Today I had a really fun time hosting a digital roundtable on Prospect Research with a bunch of really bright professionals. During the spoken panel discussion, there was also a lively chat conversation as well! I wanted to provide a listing of what I thought were helpful resources and discussion points from that chat for your benefit. Without further ado, here you go:

Digital Roundtable: Prospect Research – Chat Highlights

[12:08] Isabel Perez-Doherty (Guest)

Canon could you type your resources here? thanks

[12:08] Pediatric Oncology Group of Ontario (Guest) joined the meeting.

[12:10] Ian Rigg

Izabela Piasecka-Latour thanks for the shout-out! Nice to see you again!

[12:10] Martin, Helen joined the meeting.

[12:10] Izabela Piasecka-Latour

Hi Ian!

[12:10] Izabela Piasecka-Latour

Canadian source: iwave, charitycan, imagine canada grantconnect

[12:11] Izabela Piasecka-Latour

through university libraries: lexisnexis, proquest, factiva

[12:11] Harrigan, Graeme

Also Apra Canada!

[12:11] Candice McCarthy joined the meeting.

[12:11] Brooke, Cannon

Some of my favorite resources: LexisNexis is a must but it is REALLY expensive so I have testing Beenverified. Propublica has a great nonprofit explorer that has updated 990s https://projects.propublica.org/nonprofits/

Nonprofit Explorer – ProPublica

Since 2013, the IRS has released data culled from millions of nonprofit tax filings. Use this database to find organizations and see details like their executive compensation, revenue and expenses,…

projects.propublica.org

[12:11] Tracey Church

SEDAR, SEDI, EDGAR, Realtor, Assessments

[12:12] DJ Finch (Guest) left the conversation.

[12:12] Ann Rosenfield, MBA, CFRE (Guest)

Here is the APRA link https://www.aprahome.org/

[12:12] Vicki Hayter joined the meeting.

[12:12] Brooke, Cannon

Also: DonorSearch, iWave, NOZA search.

[12:12] Monica S. Jokiman joined the meeting.

[12:13] Harrigan, Graeme

Apra Canada is hosting a virtual conference October 15-16. It’s free for members (join anytime) and there is a session on research resources.

[12:16] Tracey Church

and alumni directories!

[12:17] Tracey Church

staging!

[12:17] Jessica Robson

Q: What are your thoughts on using Environics WealthScapes Fundraiser and Donor Rank?

[12:19] Preeti Gill

Indicators: are they community-minded already?

[12:20] Ann Rosenfield, MBA, CFRE (Guest)

Thanks Jessica. If you have the chance to hear Dwayne DiPasquale speak on this point, he uses Environics in a very sophicated way

[12:21] Julie Levine (Guest) joined the meeting.

[12:21] Jennifer Jones (Guest) left the conversation.

[12:22] Tracey Church

and why they gived

[12:22] Ian Rigg

Jessica Robson Hi Jessica, we (Western University) purchased the environics wealthscapes – and we used them to build a few statistical models for major giving, we also used them to create a hybrid technique for wealth ranking – however all of these require you have good, current address data for your constituents

(1 liked)

[12:24] Ian Rigg

These scores are also limited just to individuals

[12:26] Ann Rosenfield, MBA, CFRE (Guest)

Imagine CanadaGrant Connect is highly discounted

[12:26] Ann Rosenfield, MBA, CFRE (Guest)

oops! Imagine Canada’s Grant Connect is highly discounted for charities under $5M https://imaginecanada.ca/en/grant-connect

[12:26] Pediatric Oncology Group of Ontario (Guest) left the conversation.

[12:28] Matthew Dubins

@Ian Rigg (External), I’ve done modeling involving organizational prospects before. They follow a different set of modeling characteristics, but so long as the data is there, I can tell you they can indeed be scored!

[12:29] Elaine Bernard (Guest) left the conversation.

[12:29] Ann Rosenfield, MBA, CFRE (Guest)

Here is that Imagine Canada Multicultural & Newcomer Charitable Giving Study research link https://imaginecanada.ca/en/research

(1 liked)

[12:32] Jessica Robson

Feminuity has great DEI resources to expand knoweldge in this space.

(1 liked)

[12:33] Ann Rosenfield, MBA, CFRE (Guest)

Thanks, Jessica – here is the link to Feminuity https://www.feminuity.org/resources-press

Resources + Press — Feminuity

Click to access our favourite diversity and inclusion resources and research that we’ve been a part of including studies with #movethedial, MaRS Discovery District, and the Brookfield Institute for…

www.feminuity.org

[12:35] Ann Rosenfield, MBA, CFRE (Guest)

Here is the APRA DEI link https://connections.aprahome.org/page/diversity-equity-and-inclusion-committee

[12:36] Paola Ceron joined the meeting.

[12:37] Matthew Dubins

@Ian Rigg (External) , I’m doing a project right now involving EA WealthScapes right now for a hospital foundation! However, for orgs, the onus is on the database characteristics, which is fine, because you can get really far with it

[12:37] Brooke, Cannon

Feel free to connect if you need more resources, there’s a ton I didn’t go over. Happy to connect on Linkedin.

[12:38] Ryan (Guest)

Matthew Dubins can you clarify what you mean by “database characteristics”?

[12:38] Matthew Dubins

Ryan (Guest) , the info stored in the database on each donor

[12:43] Ann Rosenfield, MBA, CFRE (Guest)

For data literacy, you can check out NTEN https://www.nten.org/

NTEN | Connect. Learn. Change.

NTEN is a community of nonprofit professionals using technology to make the world a better place. Join us!

www.nten.org

[12:45] Brooke, Cannon

Researchers, check out https://ds4fr.nandeshwar.info/

[12:46] Brooke, Cannon

it’s a great resource.

[12:46] Mary-Jo Shearer joined the meeting.

[12:47] Jessica Robson

Preeti Gill “Data is about people” Beautiful! (heart)

(1 liked)

[12:48] Ian Rigg

Joshua Birkholz has a good one too. It is very approachable. Fundraising Analytics: Using Data to Guide Strategy

[12:49] Harrigan, Graeme

Linked to question #5: Can the panelists talk a bit about data communication and/or data visualization for communicating findings from data analytics?

[12:49] Matthew Dubins

Harrigan, Graeme , great question!

[12:53] Jessica Robson

Estee Pierce “As small as a tweet” Brillant!

[12:54] Tracey Church

Pivot tables can make you a rock star!

[12:54] Brooke, Cannon

Super easy to learn too

[12:58] Brooke, Cannon

Yes Tracey, if my client is going to make a 25K ask spending 700-1K for a profile is appropriate. But if they want profiles for cold calling, I would recommend a brief bio.

[12:58] Tracey Church

Also, when you look closely, most donors make their largest gifts once they are your volunteers. Sp first step may be volunteer involvement.

(1 liked)