goal is to afford best coverage for current clients.
3. Send names of large/peer organizations to
clientsupport@donorsearch.net
New ProspectiveView: Highlights
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