Prospect Research Resources

Reflecting on fundraising in the news
Reflecting on fundraising in the news from October 2015.

Briefing note on prospect groups and interviews
How to plan prospecting interviews and groups.

Briefing note on prospect ranking
How to rank and rate your prospects.

Briefing note on prospect research plan headings
How to plan prospecting interviews and groups.

Recommended Reference sources
Sources for corporate, grants, individual and international fundraising research and more.

Simple prospect ranking grid
A self-calculating table that lets you rank and rate your prospects.

Table of Gifts
Separate your campaign target into a spreadsheet of donations needed.

Prospect planning sheet
Work out the numbers of cold, warm and hot prospects you will need to meet your fundraising target.

Prospecting groups
Calculate the number of prospecting groups to be held, based on the number of invitations, acceptances and participants required.

Engagement events
Gauge the number of engagement events to be held, based on the number of invitations, acceptances and guests required.

Prospect Management
Track your prospects throughout your campaign and keep on schedule with your research. This shows you how many prospects you need, how many you have identified and how many are still to be found.

How many researchers do we need?
How many staff will be needed to meet your research requirements?

Research request form
Template Research Request Form.