tag:blogger.com,1999:blog-78478788913534172022024-03-13T19:47:15.791-05:00The ProfilerA blog about Prospect Research from a veteran researcher actively working in the field.
I use this site to discuss research trends, share resources from presentations, as well as my favorite research tips.JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.comBlogger35125tag:blogger.com,1999:blog-7847878891353417202.post-53692529652138927542024-01-25T14:00:00.002-06:002024-01-25T14:00:42.010-06:00JOB POSTING - Prospect Research and Portfolio Development Manager at the University of Kansas Health System<p>The University of Kansas Health System is looking for a <a href="https://kansashealthsystem.wd1.myworkdayjobs.com/en-US/careers/job/Lenexa-KS/Prospect-Research-and-Portfolio-Development-Manager_R-31292-1" target="_blank">Prospect Research and Portfolio Development Manager</a> at its Southlake Campus in Lenexa, KS.</p>JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-11747788817369848772023-12-20T17:09:00.004-06:002023-12-20T17:11:39.060-06:00JOB POSTING - Director, Prospect Development at University of Missouri - St. Louis<p><a href="https://erecruit.umsystem.edu/psc/tamext/STLOU/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&SiteId=5&FOCUS=Applicant&JobOpeningId=48304&PostingSeq=1&" target="_blank">Director, Prospect Development at University of Missouri - St. Louis</a></p>JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-20849291633383899702023-11-02T09:36:00.002-05:002023-11-02T09:36:38.646-05:00Sometimes, describing what we do as Prospect Researchers just isn't as easy as it should be!<p>One of the questions I'm most often asked when meeting someone new is, "What do you do?" It's easy to tell someone that I work in Prospect Research, but sometimes not nearly as easy to describe it. After working in the field for 25 years now, you'd think it would be easier, but I find it often depends on who you're talking to. Some people find it interesting and cool while others find it downright creepy. After telling someone what you do, it's sometimes difficult (fortunately, only rarely) to hear them respond, "Oh, you're a stalker." #notastalker</p><p>As part of our onboarding procedure for new employees, I'm often asked to spend some time with them to explain what I do and especially the role it plays in philanthropy. While it often seems easiest just to say "I'm the office detective," I really try to show how the work I do, that we do as a profession, helps our organization, from not just our philanthropy team, but also our leadership, and most importantly, the patients and their families we serve at our hospital.</p><p>Sure, I track down phone numbers and new addresses so that we can make that ever important personal contact with a donor or prospect. However, I can also tell you things like that donor or prospect has a multi-million dollar vacation home in addition to their primary residence, that they have social media posts praising (or criticizing) our organization or that they just got a big new promotion or were mentioned in the newspaper. As part of our increased due diligence process, I can also look at publicly-available legal records to see if there's a bankruptcy filing, lien or criminal record which might not make them the best prospect for us at this time.</p><p>In honor of Halloween, The Helen Brown Group shared an interesting post about the perceived creepiness of prospect research titled <a href="https://www.helenbrowngroup.com/whats-so-spooky-about-prospect-research/" rel="nofollow" target="_blank">What's so spooky about Prospect Research?</a></p><p>This post led me to an interesting thread on Reddit, <a href="https://www.reddit.com/r/nonprofit/comments/16nv4it/does_prospect_research_feel_invasive/" rel="nofollow" target="_blank">Does Prospect Research feel invasive?</a> There are definitely some interesting opinions shared here.</p><p>Bottom line, I'm proud of the work I do and how it benefits not only our department, but our organization's leaders, and in the end, the patients and their families that we serve at our hospital. Otherwise, I likely wouldn't have been doing it for 25 years now!</p>JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-59653638181630785282023-04-17T16:47:00.008-05:002023-04-17T16:49:12.903-05:00JOB OPENING - The PKD Foundation <p>The PKD Foundation, based in Kansas City, MO, is in search of a Director of Prospect
Management and Research. NOTE: This is a remote position.</p><p>Interested candidates can find more information and
apply <a href="https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fapp.trinethire.com%2Fcompanies%2F134813-pkd-foundation%2Fjobs%2F76041-director-prospect-management-research&data=05%7C01%7Cjjklasinski%40cmh.edu%7C70e13d4dc9ff428ef86508db3c52d868%7Cfcdc7058dd484a8190b6281159ae72e0%7C0%7C0%7C638170099098468872%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=tOclScWeh3YmcROhBIU%2BO2sF8SZaSrxFTO9LwAGU3uw%3D&reserved=0" rel="nofollow" target="_blank">here</a>.</p><p class="MsoNormal"><o:p></o:p></p>JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-13068999538352802092023-02-23T13:24:00.013-06:002023-02-23T14:20:47.509-06:00Research links for UMKC presentation - February 24, 2023<div class="MsoNormal"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgFaYpOT1OlIPzz21N0NdYpXAvDuYU_oUG0Fdv4X4DY1lHyhq4e5UX-qscFUglJfYlej5PlB3QLO77CWkAmvvtHDFLK0D3sBVIEt7kdAjhM2JKKi83AAHzphRevaWQ49r1X6TkYWjO6rVS4/s1600/9-12-2018+9-39-16+PM.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="700" data-original-width="948" height="295" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgFaYpOT1OlIPzz21N0NdYpXAvDuYU_oUG0Fdv4X4DY1lHyhq4e5UX-qscFUglJfYlej5PlB3QLO77CWkAmvvtHDFLK0D3sBVIEt7kdAjhM2JKKi83AAHzphRevaWQ49r1X6TkYWjO6rVS4/s400/9-12-2018+9-39-16+PM.jpg" width="400" /></a></div>
<b style="mso-bidi-font-weight: normal;"><span style="font-size: medium;"><br /></span></b></div>
<div><b><u><br /></u></b></div><div><b><u>Association of Professional Researchers for Advancement</u></b></div><a href="https://www.aprahome.org/" target="_blank"><b>APRA International</b></a><div><a href="https://apramokan.wildapricot.org/" target="_blank"><b>APRA Missouri/Kansas chapter</b></a><br /><div><br /></div><div>
<span style="font-size: medium;"><b>Below are the links I recommend for Prospect Research:</b></span><br />
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<b style="mso-bidi-font-weight: normal;"><u>Address & Phone Resources</u></b></div><div class="MsoNormal"><a href="https://clustrmaps.com/" target="_blank"><b>Clustrmaps</b></a> - search by name often (but not always!) provides address, address history, other persons living at address, neighbors, other properties owned, phone, email and birthdate</div><div class="MsoNormal"><b style="mso-bidi-font-weight: normal;"><a href="https://www.usphonebook.com/people-search">US Phonebook</a></b><b style="mso-bidi-font-weight: normal;"> </b>– search by name, by phone number, by address</div><div class="MsoNormal"><br /></div><div class="MsoNormal"><b><u>Aircraft Lookup</u></b></div><div class="MsoNormal"><a href="https://registry.faa.gov/aircraftinquiry" target="_blank"><b>FAA Aircraft Inquiry</b></a> - easiest to search by name or state/county</div>
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<b style="mso-bidi-font-weight: normal;"><u>Biographical Information</u></b></div>
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<a href="https://www.linkedin.com/in/jim-klasinski-b342153" target="_blank"><b style="mso-bidi-font-weight: normal;">LinkedIn</b></a><b style="mso-bidi-font-weight: normal;"> </b>– provides current employer and title as well as employment history; also lists degrees and educational institutions attended; sometimes lists professional and community affiliations</div>
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<b style="mso-bidi-font-weight: normal;"><u>Business Information</u></b></div>
<div class="MsoNormal"><b><a href="https://www.dnb.com/" target="_blank">Dun & Bradstreet</a></b> – provides a limited amount of free business snapshots<br />
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<b><u>Foundation & NonProfit Information</u></b><br />
<a href="https://fconline.foundationcenter.org/"><b>Foundation Directory Online</b></a> (a service of Foundation Center; fee-based)<br />
<a href="http://www.foundationsearch.com/"><b>Foundation Search</b></a> (fee-based)<br />
<a href="http://www.guidestar.org/Home.aspx"><b>GuideStar</b></a> (free to view basic information with sign-up)</div>
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<a href="https://projects.propublica.org/nonprofits/advanced_search"><b>ProPublica NonProfit Explorer</b></a> - search nonprofits by organization or employee/director names</div><div class="MsoNormal"><br /></div>
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<b style="mso-bidi-font-weight: normal;"><u>Government Resources (local)</u></b></div>
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<a href="https://www.jacksongov.org/295/Marriage-License-Search" target="_blank"><b style="mso-bidi-font-weight: normal;">Jackson County, MO marriage records</b></a> – useful for confirming exact birthdates and spouse names</div>
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<a href="http://www.jococourts.org/" target="_blank"><b style="mso-bidi-font-weight: normal;">Johnson County, KS District Court records</b></a> – useful for searching marriage and divorce records</div>
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<a href="https://www.courts.mo.gov/casenet/base/welcome.do" target="_blank"><b style="mso-bidi-font-weight: normal;">Missouri Case.net</b></a> – searchable database of Circuit Court records in Missouri; limited detail only provides basic information on everything from traffic tickets to estates to divorces</div>
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<b style="mso-bidi-font-weight: normal;"><u>Library Resources (local)</u></b></div>
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<a href="https://www.jocolibrary.org/" target=""><b style="mso-bidi-font-weight: normal;">Johnson County Public Library</b></a> – free library card entitles access to several online databases including local and national newspaper archives, obituaries, genealogy resources, and other databases<br />
<a href="http://www.kclibrary.org/"><b>Kansas City Public Library</b></a> - free library card entitles access to several online databases including Kansas City History (Missouri Valley collection), vital records, <a href="https://www.kclibrary.org/topics/genealogy-history">genealogy & history resources</a>, <a href="https://www.kclibrary.org/topics/business-nonprofit">business & nonprofit resources</a>, and <a href="https://www.kclibrary.org/topics/magazines-newspapers">magazines & newspapers</a>.</div>
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<b><a href="https://www.mymcpl.org/">Mid-Continent Public Library</a> </b>- free library card entitles access to several online databases including local and national newspaper archives, obituaries, genealogy resources, and other databases<br />
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<b style="mso-bidi-font-weight: normal;"><u>Political Contributions</u></b></div>
<div class="MsoNormal"><b><a href="https://www.opensecrets.org/donor-lookup/advanced" target="_blank">Open Secrets</a></b> – 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</div>
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<b style="mso-bidi-font-weight: normal;"><u>Public Company Salaries & Holdings</u></b></div>
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<b style="mso-bidi-font-weight: normal;"><a href="http://www.sec.gov/edgar/searchedgar/companysearch.html" target="_blank">Securities & Exchange Commission</a></b> – search by public company name; the Proxy Statement (DEF14A) contains salary and inside shareholder information<br />
<a href="http://rankandfiled.com/#/"><b>Rank and Filed</b></a> - searchable SEC filings presented in a modern, graphic format<br />
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<b style="mso-bidi-font-weight: normal;"><u>Publications (local)</u></b><br />
<b style="mso-bidi-font-weight: normal;"><a href="http://www.kansascity.com/">The Kansas City Star</a></b><br />
<b style="mso-bidi-font-weight: normal;"><a href="https://www.bizjournals.com/kansascity/">The Kansas City Business Journal</a></b><br />
<b><a href="http://kcindependent.com/">The Independent</a> </b>- Kansas City's society and special event magazine<br />
<b><a href="http://www.kansascitymag.com/">Kansas City Magazine</a></b> - formerly 435 Magazine</div>
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<b style="mso-bidi-font-weight: normal;"><u>Real Estate Resources</u></b></div>
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<a href="http://maps.google.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">Google Maps</b></a> – provides aerial and sometimes “street views” of residences</div>
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<a href="https://ascendweb.jacksongov.org/default.aspx" target="_blank"><b style="mso-bidi-font-weight: normal;">Jackson County, MO</b></a> – searchable by name or property address</div>
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<a href="http://land.jocogov.org/default.aspx" target="_blank"><b style="mso-bidi-font-weight: normal;">Johnson County, KS</b></a> – searchable by property address only; includes photo of residence</div>
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<b style="mso-bidi-font-weight: normal;"><a href="https://gisweb.claycountymo.gov/ps/">Clay County, MO</a></b> – searchable by name or property address</div>
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<b style="mso-bidi-font-weight: normal;"><a href="http://www.co.platte.mo.us/assessor/">Platte County, MO</a></b> – searchable by name or property address</div><div class="MsoNormal"><a href="http://cass.missouriassessors.com/search.php" target="_blank"><b>Cass County, MO</b></a> – searchable by name or property address</div>
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<a href="http://www.pulawski.net/" target="_blank"><b style="mso-bidi-font-weight: normal;">Pulawski.net</b></a> – tax assessor database by state. Named for Christina Pulawski, a former prospect researcher at Northwestern University, now a fundraising consultant</div>
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<a href="http://www.trulia.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">Trulia</b></a> – nationwide real estate database searchable by city, zip code, or property address</div>
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<a href="http://www.zillow.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">Zillow</b></a> – nationwide real estate database searchable by city, zip code, or property address</div><div class="MsoNormal"><br /></div>
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<b style="mso-bidi-font-weight: normal;"><u>Paid Resources</u></b></div>
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<a href="http://www.lexisnexis.com/en-us/products/ln-development-professionals.page" target="_blank"><b style="mso-bidi-font-weight: normal;">LexisNexis for Development Professionals</b></a> ($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.</div><div class="MsoNormal">
<b><a href="http://www.donorsearch.net/" target="_blank">DonorSearch</a></b><br />
<b><a href="https://www.iwave.com/products/prospect-research-online/" target="_blank">iWave PRO</a></b><br />
<a href="http://www.wealthengine.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">WealthEngine</b></a><b style="mso-bidi-font-weight: normal;"> </b><br />
These are multi-function websites for fundraisers and researchers which aggregate data from several public sources. These 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!<span style="mso-spacerun: yes;"> </span>Subscription price often includes monthly webinars and best practices white papers. <b>Great for small research shops who need a lot of information quickly!</b></div>
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<b>p.s. And don't forget to <a href="http://www.google.com/" target="_blank">Google</a>!!!</b></div><div class="MsoNormal"><b><br /></b></div><div class="MsoNormal"><br /></div><div class="MsoNormal">
<b><u>Recommended Reading</u></b><br />
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<img border="0" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgWVQe9VE3070H0aoerP3D1tsnz1TDEKEThMxtuOd75Jz0JCrqIl4HcAiUnhbP-tmcPBubndUQT1RBfLxqg_jtN0Pp71qMvV8SfqPUy4G_hXBoVdmHw3OtmeKRxvgHkahQ2ebxV2vGukDEo/s320/prchoganbook.jpg" width="215" /> <a href="http://www.amazon.com/Prospect-Research-Primer-Growing-Nonprofits/dp/0763751030/ref=sr_1_2?ie=UTF8&qid=1442524713&sr=8-2&keywords=prospect+research" target="_blank">Amazon</a></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj-k62g3dURrQ4WO_9LexW0Xw7rxvQD_h2A9LPEC0XJoFJwAtkV6c6_L47_KZk6sz0zJBH-Hn0FDYa4jWidzS4rSc8p158TvhHZgCGiCc7TuG4aF5jKfwOf4RBdG76C4u4tafv1pTyG6FpW/s1600/prfundraisers.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj-k62g3dURrQ4WO_9LexW0Xw7rxvQD_h2A9LPEC0XJoFJwAtkV6c6_L47_KZk6sz0zJBH-Hn0FDYa4jWidzS4rSc8p158TvhHZgCGiCc7TuG4aF5jKfwOf4RBdG76C4u4tafv1pTyG6FpW/s320/prfundraisers.jpg" width="211" /></a><a href="http://www.amazon.com/Prospect-Research-Fundraisers-Essential-Handbook/dp/1118297393/ref=sr_1_1?ie=UTF8&qid=1442524713&sr=8-1&keywords=prospect+research" target="_blank">Amazon</a></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhohXylcTHGx2aNF0M0Bces8hmKewipUEx5V5xvPQs4FHxQYDgkJK-47Qdd5zLTxUlfHGgXTKhbbK__vT7MnZkwtv0valUGLXCogq3BGOkRFt7auygKwL30myO2SfS89dlud20RISvrP2_4/s1600/frmadeeasy.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhohXylcTHGx2aNF0M0Bces8hmKewipUEx5V5xvPQs4FHxQYDgkJK-47Qdd5zLTxUlfHGgXTKhbbK__vT7MnZkwtv0valUGLXCogq3BGOkRFt7auygKwL30myO2SfS89dlud20RISvrP2_4/s320/frmadeeasy.jpg" width="213" /></a><a href="http://www.amazon.com/Fundraising-Research-Made-Easy-Fundraisers/dp/1938077024/ref=sr_1_1?ie=UTF8&qid=1442524994&sr=8-1&keywords=fundraising+research" target="_blank">Amazon</a></div>
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</div></div>JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com2tag:blogger.com,1999:blog-7847878891353417202.post-57939141426151410422022-02-07T13:20:00.003-06:002022-02-07T13:20:31.148-06:00JOB POSTING - Prospect Research Analyst at Saint Luke's in Kansas City<p>It's been awhile since I've posted, so Happy 2022 to all of my Prospect Research colleagues who follow this blog! May you all have a happy and healthy 2022!</p><p>I was just made aware of a job opportunity here in the Kansas City area for a Prospect Research Analyst with Saint Luke's Health System. If you're not familiar with Saint Luke's, they have a great reputation as a healthcare provider and employer here in Kansas City. It's where I get my healthcare and I've had many friends who have worked there!</p><p><a href="https://careers.saintlukeskc.org/jobs/prospect-research-analyst-kansas-city-missouri-united-states">https://careers.saintlukeskc.org/jobs/prospect-research-analyst-kansas-city-missouri-united-states</a></p><p>Good luck if you decide to apply!</p>JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-81318797012208695502020-01-20T09:19:00.002-06:002020-01-20T09:20:18.691-06:00ARTICLE - Separate Worlds: Let’s unify the worlds of Prospect Research and Development Officers for better Fundraising.HAPPY 2020, EVERYONE!!!<br />
<br />
Here's the latest article from Armando Zumaya about bridging the gap between Prospect Researchers and Development Officers. Enjoy!<br />
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<div>
<a href="https://www.linkedin.com/pulse/separate-worlds-lets-unify-prospect-research-officers-armando-zumaya/">Separate Worlds: Let’s unify the worlds of Prospect Research and Development Officers for better Fundraising.</a></div>
JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-61032676463864114342019-02-19T16:32:00.003-06:002019-02-19T16:34:02.405-06:00A blog post reflecting on a year learning prospect researchI 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.<br />
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<a href="https://www.apramokan.org/blog">https://www.apramokan.org/blog</a><br />
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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!JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-1672647901549597802019-02-05T09:59:00.001-06:002019-02-05T10:00:03.082-06:00APRA MO/KAN 2019 Conference - March 21-22 at Washington University in St. Louis<a href="https://www.apramokan.org/2019-conference.html">https://www.apramokan.org/2019-conference.html</a>JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-40001006599965338572019-02-05T09:56:00.002-06:002019-02-05T09:59:26.441-06:00JOB POSTING - Prospect Research Analyst, Saint Luke's Foundation (Kansas City, MO)<a href="https://info.npconnect.org/jobs/info/health-care-prospect-research-analyst-854651">https://info.npconnect.org/jobs/info/health-care-prospect-research-analyst-854651</a>JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-47831138349755897872018-09-20T11:39:00.000-05:002018-09-20T11:41:23.342-05:00 Apra-Great Plains 2018 Fall Conference<br />
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<o:p>The regional APRA conferences are a great way to learn and network for a very reasonable cost. Kudos to our friends at APRA-Great Plains for offering some great sessions for $60 total! </o:p></div>
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Plains 2018 Fall Conference</a><o:p></o:p></div>
<div class="MsoNormal" style="line-height: 105%; margin-bottom: 8.0pt;">
<b>“Corporations
and
Foundations”
<o:p></o:p></b></div>
<div class="MsoNormal" style="line-height: 105%;">
Friday, October 26<sup>th</sup>, 2018<o:p></o:p></div>
<div class="MsoNormal" style="line-height: 105%;">
Host: <a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__www.creighton.edu_&d=DwMFAg&c=Zl2T6vaIOSZ-iGixmidu-Jjpn1CKtCl7U5wJPI4UCTc&r=oso4G8pVJlWy_PX_4ETI1BNqyRKNJnSCi3GnpZPIa30&m=VtDQQh49SWE0yeYI0UALO5cAgEhwPWeit3eJE8EPyXg&s=sfVkMD45Yk6HzvGF5FzhgSuFf9HnbpBlJE3NtFHZYdA&e=">Creighton
University</a><o:p></o:p></div>
<div class="MsoNormal" style="line-height: 105%;">
Location: Morrison Stadium<o:p></o:p></div>
<div class="MsoNormal" style="line-height: 105%;">
1804 California Street, Omaha, NE
68102<o:p></o:p></div>
<div class="MsoNormal" style="line-height: 105%;">
Time: 10a.m. - 4p.m.<o:p></o:p></div>
<div class="MsoNormal" style="line-height: 105%;">
<br /></div>
<div class="MsoNormal" style="line-height: 105%;">
Please join us in thanking <a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__www.relsci.com_&d=DwMFAg&c=KRU59MJQuf6TdVoMIDIYeNuE4KmQbs5Z468S1SE14CA&r=N4CKSecibQ7O4BMZcvfxrXFzAHeu_tNhglRqTd8AenA&m=XsMHVVjKY10y04q2kxEdusVbXGKKMelZnfELn1X9zoc&s=4l6FjcAhh8KsnBW5fHjJeKETrZ5m13DOUEB6TukSD2s&e=">RelSci</a>
for their generous conference sponsorship! <o:p></o:p></div>
<div class="MsoNormal" style="line-height: 105%;">
<br /></div>
<div class="MsoNormal" style="line-height: 105%;">
<b>Overview of Sessions:<o:p></o:p></b></div>
<div class="MsoNormal" style="line-height: 105%;">
<b>Brokering Connections: How
Behind-the-Scenes Resources Lead to Frontline Giving<o:p></o:p></b></div>
<div class="MsoNormal" style="line-height: 105%;">
<a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__www.linkedin.com_in_andy-2Dkammerer-2D946bba5_&d=DwMFAg&c=KRU59MJQuf6TdVoMIDIYeNuE4KmQbs5Z468S1SE14CA&r=N4CKSecibQ7O4BMZcvfxrXFzAHeu_tNhglRqTd8AenA&m=XsMHVVjKY10y04q2kxEdusVbXGKKMelZnfELn1X9zoc&s=ek8r0nx8YpRm85NXqkJ3NSuZrJoZ8qw1fJ1R0THdGVw&e="><i>Andy
Kammerer</i></a><i>, Senior Director of Corporate and Foundation Relations at
Creighton University<o:p></o:p></i></div>
<div class="MsoNormal" style="line-height: 105%;">
<a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__www.linkedin.com_in_dustin-2Dmass-2D051946109_&d=DwMFAg&c=KRU59MJQuf6TdVoMIDIYeNuE4KmQbs5Z468S1SE14CA&r=N4CKSecibQ7O4BMZcvfxrXFzAHeu_tNhglRqTd8AenA&m=XsMHVVjKY10y04q2kxEdusVbXGKKMelZnfELn1X9zoc&s=_0BfEVuOhG4zb8FTtV_GxCKnoYQ8cV8dYRPujBISKBY&e="><i>Dustin
Mass</i></a><i>, Prospect Development Specialist at Creighton University<o:p></o:p></i></div>
<div class="MsoNormal" style="line-height: 105%; margin-left: 1.0in;">
<br /></div>
<div class="MsoNormal" style="line-height: 105%;">
When it comes to prospecting new
major gifts, collaboration across divisions and departments is essential. This
session will map how to capitalize on all institution resources—relationships
fostered by Trustees, hidden gems discovered by Sponsored Programs and
enthusiastic alumni cultivated by the Career Center. Learn how to integrate
prospect researchers as project stakeholders and faculty members as full
fundraising partners. Develop your CFR and Frontline Development programs by
breaking down silos, increasing grant success rates and sowing strategies for
growth.<o:p></o:p></div>
<div class="MsoNormal" style="line-height: 105%;">
<br /></div>
<div class="MsoNormal" style="line-height: 105%;">
<b>Shedding Light on Corporate
Research<o:p></o:p></b></div>
<div class="MsoNormal" style="line-height: 105%;">
<a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__www.linkedin.com_in_tessafjelland_&d=DwMFAg&c=KRU59MJQuf6TdVoMIDIYeNuE4KmQbs5Z468S1SE14CA&r=N4CKSecibQ7O4BMZcvfxrXFzAHeu_tNhglRqTd8AenA&m=XsMHVVjKY10y04q2kxEdusVbXGKKMelZnfELn1X9zoc&s=hs-8OLDEmcMPuE2i4Mc1LdpyPP6NYQi1bkgU3dr1A2U&e="><i>Tessa
Fjelland</i></a><i>, Associate Director of Research Strategies at Iowa State
University Foundation<o:p></o:p></i></div>
<div class="MsoNormal" style="line-height: 105%; margin-left: 1.0in;">
<br /></div>
<div class="MsoNormal" style="line-height: 105%; text-align: justify;">
Conducting
research on corporations as prospects is not always a daily activity for
prospect researchers. Confusing company structures, revolving executive
champions, and nuanced development strategy makes corporate prospecting unique,
and can lead to a 'blind spot' in the capabilities of many research shops. In
this presentation, Tessa Fjelland from Iowa State University will cover
commonly used resources, as well as her experience determining corporate
prospect status. She will also share practices for providing support for an
introductory call, 'ask size' research, and presidential/leadership briefing.<o:p></o:p></div>
<div class="MsoNormal" style="line-height: 105%; margin-left: 1.0in;">
<br /></div>
<div class="MsoNormal">
<b>Lean Prospect Management for Small Development Offices:
Simple Tools for Foundation Research and Cultivation<o:p></o:p></b></div>
<div class="MsoNormal">
<a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__www.linkedin.com_in_charlie-2Dolsen-2Da17b7018_&d=DwMFAg&c=KRU59MJQuf6TdVoMIDIYeNuE4KmQbs5Z468S1SE14CA&r=N4CKSecibQ7O4BMZcvfxrXFzAHeu_tNhglRqTd8AenA&m=XsMHVVjKY10y04q2kxEdusVbXGKKMelZnfELn1X9zoc&s=4iyG_V77bdVMtQw3THA-Tc41df2PpoGHCDg_ICvoxXw&e="><i>Charlie
Olsen</i></a><i>, Director of Donor Relations at the NorthStar Foundation <o:p></o:p></i></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
For development officers serving in smaller nonprofit
settings, prospect research often represents only one of the many fundraising
disciplines that fall within the ambit of their core position duties. Further,
when compared to other essential fundraising duties –for example, major gift
planning, proposal writing and development, event management, etc.— prospect
research can be perceived as too technical and time-intensive to warrant
meaningful attention and investment at the small development office. This
presentation, offers a few simple low-cost tools and techniques, drawing on
Lean principles in process optimization, for improving Corporate and Foundation
donor research and management.<o:p></o:p></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<b>Investing in Community Organizations: Leveraging Cross
Sector Relationships to Make the Best Appeal to Corporations and Foundations<o:p></o:p></b></div>
<div class="MsoNormal" style="line-height: 105%; margin-bottom: 8.0pt;">
<a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__www.linkedin.com_in_ericjcrawford_&d=DwMFAg&c=KRU59MJQuf6TdVoMIDIYeNuE4KmQbs5Z468S1SE14CA&r=N4CKSecibQ7O4BMZcvfxrXFzAHeu_tNhglRqTd8AenA&m=XsMHVVjKY10y04q2kxEdusVbXGKKMelZnfELn1X9zoc&s=5xiisKZY_M6TZ7rrnp9df54Epv5PwX_n-2lhmgcrmQo&e="><i>Eric
Crawford</i></a><i>, CEO at Heart Ministry Center<o:p></o:p></i></div>
<div class="MsoNormal">
Community organizations require cross sector comradery in
building and supporting various initiatives to problem solve, fundraise and
achieve shared goals. For over 40 years, the Heart Ministry Center in Omaha has
provided basic needs in a personal and dignified manner to members of the
community. Last year alone, the Heart Ministry Center provided services to
roughly 8,000 people each month through their food pantry, the Porto Medical
Clinic, the Gary L. Maag Dental Clinic, the Fresh Start job training and
placement program, and through their extensive social work program. Each year,
they also manage hundreds of community volunteers who help serve their clients.
Currently in the silent phase of a capital campaign, the Heart Ministry Center
facilitates alliances and pulls together various constituencies to continue
garnering support for their cause and their community. In this session,
attendees will hear how Eric Crawford, CEO of the Heart Ministry, manages key
relationships to raise funds from corporations and foundations to create
meaningful impact for those in need.<o:p></o:p></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<b>Hot Topic Discussion<o:p></o:p></b></div>
<div class="MsoNormal" style="line-height: 105%; margin-bottom: 8.0pt;">
Outside of the
normal conference presentations, we want to give attendees more time to
network. We have set aside time for Hot Topics during the conference for
attendees to discuss questions or issues they are facing in their everyday
work. Please bring any questions you have for the group or submit in the
registration form. It does not have to focus on corporate/foundation relations;
this is time set aside for you to utilize the expertise of your fellow members!<o:p></o:p></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<b>Conference Registration:<o:p></o:p></b></div>
<div class="MsoNormal">
Please fill out the<span style="color: black; font-family: "tahoma" , sans-serif; font-size: 10.0pt;"> </span><a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__docs.google.com_forms_d_e_1FAIpQLSdP6VJgjqHkEigbXm5vjaZOX1VQ3b0GFVwfEwd4hl979bHpFA_viewform&d=DwMFAg&c=KRU59MJQuf6TdVoMIDIYeNuE4KmQbs5Z468S1SE14CA&r=N4CKSecibQ7O4BMZcvfxrXFzAHeu_tNhglRqTd8AenA&m=XsMHVVjKY10y04q2kxEdusVbXGKKMelZnfELn1X9zoc&s=83JpZ854HMpvJhDHVP9pgDEOVE68SQSlSwFekPhBDFA&e=">registration
form</a><span style="color: black; font-family: "tahoma" , sans-serif; font-size: 10.0pt;"> </span>and select your payment option below.<o:p></o:p></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<b>Registration Fees<o:p></o:p></b></div>
<div class="MsoNormal">
Member fee
$40<o:p></o:p></div>
<div class="MsoNormal">
Non-member
fee
$60<o:p></o:p></div>
<div class="MsoNormal">
Non-member fee with new membership $75<o:p></o:p></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
After registering, please <a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.apragp.org_upcoming-2Devents.html&d=DwMFAg&c=KRU59MJQuf6TdVoMIDIYeNuE4KmQbs5Z468S1SE14CA&r=N4CKSecibQ7O4BMZcvfxrXFzAHeu_tNhglRqTd8AenA&m=XsMHVVjKY10y04q2kxEdusVbXGKKMelZnfELn1X9zoc&s=h9CQvlkAtNjgu_XtecAKpIGkjg3fh9CdCU8WG5J5sF0&e="><b>pay
online with PayPal</b></a><b><span style="font-family: "tahoma" , sans-serif; font-size: 10.0pt;">
</span></b>via our website!<span style="font-family: "tahoma" , sans-serif; font-size: 10.0pt;">
<o:p></o:p></span></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
If you need to pay by check, please contact<span style="color: black; font-family: "tahoma" , sans-serif; font-size: 10.0pt;"> </span><a href="mailto:Lisa.Hukill@boystown.org"><span style="color: #1155cc;">Lisa Hukill</span></a><span style="color: black;">.</span><span style="color: black; font-family: "tahoma" , sans-serif; font-size: 10.0pt;"><o:p></o:p></span></div>
<div class="MsoNormal">
<b><i><span style="color: red;">Registration will close
Monday, October 22<sup>nd</sup> </span></i></b><o:p></o:p></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal" style="line-height: 105%;">
<b>Directions:<o:p></o:p></b></div>
<div class="MsoNormal" style="line-height: 105%;">
<a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.creighton.edu_maps_-23c175580&d=DwMFAg&c=Zl2T6vaIOSZ-iGixmidu-Jjpn1CKtCl7U5wJPI4UCTc&r=oso4G8pVJlWy_PX_4ETI1BNqyRKNJnSCi3GnpZPIa30&m=VtDQQh49SWE0yeYI0UALO5cAgEhwPWeit3eJE8EPyXg&s=aglVcjATRmmp2xMnTsV0GhTvf5QqzB6VF-T2p8RclHo&e=">Driving
Directions</a><o:p></o:p></div>
<div class="MsoNormal" style="line-height: 105%;">
<br /></div>
<div class="MsoNormal" style="line-height: 105%;">
<b>Parking:<o:p></o:p></b></div>
<div class="MsoNormal" style="line-height: 105%;">
Morrison Stadium is located on the
southeast side of campus (#53 on <a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.creighton.edu_fileadmin_user_PublicRelations_Maps_CampusMap-5F8.5x11-5FLegendAndLabels-5FAlphabetical-5FWeb.pdf&d=DwMFAg&c=Zl2T6vaIOSZ-iGixmidu-Jjpn1CKtCl7U5wJPI4UCTc&r=oso4G8pVJlWy_PX_4ETI1BNqyRKNJnSCi3GnpZPIa30&m=VtDQQh49SWE0yeYI0UALO5cAgEhwPWeit3eJE8EPyXg&s=-VwelkIpFZTupdy2DidseoBfHSfw6LIgFQhA4Wr2dvw&e=">Creighton
University Campus Map</a>). There is a parking lot directly south of the
stadium. <a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.creighton.edu_fileadmin_user_AdminFinance_PublicSafety_images_CAMPUS-2DPARKING-5F11X17-5F8-2D13-2D18.pdf&d=DwMFAg&c=Zl2T6vaIOSZ-iGixmidu-Jjpn1CKtCl7U5wJPI4UCTc&r=oso4G8pVJlWy_PX_4ETI1BNqyRKNJnSCi3GnpZPIa30&m=VtDQQh49SWE0yeYI0UALO5cAgEhwPWeit3eJE8EPyXg&s=zy-2WsPFICku-44XW07W-jRT4yvWOher4dpU0okuwNQ&e=">Parking
Map</a> (#75)<o:p></o:p></div>
<div class="MsoNormal" style="line-height: 105%;">
<br /></div>
<div class="MsoNormal" style="line-height: 105%;">
<b>Happy Hour (Friday, October 26<sup>th</sup>):<o:p></o:p></b></div>
<div class="MsoNormal" style="line-height: 105%;">
Join us after the conference at <a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.sessionroomomaha.com_&d=DwMFAg&c=KRU59MJQuf6TdVoMIDIYeNuE4KmQbs5Z468S1SE14CA&r=N4CKSecibQ7O4BMZcvfxrXFzAHeu_tNhglRqTd8AenA&m=XsMHVVjKY10y04q2kxEdusVbXGKKMelZnfELn1X9zoc&s=lECk5HfnUBYN54YfTKOq5vDnw5_k8lyMXC3SiPnFDb4&e=">The
Session Room</a> for happy hour.<o:p></o:p></div>
<div class="MsoNormal" style="line-height: 105%;">
812 N 14<sup>th</sup> Street<o:p></o:p></div>
<div class="MsoNormal" style="line-height: 105%;">
Omaha, NE 68102<o:p></o:p></div>
<div class="MsoNormal" style="line-height: 105%;">
<br /></div>
<div class="MsoNormal" style="line-height: 105%;">
<b>Thursday, October 25<sup>th</sup>
Dinner:<o:p></o:p></b></div>
<div class="MsoNormal" style="line-height: 105%;">
<a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__www.theblackstonemeatball.com_menus_&d=DwMFAg&c=KRU59MJQuf6TdVoMIDIYeNuE4KmQbs5Z468S1SE14CA&r=N4CKSecibQ7O4BMZcvfxrXFzAHeu_tNhglRqTd8AenA&m=XsMHVVjKY10y04q2kxEdusVbXGKKMelZnfELn1X9zoc&s=N6elN9hegTZXqlGmnnmehJl2TBEX953uD6G31chTPe8&e=">The
Blackstone Meatball</a><o:p></o:p></div>
<div class="MsoNormal" style="line-height: 105%;">
3910 Harney Street<o:p></o:p></div>
<div class="MsoNormal" style="line-height: 105%;">
Omaha, NE 68131<o:p></o:p></div>
<div class="MsoNormal" style="line-height: 105%;">
<br /></div>
<div class="MsoNormal" style="line-height: 105%;">
<b>Recommended Hotel:<o:p></o:p></b></div>
<div class="MsoNormal">
Rooms are available at the <a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__hamptoninn3.hilton.com_en_hotels_nebraska_hampton-2Dinn-2Dand-2Dsuites-2Domaha-2Ddowntown-2DOMADNHX_index.html&d=DwMFAg&c=KRU59MJQuf6TdVoMIDIYeNuE4KmQbs5Z468S1SE14CA&r=N4CKSecibQ7O4BMZcvfxrXFzAHeu_tNhglRqTd8AenA&m=XsMHVVjKY10y04q2kxEdusVbXGKKMelZnfELn1X9zoc&s=bJ0HO7RQ63DBRtJlCCPCrp3Htzeb-yjVs_8vUq6JVlQ&e=">Hampton
Inn & Suites Omaha-Downtown</a>. The rate is $120 a night (available
Thursday and Friday night). Please indicate on the registration form if
you need a hotel room and we will reserve the room on your behalf. You
will pay for the room once you arrive at the hotel. The Hampton Inn has
complimentary breakfast. Remember to bring your tax-exempt forms.<o:p></o:p></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNoSpacing">
<b><span style="font-size: 12.0pt;">Apra-Great Plains Board
of Directors<o:p></o:p></span></b></div>
<div class="MsoNoSpacing">
Sarah Clough, President<o:p></o:p></div>
<div class="MsoNoSpacing">
Lisa Hukill, Treasurer<o:p></o:p></div>
<div class="MsoNoSpacing">
Alyssa Norman, Education Co-Chair and Incoming President<o:p></o:p></div>
<div class="MsoNoSpacing">
Kelsey Parman, Communications Chair<o:p></o:p></div>
<div class="MsoNoSpacing">
Hilary Hoffman, Education Co-Chair<o:p></o:p></div>
<div class="MsoNoSpacing">
Lori Wellman, Membership Chair<o:p></o:p></div>
<br />JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-29224359911614133622017-11-07T10:17:00.002-06:002017-11-07T10:17:41.732-06:00Finding the Right Mix: Unraveling the Mystery of Powerful Major Gifts ManagementOur colleague, Armando Zumaya, has just published another stellar article about the role of prospect research and management in major gifts fundraising. Enjoy!<div>
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<a href="https://www.linkedin.com/pulse/finding-right-mix-unraveling-mystery-powerful-major-gifts-zumaya/?published=t">Finding the right mix: unraveling the mystery of powerful major gifts management</a></div>
JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-74898407531410281822017-08-07T10:25:00.001-05:002017-08-07T10:25:05.373-05:00Kansas City job postings involving Prospect ResearchIt's pretty exciting to see a couple of local jobs posted which involve prospect research. I love what I do and am always eager to help others interested in my profession!<div>
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<a href="https://www.npconnect.org/jobs/info/development-fundraising-development-associate-848382">Linda Hall Library - Development Associate</a></div>
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<a href="https://www.npconnect.org/jobs/info/development-fundraising-prospect-research-and-stewardship-manager">United Way of Greater Kansas City - Prospect Research and Stewardship Manager</a></div>
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JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-23683174227110907092016-03-04T09:32:00.001-06:002016-03-04T09:35:13.859-06:00What you can learn from a Form 990...and it's a lot!<img height="190" src="https://www.501c3.org/wp-content/uploads/2015/04/form990.jpg" width="400" /><br />
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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!<br />
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<a href="http://blog.boardsource.org/blog/form-990-a-guide-for-newcomers-to-nonprofit-research">Form 990 - A Guide for Newcomers in Nonprofit Research</a>JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-87754750857626453552016-01-28T20:35:00.001-06:002016-02-18T09:22:47.900-06:00Prospect Research links for UMKC Classes - Spring 2016<b style="mso-bidi-font-weight: normal;">The Role of Prospect Research in Fundraising</b><br />
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<b style="mso-bidi-font-weight: normal;">January 29, 2016</b><br />
<b style="mso-bidi-font-weight: normal;"><br /></b>
<b style="mso-bidi-font-weight: normal;">Children's Mercy Philanthropy Panel Presentation</b><br />
<b style="mso-bidi-font-weight: normal;">February 19, 2016</b></div>
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Below are the links I recommend for Prospect Research. Thanks and good luck to everyone in the class!<br />
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<b style="mso-bidi-font-weight: normal;"><u>Address & Phone Resources</u></b></div>
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<a href="http://www.whitepages.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">WhitePages</b></a><b style="mso-bidi-font-weight: normal;"> </b>– search for people, businesses, reverse phone number, or by address and neighbors</div>
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<b style="mso-bidi-font-weight: normal;"><u>Biographical Information</u></b></div>
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<a href="http://www.birthdatabase.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">Birthdatabase</b></a> – searchable by name, age, and zip code.</div>
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<a href="http://www.linkedin.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">LinkedIn</b></a><b style="mso-bidi-font-weight: normal;"> </b>– provides current employer and title as well as employment history; also lists degrees and educational institutions attended; sometimes lists professional and community affiliations</div>
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<b style="mso-bidi-font-weight: normal;"><u>Business Information</u></b></div>
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<a href="http://www.hoovers.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">Hoovers</b></a> – basic company snapshots for free; detailed reports are fee-based</div>
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<a href="http://www.manta.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">Manta</b></a> – provides free business snapshots based on Dun & Bradstreet reports</div>
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<b style="mso-bidi-font-weight: normal;"><u>Government Resources (local)</u></b></div>
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<a href="http://recordsweb.jacksongov.org/Marriage/SearchEntry.aspx" target="_blank"><b style="mso-bidi-font-weight: normal;">Jackson County, MO marriage records</b></a> – useful for confirming exact birthdates and spouse names</div>
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<a href="http://www.jococourts.org/" target="_blank"><b style="mso-bidi-font-weight: normal;">Johnson County, KS District Court records</b></a> – useful for searching marriage and divorce records</div>
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<a href="https://www.courts.mo.gov/casenet/base/welcome.do" target="_blank"><b style="mso-bidi-font-weight: normal;">Missouri Case.net</b></a> – searchable database of Circuit Court records in Missouri; limited detail only provides basic information on everything from traffic tickets to estates to divorces</div>
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<b style="mso-bidi-font-weight: normal;"><u>Library Resources (local)</u></b></div>
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<a href="http://www.jocolibrary.org/default.aspx?id=2131&epslanguage=EN" target="_blank"><b style="mso-bidi-font-weight: normal;">Johnson County Public Library</b></a> – free library card entitles access to several online databases including local and national newspaper archives, obituaries, genealogical resources, and other databases</div>
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<b style="mso-bidi-font-weight: normal;"><u>Political Contributions</u></b></div>
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<a href="http://www.politicalmoneyline.com/tr/tr_MG_IndivDonor.aspx?tm=3" target="_blank"><b style="mso-bidi-font-weight: normal;">Political MoneyLine</b></a> – 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</div>
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<b style="mso-bidi-font-weight: normal;"><u>Public Company Salaries & Holdings</u></b></div>
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<b style="mso-bidi-font-weight: normal;"><a href="http://www.sec.gov/edgar/searchedgar/companysearch.html" target="_blank">Securities & Exchange Commission</a></b> – search by public company name; the Proxy Statement (DEF14A) contains salary and inside shareholder information</div>
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<b style="mso-bidi-font-weight: normal;"><u>Real Estate Resources</u></b></div>
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<a href="http://maps.google.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">Google Maps</b></a> – provides aerial and sometimes “street views” of residences</div>
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<a href="https://ascendweb.jacksongov.org/ascend/%28s4523ozhguf0go242b1wsav3%29/search.aspx" target="_blank"><b style="mso-bidi-font-weight: normal;">Jackson County, MO</b></a> – searchable by name or property address</div>
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<a href="http://land.jocogov.org/default.aspx" target="_blank"><b style="mso-bidi-font-weight: normal;">Johnson County, KS</b></a> – searchable by property address only; includes photo of residence</div>
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<a href="http://gisweb.claycogov.com/realEstate/realEstate.jsp" target="_blank"><b style="mso-bidi-font-weight: normal;">Clay County, MO</b></a> – searchable by name or property address</div>
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<b style="mso-bidi-font-weight: normal;"><a href="https://beaconbeta.schneidercorp.com/Application.aspx?AppID=589&LayerID=9008&PageTypeID=2&PageID=4223" target="_blank">Platte County, MO</a></b> – searchable by name or property address</div>
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<a href="http://www.pulawski.net/" target="_blank"><b style="mso-bidi-font-weight: normal;">Pulawski.net</b></a> – tax assessor database by state. Named for Christina Pulawski, a former prospect researcher at Northwestern University, now a fundraising consultant</div>
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<a href="http://www.trulia.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">Trulia</b></a> – nationwide real estate database searchable by city, zip code, or property address</div>
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<a href="http://www.zillow.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">Zillow</b></a> – nationwide real estate database searchable by city, zip code, or property address</div>
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<b style="mso-bidi-font-weight: normal;"><u>Paid Resources</u></b></div>
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<a href="http://www.lexisnexis.com/en-us/products/ln-development-professionals.page" target="_blank"><b style="mso-bidi-font-weight: normal;">LexisNexis for Development Professionals</b></a> ($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.</div>
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<a href="http://www.nozasearch.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">Nozasearch</b></a> ($900 per year for multiple users) – the world’s largest searchable database of charitable contributions; also provides limited foundation searches for free.<br />
<b><a href="http://www.donorsearch.net/" target="_blank">DonorSearch</a></b><br />
<b><a href="https://www.iwave.com/products/prospect-research-online/" target="_blank">iWave PRO</a></b><br />
<a href="http://www.wealthengine.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">WealthEngine</b></a><b style="mso-bidi-font-weight: normal;"> </b><br />
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!<span style="mso-spacerun: yes;"> </span>Subscription price often includes monthly webinars and best practices white papers. Great for small research shops who need a lot of information quickly!</div>
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<b>p.s. And don't forget to <a href="http://www.google.com/" target="_blank">Google</a>!!!</b><br />
<b><br /></b><b><u>Recommended Reading</u></b><br />
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<img border="0" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgWVQe9VE3070H0aoerP3D1tsnz1TDEKEThMxtuOd75Jz0JCrqIl4HcAiUnhbP-tmcPBubndUQT1RBfLxqg_jtN0Pp71qMvV8SfqPUy4G_hXBoVdmHw3OtmeKRxvgHkahQ2ebxV2vGukDEo/s320/prchoganbook.jpg" width="215" /> <a href="http://www.amazon.com/Prospect-Research-Primer-Growing-Nonprofits/dp/0763751030/ref=sr_1_2?ie=UTF8&qid=1442524713&sr=8-2&keywords=prospect+research" target="_blank">$67 on Amazon</a></div>
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JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-86675961023565660312015-12-04T09:00:00.000-06:002015-12-04T09:00:34.945-06:00ARTICLE: Why Most Institutions Don't Use Prospect Researchers EffectivelyYes, I'm still here! Sorry, but there just hasn't been a lot to post lately. I've helped with a few classes, so that information has appeared in my recent posts. However, it's been awhile since there's been some good insight into the field of Prospect Research. Our good friend, Armando Zumaya, has come through once again with an article I highly recommend reading!<br />
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<a href="http://www.armandozumaya.com/disconnect-why-most-institutions-donrsquot-use-prospect-researchers-effectively.html" target="_blank">Disconnect: Why Most Institutions Don't Use Prospect Researchers Effectively</a><br />
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Fortunately, I work at an institution which makes values prospect research and the role it plays in fundraising and helping to keep our operation running smoothly (think database updates and reporting). I've also been fortunate enough to hire a talented addition to assist with Prospect Research.<br />
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Finally, last but certainly not least, Happy Holidays, everyone!!!JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-25306726752058721582015-07-27T11:53:00.003-05:002015-07-27T11:57:00.625-05:00Blog post - Will Profiles Ever Be Obsolete?<span style="font-family: inherit;">Our research colleague, Dean Dietrich, recently posted this on PRSPCT-L and gave me permission to link it here. The obsolescence of the profile has been a hot topic for several years now.</span><br />
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<a href="https://dfdietrich.wordpress.com/2015/07/23/will-profiles-ever-be-obsolete/">https://dfdietrich.wordpress.com/2015/07/23/will-profiles-ever-be-obsolete/</a><br />
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<span style="color: #333333; font-size: 11px;"><span style="font-family: inherit;"><br /></span></span></div>
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<span style="color: #333333;"><span style="font-family: inherit;">I totally agree with Dean as I'm doing fewer profiles than ever before. I would also add that instead of the full multi-page profiles I used to do, almost all of the profiles I create these days fit on one page. Finally, I'm doing a lot more briefings than profiles - a paragraph or two on a donor or prospect instead of a full page. This format is also much more feasible for pulling directly from a database as Dean suggests may be the trend of the future.</span></span><br />
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<span style="font-family: inherit;"><br /></span>
<span style="font-family: inherit;">While the profile may not be obsolete yet, it's safe to say that it has definitely evolved!</span><br />
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JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-78491842841728240992015-03-19T12:16:00.000-05:002015-03-19T14:27:00.523-05:00Another chance to help other prospect researchers in memory of an esteemed colleague<a href="https://www.blogger.com/blogger.g?blogID=7847878891353417202" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"></a>I received an e-mail from our colleague, Valerie Anastasio, this morning. APRA MO-KAN members may recall that Valerie was the keynote speaker at our 2010 annual conference. She currently works as Director of Prospect Development for Boston Children's Hospital Trust and is active in our fellow APRA chapter, NEDRA.<br />
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<a href="https://www.blogger.com/blogger.g?blogID=7847878891353417202" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"></a>NEDRA has established a scholarship in memory of <a href="http://www.nedra.org/heather_reisz_memorial" target="_blank">Heather Reisz</a>, an esteemed colleague and mentor, who passed away in May 2013 at the age of 42. There's another APRA MO-KAN connection as Heather was one of the favorite presenters at our annual conference in 2011.<br />
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My original blog post about Heather can be found <a href="http://www.jimkresearch.com/2013/05/in-memory-of-heather-reisz.html" target="_blank">here</a>.<br />
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Valerie wrote that Heather's family has agreed to match all donations (up to $5,000) made by March 31st. This scholarship will enable as many as 20 NEDRA members to attend their annual conference at no charge for the next decade.<br />
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Below is the text of Valerie's letter. I'm making another gift and hope you will, too!<br />
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<i>I’m writing to ask you to join me in participating in a
special match to raise an additional $10,000 for The Heather Reisz Memorial
Scholarship.</i></div>
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<i>The Reisz family will match dollar-for-dollar (up to $5,000)
every donation made <u><span style="color: #92d050;">before March 31, 2015</span></u>.</i></div>
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<i>Reaching the goal will mean that as many as 20 young
researchers can attend the annual NEDRA conference for free for the next decade
(and maybe even longer)! Each one will be welcomed by the NEDRA
community, and Heather’s indomitable, irrepressible, irreplaceable spirit will
shine through those of us who are committed to championing each up-and-coming
researcher in her honor and memory.</i></div>
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<i>So join me in making it possible to spread Heather’s love
again and again and again… (repeat at least for the next ten years).</i></div>
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<i>Thank you for your consideration.</i></div>
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<i>Valerie </i></div>
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<i>Member, NEDRA Heather Reisz Memorial Scholarship Committee</i></div>
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<span style="font-family: "Calibri","sans-serif"; font-size: 11.0pt;">For more
about Heather's life, visit <a href="http://www.nedra.org/heather_reisz_memorial" target="_blank">NEDRA's Memorial Page</a>.<o:p></o:p></span><br />
<span style="font-family: "Calibri","sans-serif"; font-size: 11.0pt;">To donate
online, visit the <a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.nedra.org_EmailTracker_LinkTracker.ashx-3FlinkAndRecipientCode-3DzMI22lwNAWBD19ufrd5V6-252fM7sZtKtWq42q-252bpXLWo-252f7JU08YgpdRhPqFwgQvOAgpIecXwFXuAhN0q2lqCyfk9ZNgQaRQkqT1cbs7lUJA2xa0-253d&d=BQMFaQ&c=qS4goWBT7poplM69zy_3xhKwEW14JZMSdioCoppxeFU&r=zB3MhRLXV0QxUcJ93_ZB9QdYP0pDaJ7H08v2-i8bJCc&m=SWyWFl4rIeFCr0H11CSrX0Lo6cJeh6cgKWxfb_99XfI&s=9VhKTBIL2p-UuITQ7TNHIOflFbEAcmLq5kmQkHFyVHc&e=">Heather
Reisz Memorial Scholarship Donation Page</a>.<o:p></o:p></span><br />
<span style="font-family: "Calibri","sans-serif"; font-size: 11.0pt;"><br /></span>
<span style="font-family: "Calibri","sans-serif"; font-size: 11.0pt;">To send a
check, mail to:<o:p></o:p></span><br />
<span style="font-family: "Calibri","sans-serif"; font-size: 11.0pt;">Heather
Reisz Memorial Scholarship<o:p></o:p></span><br />
<span style="font-family: "Calibri","sans-serif"; font-size: 11.0pt;">c/o NEDRA<o:p></o:p></span><br />
<span style="font-family: "Calibri","sans-serif"; font-size: 11.0pt;">411
Waverley Oaks Road, Suite 331B</span><br />
<span style="font-family: "Calibri","sans-serif"; font-size: 11.0pt;">Waltham,
MA 02452</span>JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-11137133144729008692014-12-10T11:03:00.000-06:002014-12-10T11:03:05.842-06:00Capacity RatingsThanks to Jen Filla for posting links to a couple of new articles about Capacity Ratings on PRSPCT-L. They're definitely worth sharing here!<br />
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<a href="http://www.prospectresearchinstitute.org/capacity-ratings-bunk-can/" target="_blank">"Why Capacity Ratings are Bunk and What You Can Do About It"</a> by Mark Noll, Prospect Research Institute<br />
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<a href="http://managingprospectresearch.wordpress.com/2014/12/08/capacity-ratings-are-actually-small-sedans/" target="_blank">"Capacity Ratings Are Actually Small Sedans"</a> by Mark Egge, Managing Prospect Research blog<br />
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Enjoy and Happy Holidays! JimJimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-54879514602285781202014-08-20T12:17:00.002-05:002014-08-20T12:27:29.555-05:00I'm passionate about profiles!!!Creating profiles is one of the favorite parts of my job. I love putting together pieces of the puzzle to give our gift officers more information on their prospects and donors.<br />
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In my 18 years as a prospect researcher, I've found my profiles have evolved considerably. Thanks to the Internet, what used to take days to compile can now often be done in a matter of hours. No more trips to the library or courthouse, which I actually miss! I once spent close to a week compiling a six-page profile for a major gift ask from a local philanthropist and business owner whose several children all had individual relationships with our organization which I wanted to capture in the profile. These days, I find less is more, and as a rule of thumb, I try to keep most of my profiles to one page, two if there is lots of pertinent information available on a prospect. I find that I have less time to create lengthy profiles and I've found that gift officers have less time to read them! In this age of "information overload," the same concept can apply to research profiles. <a href="http://www.helenbrowngroup.com/why-most-prospect-research-profiles-are-dead-on-arrival/" target="_blank">Helen Brown </a>stated it best earlier this year, "Don't bury the lead!"<br />
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If it's not already obvious, to say I'm passionate about profiles would be an understatement! Between meetings, making database updates, and reviewing lists, I almost find the limited time I get to spend on research profiles these days therapeutic! That said, I'm excited to share a recent post on PRSPCT-L which contains a link to not only several profile templates, but also several articles on profile trends and commentary at the top of the page. Thanks to Jen Filla for sharing this with us!<br />
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<a href="http://www.prospectresearchinstitute.org/links/prospect-profile-collection/">http://www.prospectresearchinstitute.org/links/prospect-profile-collection/</a><br />
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A recently-added highlight is the presentation Jen Filla and Michelle Machiavello gave at this year's APRA International Conference, <a href="http://www.prospectresearchinstitute.org/wp-content/uploads/2014/06/APRA105_ImproveProfileTechnique_2014.pdf" target="_blank">"Improve Your Profile Technique."</a> Well worth the download and I especially enjoyed slide six!<br />
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Happy profiling, everyone!JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-32583941064295745132014-04-22T11:19:00.001-05:002014-04-22T11:19:09.156-05:00Newsletter featuring articles on Prospect ResearchA colleague just forwarded a newsletter from a local fundraising firm, <a href="http://www.fundraisingjba.com/home" target="_blank">Jeffrey Byrne & Associates</a>, which features two nice articles on Prospect Research.<br />
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Kay Tabscott addresses "What is Prospect Research?" while Christina Pulawski writes "Congratulations! You're Getting Research!" I'm honored to know both of these ladies, who both have APRA Missouri-Kansas connections. Kay has been a long-time APRA MO-KAN member as well as conference speaker and former coordinator of our mentor program. Christina has presented at least twice at our APRA MO-KAN Conference and I use her real estate assessor website <a href="http://www.pulawski.net/">www.pulawski.net</a> on a weekly basis!<br />
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<a href="http://www.fundraisingjba.com/Newsletter#JacobHarold" target="_blank">Link here</a> to the newsletter and scroll down to read the articles by Kay and Christina! <br />
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<br />JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-20482717200736116952014-03-28T12:54:00.002-05:002014-03-28T12:55:52.934-05:00ARTICLE: Give Fundraising Researchers More Influence and More CreditOne of our fellow researchers, Armando Zumaya, just wrote a very nice piece for the March 23rd issue of the Chronicle of Philanthropy. Realizing that not everyone might have subscriber access to the Chronicle, below is Armando's article. For those of you who do subscribe, here's the <a href="http://philanthropy.com/article/Give-Fundraising-Researchers/145453/" target="_blank">link</a> and please comment on the article. Thanks to Armando for sharing this with us!<br />
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Researchers More Influence and More Credit</span></b></div>
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<span style="color: #333333; font-family: Merriweather; font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman"; mso-no-proof: yes;"></span><a href="http://philanthropy.com/article/Give-Fundraising-Researchers/145453/"><span style="color: #2d76d3; font-family: "Source Sans Pro"; font-size: 9.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman"; text-decoration: none; text-underline: none;"><br /></span></a><span style="color: #333333; font-family: Merriweather; font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";"></span></div>
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<span style="color: #333333; display: none; font-family: Merriweather; font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman"; mso-hide: all; mso-no-proof: yes;"><img alt="close" border="0" height="16" src="file:///C:\Users\JJKLAS~1\AppData\Local\Temp\msohtmlclip1\01\clip_image002.gif" width="16" /><img alt="Give Fundraising Researchers More Influence 1" border="0" height="272" src="file:///C:\Users\JJKLAS~1\AppData\Local\Temp\msohtmlclip1\01\clip_image003.jpg" width="340" /></span><span style="color: #333333; display: none; font-family: Merriweather; font-size: 12.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman"; mso-hide: all;"></span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 3.0pt; margin-left: 0in; margin-right: 0in; margin-top: 3.0pt;">
<i><span style="color: #333333; font-family: Merriweather; font-size: 9.0pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">By Armando Zumaya</span></i></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 20.55pt;">
<span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">When I
started out in fundraising several decades ago, I learned how to do a balancing
act to make it on time when visiting a donor in a new city. I became skilled at
driving rental cars, reading maps, and avoiding hitting pedestrians all at the
same time.</span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 20.55pt;">
<span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">These
days fundraisers on business trips always take a GPS to guide them to their
destinations.</span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 20.55pt;">
<span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">But
they wouldn’t think twice about doing the equivalent of stuffing the GPS in the
glove compartment when it comes to finding donors: In too many fundraising
offices, the people who can help us find the most lucrative sources of reliable
donations are tucked away in the lowest spots on the organizational chart and
often are not given opportunities to interact with the development officers
they need to collaborate with, guide, and influence.</span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 20.55pt;">
<span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">For
front-line fundraisers, it’s like driving around town in circles.</span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 20.55pt;">
<span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">When
people in the development office see front-line fundraisers and prospect
researchers as different types of staff members, they make a mistake. Even
worse, some people don’t even think of researchers as fundraisers. They have missed
an essential point: When front-line fundraisers work closely with prospect
researchers, far more money flows into an organization. Prospect researchers
not only identify new donors who can give big but also know that many
supporters are capable of giving much more than they do.</span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 20.55pt;">
<span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">It’s
time to change this situation and start valuing the person who finds a
potential gift with the same kind of compensation, stature, and leadership
opportunities as the person who asks for the money.</span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 20.55pt;">
<span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">If a
prospect researcher identifies a person who gives $5-million, credit for that
gift should go to the researcher at least as much as to the major-gift
fundraiser. That’s often not easy for fundraising offices. But it’s possible to
create a system that can monitor just how much money flows into an institution
from people the researcher found out about. Salaries, performance bonuses, and
other rewards should flow from such a tracking system.</span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 20.55pt;">
<span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">It’s
not just the computers that need to be programmed to provide proper credit.
Front-line fundraisers should always be willing to offer praise for their
partnership with a researcher who helped in landing a big gift.</span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 20.55pt;">
<span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Chief
development officers would also benefit from relying more heavily on
researchers for advice and demonstrating to the entire office how much they
value them. Advice from, and even debates with, my prospect researcher has
helped me raise millions of dollars.</span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 20.55pt;">
<span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">When I
have been in leadership roles, I have often found that the best people to give
impartial, data-driven advice on any topic are those in prospect research and
management. They can tell me where the strengths and weaknesses are in the way
the organization is attracting money from foundations, individuals, and
corporations.</span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 20.55pt;">
<span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">That’s
why every senior fundraising official would be wise to meet more regularly with
researchers to find out what they are learning and give them some say in which
fundraisers should be working with which potential big donors.</span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 20.55pt;">
<span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Too
often, opportunities for attracting new donors have died quiet deaths on a
front-line fundraiser’s desk. We all need to do better in deciding where to
invest the time of front-line officers. Relying on a researcher’s analysis of
who has the most potential to give the most is the best way to do that.</span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 20.55pt;">
<span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">What’s
more, researchers also often know which front-line fundraisers are doing a
great job of building ties with potential donors or squandering opportunities
with a poor approach.</span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 20.55pt;">
<span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">When I
am assisted by a strong researcher, I am totally prepared for a first visit
with a person who has the potential to give big sums. So often the prospective
supporter tells me, “You have done your research,” which means I am talking
about what that person cares about.</span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 20.55pt;">
<span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">But
it’s not just front-line fundraisers and top development officials who need to
change. Prospect researchers themselves need to learn to step up to the
challenge and speak out for themselves more often and more loudly. By the
nature of their work, prospect researchers like to be behind the scenes. But
they must develop strong relationships with everyone in the development office
and speak up at meetings and other settings where they can influence their
peers.</span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 20.55pt;">
<span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">In
today’s economy, in which fundraisers already have to work harder than ever to
attract gifts, we need to recognize the full value of every professional in the
development office. We need to create an environment in which everyone is held
accountable and everyone is recognized for the dollars he or she helped bring
in.</span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt; margin-bottom: 20.55pt;">
<span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Don’t
leave out the people who know the directions to the destinations with the most
money for your nonprofit: the prospect researchers.</span></div>
<div class="MsoNormal" style="background: white; line-height: 20.55pt;">
<i><span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";">Armando Zumaya is vice
president for fund development at Bridge Housing, in San Francisco.</span></i><span style="color: #333333; font-family: Merriweather; font-size: 10.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman";"></span></div>
JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com1tag:blogger.com,1999:blog-7847878891353417202.post-13740903702115831262014-02-24T15:37:00.003-06:002014-02-24T15:46:41.225-06:00New website for searching SEC filingsSearching SEC filings can be one of the most daunting tasks for a researcher to tackle. Fortunately, there's a new website available, <a href="http://rankandfiled.com/">rankandfiled.com</a> which several of our prospect research colleagues are raving about.<br />
<br />
Rather than me trying to explain it to you, our colleagues at APRA MidSouth did a fine job on their very own blog. Enjoy!<br />
<br />
<a href="http://apramidsouth.blogspot.com/2014/02/sec-filings-for-humans.html">http://apramidsouth.blogspot.com/2014/02/sec-filings-for-humans.html</a><br />
<br />
And since the subject came up, another good free resource for searching SEC filings was mentioned:<br />
<br />
<a href="http://secdatabase.com/">http://secdatabase.com</a><br />
<br />
<br />
<br />JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com1tag:blogger.com,1999:blog-7847878891353417202.post-78299864639368865852014-02-03T13:26:00.002-06:002014-02-03T13:26:36.951-06:00Research Links from UMKC class on "Major and Planned Gifts"I really enjoyed presenting to Jane Lampo's "Major and Planned Gifts" class at UMKC last Friday. Here are the links from the handout I distributed. Thanks and good luck to everyone in the class!<br />
<br />
<br />
<b style="mso-bidi-font-weight: normal;">The Role of Prospect Research in Fundraising</b><br />
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<b style="mso-bidi-font-weight: normal;">UMKC - January 31, 2014</b></div>
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<br /></div>
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<b style="mso-bidi-font-weight: normal;"><u>Address &
Phone Resources</u></b></div>
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<a href="http://www.whitepages.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">WhitePages</b></a><b style="mso-bidi-font-weight: normal;"> </b>– search
for people, businesses, reverse phone number, or by address and neighbors</div>
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<br /></div>
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<b style="mso-bidi-font-weight: normal;"><u>Biographical
Information</u></b></div>
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<a href="http://www.birthdatabase.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">Birthdatabase</b></a> – searchable by name, age, and zip code.</div>
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<a href="http://www.linkedin.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">LinkedIn</b></a><b style="mso-bidi-font-weight: normal;"> </b>– provides
current employer and title as well as employment history; also lists degrees
and educational institutions attended; sometimes lists professional and
community affiliations</div>
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<a href="http://www.zoominfo.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">ZoomInfo</b></a> – a search engine specifically for finding people;
often searches deeper than Google and provides “cached” webpages no longer
available online; provides a limited number of links for free</div>
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<br /></div>
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<b style="mso-bidi-font-weight: normal;"><u>Business
Information</u></b></div>
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<a href="http://www.hoovers.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">Hoovers</b></a> – basic company snapshots for free; detailed reports
are fee-based</div>
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<a href="http://www.manta.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">Manta</b></a> – provides free business snapshots based on Dun &
Bradstreet reports</div>
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<br /></div>
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<b style="mso-bidi-font-weight: normal;"><u>Government
Resources (local)</u></b></div>
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<a href="http://records.jacksongov.org/search.asp?cabinet=marriage" target="_blank"><b style="mso-bidi-font-weight: normal;">Jackson County, MO marriage records</b></a>
– useful for confirming exact birthdates and spouse names</div>
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<a href="http://www.jococourts.org/" target="_blank"><b style="mso-bidi-font-weight: normal;">Johnson County, KS District Court records</b></a> – useful for
searching marriage and divorce records</div>
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<a href="https://www.courts.mo.gov/casenet/base/welcome.do" target="_blank"><b style="mso-bidi-font-weight: normal;">Missouri Case.net</b></a> – searchable
database of Circuit Court records in Missouri; limited detail only provides
basic information on everything from traffic tickets to estates to divorces</div>
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<br /></div>
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<b style="mso-bidi-font-weight: normal;"><u>Library Resources
(local)</u></b></div>
<div class="MsoNormal">
<a href="http://www.jocolibrary.org/default.aspx?id=2131&epslanguage=EN" target="_blank"><b style="mso-bidi-font-weight: normal;">Johnson County Public Library</b></a> –
free library card entitles access to several online databases including local
and national newspaper archives, obituaries, genealogical resources, and other
databases</div>
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<br /></div>
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<b style="mso-bidi-font-weight: normal;"><u>Political
Contributions</u></b></div>
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<a href="http://www.politicalmoneyline.com/tr/tr_MG_IndivDonor.aspx?tm=3" target="_blank"><b style="mso-bidi-font-weight: normal;">Political MoneyLine</b></a> – 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</div>
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<br /></div>
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<b style="mso-bidi-font-weight: normal;"><u>Public Company
Salaries & Holdings</u></b></div>
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<b style="mso-bidi-font-weight: normal;"><a href="http://www.sec.gov/edgar/searchedgar/companysearch.html" target="_blank">Securities & Exchange Commission</a></b> – search by public company name; the Proxy
Statement (DEF14A) contains salary and inside shareholder information </div>
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<br /></div>
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<b style="mso-bidi-font-weight: normal;"><u>Real Estate
Resources</u></b></div>
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<a href="http://maps.google.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">Google Maps</b></a> – provides aerial and sometimes “street views” of
residences</div>
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<a href="https://ascendweb.jacksongov.org/ascend/%28s4523ozhguf0go242b1wsav3%29/search.aspx" target="_blank"><b style="mso-bidi-font-weight: normal;">Jackson County, MO</b></a> – searchable by
name or property address</div>
<div class="MsoNormal">
<a href="http://land.jocogov.org/default.aspx" target="_blank"><b style="mso-bidi-font-weight: normal;">Johnson County, KS</b></a> – searchable by
property address only; includes photo of residence</div>
<div class="MsoNormal">
<a href="http://gisweb.claycogov.com/realEstate/realEstate.jsp" target="_blank"><b style="mso-bidi-font-weight: normal;">Clay County, MO</b></a> – searchable by
name or property address</div>
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<a href="http://maps.co.platte.mo.us/platteco/frames.htm?origin=main" target="_blank"><b style="mso-bidi-font-weight: normal;">Platte County, MO</b></a> – searchable by
name or property address</div>
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<a href="http://www.pulawski.net/" target="_blank"><b style="mso-bidi-font-weight: normal;">Pulawski.net</b></a> – tax assessor database by state. Named for
Christina Pulawski, a former prospect researcher at Northwestern University,
now a fundraising consultant</div>
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<a href="http://www.trulia.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">Trulia</b></a> – nationwide real estate database searchable by city,
zip code, or property address</div>
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<a href="http://www.zillow.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">Zillow</b></a> – nationwide real estate database searchable by city,
zip code, or property address</div>
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<br /></div>
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<b style="mso-bidi-font-weight: normal;"><u>Paid Resources</u></b></div>
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<a href="http://www.lexisnexis.com/en-us/products/ln-development-professionals.page" target="_blank"><b style="mso-bidi-font-weight: normal;">LexisNexis for Development Professionals</b></a>
($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.</div>
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<a href="http://www.nozasearch.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">Nozasearch</b></a> ($900 per year for multiple users) – the world’s
largest searchable database of charitable contributions; also provides limited
foundation searches for free.</div>
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<a href="http://www.wealthengine.com/" target="_blank"><b style="mso-bidi-font-weight: normal;">WealthEngine</b></a><b style="mso-bidi-font-weight: normal;"> </b>($2,750
per year for up to three users) – multi-function toolkit for fundraisers
includes capacity calculator, charitable giving (limited Nozasearch), 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!<span style="mso-spacerun: yes;"> </span>Subscription price includes monthly webinars
and best practices white papers.<br />
<br />
<b>p.s. And don't forget to <a href="http://www.google.com/" target="_blank">Google</a>!!! </b></div>
JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0tag:blogger.com,1999:blog-7847878891353417202.post-85975665541249166962013-12-30T15:30:00.002-06:002013-12-30T15:38:16.295-06:00A research favorite: Christina Pulawski's "Tax Assessor Database"<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiiYzR3r_1SVhIgz6nlWR8jjfLOz7Y47xRga7vJ7WgplHGNVrY6dGnHzZa0BKkH1w7_psLMX-uecY6jl-uUTCiEg8yW1HjQV5Wd5wFYgAiz9uaqkpwxr1rRLL3fZ94yB5daJA3J4XfctzYX/s1600/tax-assessor.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="294" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiiYzR3r_1SVhIgz6nlWR8jjfLOz7Y47xRga7vJ7WgplHGNVrY6dGnHzZa0BKkH1w7_psLMX-uecY6jl-uUTCiEg8yW1HjQV5Wd5wFYgAiz9uaqkpwxr1rRLL3fZ94yB5daJA3J4XfctzYX/s320/tax-assessor.jpg" width="320" /></a></div>
<br />
From my favorite brand of automobile to my favorite pair of hiking boots, there are things I keep going back to because they're reliable and familiar. Research websites come and go, but a site I've been using for years is Christina Pulawski's <a href="http://www.pulawski.net/" target="_blank">Tax Assessor Database.</a> In my current position, I rarely have to search for properties outside my own metropolitan area. However, every once in awhile, an out-of-town prospect will pop up and I'll need some more information based on the prospect's address. I used it just today to confirm a spouse's name on a property's ownership record!<br />
<br />
Real estate values are one of my "go-to numbers" for determining capacity. In the absence of other financials such as public company salaries or stock holdings, you can almost always find that someone owns at least one piece of real estate.<br />
<br />
Besides the value of a property, assessor websites are also good for determining things like a spouse's name or how the property is held. For example, a property held in trust is usually an indicator of wealth. Features like in-ground swimming pools and multiple-car garages can also be wealth indicators. Also, more and more assessor websites are including property photos as well. If not, <a href="https://maps.google.com/" target="_blank">Google Maps</a> is a good alternative for aerial views (and sometimes Street View) of properties.<br />
<br />
I highly recommend adding Christina's tax assessor website to your list of Bookmarks or Favorites!<br />
<br />
Also, I would be remiss if I didn't mention Christina's consulting <a href="http://www.pulawski.com/" target="_blank">website</a>, where she offers her services based on her many years' of expertise in Prospect Management and Research. As someone who has heard her speak on multiple occasions, I can also highly recommend Christina as a speaker to consider for your next research conference!JimK Researchhttp://www.blogger.com/profile/14702848241639975950noreply@blogger.com0