Donor Discovery & Portfolio Development
Prospect Research & Donor Engagement Tools
Fundraising starts with knowing your donors. We help you find the right people, build strong connections, and create a pipeline that fuels your growth.
WEALTH SCREENING
RESEARCH
DONOR PROFILES
ASK PLANS
DONOR LISTS
WEALTH SCREENING RESEARCH DONOR PROFILES ASK PLANS DONOR LISTS
Wealth Screening & Prospect Research
4 weeks
Includes:
Wealth screening to uncover giving potential
Deep-dive research on top prospects
Customized donor lists that align with your mission
Actionable insights to guide your next move
Donor Portfolio Creation & Ask Planning
4-8 weeks
Includes:
Profiles of key donors with potential for major gifts
Tailored ask strategies based on donor interests
Clear, actionable steps for building long-term relationships
A roadmap to help you confidently ask for gifts
New Donor List Building & Outreach Strategies
6-8 weeks
Includes:
A list of 100 new, high-potential prospective donors
Research and profiling of each new prospect for alignment with your mission
Targeted outreach strategies for each prospect
Tailored messaging and engagement plans to warm up leads
Clear next steps for donor cultivation and relationship-building
For Non-Profits Ready to Go Big with Their Fundraising
If you need to build a major gifts pipeline and create targeted, high-value donor relationships, this is your starting point. We’ll help you get the data, insights, and strategies to take your fundraising to the next level.