Partner training recording:
Donor prospect research & uncovering assets
Data like donor demographics, giving history, wealth indicators, prior engagement, and willingness to talk to you all help evaluate a prospect’s capacity and likelihood to give.
But for many nonprofits, identifying potential donors is the most challenging part of the fundraising process. With limited time in your day:
- Who should you target?
- Where can you learn more about them?
- How can you assess their affinity for your organization?
- How can you gauge their capacity and/or inclination to give?
- And who has time for all this work anyway?!?
Attendees at this session:
- Learned why donor prospect research is a critical component of fundraising
- Reviewed high-level prospecting strategies
- Discussed philanthropic indicators & wealth markers of strong non-cash prospects
- Engaged in interactive discussion with other FreeWill partners
- Assessed their org’s prospect research strategy and ways it can improve

