Prospect Research Resources

We have created a variety of resources for researchers and fundraisers. Designed for specific areas in prospect research, these resources help you find, rank and rate potential donors and manage prospects down the pipeline towards making a gift. There are briefing notes and interactive spreadsheets to calculate results based on data you input. We also have lists of external resources that our own researchers use regularly.

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.