Studies, Planning & Research
Research
Planning and research are essential parts of the fundraising process. They allow you to test a case and fundraising goal, and gather information that will inform strategy, positioning and communications.
We first learn about your organization, ensuring the core organizational framework is in place through a readiness review.
We then draft the case and interview your stakeholders on the awareness and interest of your organization, plus evaluate the capacity in the community to raise your project goal.
To ensure you are fully informed and prepared for the next steps, we present a final, in-depth report with the findings and recommendations, and a list of prospective donors, volunteers and advocates who can help you achieve your fundraising goals.
Prospect Research
Let us help steer you in the right direction.
Research is the guiding compass to determining linkages, relationships and strong solicitations. We conduct fundraising landscape analysis and research, leading you to create strategies to respond to both current and forecasted funding environments and program priorities.
Using a range of prospect research tools, we provide donor and prospect reports with a local, regional, and national lens.
Our research can be quick snapshots or in-depth reports, focused on identified prospects or on building a new pipeline, all with the outcome to build solicitation strategies.
Ultimately, we will help you ensure the right person is asked at the right time, for the right amount, in the right way.