Thursday, March 14, 2019

Research links for UMKC classes

Prospect Research and Proposal Writing (Tom Vansaghi)
March 15, 2019
Midwest Center for Nonprofit Leadership
The University of Missouri-Kansas City




Below are the links I recommend for Prospect Research:

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

Biographical Information
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

Foundation Information
Foundation Directory Online (a service of Foundation Center; fee-based)
Foundation Search (fee-based)
GuideStar (free to view basic information with sign-up)

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, genealogy resources, and other databases
Kansas City Public Library - free library card entitles access to several online databases including Kansas City History (Missouri Valley collection), vital records, genealogy & history resources, business & nonprofit resources, and magazines & newspapers.
Mid-Continent Public Library - free library card entitles access to several online databases including local and national newspaper archives, obituaries, genealogy 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
Rank and Filed - searchable SEC filings presented in a modern, graphic format

Publications (local)
The Kansas City Star
The Kansas City Business Journal
The Independent - Kansas City's society and special event magazine
435 Magazine - Kansas City's Magazine

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 ($300-$500 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!!!

Recommended Reading



Tuesday, February 19, 2019

A blog post reflecting on a year learning prospect research

I really enjoyed Abbey Reinhardt's blog post reflecting on her first year as a prospect researcher.  It took me back to 1996 and even though we didn't have nearly the technology and resources that we do now, the basics of prospect research still apply!  The same goes for joining a professional organization and the power of networking.

https://www.apramokan.org/blog

Like Abbey, I entered the field by accident, but after more than 20 years in the field, I can honestly say that it was the most happiest of accidents!