20+
years of experience in prospect research
>1.4k
donor profiles written
$20m+
in funds raised through prospect identification
Affinity Prospect Research gives you flexible options to select precisely the type of information you require, with a quick turn-around time and the degree of detail and analysis that will be beneficial to your organization.
Individual & Corporate Prospecting
Full prospect profiles provide a comprehensive overview of an individual, corporation, or foundation and are typically used to support major gift cultivation and solicitations.
These reports combine biographical background, philanthropic history, corporate affiliations, wealth indicators, media coverage, and an estimated giving capacity range. The result is a strategic briefing document that enables development staff and leadership to approach donor engagement with confidence.
Ideal for briefing reports for one-on-one donor meetings.
FULL RESEARCH PROFILES
A qualified list of individuals, corporations or foundations that align with your organization’s mission and fundraising priorities. Using best practice research methodologies, I identify and qualify prospects with capacity and philanthropic inclination to support your programs.
This deliverable typically comprises of a spreadsheet that includes:
- Relevant affiliations
- Professional roles
- Philanthropic interests and
- Preliminary capacity indicators
Ideal for expanding your pipeline with new prospects.
PROSPECT LISTS
Snapshot profiles provide concise research summaries designed for quick review by fundraisers, ideal for stewardship events, board member peer reviews and in preparation for donor discovery calls. Each profile summarizes professional background, philanthropic interests, board affiliations, wealth indicators and estimated giving capacity.
PROSPECT IDENTIFICATION &QUALIFICATION SNAPSHOTS
Non-profits and charities should ensure prospective donors are reputable individuals with no history that could pose reputational risk.
I conduct thorough assessments to identify any potential concerns and help protect your organization’s integrity and public trust.
Ideal for naming opportunities.
DUE DILIGENCE REPORT
Pipeline Analysis
Many organizations conduct wealth screenings but struggle to translate the data into prioritized, actionable fundraising strategies. This deliverable interprets screening results, identifies priority prospects, and recommends next steps for cultivation.
Deliverables include prospect segmentation, recommended portfolio assignments, and capacity-based giving strategies.
Ideal for determining the total giving capacity within a pipeline or creating gift charts.
WEALTH SCREENING ANALYSIS
The analysis of an organization’s current pipeline helps identify gaps, opportunities, and priority areas for prospect development.
The assessment evaluates prospect flow from identification through solicitation and provides recommendations to strengthen pipeline development and gift officer portfolios.
Ideal for ensuring one’s pipeline is healthy with ample new prospects and existing donors in each gift stage.
PIPELINE ASSESSMENT
For organizations planning a major campaign or significant fundraising initiative, this service identifies and prioritizes prospective donors capable of making leadership gifts.
The deliverable includes a ranked prospect pool aligned with campaign priorities and potential giving levels.
Ideal for creating gift charts, charting annual expectancies and the assignment of donors within a fundraising team.
CAMPAIGN PIPELINE DEVELOPMENT
The exact analysis and insight you need, when you need it. Not every donor visit requires a fulsome research profile. I can work with you to determine what your organization needs to engage with new prospects and existing donors.
RESEARCH À LA CARTE