Monday, July 11, 2016

JOB POSTING - KU Endowment, Development Research Analyst


I wanted to share an opportunity to work for a great organization! I've had many friends work for KU Endowment over the years and can highly recommend it as .  Also, Lawrence, Kansas, is one of my favorite towns and has many great restaurants and shops as well as some amazing culture!

Wednesday, June 8, 2016

JOB POSTING - Manager, Research Services at Saint Louis University


As someone who learned Prospect Research at a fellow Jesuit institution in Missouri, I would be remiss if I did not post a job opening at Saint Louis University.  Saint Louis is a cool city (although a little too hot and humid in the summer for me) with great neighborhoods and parks, arts and culture, and some of the best restaurants I've ever eaten at (especially if you like Italian food and frozen custard).  Ted Drewes anyone?

I've known Rob for several years and know he would be great to work with!

Friday, March 4, 2016

What you can learn from a Form 990...and it's a lot!



As part of my job, I end up looking at least a few Form 990s a week.  I use them most often to 1) find a foundation's annual assets and distributions, 2) see who its directors are, and 3) see who its funding and in what amounts.  There's a lot to be gained from 990s so I had to share this article!  Enjoy!

Form 990 - A Guide for Newcomers in Nonprofit Research

Thursday, January 28, 2016

Prospect Research links for UMKC Classes - Spring 2016

The Role of Prospect Research in Fundraising
January 29, 2016

Children's Mercy Philanthropy Panel Presentation
February 19, 2016

Below are the links I recommend for Prospect Research.  Thanks and good luck to everyone in the class!


Address & Phone Resources
WhitePages – search for people, businesses, reverse phone number, or by address and neighbors

Biographical Information
Birthdatabase – searchable by name, age, and zip code.
LinkedIn – provides current employer and title as well as employment history; also lists degrees and educational institutions attended; sometimes lists professional and community affiliations

Business Information
Hoovers – basic company snapshots for free; detailed reports are fee-based
Manta – provides free business snapshots based on Dun & Bradstreet reports

Government Resources (local)
Jackson County, MO marriage records – useful for confirming exact birthdates and spouse names
Johnson County, KS District Court records – useful for searching marriage and divorce records
Missouri Case.net – searchable database of Circuit Court records in Missouri; limited detail only provides basic information on everything from traffic tickets to estates to divorces

Library Resources (local)
Johnson County Public Library – free library card entitles access to several online databases including local and national newspaper archives, obituaries, genealogical resources, and other databases

Political Contributions
Political MoneyLine – search by donor name, state, zip code, occupation or recipient; links to actual copy of FEC contribution filing with home address, employer and occupation of donor

Public Company Salaries & Holdings
Securities & Exchange Commission – search by public company name; the Proxy Statement (DEF14A) contains salary and inside shareholder information

Real Estate Resources
Google Maps – provides aerial and sometimes “street views” of residences
Jackson County, MO – searchable by name or property address
Johnson County, KS – searchable by property address only; includes photo of residence
Clay County, MO – searchable by name or property address
Platte County, MO – searchable by name or property address
Pulawski.net – tax assessor database by state. Named for Christina Pulawski, a former prospect researcher at Northwestern University, now a fundraising consultant
Trulia – nationwide real estate database searchable by city, zip code, or property address
Zillow – nationwide real estate database searchable by city, zip code, or property address

Paid Resources
LexisNexis for Development Professionals ($700-$1000 per month for one user) – multi-function toolkit for fundraisers includes address & phone history, birthdates (month & year only), e-mail addresses, family relationships, real estate assets, newspaper archives, and employment links.
Nozasearch ($900 per year for multiple users) – the world’s largest searchable database of charitable contributions; also provides limited foundation searches for free.
DonorSearch
iWave PRO
WealthEngine 
These are multi-function websites for fundraisers and researchers which include capacity ratings, charitable giving, Dun & Bradstreet, Federal Election Contributions, Foundation Search, Guidestar Directors and Foundations, Hoover’s business information, Marquis Who’s Who, aircraft and large watercraft ownership, and more!  Subscription price often includes monthly webinars and best practices white papers.  Great for small research shops who need a lot of information quickly!

p.s. And don't forget to Google!!!

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