Freelance Prospect Research List
Prospect Research is essential for many aspects of fundraising, especially Major Giving. Often we cannot afford to hire a full time staffer to do this vital work. Here is the only national list of available freelance prospect researchers you can hire just like a consultant. They are presented in random order.
Pauline Palkovic
Acorn Hill Associates
Prospect Research and Consulting
[email protected]
646-825-0325
acornhillassociates.com
Prospect research and strategic behind-the-scenes support to fundraisers and marketers in the nonprofit sector in arts, culture, environment, and social justice spheres.
Member: APRA International, APRA Greater NY, APRA Upstate NY, AFP Global, AFP Greater Hudson Valley, Woodstock NY Women’s Network, and Hudson Valley Women in Business.
Acorn Hill Associates
Prospect Research and Consulting
[email protected]
646-825-0325
acornhillassociates.com
Prospect research and strategic behind-the-scenes support to fundraisers and marketers in the nonprofit sector in arts, culture, environment, and social justice spheres.
Member: APRA International, APRA Greater NY, APRA Upstate NY, AFP Global, AFP Greater Hudson Valley, Woodstock NY Women’s Network, and Hudson Valley Women in Business.
Jeff Benson
Washington, DC
https://www.linkedin.com/in/jeffreypaulbenson/
410.967.8510
[email protected]
Jeff has over a decade of prospect research experience within the university, religious, and environmental non-profit sectors. Highly experienced in individual and institutional prospect research. Reasonable project and hourly rates offered.
Washington, DC
https://www.linkedin.com/in/jeffreypaulbenson/
410.967.8510
[email protected]
Jeff has over a decade of prospect research experience within the university, religious, and environmental non-profit sectors. Highly experienced in individual and institutional prospect research. Reasonable project and hourly rates offered.
Brooke Solutions
www.cannonbrooke.com
[email protected]
Specializing in prospecting on the West Coast, Hawaiian Islands, and Asia, I help organizations achieve their fundraising goals by identifying and analyzing prospective donors. By combining my unique skills, I deliver an illuminating perspective on fundraising and data that enables organizations to maximize their potential by helping them successfully raise annual, major, and capital gifts.
Services include outsourced prospect research, wealth screening verification, and vetting, personalized training on effective prospecting techniques; relationship and network development; and prospect management strategies.
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Foley Prospecting Solutions
Minneapolis, MN
foleyprospecting.com
[email protected]
(612) 444-9814
Julie Foley has been a freelance researcher for nearly a decade, providing prospect screening, clearing, and in-depth profiles for a wide range of organizations, including higher ed, social services, healthcare, and arts organizations.
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Estee Pierce LLC Prospect Research & Development Strategy
www.esteepierce.com
[email protected]
Estee Pierce is an independent researcher and development consultant focused on arts, education, environment, and social change nonprofit organizations. She previously led prospect research and development operations at New York University and Friends of the High Line, and began her career as a research analyst in the development department of Memorial Sloan Kettering Cancer Center. Estee is deadline-driven, very familiar with the world of global and NYC philanthropy, and comfortable with complex financial analyses involved in the prospecting process. The focus of her practice: delivering nuanced prospect research with the goal of new and increased gifts. Before entering the field of nonprofit prospect development, Estee was a financial reporter/editor for Dow Jones. She holds a BA in English and art history from Vassar College and an MS in fundraising from NYU’s Heyman Center for Philanthropy and Fundraising. Estee is past president of the Association of Professional Researchers for Advancement of Greater New York. She is an active member of AFP, Apra, and Women in Development.
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Viola Henning, Professional Do-Gooder
Freelance Prospect Researcher/Nonprofit Services Professional
Northeast Pennsylvania & remote
[email protected]
570-689-1484
http://www.linkedin.com/pub/viola-henning/4/3b1/b38/
Viola Henning has been working in the nonprofit sector for over 20 years, with over 12 years specializing in prospect research, most recently for Yellowstone National Park's official fundraising and education partner. She has worked for nonprofits in human services, animal care, education, arts/culture and the environment. Viola began her career as a nonprofit generalist, learning all aspects of nonprofit operation, before becoming a specialist that built/solely managed prospect research programs to support nonprofit fundraising. Viola holds a Master's in Public Administration with a concentration in Nonprofit Management from Marywood University. She serves on the Board of Directors of the Wyoming County Cultural Center at the Dietrich Theater and is Chair of the Fundraising Committee. Viola helps nonprofits to hone in on the potential donors that are most likely to support their cause in a big way, increasing efficiency and enabling nonprofits to do more with less.
* Individual/corporate/foundation prospect research (including profiles, event bios & help with wealth screenings) * data projects/database help * Raiser's Edge/Word/Excel/Outlook/research/productivity training * other nonprofit projects/consulting *
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Fran Thack
Prospect Research Professional
[email protected]
https://www.linkedin.com/in/fran-thack-11482b33/
Associate Director of Development with over 19 years of experience. In working in the higher education and non-profit organizations. Skilled in philanthropy, fundraising, Raiser's Edge, and People Soft. Strong community and social services professional with a BA in American History from the University of Pennsylvania. Special focus on smaller non-profit organizations who require assistance in larger proactive projects such as screenings, list generation for pipelines, and profiles. Also available for training for front line fundraisers and other development departments to explain the purpose and importance of Research. Located in the Metro Philadelphia area, but able to travel as needed.
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Maria I. DeJesus
[email protected]
LinkedIn: Maria DeJesus
(978) 304 - 7045
Maria DeJesus is a Manager of Prospect Research and Portfolio Management who oversees donor identification research, works collaboratively to manage major gift officer portfolios and implements research policies, processes. Passionate about generating diverse pools of prospects in order to show the inclusivity of philanthropy from all ethnic backgrounds, genders, industries, and socioeconomic statuses, Maria is determined to work with those who see the beauty and opportunity in donor equality. Her strengths also include leading projects in the areas of Prospect Strategy Building, Corporate Prospect Identification and Entrepreneurship Partnership Generation.
Previous roles within Advancement and Development include partnering with institutions like Boston College and the Museum of Science, Boston. Additionally, Maria has over 15 years of experience directing recreational and education-based programs for at-risk youth and families within inner-city organizations and underrepresented communities. Academically, she attended Full Sail University as the only female undergraduate student in the Computer Animation Program and earned professional fundraising certifications at Boston University Metropolitan College and Rutgers University.
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Patrick Smith
[email protected]
www.smithprospectresearch.com
(404)-862-6211
Patrick Smith has been providing valuable information for organizations for the past decade. He is a graduate of the University of Georgia with BA's in Speech Communication and History as well as a Master's in Speech Communication. Among his accomplishments is creating a prospect research and wealth overlay program that helped a nonprofit consulting firm raise $84 million for its clients. He is an expert in the nonprofit arena, with hands-on experience in the fields of higher education, museums, and Christian charities.
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Ms. LeRoya ScottP.O. Box 3314Peachtree City, GA 30269Email: [email protected]Cellular: (678) 229-8122(678) 229-8122
Self-employed Prospect Researcher interested in searching for grants, sponsorships, corporate funding and seed money for non-profits and for-profit businesses in the Atlanta, GA area and nationwide.
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Kelley McGeehan
Principal Consultant, McGeehan Research
443-690-5616
[email protected]
www.linkedin.com/in/kelleymcgeehan
Kelley McGeehan has more than twenty years of experience working with nonprofits ranging from small, local groups to regional and international organizations. Prior to starting her own business in 2011, she was a development officer with “soup to nuts” experience in small to mid-sized offices focusing her efforts on prospect research, planned giving and major gift programs. In 2011 Kelley launched McGeehan Research as a Baltimore based company that provides prospect research through the eyes of a major gifts officer. In-depth prospect research, data screening and assessments are provided with an eye toward solicitation strategies for major and planned giving programs.
Offerings
Research Audit, Wealth screening,Data validation, Train staff, Prospect Profile creation, Event briefings,Prospect generation, Protocol creation, Moves Management
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Tracey Church, MLIS
Principal
Researcher & Consultant
Location: Canada
Tracey has been a professional researcher for over 20 years and is the Past President of the Association of Professional Researchers in Advancement (Apra-Canada). She is the Principal, Researcher and Consultant with Tracey Church & Associates, Research + Consulting Services (www.traceychurchresearch.com). Tracey is proud to be the Co-Editor and Co-Author of Apra-Canada’s first book “Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers” (Civil Sector Press, 2016). Tracey is a member of the Association of Fundraising Professionals (AFP) International Research Council and is a Director for Apra International and AFP Golden Horseshoe. In 2018, Tracey received the inaugural Apra Canada Excellence in Prospect Research Award.
Tracey has worked with over 300 organizations in the fields of health care, education, social services, the arts, and the environment. Her work includes customized one-on-one or group training, custom research profiles, prospect identification, database screening, pipeline management, strategic planning, time and database management, surveys and interviews, and specialized research projects.
Tracey is a part-time faculty member at Western University (London, Ontario) teaching the Prospect Research in Fundraising course in the Master of Library and Information Sciences program (MLIS). She has her MLIS and her Professional Certificate in Not-for-Profit Management from Western University. She is a regular and requested presenter for APRA, AFP, AHP, CAGP and is an AFP certified Master Trainer. Overall, Tracey loves to see her students and trainees succeed in the exciting field of prospect research!
Email: [email protected]
Cell: 519-933-2277
Web: www.traceychurchresearch.com
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The Helen Brown Group LLC
Helen E. Brown, President
Co-author, Prospect Research for Fundraisers (AFP/Wiley)
www.helenbrowngroup.com
[email protected]
Tel: 617-393-1983
Offering dedicated research support, a la carte profiles, consulting, training and wealth screening assistance.
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Sarah Price Soucek
[email protected]
612.747.5956
Minneapolis/St. Paul, Minnesota
https://www.linkedin.com/in/sarahsoucek/
I have been in the development field for 13 years, and prospect development for 10 years. I have experience in social service and arts/culture organizations, higher education, and consulting. I was on the board of directors of the Apra MN chapter for four years, and love working with clients to further your mission!
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Crystalline Vision LLC is located in Minneapolis, MN. Some of the more common services we provide are: Prospect Development and Research program audits; Interim Prospect Development Management; Raiser's Edge and NXT database optimization; Profile creation, Prospect Research; Job description, Interviewing, and Hiring of staff; Fundraiser, Executive, Board, Committee training; Contract negotiation and Management of data screening/modeling; Portfolio optimization.
Our goal is to have each organization we work with be better off, more effective, and more self-sufficient.
Kristen Barlow
Owner|Visionary
[email protected]
612.701.5250
https://Crystalline.Vision
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PRASAD CONSULTING & RESEARCH
Poonam Prasad, President
www.prasadconsulting.com
Email: [email protected]
Telephone: 212-755-1309
https://www.facebook.com/PrasadConsulting/
Poonam Prasad is Adjunct Assistant Professor of Philanthropy and Fundraising at New York University's George H. Heyman, Jr. Center for Philanthropy and Fundraising where she has taught Prospect Research courses for the past 15 years. She also teaches “Prospect Research: Techniques & Technologies” in the Master of Science program in Nonprofit Management at Columbia University’s School of Professional Studies. Poonam is a former board member of APRA and currently serves on the board of the Association of Fundraising Professionals New York City Chapter and the Giving Institute. She is a former President of Women in Development New York.
Prasad Consulting & Research enables nonprofit organizations to maximize their income by raising major and capital gifts.
Services include:
Audits
PCR conducts audits of research departments and development offices to determine if current staffing levels, skills, organizational structures and resources are maximizing the organization’s revenues and are adequate for a capital campaign. Audits also uncover and focus the organization's prospecting and cultivation efforts on the most productive new and existing constituencies.
Staff & Board Training
The firm provides training to an organization’s staff to improve the scope and reliability of information discovered. This includes making recommendations on the use of new resources, such as database screening, and other online research services. PCR also coaches volunteers and senior staff on cultivation and solicitation strategies.
Research & Strategy Development
PCR uses its expertise in research and strategy development to:
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Joyce Newton
I am a retired Senior Research Analyst from Dartmouth College with excellent experience that includes APRA and NEDRA presentations.
I have significant experience working with many subscription and donor databases: Wealth Engine, Lexis-Nexis, NOZA, Advance, Banner, PowerCampus, Research Point, iWave, and Foundation Directory. I offer a strong work ethic, excellent references, and very reasonable rates.
Please let me know if I need to supply anything else.
Joyce Newton
Cell: 603-219-6583
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Freelance Prospect Research Network
Dave Chase, Founder & CEO
Web: https://www.freelanceprospectresearch.com/
Email: [email protected]
Phone: (508) 790-2500
Team of seasoned freelance prospect research professionals with an average of 22 years of experience in prospect research for philanthropic organizations. Our freelancers include industry leaders active at the highest levels of APRA and its affiliates. They are all senior level researchers and managers, working in universities and other charitable organizations in cities that include Boston, Miami, New York City, and Los Angeles.
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Betsy Schuurman
Independent Prospect Researcher, Proposal Writer, and Fundraising Consultant
Schuurman Communications
http://www.schuurmancomms.com/
[email protected]
A trained researcher with 10+ years experience in non-profit prospect research in the U.S. and Canada, I help non-profits ask the right donor for the right amount at the right time.
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The Core Focus
Rebecca Asher
[email protected]
www.thecorefocus.com
(248) 930-1924
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Melody McBeth
Highland Fundraising Solutions, LLC
PO Box 95
Scotland, PA 17254
[email protected]
www.highlandfrs.com
717-414-6900717-414-6900
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Maria Semple
The Prospect Finder LLC Author: “Magnify Your Business: Tips, Tools & Strategies to Grow Your Business or Your Nonprofit” [email protected]
http://www.theprospectfinder.com
I focus on providing in-depth profiles on major gift prospects and I also provide proactive research to identify foundations in your region. I am often also brought in to train staff and board on research strategies and the role of prospect research in their development efforts. I have been a frequent speaker at fundraising conferences including APRA, local AFP Chapters, the NJ Conference on Philanthropy and Fundraising Day in NY. The Tony Martignetti Nonprofit Radio show invites me as his regular contributor on the topic of prospect research. Download my free e-manual as a good primer to prospect research: “Panning For Gold: Find Your Best Donor Prospects Now!”.
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Crystal Leochko Johnston, MA
Eclipse Research Group
Winnipeg, Manitoba, Canada
Email: [email protected]
Phone: (204)990-4830
I have 15 plus years experience as a researcher. I have my Masters Degree in History from the University of Manitoba. I have been a member of APRA Canada since 2009 and am currently the Programming Chair for the APRA Canada 2016 Conference Committee.
I provide prospect identification, research an analysis and can asses an individual's, company's, charitable trust or foundation's capacity and propensity to donate.
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Margaret King
President, InfoRich Group, Inc.
...a research based approach to fundraising...
www.inforichgroup.com
484-461-8100
[email protected]
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Steffanie M. Brown
[email protected]
(502) 836-5775
Merritt Island, Florida
https://www.linkedin.com/in/steffaniemelindabrown/
I've been working in development since 1999 and prospecting since 2006. Most of my full-time experience has been in higher education; freelance and consulting experience has largely been with small nonprofits, primarily social-service and faith-based organizations. I also provide consulting in other areas of development, including database administration and training, policy development, marketing content analysis, and strategic planning. I'm based on the Atlantic coast of central Florida, and also take remote contracts.
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Roger Magnus Research
Amherst, MA
Phone: 413-687-8466
Website: www.rogermagnusresearch.com
Specializing in conducting prospect identification/research and finding Census Bureau data for grant applications
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Matthew Engle
Prospect Research Professional
Philadelphia Metro Region/Southern New Jersey
856-397-0749
Development research professional with nearly 20 years of experience in Prospect Research, Strategy and Management.
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Ronnie de Supinski
Prospect Research Services
Tracy, CA
209-815-4158
[email protected]
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Kay Tabscott
Got Research?
Securing major gift support has never been a more complex, challenging and data-driven endeavor. Development Research Partners offers a unique and affordable service to nonprofit organizations who do not have a skilled research staff. We provide customized, in-depth and comprehensive profiles on individuals, corporations and foundations as well as qualification and briefing profiles. Please call us today to schedule a time to talk about how we can partner to advance your fundraising success! Experienced and reliable! 314-800-9045
[email protected] [email protected]
www.developmentresearchpartners.com
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Nora Hart, APRA member
Hart Fundraising Solutions, Inc.
[email protected]
https://www.linkedin.com/in/norahart
571-232-8632
With fifteen years of experience in prospect research and development, I focus on proactive research and reactive research. My specialties include identifying, understanding and condensing financial, biographical, legal and philanthropic information. I am adept with online research databases and financial disclosure forms like Form ADV, proxy statements, and 10K. As an experienced researcher, I can verify screening results and enjoy completing in-depth research profiles. One of my strengths is making connections between prospects and board members using public information.
As a small shop located in the Washington metro area, I am able to offer low rates and personalized service. Contact me at [email protected] or 571-232-8632 to find out how I can help your organization identify more prospects and raise more money.
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The Sollog Group
Nick Sollog, Founder & CEO
e-mail: [email protected]
phone: 804.767.2172
website: www.thesolloggroup.com
blog: https://thesolloggroup.wordpress.com/
The practice primarily focuses in the areas of Annual Giving and Prospect Research. We have worked with a number of charitable organizations that cross many sectors: health & human services, educational, arts & cultural, and civic & community. Nick Sollog has more than 9 years of experience in the nonprofit sector. His experience brings a unique perspective to each project that he takes on. Combine that with his dedication and passion to helping organizations exceed their expectation and you have a winning combination.
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Terry Burton, APRA member
Area of Specialization: Benchmark Reports for Naming Opportunities including:
1. Review the current inventory of naming opportunities and Ask Amounts
2. Develop the inventory of naming opportunities & Ask Amounts for a NEW facility or program
3. Strategic planning for cash flow from naming rights - philanthropic or sponsorship
4. Web site pages for naming opportunities
20 years + in research
5 years + in naming opportunities
Nonprofit references - Universities, community colleges, hospitals,
arts & culture, social services, school board, transit authority
and municipalities
Email: [email protected]
Web Site: http://diginresearch.biz
Telephone - 248-881-2323
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J.G. Research Associates
Jan Grieff, Principal, Sinking Spring, PA 19608
610-670-7629, www.JGResearch.com
Gini Mauchly, Senior Associate, Clarks Summit, PA 18411
570-585-0918, [email protected]
JGRA matches your funding needs with the individuals, corporations and foundations that have the means and inclination to support your organization. Let our experienced professionals help you:
-- Identify likely prospects, from both inside and outside your current constituency.
-- Provide in-depth information on each prospect’s wealth and interests, including strategies for cultivation.
-- Provide experienced major gift counsel to develop and manage successful fundraising plans.
-- Work with electronic screening vendors to provide validated preliminary research data.
-- Train new researchers and workshops to enhance the skills of experienced researchers.
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Chris Mildner
[email protected]
Chris Mildner, CFRE
Principal
Strategic Edge Resource Consulting
Portland, OR
503-702-8947
Specialize in providing indepth prospect information and analysis,with a deep understanding of the application of donor psychology and sociodemographics for effective cultivation, solicitation and strategic planning. Provide database setup, management and conversion planning expertise and staff training.
Over 20 years of experience in:
§ Feasibility study and campaign preparation
§ Prospect identification and pipeline development
§ Research and indepth financial analysis
§ Database setup, management and reports
§ Conversion planning and implementation
§ Vendor screenings
§ Benchmarks and scorecards
§ Donor relations and stewardship
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Aspire Research Group LLC
Jennifer Filla, President
[email protected]
www.AspireResearchGroup.com
http://www.linkedin.com/in/jenfilla
http://www.facebook.com/AspireResearchGroup
(727)231.0516 or (610)566.5113
Aspire Research Group believes every development office should have the benefits of professional prospect research. We help you raise more money by providing profiles on people, companies and foundations and by guiding you through prospect screenings, moves management and other research tasks. Visit http://www.AspireResearchGroup.com for free articles, tip sheets, profile samples, presentations and more.
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Jean Kieling Research has provided independent prospect research since 1992. Typical clients are independent schools, museums, and service organizations. Typical products are one-hour prospect "screenings" and full profiles. Jean Kieling previously worked as a CPA and specializes in the financial aspects of fundraising research. She is located in the San Jose area and works nationwide. Visit www.jk-res.com, or contact her at research @ jk-res.com.
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www.cannonbrooke.com
[email protected]
Specializing in prospecting on the West Coast, Hawaiian Islands, and Asia, I help organizations achieve their fundraising goals by identifying and analyzing prospective donors. By combining my unique skills, I deliver an illuminating perspective on fundraising and data that enables organizations to maximize their potential by helping them successfully raise annual, major, and capital gifts.
Services include outsourced prospect research, wealth screening verification, and vetting, personalized training on effective prospecting techniques; relationship and network development; and prospect management strategies.
______________________________________________________
Foley Prospecting Solutions
Minneapolis, MN
foleyprospecting.com
[email protected]
(612) 444-9814
Julie Foley has been a freelance researcher for nearly a decade, providing prospect screening, clearing, and in-depth profiles for a wide range of organizations, including higher ed, social services, healthcare, and arts organizations.
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Estee Pierce LLC Prospect Research & Development Strategy
www.esteepierce.com
[email protected]
Estee Pierce is an independent researcher and development consultant focused on arts, education, environment, and social change nonprofit organizations. She previously led prospect research and development operations at New York University and Friends of the High Line, and began her career as a research analyst in the development department of Memorial Sloan Kettering Cancer Center. Estee is deadline-driven, very familiar with the world of global and NYC philanthropy, and comfortable with complex financial analyses involved in the prospecting process. The focus of her practice: delivering nuanced prospect research with the goal of new and increased gifts. Before entering the field of nonprofit prospect development, Estee was a financial reporter/editor for Dow Jones. She holds a BA in English and art history from Vassar College and an MS in fundraising from NYU’s Heyman Center for Philanthropy and Fundraising. Estee is past president of the Association of Professional Researchers for Advancement of Greater New York. She is an active member of AFP, Apra, and Women in Development.
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Viola Henning, Professional Do-Gooder
Freelance Prospect Researcher/Nonprofit Services Professional
Northeast Pennsylvania & remote
[email protected]
570-689-1484
http://www.linkedin.com/pub/viola-henning/4/3b1/b38/
Viola Henning has been working in the nonprofit sector for over 20 years, with over 12 years specializing in prospect research, most recently for Yellowstone National Park's official fundraising and education partner. She has worked for nonprofits in human services, animal care, education, arts/culture and the environment. Viola began her career as a nonprofit generalist, learning all aspects of nonprofit operation, before becoming a specialist that built/solely managed prospect research programs to support nonprofit fundraising. Viola holds a Master's in Public Administration with a concentration in Nonprofit Management from Marywood University. She serves on the Board of Directors of the Wyoming County Cultural Center at the Dietrich Theater and is Chair of the Fundraising Committee. Viola helps nonprofits to hone in on the potential donors that are most likely to support their cause in a big way, increasing efficiency and enabling nonprofits to do more with less.
* Individual/corporate/foundation prospect research (including profiles, event bios & help with wealth screenings) * data projects/database help * Raiser's Edge/Word/Excel/Outlook/research/productivity training * other nonprofit projects/consulting *
______________________________________________________
Fran Thack
Prospect Research Professional
[email protected]
https://www.linkedin.com/in/fran-thack-11482b33/
Associate Director of Development with over 19 years of experience. In working in the higher education and non-profit organizations. Skilled in philanthropy, fundraising, Raiser's Edge, and People Soft. Strong community and social services professional with a BA in American History from the University of Pennsylvania. Special focus on smaller non-profit organizations who require assistance in larger proactive projects such as screenings, list generation for pipelines, and profiles. Also available for training for front line fundraisers and other development departments to explain the purpose and importance of Research. Located in the Metro Philadelphia area, but able to travel as needed.
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Maria I. DeJesus
[email protected]
LinkedIn: Maria DeJesus
(978) 304 - 7045
Maria DeJesus is a Manager of Prospect Research and Portfolio Management who oversees donor identification research, works collaboratively to manage major gift officer portfolios and implements research policies, processes. Passionate about generating diverse pools of prospects in order to show the inclusivity of philanthropy from all ethnic backgrounds, genders, industries, and socioeconomic statuses, Maria is determined to work with those who see the beauty and opportunity in donor equality. Her strengths also include leading projects in the areas of Prospect Strategy Building, Corporate Prospect Identification and Entrepreneurship Partnership Generation.
Previous roles within Advancement and Development include partnering with institutions like Boston College and the Museum of Science, Boston. Additionally, Maria has over 15 years of experience directing recreational and education-based programs for at-risk youth and families within inner-city organizations and underrepresented communities. Academically, she attended Full Sail University as the only female undergraduate student in the Computer Animation Program and earned professional fundraising certifications at Boston University Metropolitan College and Rutgers University.
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Patrick Smith
[email protected]
www.smithprospectresearch.com
(404)-862-6211
Patrick Smith has been providing valuable information for organizations for the past decade. He is a graduate of the University of Georgia with BA's in Speech Communication and History as well as a Master's in Speech Communication. Among his accomplishments is creating a prospect research and wealth overlay program that helped a nonprofit consulting firm raise $84 million for its clients. He is an expert in the nonprofit arena, with hands-on experience in the fields of higher education, museums, and Christian charities.
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Ms. LeRoya ScottP.O. Box 3314Peachtree City, GA 30269Email: [email protected]Cellular: (678) 229-8122(678) 229-8122
Self-employed Prospect Researcher interested in searching for grants, sponsorships, corporate funding and seed money for non-profits and for-profit businesses in the Atlanta, GA area and nationwide.
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Kelley McGeehan
Principal Consultant, McGeehan Research
443-690-5616
[email protected]
www.linkedin.com/in/kelleymcgeehan
Kelley McGeehan has more than twenty years of experience working with nonprofits ranging from small, local groups to regional and international organizations. Prior to starting her own business in 2011, she was a development officer with “soup to nuts” experience in small to mid-sized offices focusing her efforts on prospect research, planned giving and major gift programs. In 2011 Kelley launched McGeehan Research as a Baltimore based company that provides prospect research through the eyes of a major gifts officer. In-depth prospect research, data screening and assessments are provided with an eye toward solicitation strategies for major and planned giving programs.
Offerings
Research Audit, Wealth screening,Data validation, Train staff, Prospect Profile creation, Event briefings,Prospect generation, Protocol creation, Moves Management
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Tracey Church, MLIS
Principal
Researcher & Consultant
Location: Canada
Tracey has been a professional researcher for over 20 years and is the Past President of the Association of Professional Researchers in Advancement (Apra-Canada). She is the Principal, Researcher and Consultant with Tracey Church & Associates, Research + Consulting Services (www.traceychurchresearch.com). Tracey is proud to be the Co-Editor and Co-Author of Apra-Canada’s first book “Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers” (Civil Sector Press, 2016). Tracey is a member of the Association of Fundraising Professionals (AFP) International Research Council and is a Director for Apra International and AFP Golden Horseshoe. In 2018, Tracey received the inaugural Apra Canada Excellence in Prospect Research Award.
Tracey has worked with over 300 organizations in the fields of health care, education, social services, the arts, and the environment. Her work includes customized one-on-one or group training, custom research profiles, prospect identification, database screening, pipeline management, strategic planning, time and database management, surveys and interviews, and specialized research projects.
Tracey is a part-time faculty member at Western University (London, Ontario) teaching the Prospect Research in Fundraising course in the Master of Library and Information Sciences program (MLIS). She has her MLIS and her Professional Certificate in Not-for-Profit Management from Western University. She is a regular and requested presenter for APRA, AFP, AHP, CAGP and is an AFP certified Master Trainer. Overall, Tracey loves to see her students and trainees succeed in the exciting field of prospect research!
- Tracey also has three (3) part-time Research Associates that work with her on larger projects and have areas of specialization including business research, database efficiency, and Asian research.
- Check us out at: www.traceychurchresearch.com
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- Tracey Church, MLIS
Email: [email protected]
Cell: 519-933-2277
Web: www.traceychurchresearch.com
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The Helen Brown Group LLC
Helen E. Brown, President
Co-author, Prospect Research for Fundraisers (AFP/Wiley)
www.helenbrowngroup.com
[email protected]
Tel: 617-393-1983
Offering dedicated research support, a la carte profiles, consulting, training and wealth screening assistance.
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Sarah Price Soucek
[email protected]
612.747.5956
Minneapolis/St. Paul, Minnesota
https://www.linkedin.com/in/sarahsoucek/
I have been in the development field for 13 years, and prospect development for 10 years. I have experience in social service and arts/culture organizations, higher education, and consulting. I was on the board of directors of the Apra MN chapter for four years, and love working with clients to further your mission!
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Crystalline Vision LLC is located in Minneapolis, MN. Some of the more common services we provide are: Prospect Development and Research program audits; Interim Prospect Development Management; Raiser's Edge and NXT database optimization; Profile creation, Prospect Research; Job description, Interviewing, and Hiring of staff; Fundraiser, Executive, Board, Committee training; Contract negotiation and Management of data screening/modeling; Portfolio optimization.
Our goal is to have each organization we work with be better off, more effective, and more self-sufficient.
Kristen Barlow
Owner|Visionary
[email protected]
612.701.5250
https://Crystalline.Vision
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PRASAD CONSULTING & RESEARCH
Poonam Prasad, President
www.prasadconsulting.com
Email: [email protected]
Telephone: 212-755-1309
https://www.facebook.com/PrasadConsulting/
Poonam Prasad is Adjunct Assistant Professor of Philanthropy and Fundraising at New York University's George H. Heyman, Jr. Center for Philanthropy and Fundraising where she has taught Prospect Research courses for the past 15 years. She also teaches “Prospect Research: Techniques & Technologies” in the Master of Science program in Nonprofit Management at Columbia University’s School of Professional Studies. Poonam is a former board member of APRA and currently serves on the board of the Association of Fundraising Professionals New York City Chapter and the Giving Institute. She is a former President of Women in Development New York.
Prasad Consulting & Research enables nonprofit organizations to maximize their income by raising major and capital gifts.
Services include:
Audits
PCR conducts audits of research departments and development offices to determine if current staffing levels, skills, organizational structures and resources are maximizing the organization’s revenues and are adequate for a capital campaign. Audits also uncover and focus the organization's prospecting and cultivation efforts on the most productive new and existing constituencies.
Staff & Board Training
The firm provides training to an organization’s staff to improve the scope and reliability of information discovered. This includes making recommendations on the use of new resources, such as database screening, and other online research services. PCR also coaches volunteers and senior staff on cultivation and solicitation strategies.
Research & Strategy Development
PCR uses its expertise in research and strategy development to:
- Mine an organization's existing donor database for major gift prospects
- Identify new value-aligned prospects
- Upgrade giving levels of existing donor base
- Prepare individual research profiles to assess giving capacity and interest
- Craft solicitation strategies to maximize ask levels and identify the best person(s) to make the approach
- Identify prospective board members and campaign leadership
- Discover key decision makers, philanthropic history and potential contacts at corporations and foundations
- Recommend corporate prospects for marketing sponsorships and event underwriting
- Advise whom to approach as honorees, co-chairs, and committee members for benefits
- Rate and prioritize top prospects to determine who should get personal attention while maximizing staff time
- Conduct campaign feasibility studies and create a pool of prospects
- Set up and build major gift programs, capital and special campaigns, and design and implement fund-raising programs for new nonprofits
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Joyce Newton
I am a retired Senior Research Analyst from Dartmouth College with excellent experience that includes APRA and NEDRA presentations.
I have significant experience working with many subscription and donor databases: Wealth Engine, Lexis-Nexis, NOZA, Advance, Banner, PowerCampus, Research Point, iWave, and Foundation Directory. I offer a strong work ethic, excellent references, and very reasonable rates.
Please let me know if I need to supply anything else.
Joyce Newton
Cell: 603-219-6583
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Freelance Prospect Research Network
Dave Chase, Founder & CEO
Web: https://www.freelanceprospectresearch.com/
Email: [email protected]
Phone: (508) 790-2500
Team of seasoned freelance prospect research professionals with an average of 22 years of experience in prospect research for philanthropic organizations. Our freelancers include industry leaders active at the highest levels of APRA and its affiliates. They are all senior level researchers and managers, working in universities and other charitable organizations in cities that include Boston, Miami, New York City, and Los Angeles.
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Betsy Schuurman
Independent Prospect Researcher, Proposal Writer, and Fundraising Consultant
Schuurman Communications
http://www.schuurmancomms.com/
[email protected]
A trained researcher with 10+ years experience in non-profit prospect research in the U.S. and Canada, I help non-profits ask the right donor for the right amount at the right time.
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The Core Focus
Rebecca Asher
[email protected]
www.thecorefocus.com
(248) 930-1924
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Melody McBeth
Highland Fundraising Solutions, LLC
PO Box 95
Scotland, PA 17254
[email protected]
www.highlandfrs.com
717-414-6900717-414-6900
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Maria Semple
The Prospect Finder LLC Author: “Magnify Your Business: Tips, Tools & Strategies to Grow Your Business or Your Nonprofit” [email protected]
http://www.theprospectfinder.com
I focus on providing in-depth profiles on major gift prospects and I also provide proactive research to identify foundations in your region. I am often also brought in to train staff and board on research strategies and the role of prospect research in their development efforts. I have been a frequent speaker at fundraising conferences including APRA, local AFP Chapters, the NJ Conference on Philanthropy and Fundraising Day in NY. The Tony Martignetti Nonprofit Radio show invites me as his regular contributor on the topic of prospect research. Download my free e-manual as a good primer to prospect research: “Panning For Gold: Find Your Best Donor Prospects Now!”.
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Crystal Leochko Johnston, MA
Eclipse Research Group
Winnipeg, Manitoba, Canada
Email: [email protected]
Phone: (204)990-4830
I have 15 plus years experience as a researcher. I have my Masters Degree in History from the University of Manitoba. I have been a member of APRA Canada since 2009 and am currently the Programming Chair for the APRA Canada 2016 Conference Committee.
I provide prospect identification, research an analysis and can asses an individual's, company's, charitable trust or foundation's capacity and propensity to donate.
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Margaret King
President, InfoRich Group, Inc.
...a research based approach to fundraising...
www.inforichgroup.com
484-461-8100
[email protected]
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Steffanie M. Brown
[email protected]
(502) 836-5775
Merritt Island, Florida
https://www.linkedin.com/in/steffaniemelindabrown/
I've been working in development since 1999 and prospecting since 2006. Most of my full-time experience has been in higher education; freelance and consulting experience has largely been with small nonprofits, primarily social-service and faith-based organizations. I also provide consulting in other areas of development, including database administration and training, policy development, marketing content analysis, and strategic planning. I'm based on the Atlantic coast of central Florida, and also take remote contracts.
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Roger Magnus Research
Amherst, MA
Phone: 413-687-8466
Website: www.rogermagnusresearch.com
Specializing in conducting prospect identification/research and finding Census Bureau data for grant applications
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Matthew Engle
Prospect Research Professional
Philadelphia Metro Region/Southern New Jersey
856-397-0749
Development research professional with nearly 20 years of experience in Prospect Research, Strategy and Management.
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Ronnie de Supinski
Prospect Research Services
Tracy, CA
209-815-4158
[email protected]
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Kay Tabscott
Got Research?
Securing major gift support has never been a more complex, challenging and data-driven endeavor. Development Research Partners offers a unique and affordable service to nonprofit organizations who do not have a skilled research staff. We provide customized, in-depth and comprehensive profiles on individuals, corporations and foundations as well as qualification and briefing profiles. Please call us today to schedule a time to talk about how we can partner to advance your fundraising success! Experienced and reliable! 314-800-9045
[email protected] [email protected]
www.developmentresearchpartners.com
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Nora Hart, APRA member
Hart Fundraising Solutions, Inc.
[email protected]
https://www.linkedin.com/in/norahart
571-232-8632
With fifteen years of experience in prospect research and development, I focus on proactive research and reactive research. My specialties include identifying, understanding and condensing financial, biographical, legal and philanthropic information. I am adept with online research databases and financial disclosure forms like Form ADV, proxy statements, and 10K. As an experienced researcher, I can verify screening results and enjoy completing in-depth research profiles. One of my strengths is making connections between prospects and board members using public information.
As a small shop located in the Washington metro area, I am able to offer low rates and personalized service. Contact me at [email protected] or 571-232-8632 to find out how I can help your organization identify more prospects and raise more money.
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The Sollog Group
Nick Sollog, Founder & CEO
e-mail: [email protected]
phone: 804.767.2172
website: www.thesolloggroup.com
blog: https://thesolloggroup.wordpress.com/
The practice primarily focuses in the areas of Annual Giving and Prospect Research. We have worked with a number of charitable organizations that cross many sectors: health & human services, educational, arts & cultural, and civic & community. Nick Sollog has more than 9 years of experience in the nonprofit sector. His experience brings a unique perspective to each project that he takes on. Combine that with his dedication and passion to helping organizations exceed their expectation and you have a winning combination.
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Terry Burton, APRA member
Area of Specialization: Benchmark Reports for Naming Opportunities including:
1. Review the current inventory of naming opportunities and Ask Amounts
2. Develop the inventory of naming opportunities & Ask Amounts for a NEW facility or program
3. Strategic planning for cash flow from naming rights - philanthropic or sponsorship
4. Web site pages for naming opportunities
20 years + in research
5 years + in naming opportunities
Nonprofit references - Universities, community colleges, hospitals,
arts & culture, social services, school board, transit authority
and municipalities
Email: [email protected]
Web Site: http://diginresearch.biz
Telephone - 248-881-2323
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J.G. Research Associates
Jan Grieff, Principal, Sinking Spring, PA 19608
610-670-7629, www.JGResearch.com
Gini Mauchly, Senior Associate, Clarks Summit, PA 18411
570-585-0918, [email protected]
JGRA matches your funding needs with the individuals, corporations and foundations that have the means and inclination to support your organization. Let our experienced professionals help you:
-- Identify likely prospects, from both inside and outside your current constituency.
-- Provide in-depth information on each prospect’s wealth and interests, including strategies for cultivation.
-- Provide experienced major gift counsel to develop and manage successful fundraising plans.
-- Work with electronic screening vendors to provide validated preliminary research data.
-- Train new researchers and workshops to enhance the skills of experienced researchers.
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Chris Mildner
[email protected]
Chris Mildner, CFRE
Principal
Strategic Edge Resource Consulting
Portland, OR
503-702-8947
Specialize in providing indepth prospect information and analysis,with a deep understanding of the application of donor psychology and sociodemographics for effective cultivation, solicitation and strategic planning. Provide database setup, management and conversion planning expertise and staff training.
Over 20 years of experience in:
§ Feasibility study and campaign preparation
§ Prospect identification and pipeline development
§ Research and indepth financial analysis
§ Database setup, management and reports
§ Conversion planning and implementation
§ Vendor screenings
§ Benchmarks and scorecards
§ Donor relations and stewardship
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Aspire Research Group LLC
Jennifer Filla, President
[email protected]
www.AspireResearchGroup.com
http://www.linkedin.com/in/jenfilla
http://www.facebook.com/AspireResearchGroup
(727)231.0516 or (610)566.5113
Aspire Research Group believes every development office should have the benefits of professional prospect research. We help you raise more money by providing profiles on people, companies and foundations and by guiding you through prospect screenings, moves management and other research tasks. Visit http://www.AspireResearchGroup.com for free articles, tip sheets, profile samples, presentations and more.
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Jean Kieling Research has provided independent prospect research since 1992. Typical clients are independent schools, museums, and service organizations. Typical products are one-hour prospect "screenings" and full profiles. Jean Kieling previously worked as a CPA and specializes in the financial aspects of fundraising research. She is located in the San Jose area and works nationwide. Visit www.jk-res.com, or contact her at research @ jk-res.com.
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