Other research services.

In addition to our data screening service, Wealthscan, and the Giftsearch online database, we offer a number of other research and prospect development services, and training in prospect research

Profiling
  • Profiling of individuals identified in database screening
  • In-depth profiling of individual prospects identified by the client
  • Researching foundation or corporate sources of funding
  • Profiling of specified companies


Due diligence reports
  • Review of potential issues relating to the reputational risk associated with accepting a gift


New names
  • Building a new prospect list of high net worth individuals with interest in a particular subject area


Prospect rating
  • LIA rating of your known major gift prospects and donors


Prospect research training
  • Bespoke half and full day training sessions - can be offered in-person or virtually


If you would like more information, or to receive samples of any of the above services, please use the link below